Attio

What a member can do

• Search, list and read people, companies, deals and custom object records.
• Create, update, upsert and merge records, and add records to lists.
• Create and search notes, create and update tasks, and comment on records.
• Search meetings, call recordings and emails, and read their transcripts or content.
• Run aggregate reports on records and list entries.

Each task names the Attio tools it may call. attio on a task means every tool the Attio server offers; a name such as attio.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Attio connection acts as the Attio account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Attio for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Attio waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Attio tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

The SQL query tool is not available on every Attio billing plan.

Connect it

Attio is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Attio and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Attio's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Attio shows as connected.
5. Name the tools on the task, attio for all of them or each by name.
6. Check it. Run a task that reads something from Attio. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Attio account.

A first task to try

With Attio connected, give a member a task that uses it. For example:

Every Monday, list the deals with no activity in two weeks and add a task on each for its owner to follow up.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Attio tools it may use and its instructions. Nothing is created until you approve it.