Attio

crm

Attio is a fully customizable workspace for your team's relationships and workflows.

What AI Employees can do with Attio

Example tasks your workforce can handle once Attio is connected.

Summarize recent activity in Attio for your team

Create and update records in Attio from email or chat context

Trigger follow-up work when something changes in customer relationships

Route exceptions to the right person with full context attached

Why use Odella with Attio?

AI-native Attio integration

Native connection flow — AI Employees work inside Attio, not through brittle copy-paste
108 actions across 1 toolkit, structured for reliable AI Employee execution
Deep coverage across crm workflows your team already runs in Attio

Managed auth

Secure OAuth and credential storage — no API keys pasted into prompts
Central place to connect, scope, and revoke Attio access per AI Employee
Per-worker credentials instead of shared keys sitting in workflow configs

Built for AI Employees

Tools scoped to what each worker actually needs from Attio
Fits into broader employee workflows — not isolated one-off automations
Clear work history so you always know what ran, when, and on whose behalf

Enterprise-grade security

Control which AI Employees can access Attio and what they can do
Scoped, least-privilege permissions per worker
Human approval gates for sensitive actions before they execute

Capabilities

Toolkits, triggers, and actions available to your AI Employees through Attio.

Create Entry (Deprecated)

Create Note

Create Record

Delete List Entry

Delete Note

Delete Record

Find Record

Get Object

Get Record

List Entries (Deprecated)

List Lists

List Notes

List Objects

List Records

Query Records

Search Records

Update Entry (Deprecated)

Update Record

Assert Company (Create or Update)

Assert List Entry by Parent

Assert Person Record

Assert Record (Create or Update)

Assert User Record (Create or Update)

Assert Workspace (Create or Update)

Create a record

Create Attribute

Create Comment

Create Company

Create Deal Record

Create List

Create List Entry

Create Object

Create Person

Create Select Option

Create Status

Create Task

Create User Record

Create Webhook

Create Workspace Record

Delete Comment

Delete Company

Delete Deal

Delete Person

Delete Task

Delete User

Delete Webhook

Delete Workspace Record

Get Attribute Details

Get Comment

Get Company

Get Current Token Info

Get Deal Record

Get List

Get List Entry

Get Note

Get Person

Get Record by ID

Get Task

Get V2 Workspace Members (Deprecated)

Get Webhook

Get Workspace Member

Get Workspace Record

List Attribute Options

List Attributes

List Attribute Statuses

List Call Recordings

List Companies

List Company Attribute Values

List Company Record Entries

List Deal Entries

List Deal Record Attribute Values

List Deal Records

List List Entries

List List Entries (Deprecated)

List List Entry Attribute Values

List Meetings

List People Attribute Values

List People Record Entries

List Person Records

List Record Attribute Values

List Record Entries

List Records with Query

List Tasks

List Threads

List User Record Entries

List User Records

List Webhooks

List Workspace Members

List Workspace Record Attribute Values

List Workspace Record Entries

List Workspace Records

Patch Record

Put Record (Overwrite)

Search Records

Update Attribute

Update Company

Update Deal Record

Update List

Update List Entry by Entry ID

Update List Entry by Entry ID (PUT)

Update Object

Update Person

Update Select Option

Update Status

Update Task

Update User Record

Update Webhook

Update Workspace Record

Frequently asked questions

Common questions about connecting Attio to your Odella AI workforce.

Does Odella replace my existing software?

No. Odella works alongside the tools you already pay for. AI Employees operate inside Gmail, Slack, Salesforce, and the rest of your stack — they do not replace those systems.

Is my data secure when Odella connects to external tools?

Odella uses secure OAuth and credential storage for every integration. You control which tools each AI Employee can access, and sensitive actions can require your approval before they run.

How do triggers work with Odella AI Employees?

Where supported, triggers start work automatically when something happens in a connected app — like a new email, ticket, or record. Your AI Employee picks up the task and follows the workflow you trained them on.

How do Odella AI employees connect to third-party apps?

After you hire an AI Employee, connect the integration from their settings in a few clicks. Odella handles authentication securely so your worker can read, write, and act on data in the tools your team already uses.

How quickly can I connect Attio to an Odella AI Employee?

Most teams connect Attio in a few minutes through Odella's native integration flow. Choose the AI Employee who needs access, authenticate securely, and define which actions they can perform.