Attio

Connect Attio and your assistant can work with your CRM — search records, manage notes and tasks, and read meetings, call recordings, and emails — so relationship context flows into your follow-ups, prep, and pipeline updates.

What’s included

With Attio connected, your assistant can:

Search your CRM — find and retrieve people, companies, deals, and other records
Read relationship context — notes, meetings, call recordings, and emails (including semantic search)
Keep records current — create and update records, notes, and tasks
See your workspace — list attribute definitions, members, and teams

Connecting Attio

Go to Integrations
Find Attio and click Connect
Authorize Town in Attio (sign in when prompted)
Return to Town

Your assistant acts on your behalf and is limited to what your Attio account can see and do. You can revoke access anytime from Attio settings.

What your assistant can do

Capability	What it does	Makes changes?
Search records	Find and retrieve CRM records	No
Search notes	Find notes, including semantic search	No
Search meetings and calls	Find meetings and read call recordings	No
Search emails	Find and read emails synced to Attio	No
List attributes, members, teams	Inspect workspace structure	No
Create and update records	Add or modify CRM records	Yes
Create notes	Add notes to records	Yes
Create and update tasks	Manage tasks in Attio	Yes

Use cases

Meeting prep — “pull everything we know about Acme before my 2pm” — notes, calls, and emails in one view.
Log as you go — turn a call summary or email thread into an Attio note.
Pipeline hygiene — update deal records after a meeting or email.
Follow-up tasks — create Attio tasks from action items your assistant spots.

Good to know

Use approval-required tool settings in routines that create or update records — CRM changes affect your whole team.
Semantic search works over what Attio has synced; if a call or email isn’t in Attio, your assistant can’t find it there.

Integrations overview — How integrations give your assistant context
Routines — Automate CRM upkeep