Attio
Connect Attio from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Attio toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Prepare a CRM update after a customer conversation.
- Summarize open deals and next steps.
- Create a follow-up task for the right owner.
Connect Attio
Section titled “Connect Attio”- Open Workforce AI and choose Integrations.
- Find Attio and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Attio.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Attio patch v2 lists list entries entry ID
- Attio post v2 lists list entries
- Attio post v2 lists list entries query
- Create attribute
- Create comment
- Create company
- Create deal record
- Create entry
- Create list
- Create note
- Create object
- Create person
- Create record
- Create select option
- Create status
- Create task
- Create user record
- Create webhook
- Create workspace record
- Delete comment
- Delete company
- Delete deal
- Delete entry
- Delete note
- Delete person
- Delete record
- Delete task
- Delete user
- Delete webhook
- Delete workspace record
- Find record
- Get attribute
- Get comment
- Get company
- Get deal record
- Get list
- Get list entry
- Get note
- Get object
- Get record
- Get record entries
- Get self
- Get task
- Get v2 objects object records record ID
- Get v2 tasks
- Get v2 workspace members
- Get webhook
- Get workspace member
- Get workspace record
- List attributes
- List attribute options
- List attribute statuses
- List call recordings
- List companies
- List company attribute values
- List company record entries
- List deal entries
- List deal records
- List deal record attribute values
- List entries
- List lists
- List list entries
- List list entry attribute values
- List meetings
- List notes
- List objects
- List people attribute values
- List people record entries
- List records
- List record attribute values
- List threads
- List user records
- List user record entries
- List webhooks
- List workspace members
- List workspace records
- List workspace record attribute values
- List workspace record entries
- Patch v2 lists list entries entry ID
- People get person
- People list persons
- Post v2 lists list entries
- Post v2 lists list entries query
- Post v2 objects object records
- Post v2 objects object records query
- Post v2 objects records search
- Put v2 lists list entries
- Put v2 lists list entries entry ID
- Query records
- Search records
- Update attribute
- Update company
- Update deal record
- Update entry
- Update list
- Update object
- Update person
- Update record
- Update select option
- Update status
- Update task
- Update user record
- Update webhook
- Update workspace record
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Attio, prepare a CRM update after a customer conversation. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Attio password?
Section titled “Does Workforce AI need my Attio password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Attio account?
Section titled “How do I switch to another Attio account?”Open Integrations, remove or reconnect Attio, and choose the account you want during the provider sign-in.
Can I use Attio in a scheduled job?
Section titled “Can I use Attio in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.