Attio Release Notes

TL;DR

• Workflows is Attio's new engine for orchestrating AI agents alongside your revenue team across every account and signal.
• Agents run on Universal Context: your full customer picture across accounts, conversations, signals, and the tools your team works in.
• Describe what you want in a sentence, and Ask Attio drafts the workflow.
• Add Linear, Fin, Granola, Notion, Octolens, lemlist, Aircall, and other tools to your workflows with pre-built blocks or via MCP.
• Live today in every Attio workspace, or create an account to try the new Workflows.

In sales, the book is always bigger than the team. No team can be everywhere at once. But they don’t have to be.

Attio now runs the work that closes top deals on every account in your list: research, routing, briefings, follow-ups, the nudge when something stalls. All at the standard your team brings on their best days.

This is revenue orchestration: the system that runs alongside your team, coordinating across every account, every signal, and every motion. Your reps own the deal. Agents do the work to help them win.

It's how a founding team of two stays on every account, not just the top ten. Or how a team of fifty covers every account, across thousands. Without dropping the standard.

What's now possible in Workflows?

Workflows is Attio’s engine to orchestrate AI agents alongside your team. While your reps run deals with buyers, agents support the work around them.

Research leads (new workspace records), score them against our ICP. For high-fit leads create a deal and assign it to an AE.

Put agents to work on:

• Prospecting: Creating a target list of qualified accounts to add to a sequence.
• Triaging: Scoring leads against your ICP and routing them with a personalized opener attached.
• Briefing: Prepping reps before every call with the deal history, recent emails, and talking points.
• Following up: Recapping every meeting with a summary, updated fields, and drafted next steps for prospects.
• Reviving stalled deals: Watching deals that have gone quiet and drafting the nudge to bring them back.
• Signal-based outreach: Catching market signals (funding rounds, exec changes, hiring spikes) and queuing the right play.

These are just a few of the plays we see teams running.

But none of this works if your agents don't have the right context.

Why your agents are only as good as their context

An outreach agent that can't see your last three meetings will write a generic email. A briefing agent looking only at sales call history will miss the customer who stopped using the product after disappointing interactions with Support.

Attio's Universal Context closes that gap. It's the context layer for your accounts, contacts, conversations, signals, and product usage, connected to the tools your team already uses: Notion, Linear, Fin, Octolens, lemlist, Aircall, and more.

That depth is what makes the agents reliable. The research agent already sees every call your team has had with the prospect. A churn agent doesn't just see one account going quiet; it reads the signal against every account that's gone quiet before. Universal Context turns isolated events into patterns your team and agents can act on.

Inside Workflows

Workflows is built from features that fit together however your team needs. Here are the big ones:

• Ask Attio to build your workflow: Describe your goal, and Attio drafts the workflow.
• Web Agent: Pre-built for live research on the web: company news, funding rounds, leadership changes, and more.
• Custom Agents: Build your own for any play your team runs.
• App blocks: Install blocks from partners like Linear and Fin, or build your own with the App SDK.
• MCP: Agents reach into anything else with an MCP server.

The new Workflows brings retries, better reliability, custom code, and a long list of other upgrades from the original Automations product.

And the pricing is built for agents — 9 in 10 block runs are free, with AI billed by actual model usage.

Your team stays in control

Three things matter more than anything else when you're handing work to a system.

1. Transparency. You need to see what your agent is doing. In Workflows, every run is on the record. Open the history to see what each agent read, what it decided, and what it did next.
2. Permissions. You need to set the boundaries. Workflows inherit the permissions of whoever you assign. An agent acting on a deal can't touch anything its assignee couldn't.
3. User control. You need to be able to change the workflow as fast as your business changes. Edit any prompt or swap any block, using AI chat or the workflow builder. Every workflow is yours to evolve when you need it.

Get started

Workflows is live today. If you're already on Attio, try Ask Attio to create an agent or start from one of our templates.

Every morning, surface the deals that need my attention today, like anything with a stage change, a recent reply, or a new signal in the last 24 hours.

If you're not on Attio yet, you can start free.

We can’t wait to see what you build with agents in Workflows.

Today, we’re excited to announce Attio Objects, our powerful data model with custom objects that gives you complete flexibility over how you structure your CRM.

We know how challenging it has been to find a CRM that perfectly fits your business and data model, let alone one that also allows your GTM team to build fast and iterate. Attio Objects changes that.

With the introduction of custom objects, along with new Workspaces, Users, and Deals objects, Attio’s data model will work with your business, no matter how unique.

Whether you're a PLG startup, a sales-driven business, or have a unique business and data model that requires custom objects, Attio gives you the power to build the exact CRM you need, in a fraction of the time and cost.

“Attio is building the next generation CRM. I’ve been amazed by its powerful and flexible object relational system. I can finally configure our CRM to fit our business needs, rather than the other way around.” — Margaret Shen, Head of Business Operations, Modal

High-growth startups like Replicate, Replit, ElevenLabs, Modal, Passionfroot and more are already using Attio’s object architecture to perfectly match their businesses and accelerate their GTM growth.

A data structure that actually represents your business

Our customers often tell us that one of their biggest challenges is finding an out-of-the-box CRM that actually reflects how their business works. They’ve always been forced to fit their workflows and data into pre-existing data structures that don't match their needs, which causes tons of headaches, overhead, and missed opportunities for GTM motions.

With Attio’s Object data model, you have complete flexibility over how you structure your data to build whatever you need.

For example, let’s say you’re running a B2B marketplace. In this case, the standard Companies, People and Deal objects aren't sufficient to capture the complexity of your business model. They are great for tracking your sales leads and contacts, but they don’t capture the full picture of your business.

On your platform, you have buyers and sellers transacting with each other, generating a wealth of data that is crucial for your GTM efforts. To truly represent your business model in your CRM, you might map out your custom objects like this:

Type | Object | Description
Custom | Buyers | Those purchasing your products/services in your marketplace
Custom | Sellers | Those selling products/services in your marketplace
Custom | Transactions | Data store for every transaction that occurs
Standard | People | Contacts who you deal with on the non-marketplace side of your business
Standard | Companies | Companies who you deal with on the non-marketplace side of your business
Standard | Deals | A potential sale that your business wants to track between your company and another organization or individual

Using these custom objects in Attio, you'll be able to easily differentiate between a company or contact that interacts in your marketplace and those who you interact with outside of that context. For example, a Buyer object would track a company's activity and attributes within your marketplace, while a Company object would track your sales interactions with that same company.

But Attio's real power lies in the ability to link these objects together. You can connect your Buyers and Sellers to their corresponding Companies and People records, giving your team a unified view of each account across your sales and marketplace operations. You can link Transactions to the Buyer and Seller involved, and even to the Deal that the transaction originated from.

“Passionfroot uses Attio to run the Internet’s top creator marketplace. “Attio is an incredibly flexible product, you can build anything on it. We use it as the backbone of our entire product-led growth motion – we’ve built it to exactly match our business model, data and processes.” — Filip Mark, Chief of Staff, Passionfroot

New standard objects for PLG and beyond

Workspaces and Users objects

For PLG businesses, having product data inside your CRM is crucial for growth. Attio is built from the ground up to natively support PLG, with the power and flexibility to adapt to any other business model or data structure.

That’s why we're excited to announce that our Workspaces and Users objects are now out of beta and live, making it easy to sync your product data with Attio using our Hightouch, Segment, and June integrations, or via our API with just a few clicks.

With these new objects, you can leverage your product data directly in your CRM to identify PQLs, reduce churn, and drive growth. No more trying to shoehorn your product data into rigid, one-size-fits-all data structures.

“The ability to have separate objects for Users and People as well as Workspaces and Companies is a huge differentiator for us. It ensures that we can have a continuous relationship with a customer even if they switch companies. Users change roles, relationships stay constant. Attio is the engine of our GTM strategy, because we’re able to see all the analytics, business, and relationship data about our customers all in one place and then act on it.” — Alberto Incisa, Head of Growth, June.so

Deals object

Our Deals object is now out of beta as well, meaning you can now use deal records to perfectly fit your sales process. However, the real power of this update lies in the ability to link deals with other objects (for example, Companies or Workspaces).

This is great because just like in real life, your deals aren’t existing in standalone silos. Your sales team can configure their deal page any way they like and can tie in information about how your customer is using your product, while your customer success team can use those records to have complete context as they serve your customer after winning the deal.

“Linking our Workspaces and Users objects to our Deals, People and Companies objects has accelerated our growth to a new level. To be able to activate these pre-built objects in a single click is pretty incredible. There’s no other CRM like this for PLG.” — Gary Gaspar, CEO and co-founder, Marker.io

Connect data from your GTM stack directly into Attio

You can use our integrations and robust API to directly sync your standard and custom objects with any data source or tool.

Our integrations with Segment and June allow you to easily sync product and user data with just a few clicks. And with Hightouch and Census, you can sync any type of data directly from your data warehouse and link it to corresponding records in Attio. And if you need to sync any other data, our API has got you covered – it's flexible, powerful, and gives you complete control.

For example, if you sell software to restaurant groups, you can sync data about how individual stores are using your product and tie that usage data back to the brand and restaurant group level. Or, if you're a shipping business, you can bring in data about individual shipments from your data warehouse and link them to the relevant customer records.

“We use Attio’s native Segment integration to pull in all of our workspace information, and associate this with the correct companies and people. We also import various product intent signals, such as usage data, to help us identify and preemptively reach out to churn risk accounts. Being able to map and transform this data so easily has greatly improved our retention rates.” — Margaret Shen, Head of Business Operations, Modal

The power of Attio's data model

With Attio's API and object data model, you can build a CRM that truly represents your business. So many of our customers are already using both our standard and custom objects to build and scale their GTM motions.

Using our object data model, you get:

• Flexibility: You have complete control over your data structure. No more trying to fit your business into a rigid, pre-defined model. You can create custom objects that perfectly match your unique workflows and data needs.
• Scalability: As your business grows and evolves, Attio grows with you. Our data model can ingest and process millions of data points with virtually zero lag time.
• Integration: With our world-class API, Attio Objects seamlessly integrate with your existing tools and data sources, so you can bring all your data together in one place.
• Fast time-to-value: Our interface and powerful API allow you to get up and running in a fraction of the time it would take with other vendors.

And best of all, no enterprise plan required. Start building the data model that truly represents your business.

To learn more about objects, check out our help center.

• The Attio Android app has been fully redesigned and released to the Play Store.
• Canceled or failed Ask Attio messages now keep whatever has streamed visible, instead of disappearing.
• Adjust List and Object settings more easily. They now sit together under a single Data item in the Settings sidebar.
• Dropdown menus across the app have been polished. Fly-out menus replace in-place drill-downs, dropdowns are modal so they don't close on accidental outside clicks, and filter dropdowns have clearer hierarchy and reopen at the last selected level.
• Email sync is significantly faster. Average parse time is more than four times faster, and long hangs affecting some mailboxes are gone.
• A Figma template is now available for developers publishing to the App Store, making it easier to ship apps that look at home in Attio.
• Read GTM Atlas, our practitioner-led map for modern go-to-market, featuring chapters from operators building the next generation of GTM teams at Lovable, Vercel, Framer, Fin, and more.

Attio adapts to how you actually work.

Set Custom context to give Ask Attio instructions for your personal conversations: preferred communication style, things to avoid, and the terminology you use day-to-day.

Workspace admins can set context that applies across the whole workspace, so shared team definitions of "pipeline", "qualified", or "key stakeholder" land the same way for everyone.

Responses are also now steerable mid-stream. Send a follow-up or correction and Attio picks it up immediately, instead of waiting for the current response to finish.

See the
Help Center
for more on managing your Ask Attio settings.

Your most-used screen, rebuilt for speed.

• Headline and actions are now top-left. Record name, key info, and primary actions in one place, so you can act without hunting.
• The detail panel is now on the left. Attributes sit where your eye lands first.
• Resize sections. Drag to give lists more room or expand activity for deeper review.
• Search all attributes. Open the full attribute list and search by name to jump straight to what you need.
• Open comments in the sidebar. Open comments from the header without leaving the record.
• Choose compact or standard lists. Toggle list cards between compact (more lists visible) and standard (edit in place).
• Activity timeline. Automation events are now collapsed by default to highlight important events and reduce noise.

Learn more about record pages in our Help Center.

Powerful new report builder

We’ve just released major updates to our reporting system, including a whole new building flow, powerful new configurations, beautiful refreshed designs, and more.

With today’s updates, building powerful reports is now more intuitive than ever before.

We’ve completely overhauled our report builder. You’ll now find five key report types, each with their own unique configuration and powerful new features. These intuitive new report types mean you can now identify and build any report you need, quicker than ever.

• Insight reports analyze the latest data for your business, such as the geographic distribution of your customers. These are now even more powerful, with a new data-first report builder and improved configuration capabilities.
• Historical values reports show how your data has changed over time, for example your MRR growth over the last year. We’ve vastly expanded the functionality of these to give you the flexibility to configure your data however you need.
• Funnel reports give you insight into the progress and conversion rates of your pipeline, so you can optimize your GTM motion. You can now build funnels for numerous different metrics, including Deal value.
• Time in stage reports show you the amount of time spent in different stages of your pipeline. We’ve also added new aggregation functionality, meaning you can track the Max, Min, or Average time taken for a Deal to move through your sales pipeline.
• Stage changed reports summarize the number of records that move to each stage in your pipeline. These now support a range of new metrics, such as Expected seat count.

Data-first building flow

Our redesigned report building flow now starts with selecting your data source, rather than choosing a chart type upfront. This allows you to immediately focus on the data you need to analyze.

For example, if you want to determine your total ARR, you can build an Insight report with Workspaces as your data source and ARR as your metric.

You can then use the Group by option to further break down your data in different ways.

In this case, if you’d like to track your ARR growth, you can group by Current Subscription Start Date and choose between Bar, Line, and Pie visualizations of that data.

Our new Segment by option gives you the power to analyze your data even more precisely. For this example, if you wanted to view the distribution of your revenue by subscription plan, you could additionally segment your report by Plan.

Intuitive visualizations

As you build up your report and choose the attributes you’re interested in, we automatically detect the range of compatible visualizations for your configuration and report type.

This means you can always view your data in a meaningful and compelling way, allowing you to focus on exploring your data instead of worrying about configuration.

For example, you need to group by geographic location to access a Map visualization.

It’s easy to tailor your visualization to your needs, with toggles for axis labels, bar stacking, and target values. You can now also sort bar charts by Amount, so you can quickly identify key trends.

Improved historical reporting

We’ve vastly extended the functionality of historical values reports.

You can now select any numeric attribute as your metric, and aggregate this value as Max, Average, Min, or Sum.

Ever wondered how your data has changed month-by-month? We’ve got you covered: you can now group by historical values, as well as by current values. This means you can quickly analyze changes in your data over time for any use case.

For example, you can track the state of your pipeline over time by selecting Deals as your data source and Count Records as your metric, and then grouping by Deal Stage.

Stage changed reports have been similarly upgraded, to support all numeric attributes and metric aggregations.

Stress-free data exploration

With our new Save button, you can now experiment with different metrics, groupings and visualizations without worrying that you’ll affect other users’ reports.

Temporarily explore your data however you choose—your changes are only shared with the rest of your team when you hit Save.

You can also save your edits as a new report, instead of overwriting an existing report.

Get started now

Just open a dashboard and click Add report to start building with the new reporting system. To learn more, take a look at our help center article.

Import data into any object

Today, we’re launching our brand new importer. Rebuilt from the ground up, you can now import your data into any object or list, and also import relationships between objects and references.

We’ve also shipped a number of other new features that help you import data into Attio faster and better than ever before.

Our new importer supports standard objects, custom objects, and all attribute types. This means you can now import your data directly into objects, as well as lists.

You can also import relationships between objects from a single CSV file, or create new relationships between a row being imported and existing records in Attio.

For example, importing a file with the columns Name, Email, Company name, Company domain would create a relationship between the Person and Company listed in each row, and create any missing records for either Person or Company.

Map data faster than ever before

Whether you’re uploading a file of 1,000 or 100,000 rows, you can immediately start mapping values while your file uploads in the background.

We’ve upgraded our automatic value mapping to speed up the process for you. We analyze the headers and entires in every column to instantly identify the best matching attribute for each value, making it easy to configure your data however you need.

Should we identify any issues with your mapped values, we flag these so that you can review and override this data directly inside of Attio. No need to tediously edit and re-upload your files.

You can also share the link to your import with teammates to collaborate in real-time.

Track your progress

Once you’ve finished configuring your data, you’ll get a full preview of the import, including any new relationships that will be created between objects. This allows you to get a full picture of precisely how your data is being imported into your CRM.

Click Start import, and you’ll instantly see a detailed progress indicator. Not only can you see how long is left on your import, but you can also see which records are completed, queued or failed.

Need to build some workflows while you wait for a large import to run? No problem—your import will still run in the background. Just navigate to the object settings page to view any currently running or previous imports.

Get started

To get started just click Import / Export > Import CSV on any object or list view, and drag and drop your CSV file. Visit our help center article to learn more.

Ask Attio in plain language and it'll do the work for you. Across notes, tasks, records, and emails, Attio carries the thread of your conversation forward so each action builds on the last.

• Send a follow-up email. Update a stalled deal. Create a task off the back of a meeting.
• Attio will show you exactly what it's about to do and wait for your go-ahead.
• Available in the app and directly from Slack, automatically linked to your workspace via your email.

For more ways to use Ask Attio, see our Help Center.

• Attio is now in the ChatGPT store. Connect your workspace and search Attio records directly in ChatGPT.
• Ask Attio responses are cleaner and faster. Reasoning steps are now hidden by default so you see answers without the noise.
• Search by full URL — you no longer need to strip the https:// prefix to find records by their web address.
• Meeting details are now shown for call recordings on mobile, so you can see the context behind each call without switching to desktop.
• Remove the Attio call recorder by typing any variation of "please leave" in the meeting chat.
• Adding and verifying a domain now happens in a modal, so you can manage domains without leaving the settings page.
• Enterprise admins can now enforce SSO sign-in workspace-wide, preventing members from bypassing it with Google sign-in. Setting up SAML-based SSO is also faster with a new configuration page.
• Preview your next invoice up to 90 days before renewal, see an explicit warning when you're over your seat limit, and handle upgrades, downgrades, and seat changes through a single unified checkout flow.
• Enterprise admins can now prevent members on a verified domain from changing their email address.
• Ask Attio can now adjust your app theme and accent colors — ask it to update the appearance and it applies the change. Available on Enterprise plans.