Sales & CRM
Give your agents full access to Attio.
Agents read and write records, keep lists current, log activity, and turn a CRM into something that maintains itself. Combine Attio with enrichment and billing data and every record carries the context a rep needs.
Capabilities
What agents do with Attio
Helios vector-searches the Attio API surface at run time, so an agent reaches for whichever endpoint the task needs.
- Search Attio's entire API surface at run time and call any endpoint your key allows.
- Query, create, and update records across people, companies, deals, and custom objects.
- Read and write list entries, including stage and status attributes.
- Append notes and activity so every agent action leaves a trail on the record.
- Reconcile records against enrichment, billing, and product data.
- Run on a schedule so hygiene work happens without anyone remembering it.
Use cases
Tasks you can hand to a Attio agent
Keep the CRM clean on a schedule
The agent finds duplicates, fills missing fields, corrects stage drift, and writes a note explaining every change it made.
Nightly, dedupe companies, fill missing firmographics, and flag stale deals.
- attio·list companies updated in 30 days
- apollo·enrich 61 records missing headcount
- attio·merge 9 duplicate companies
- attio·note stale deals with no activity in 21 days
CRM hygiene pass complete
- 61 records enriched
- 9 duplicates merged
- 14 deals flagged stale for their owners
Enrich every new record as it lands
A new company appears and the agent fills in size, industry, funding, and the people worth knowing before a rep opens it.
Every hour, enrich new companies with firmographics and key contacts.
- attio·list companies created in the last hour
- apollo·enrich firmographics and find 3 contacts each
- web·read each company's site for positioning
- attio·update records and add a research note
12 companies enriched
- Headcount, industry, and funding filled
- 36 contacts added with titles
- A two-line positioning summary per account
Give reps a briefing before the call
The agent assembles everything known about an account — usage, billing, support history, recent news — into one note on the record.
Each morning, write a briefing note on accounts with a call today.
- attio·list accounts with a scheduled next step
- postgres·pull product usage per account
- stripe·check plan, MRR, and payment health
- attio·write briefing note on each record
7 briefings written
- Usage trend and top features per account
- 2 accounts flagged with a failed payment
- Recent support threads summarized
Sync product signals into the CRM
Usage from your database becomes fields on the account, so the CRM reflects what customers actually do.
Nightly, sync product usage and health scores into Attio.
- postgres·compute 30-day usage per workspace
- code·score health from usage and support volume
- attio·update `health` and `last_active` on 480 accounts
480 accounts updated
- 31 accounts moved into `at risk`
- 18 accounts flagged as expansion candidates
Cross-app recipes
Attio works alongside the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next without a handoff.
Templates
Ready-to-run Attio agents
Copy the prompt, connect your tools, and put an agent on the task.
Support
Slack support triage
Watches your support channel, answers what your docs already cover, and escalates the rest with the account context attached.
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
Sales & RevOps
Inbound lead enrichment
Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
Sales & RevOps
Typeform lead router
Reads each form response, enriches the company, routes it to sales or support, and replies while the person still has your tab open.
Use cases
Where Attio agents earn their keep
Support triage
An agent reads each incoming thread the moment it arrives, identifies the customer, checks their plan and history, labels and prioritizes it, and drafts a reply grounded in your documentation.
Lead enrichment
When someone signs up or fills a form, an agent enriches the person and their company, scores fit against your definition of a good customer, creates the CRM record, and tells the right rep.
Billing operations
An agent watches Stripe for failed charges and starts recovery, reconciles what you billed against what your own system recorded, and reports the revenue numbers every morning.
Email outreach
An agent finds the threads that went quiet, reads the conversation, and drafts a follow-up grounded in the last real next step. Onboarding sequences read the account before they send.
Form routing
A response arrives and an agent reads what the person wrote, enriches their company, decides where it belongs, and files it — as a deal, a support thread, or a reply within minutes.
CRM data sync
An agent computes usage from your database, joins it with billing health and support volume, and writes the result onto the account record every night.
FAQ
Questions, answered
Put an agent on Attio.
Connect it once, describe the task in plain English, and let it run on your schedule or your events.