Embedded Files
Attio: The Definitive Guide
A Comprehensive Resource for Go-To-Market Teams
A novlini® Resource for Growth-Minded Teams
Welcome! This guide is designed to be your go-to resource for all things Attio. Whether you're a beginner just exploring the platform or an experienced user looking to optimize your workflows, you'll find detailed explanations, step-by-step instructions, and practical tips to help you succeed.
I. Introduction to Attio
What is Attio?
Attio is a next-generation CRM built for modern go-to-market teams. Unlike traditional CRMs, Attio offers a highly flexible data model that allows you to tailor the system to your unique business needs. It's designed to be intuitive and powerful, making it easy to manage your customer relationships, automate processes, and drive growth.
Why Choose Attio?
Flexibility: Customize Attio to fit your specific business model, whether you're a high-growth PLG startup, a B2B marketplace, or a global enterprise.
Automation: Streamline your workflows and automate repetitive tasks with Attio's powerful automation engine.
AI-Powered Features: Leverage artificial intelligence to enhance data, automate research, and improve decision-making.
Integrations: Connect Attio with your existing tools, such as Slack, Google Workspace, and more, to create a seamless ecosystem.
Scalability: Attio is built to scale with your business, handling millions of records with virtually zero lag time.
Who is Attio For?
Attio is designed for any team that wants to improve its go-to-market strategy and build stronger customer relationships. This includes:
Sales Teams: Manage leads, track deals, and automate sales processes.
Marketing Teams: Segment audiences, personalize campaigns, and track marketing performance.
Customer Success Teams: Onboard customers, monitor product usage, and identify upsell opportunities.
Founders and Executives: Gain a comprehensive view of the business and make data-driven decisions.
Key Terminology
Workspace: Your digital hub in Attio, where you manage all your data and workflows.
Objects: Data structures that define the types of data you're tracking, such as People, Companies, or custom objects tailored to your business.
Records: Instances of an object, containing information about a specific item or entity, like a person or company.
Attributes: Customizable data points added to your records, such as location, job title, or last email interaction.
Lists: Collections of records that you can organize and track.
Views: Ways to visualize your data, including table, kanban, and calendar views.
Workflows: Automated processes that streamline tasks and improve efficiency.
AI Attributes: AI-powered data points that automatically generate insights and information.
II. Setting Up Your Attio Workspace
Creating Your Workspace
Sign Up: Visit the Attio website and sign up for a free account.
Sign In: Use your Google account or email address to sign in.
Workspace Setup: Follow the prompts to create your workspace and customize basic settings.
Configuring Your Workspace
Update Workspace Name and Logo: Personalize your workspace in the settings.
Manage Members and Admins: Control who has access to your workspace and assign roles.
Configure Record Pages: Customize the layout and information displayed on record pages.
Understanding Objects and Attributes
Standard Objects: Attio comes with several standard objects, including People, Companies, and Deals.
Custom Objects: Create custom objects to match your unique business model.
System Attributes: Attributes that come by default with an object.
Custom Attributes: Add custom attributes to your records to track specific data points.
Relationship Attributes: Define relationships between different records to create a connected data model.
Importing Your Data
CSV Import: Import data from a .csv file.
Prepare your CSV file with columns matching Attio attributes.
Go to the import section in Attio and upload your file.
Map the columns to the correct attributes in Attio.
Review and confirm the import.
Migrate from Another CRM: contact us to import data from other CRMs.
Contact our support to initiate the migration process.
Provide the necessary credentials and access to your existing CRM.
Work with our tem team to map your data to the correct objects and attributes.
Review and validate the imported data.
Integrations: Connect Attio with other tools to sync data automatically.
Explore Attio's app ecosystem to find the integrations you need.
Follow the instructions to connect each app and configure data syncing.
Syncing Your Email and Calendar
Connect Your Email: Integrate your Gmail or Outlook account to track email interactions.
Go to the email sync settings in Attio.
Follow the prompts to connect your email account.
Grant the necessary permissions to allow Attio to access your email data.
Connect Your Calendar: Integrate your calendar to see meetings and events.
Go to the calendar sync settings in Attio.
Follow the prompts to connect your calendar account.
Grant the necessary permissions to allow Attio to access your calendar data.
Email Forwarding: If you opt-out of email syncing, use email forwarding as an alternative.
Set up email forwarding rules in your email client.
Forward emails to your Attio email address to log them in the system.
III. Automating Your Go-To-Market Processes
Understanding Automations
Automations allow you to build and automate any process inside Attio, streamlining tasks, improving data reliability, and accelerating business velocity.Creating a Workflow
Access Workflows: Navigate to the Automations section in Attio.
Build a Workflow: Use the visual canvas to create your automation.
Drag and drop blocks to design your workflow.
Connect the blocks to define the flow of data and actions.
Add Triggers: Define what events start your workflow.
Choose from a variety of triggers, such as new record creation, attribute changes, or scheduled events.
Configure the trigger settings to specify the conditions that must be met.
Add Actions: Customize each step of your process.
Select from a library of actions, such as updating records, sending notifications, or creating tasks.
Configure the action settings to define the specific parameters and data to be used.
Key Workflow Blocks
Trigger Blocks: Start workflows based on specific events, such as a new lead submission or a deal stage change.
Action Blocks: Perform actions within Attio or in external systems, such as updating a record, sending an email, or creating a task.
AI Blocks: Use AI to classify records, summarize data, and more.
Third-Party Blocks: Integrate with other apps like Slack and Mailchimp to extend the functionality of your workflows.
Using AI Attributes
AI attributes bring AI capabilities directly into your workspace, allowing you to generate insights and automate research.
Create AI Attributes: Add a new attribute and enable the AI autofill toggle.
Select AI Autofill Option: Choose from Summarize Record, Research Agent, Classify Record, or Prompt Completion.
Provide Guidance: Add specific instructions or questions for the AI.
Recalculate Values: Generate the AI-powered data for your records.
Example Automations
Lead Routing: Automatically route leads to the relevant team based on criteria such as industry, company size, or product interest.
Customer Onboarding: Automate onboarding tasks and reminders to ensure a smooth customer experience.
Data Enrichment: Automatically enrich record data with information from external sources to keep your data up-to-date.
Slack Notifications: Send notifications to Slack channels when important events occur, such as a new deal closing or a task being completed.
IV. Leveraging Attio's AI Capabilities
AI-Powered Features
Attio integrates AI to automate tasks, enhance data, and improve decision-making. These features include:AI Attributes: Generate attribute data, classify records, and summarize information using AI.
Research Agent: Automate research tasks and gather insights from the web.
AI-Driven Workflows: Use AI to enhance your automated processes and make them more intelligent.
Research Agent
The AI-powered research agent leverages existing Attio data and online research to answer questions and provide summaries.
Context-Informed Questions: The AI agent understands the context of your query using existing Attio data.
Seamless Workflow Integration: Trigger processes within Attio workflows based on the research agent’s answers.
Centralized Information: Answers are stored directly in Attio records, providing a single source of truth.
Using AI Attributes
AI attributes bring AI capabilities directly into your workspace. There are four types of AI attributes:
Summarize Record: Create written summaries of records based on existing attributes.
Select the Summarize Record option when creating an AI attribute.
Provide guidance on the specific information you want the AI to summarize.
Recalculate the attribute to generate the summary.
Research Agent: Generate summaries or answer questions using online research.
Select the Research Agent option when creating an AI attribute.
Provide a question or topic for the AI to research.
Recalculate the attribute to generate the research results.
Classify Record: Categorize and tag records based on context.
Select the Classify Record option when creating an AI attribute.
Define the categories or tags you want the AI to use.
Recalculate the attribute to classify the record.
Prompt Completion: Use a Large Language Model (LLM) to answer specific questions using only the variables that you provide.
Select the Prompt Completion option when creating an AI attribute.
Provide a specific prompt or question for the AI to answer.
Recalculate the attribute to generate the answer.
AI Use Cases
Prospecting and Lead Qualification: Research companies and contacts automatically to identify promising leads.
Competitive Analysis: Gather insights on competitors and track their activities.
Data Cleanup: Standardize data formats and correct errors to maintain data quality.
Customer Support: Generate summaries of customer interactions to provide better support.
V. Collaborating and Working in Attio
Real-Time Collaboration
Attio enables teams to work together effectively with real-time updates and collaboration features.Notes and Tasks
Notes: Collaborate in real-time with teammates using notes to share insights, record meeting minutes, and track progress.
Create new notes on records, lists, or dashboards.
Tag teammates in notes to notify them and solicit their input.
Use formatting options to structure your notes and make them easy to read.
Tasks: Manage and assign tasks to team members to ensure accountability and track progress.
Create new tasks and assign them to specific team members.
Set due dates and priorities for tasks.
Track the status of tasks and mark them as complete when finished.
Sharing and Permissions
Control access and permissions to ensure data security and compliance.Manage Members: Add and remove members from your workspace.
Assign Roles: Assign different roles to members, such as admin, editor, or viewer, to control their level of access.
Set Permissions: Configure permissions for objects, lists, and records to control who can view or edit them.
Email Integration
Send Emails: Send emails directly from Attio to streamline communication and track interactions.
Compose new emails from within Attio.
Use variables to personalize your emails with data from Attio records.
Track the status of sent emails.
Email Templates: Streamline outreach with custom email templates to save time and ensure consistency.
Create new email templates with pre-written content and formatting.
Use variables to personalize your templates with data from Attio records.
Organize your templates into categories for easy access.
Integrations for Enhanced Collaboration
Slack: Connect Attio to Slack for automated notifications, updates, and team communication.
Google Workspace: Integrate with Google Workspace for seamless collaboration with Gmail, Calendar, and other Google apps.
VI. Analyzing and Reporting on Your Data
Dashboards and Reports
Attio’s dashboards and reports help you analyze your sales cycle, visualize your funnel, and make data-driven decisions.Creating Reports
Add a Report: Open a dashboard and click "+ Add report".
Name Your Report: Give the report a descriptive name.
Customize Your Report: Choose the report type and customize the data displayed.
Select from a variety of report types, such as charts, tables, and funnels.
Choose the objects, attributes, and filters to be used in the report.
Customize the report's appearance and formatting.
Key Sales Reports
Deals in Stage: Track deals in each stage of your pipeline to identify bottlenecks and improve sales velocity.
Funnel Analysis: Visualize your sales funnel to understand conversion rates and identify areas for improvement.
Average Time to Close: Measure the average time it takes to close a deal to optimize your sales cycle.
Win Rate: Calculate your win rate to assess sales effectiveness and identify successful strategies.
VII. Integrating Attio with Other Tools
Attio App Ecosystem
Attio integrates with a wide range of apps to extend its functionality and connect with your existing tech stack.Popular Integrations
Zapier: Connect Attio with thousands of other apps to automate workflows and sync data.
Slack: Automate notifications and updates in Slack to keep your team informed.
Google Workspace: Integrate with Google Workspace for seamless collaboration with Gmail, Calendar, and other Google apps.
Mailchimp: Automate adding people to Mailchimp email campaigns to streamline your marketing efforts.
Outreach/Mixmax: Sync and automate email sequences to improve your sales outreach.
Data Warehouses (Census, Hightouch, Polytomic): Sync data between your data warehouse and Attio to maintain a single source of truth.
Product Analytics (June, Segment): Bring product analytics data into Attio to gain insights into customer behavior and product usage.
Connecting Apps
Follow the instructions in Attio's Help Center to connect each app and configure data syncing.
VIII. Best Practices and Tips
Data Management
Regularly Update Data: Keep your data current by enriching records and syncing with other tools.
Use Naming Conventions: Maintain consistency with clear naming conventions for attributes and lists.
Merge Duplicate Records: Avoid duplicate data by merging records to maintain data quality.
Workflow Optimization
Start Simple: Begin with simple workflows and gradually add complexity as you become more comfortable with the system.
Test Your Workflows: Ensure your workflows are functioning correctly by testing them thoroughly.
Monitor Performance: Track the performance of your workflows and make adjustments as needed to optimize their effectiveness.
AI Utilization
Write Effective AI Prompts: Craft clear and specific prompts for AI attributes to get the best results.
Review AI Results: Ensure the AI-generated data is accurate and relevant before using it in your workflows.
Combine AI with Automations: Use AI to enhance your automated processes and make them more intelligent.
Troubleshooting
Check the Help Center: Find answers to common questions and issues in Attio's Help Center.
Contact Support: Reach out to Attio's support team for assistance with technical issues or complex questions.
IX. Frequently Asked Questions (FAQ)
General Questions
What is Attio?
Attio is a next-generation CRM designed for modern go-to-market teams, offering a flexible data model, powerful automations, and AI-powered features.How much does Attio cost?
Attio offers different plans with different features and pricing. Visit the Pricing page for a full cost breakdown.What types of support does Attio offer?
Attio offers a Help Center, Attio Academy, chat and email support, and priority support for certain plans.Is my data secure with Attio?
Yes, Attio takes data security seriously and is fully GDPR & ISO 27001 compliant.
Setup and Configuration
How do I create a custom object?
Go to Workspace settings > Objects and click "Create object".How do I import data from a CSV file?
Go to the import section in Attio, upload your file, map the columns to the correct attributes, and review the import.How do I sync my email and calendar?
Go to the email and calendar sync settings in Attio and follow the prompts to connect your accounts.How do I manage members and admins in my workspace?
Go to Workspace settings > Manage members and admins to control who has access to your workspace.
Automations and Workflows
What are automations credits?
Automations credits are used to run automated workflows in Attio. Each automation action consumes a certain number of credits.How do I create a workflow?
Navigate to the Automations section in Attio and use the visual canvas to design your workflow.What are the different types of workflow blocks?
Workflow blocks include trigger blocks, action blocks, AI blocks, and third-party blocks.Can I integrate Attio with other apps?
Yes, Attio integrates with a wide range of apps through its app ecosystem.
AI Features
What are AI attributes?
AI attributes are AI-powered data points that automatically generate insights and information.How do I create an AI attribute?
Add a new attribute and enable the AI autofill toggle, then select the AI autofill option and provide guidance.What is the research agent?
The research agent is an AI-powered tool that leverages existing Attio data and online research to answer questions and provide summaries.How much do AI attributes cost?
The cost of AI attributes varies depending on the type of attribute and the amount of data processed. See source for more information.
Troubleshooting
What do I do if I'm having trouble importing data?
Check the CSV import formatting guide to ensure your data is properly formatted, and review common troubleshooting tips.How do I troubleshoot issues with the Attio Chrome extension?
Refer to the troubleshooting guide for the Attio Chrome extension for common solutions.Where can I find more help and support?
Visit Attio's Help Center, Attio Academy, or contact Attio's support team for assistance.
novlini®: Your Attio Implementation Partner
At novlini®, we're dedicated to helping businesses like yours harness the full power of Attio. We offer a range of services to support your Attio journey:
Custom Setup & Optimization: We configure Attio to match your workflows and automate repetitive tasks.
CRM Migration: Seamlessly transition from legacy systems (like Salesforce, Hubspot, Pipedrive) to Attio.
Training & Support: We ensure your team is fully equipped to use Attio effectively.
Ongoing Assistance: We offer long-term support to ensure continuous improvements and optimal performance.
Ready to revolutionize your go-to-market strategy with Attio? Book a free discovery call with us today!
👇
Report abuse