Attio, kept current after every call.
Ask about any record, log the call, move the stage. Cedric proposes the change in Attio and waits for your yes.
100K credits ($50) through Slack, Teams, Discord, Telegram or WhatsApp, 50K ($25) with Google. No card needed.
- Ask about any person, company or deal, and the record comes back in the thread.
- After a call, Cedric writes the note on the record and proposes the next stage and the task.
- He reads your workspace's own objects and custom fields before he proposes anything.
- Stages, owners and list fields change on your yes. Reading never needs one.
- A deleted record is gone for good in Attio, so he asks every time.
What can an Attio AI agent do?
Attio is built around your own objects, lists and fields, and Cedric starts there. He reads the workspace's objects and their field definitions, then searches and filters people, companies, deals and custom records. Ask which deals in Pipeline are still in Discovery with no owner, and the list comes back in the thread.
After a call, he writes it down where it belongs. The recap goes on the record as a note. The stage or owner changes on the list entry, and the follow-up becomes a task with a due date and an assignee. He can post in the record's comment thread too. Each change is a proposal first, which is the meeting to CRM job most teams ask for.
He looks up workspace members, so a task lands with the right person. Records, list entries and tasks are shared team data, and a deletion in Attio is permanent. That is why every write waits for a yes.
After the call
The recap on the record, the stage moved.
Elin Park9:14 AM
@Cedric just got off with Brisa Health. Log the call on the deal, move it to Proposal, and give me a task for Thursday: send the security doc.
CedricAPP9:15 AM
Found "Brisa Health, annual" in Pipeline, stage Discovery, owner you. Proposed: a note with your recap, stage to Proposal, and a task "Send the security doc" due Thursday, assigned to you.
Looked up
People, companies, deals and custom records, with your own fields.
Updated
Notes, stages, owners and list fields, saved on your yes.
Assigned
Tasks with a due date, given to the right member.
Connect Attio in a minute
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. He joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect Attio from the dashboard
Open the Integrations page, pick Attio and sign in on its own sign-in screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
Pick Read-only when you connect if you only want him reading. You can switch it later.
- 03
Ask in plain words
Back in the channel, try it: "which deals in Pipeline are still in Discovery?" You describe the outcome; Cedric picks the Attio actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold Attio into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
The call itself happens in Google Meet or Zoom. Ask Cedric to join it, and the notes, the Attio update and the follow-up all come out of one conversation.
The follow-up email starts from the same recap. Cedric drafts it in Gmail to the person on the Attio record, and it sends on your yes.
Worth knowing
Attio comes from Cedric's catalog of 3,200+ apps. He works from what the Attio connection can read and do, the same list its card shows in your dashboard.
Your workspace sets the shape. Custom objects and list fields appear exactly as your Attio workspace defines them.
A deletion in Attio is permanent. Cedric names the record and asks every time.
Attio may rate limit heavy bulk requests. A large import runs in steps.
The Attio connection sets the scope. Cedric sees what it grants. Access is logged, and you can revoke it from the dashboard at any time.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a person to approve.
FAQ
Yes. Attio is one of the 3,200+ apps in Cedric's catalog. Connect it once from the dashboard, on Attio's own sign-in screen, and ask in plain words. Cedric picks the actions an ask needs from what the connection can read and do, with no fields to map.
Yes. He reads the workspace's objects and field definitions first, so a proposed update uses your fields and your list stages.
Yes. Tell him what happened, or ask him to join the call. He proposes the note, the stage and the task on the right record, and saves them on your yes.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes. Pick Read-only when you connect, or switch it later on the Integrations page. With write access, anything that changes or sends still waits for an approval.
Every workspace starts with 100,000 free credits (worth $50) on sign-up, no card. Plans start at $19 a month for the whole team, no seats. Each task uses credits in proportion to the work. See pricing.
Works well with Attio
HubSpotLooks up contacts, companies and deals, keeps them current, reports on the pipeline.
SalesforceAccounts, deals and cases looked up, logged and updated from the thread, on your yes.
PipedriveDeals found, moved, marked won and followed up from the thread, on your yes.
Zoho CRMLeads, deals and activities looked up, logged and converted from the thread, on your yes.
CloseLeads found, activity read, opportunities moved and follow-ups queued, on your yes.
ApolloProspects searched, records enriched, sequences and deals managed from the thread, on your yes.
Connect Attio in a minute.
Ask about one deal, then see the update he proposes after your next call.
100K credits ($50) through Slack, Teams, Discord, Telegram or WhatsApp, 50K ($25) with Google. No card needed.