OpenBot
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Attio

CRM records and deals

Attio lets agents search records, update deals, log notes, and create tasks in the workspace of the signed-in account. Each user signs in to their own Attio account through the browser.

How to connect Attio to OpenBot

  1. Open Attio in OpenBot

    Press Open in OpenBot on this page, or find Attio in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs Attio, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • AttioWhich open deals had no activity in the last two weeks?
  • AttioLog a note on the Acme deal with the points from today's call.
  • AttioCreate a task to follow up with this contact next Tuesday.

Apps1

  • Attio

    Record search, deal updates, notes, and tasks, over Attio's MCP server with browser sign-in.

Information6

Developer
Attio
Category
Productivity
Version
1.0.0
Website
attio.com