A CRM you shape around your own objects rather than someone else’s idea of a sales process. Connect it once and your copilot works with records, lists, notes and the objects you defined yourself without leaving the thread — and your workflows can act on it while the customer is still typing.
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Copilot rides inside the inbox. With Attio connected it reads records, lists, notes and the objects you defined yourself and acts on them from the same panel as the conversation — no second tab, no copying an order number across.
What a specific connection exposes is decided by Attio, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.
Attio is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Attio and hand the answer to the steps that follow — a message, a CRM update, an escalation.
If Attio does publish events to your workspace, they appear in the trigger picker the moment the connection is made.
A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.
The rows you name become the variables downstream steps read, so a branch can test what Attio said.
A step budget and a model tier per node — the loop stops where you told it to.
The loop can call the Attio tools you left enabled and nothing else.
Because the objects in Attio are ones your team invented — accounts, sites, subscriptions — the copilot answers from the shape you actually work in instead of forcing the conversation into Lead and Opportunity.
A workflow writes what the customer just told you — a new contact, a changed plan, a renewal date — onto the Attio record, so the CRM reflects the inbox without anyone retyping it.
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
The catalogue runs to hundreds of apps and is searchable. Connect Attio from its card.
You sign in on Attio's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.
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