Attio Release Notes

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
.

Organize your Workflows in one click.

Auto-layout tidies the whole canvas, and you can retry an older run against the live version of a workflow.

Ask harder questions, get better answers.

Ask Attio shows you when deeper thinking is needed to catch your edge cases and handle multi-part questions with precision.

Find the right app faster.

Filter the App Store by capability: MCP, workflow blocks, or UI extensions.

Build apps quicker.

The App SDK adds environment secrets, folder-based app structure, plain-string email and phone parsing, and 2 to 3x faster app boot.

Export your call recordings.

Workspace exports now include a call_recordings.csv file, under Settings > Export.

Keep Productboard and Linear in sync.

Create Productboard feedback from records, call selections, and Workflows, and the Linear Update Issue step is fixed.

Work comfortably in the dark.

Popovers, dialogs, and dropdowns now use refined elevated-surface styling in dark mode.

Faster, more reliable email sync.

We rebuilt the mailbox sync engine so your emails sync much faster.

Get more reliable webhooks.

Delivery is now isolated per workspace, so one workspace's spike no longer delays others.

Attio now does the math.

Get live answers from your existing CRM data with calculated fields that update automatically.

• Catch risk early. Set deal alerts you can act on.
• Track expansion. Measure account health over time.
• Prioritize the right accounts. Lead scores update as new signals land.
• Forecast with confidence. Weighted pipeline values recalculate as deals move.

Turn your context into leverage across the platform: formulas work in workflows, reports, and sequences, and attribute history functions show how your data has changed over time.

Start by describing your formula and let Attio build it. Available now on Pro and Enterprise plans.

See the Help Center to get started, or join us live on August 5th to build a weighted pipeline, lead scoring, and a custom pricing calculator from scratch.

What is this pipeline worth if we weight it honestly? Which deals have been stuck in a stage longer than they should be? Which accounts are worth less to us than they were 90 days ago? Which of these leads deserves more attention?

There's no need for guesswork on your most important revenue questions.

The real answers are calculations from data you already have.

Introducing formula attributes

Attio now computes new values from your existing data.

Write it or describe it

Create formulas in a dedicated editor, with a full library of math, logic, text, and date functions.

Attio provides syntax guidance as you type, including a searchable list of what’s available and examples of how to use functions with your existing attributes.

If you’d rather not write formula syntax at all, just describe what you want. Attio writes the formula for you based on your prompt, without using any workspace credits.

Try this example:

Output the text "Stale" if this deal has been in its current deal stage for more than 14 days, and "Active" otherwise.

Build with confidence

Attio shows you a preview result for an example record of your choice. You know exactly what a formula will return before you save it.

If something’s off, Attio identifies the error, flags it, and fixes it for you.

Functions that understand change over time

Attribute history functions work with historical values, helping you understand how your data has changed over time, not just what it is now.

timeSpentIn measures how long an attribute sat at a certain value, like a deal stage.

hasBeenIn checks whether it ever passed through a given value.

valueAt tells you what an attribute was on a specific date,

previousValue checks what it was before the last change, and

valueSetAt pinpoints when it changed.

These custom functions open up insights that are only possible in Attio.

Values that flow through Attio

Every computed value becomes context to inform your next move.

The formula output is an input to everything else in Attio. Filter and group views by it. Use it as a metric in reports and dashboards. Trigger a workflow when it crosses a specific threshold. Pull it into a sequence to personalize outreach.

You get live insights with logic that runs through every part of Attio.

Deterministic, composable, reactive

Formulas strengthen the foundation of Attio in three ways.

Deterministic.

The same inputs give you the same answer, every time. That’s what makes a number safe to forecast on, audit in a board meeting, or trigger a workflow from. You don’t want a creative answer to "what’s this deal worth?" You want the right one.

Composable.

A formula can reference another formula and other attributes. Set your stage probabilities once, then use them in weighted pipeline, in a report, and in a scoring model. Formulas stack, so you can use them everywhere.

Reactive.

When the underlying data changes, the formula recalculates on its own, within seconds. If seat count changes, contract value follows. Nothing to re-run, nothing to re-prompt, nothing to remember. And none of this slows down as you grow.

Precise, connected, and current. That’s what makes a value in Attio better than a number anywhere else.

Why this matters

Some of the most valuable work in Attio is already done by agents. They research accounts, triage leads, flag buying signals, advance deals, and make judgment calls across every record at a scale no team could cover on its own.

But calculations have a different job. They're for when the answer has to be exactly right, not just plausible.

With deterministic formulas now supporting agentic work, Attio is the strongest foundation for revenue teams to build advantage on.

It's a system you can trust, and one that gets sharper every day it runs.

Get started

Formula attributes are available on Pro and Enterprise plans. Admins can create and manage them, along with any member who has full access to the relevant object or list.

Add a new attribute on any object or list and choose

Formula.

Check out our Help Center for inspiration:

• Formula functions library
• Formula attribute examples
• Setting up a weighted pipeline

We can’t wait to see what you build.

More of the work, off your plate.

Workflows put your customer context to work, turning repeatable tasks into agents that run themselves. Earlier this month, we launched blocks with custom agents, code execution, and apps like Notion, Linear, and Fin.

Now, it's getting even more powerful:

• Define agent outputs. Custom Agents now support structured outputs: define the schema you want and the agent returns only those fields, so its result perfectly fits your next blocks.
• Loop over anything. The loop block now iterates over arrays of objects, not just simple lists, so batch work across nested data runs end to end.
• Connect more of your stack. New app blocks and native field support across your tools: find leads by email and pause them in campaigns with Lemlist, plus native email and phone support for Linear, Typeform, and Webflow.

Error messages now point you to the problem too. See exactly which block received bad data, so a stalled workflow is quick to fix.

Watch workflows in action in our workshop, Turning context into action with the new workflow builder, featuring live demos from our Solutions team. Or, find out more in our Help Center.

And, if an integration you need doesn't exist yet, you can build it with the Workflows App SDK. Get started with the SDK docs and go from start to finish in under an hour.

• Keep your to-do list clean. Multi-select and delete tasks in bulk, handy when an import leaves a long list to clean up.
• Import cleaner data. The importer now skips blank records, so you don't end up with empty rows to delete later.
• Keep sensitive contacts private. Protected Recipients, our mailbox privacy feature, is now also available on Pro plans. Find out more about Protected Recipients in the Help Center.
• Find your way around more easily. Link styles are now consistent across the web app, and external links reflect your chosen accent color.
• Work comfortably in the dark. Dark mode is properly dark now, with stronger contrast, better accessibility, and a leaner, more predictable palette across the app.
• Automate user management. Enterprise workspaces can provision and deprovision members with SCIM through their identity provider.
• Speed through security reviews. The new Trust Center brings our ISO certificates, pen-test reports, and security posture together in one place, with Vanta-powered questionnaire auto-fill.
• Fit more on your board. Kanban boards are cleaner and more compact, with collapsible columns and cards, hidden empty fields, and refreshed styling.
• Claude Opus 4.8 and Gemini 3.5 Flash are now available in Ask Attio.
• Preserve email history if a team member departs. Admins can now retain verified mailbox data, so past conversations stay visible. Available on Plus, Pro, and Enterprise.
• Explore GTM Atlas Volume II, our practitioner-led map to modern go-to-market, with new chapters from operators at Anthropic, Notion, Linear, and Stripe. Sign up to be the first to hear about new Atlas entries and events.

Put your customer context to work with AI agents.

The new Workflows turn the things you do over and over into automations that run themselves.

From idea to live:

describe the workflow and Attio builds it for you. Agents, triggers, actions and more, ready to run.

Ask Attio to build.

Agents for every play:

use the Web Agent for research or build your own Custom Agent to qualify leads, brief meetings, and draft what's next.

Try an agent.

Your stack in one workflow:

Plug Notion, Linear, Fin, and more into any workflow as native blocks or through MCP.

Connect your stack.

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.