Attio Release Notes

Agents can do the high context work of a person at the speed of a machine. They unlock a radically personalized customer experiences at unprecedented scale.

But software wasn't built for agents.

So today, Attio is introducing a new shape of software. It is the first hybrid architecture engineered for people and agents in equal measure.

We’re launching four new capabilities: SQL Engine, Data Connectors, Agent Scale, and Activities, in beta. Together, they build on Attio’s core platform and make the architecture for agentic revenue, giving frontier teams the power to scale any revenue motion.

This is the architecture for agentic revenue.

Attio combines the speed and scale of infrastructure with the context and control of application software, in one architecture built for people and agents.

It works at the speed of an agent, across your entire market, to the standard of your best rep. Every task an agent completes adds context for the next, so that context compounds with every interaction.

Three interconnected layers make it possible:

• Context. Every customer signal is captured in a shared context layer that stays current and grows richer with each interaction.
• Orchestration. Agents and workflows use this context to act on every signal across your revenue operations.
• Ecosystem. Connect Attio to all the tools and agents that run your business, with consistent access to its data, logic, and actions.

Every product we've shipped has laid the groundwork for this. Today, we're introducing four major advances that extend what it can do.

The next phase for hybrid architecture

SQL engine

Attio now speaks SQL, the data language of agents.

Agents use it to query millions of records and relationships at once and perform complex calculations directly in Attio. Questions that previously required exported datasets or custom reports can now be answered in a single query.

For example:

• Find which lead sources produce the highest win rates on deals over $50,000.
• Calculate weighted pipeline across regions and owners.
• Identify open opportunities associated with churned customers.

Attio performs the calculation and returns an exact result. Every query is available to inspect

SQL also works inside Workflows, allowing the results to trigger actions. Identify accounts that cross a usage threshold and automatically create expansion opportunities, or calculate values across related records to route deals.

Data connectors

Attio now exposes a live, Postgres-compatible endpoint, connecting your CRM directly to your agents and data stack.

Connect Hex, Omni, Looker, Metabase, dbt, and other compatible tools using PostgreSQL credentials. Queries run directly against Attio, so dashboards and analytical tools can work with live CRM data without exports or synchronized copies.

• Build weighted pipeline forecasts in your BI tool.
• Track performance against custom targets.
• Analyze deals across segments, teams, and regions.

When an opportunity changes, the updated data is immediately available to your connected tools.

Connections are read-only, with dedicated credentials that workspace admins can disable or regenerate.

For teams with an existing data stack, Attio becomes a live, directly queryable source. For teams building one, advanced analytics no longer requires a complex integration project.

Agent Scale

A person might review a few dozen accounts in a day. An agent can work across thousands simultaneously.

Attio is engineered to support hundreds of millions of records.

• Research every account in your market.
• Continuously requalify your entire pipeline.
• Keep millions of records current as new information becomes available.

Thousands of agents can work across your customer data, with the same permissions and access controls that govern the rest of Attio.

As your business grows, agents can take on more work without sacrificing the reliability your team depends on.

Activities, in beta

Not every important customer interaction happens in an email or meeting.

Activities extends Attio's data model to capture the most unique interactions as structured, first-class data, like support conversations, social DMs, product events, and more.

Define custom schemas for the activities that matter to your business.

• Support escalation gets tags before a renewal conversation takes place.
• Track expansion opportunities with detailed product events.

Give your team a more complete understanding of every relationship, and your agents the context they need to act on it.

Get started

SQL-powered questions in Ask Attio are available on all plans. Open Ask Attio and ask a question about your pipeline, performance, or customer data to get started.

SQL access through the REST API, MCP, and Workflows is available on Enterprise plans. Data Connectors are also available on Enterprise, and can be created and managed by workspace admins under Workspace settings → Data → Data connectors.

Activities is currently in beta.

Explore our documentation to learn more:

• Querying with SQL
• Chat with Ask Attio
• SQL queries in Workflows

See the full vision at attio.com/architecture.

Turn conversations into action.

• Call recording created: Trigger a workflow when a call ends and use the transcript with an agent or any other block.
• Link record to meeting: Keep every meeting tied to the right record.

For example, create a workflow that triggers after every call, links it to the right deal, and assigns the follow-up the moment it ends. And with round robin now rotating across a whole team, that follow-up lands with the right rep automatically.

Explore the full Workflows block library in our Help Center.

• Tailor Attio how you like it. Personal context now lives in Profile settings and applies across all of Attio.
• Add an address in one paste. Paste an address and Attio fills in the individual location fields for you.
• Control what gets into your workspace. Admins can now blocklist specific email addresses or domains across the whole workspace, managed alongside protected recipients.
• Catch workflow mistakes early. The editor checks if your variables match as you build, so errors surface before a run.
• Scan through tables faster on iOS. Record and table views load ten times faster.
• Scroll call recordings more smoothly on mobile. We fixed a heavy rendering issue, so the page is faster and lighter on battery.
• Full transparency on credits. Ask Attio now shows how many credits any thread uses, right in the menu.
• Delete your own data. Remove your personal data when you delete your workspace, all self-serve.
• Reach for a new model. Opus 5.5, GPT 6 Sol, and Gemini Flash 3.8 are now in both Ask Attio and the Workflow custom agent block, and GPT 6 Luna joins the Workflow custom agent block.

Connect more of your stack.

• Google Sheets. Pull data in from a sheet to enrich or route a record, and push records back out to the spreadsheets finance and ops live in.
• Asana. Spin up Asana projects and tasks from a workflow, from scratch, or from a template. For example, start a tech-review project the moment a deal reaches a new stage.
• Hunter. Find and verify work emails from a name, LinkedIn URL, or domain, without leaving Attio.

And you can now find and install apps without leaving the builder: search the App Store and get smart suggestions filtered to the blocks you’re using.

Explore all apps in our App Store.

See the Help Center for more information on setting up Google Sheets in your workflows, or for help setting up your workflows.

Build on a more extensible Attio

New API endpoints, app updates, and MCP tools this month:

• Create meetings and call recordings. Push calls into Attio via the API, including transcript-only uploads from Granola.
• Update notes. Edit a note in place instead of deleting and recreating it.
• Merge records. Dedupe through the API or MCP, exactly like the in-app merge.
• Overwrite value history. Keep customers' full history intact when they migrate to Attio.
• Manage sequence unsubscribes. Keep outreach compliant, straight from the API.
• Create lists via MCP. Spin up lists from your LLM of choice.
• Trigger on new call recordings in Zapier. Auto-create tasks, post summaries to Slack, or log calls.

And the App SDK is now officially 1.0.0: a stable, versioned base for building and shipping apps. See the SDK docs to get started.

Read all the latest updates in our new Developer Changelog.

• Dictate to Ask Attio. Dictation is now native, so you can speak your requests to Ask Attio without reaching for an external transcription tool.
• Find any setting fast. Settings search now covers every tab and section, so you can jump straight to any settings page from the sidebar.
• Triggers have been renamed for clarity. The Record, List entry, and Note command triggers are now Record, List entry, and Note actions.
• Catch any emails that didn’t send. A new Failed tab in Emails surfaces manually written emails that failed after every retry, with clearer feedback when a mailbox disconnects.
• More models in Ask Attio. Gemini Flash 3.7 is now available in Ask Attio and the Workflow Custom Agent block.
• Icons and avatars are now a standard 16px across the product, for a cleaner, more consistent interface.

Let your workflows handle the follow-up.

• Find tasks pulls exactly the tasks you need, filtered by assignee, referenced record, due date, and more, and lets you drill into any task's properties: content, assignees, linked records, and more.
• Create note writes a note directly onto a record from inside a workflow.

Chain Find tasks, a Custom Agent, and Create note to close the loop automatically: surface the tasks that need attention, run the research or summarize the call, then write the result straight onto the record where your whole team can see it.

See the full library of workflow blocks in the

Help Center
.