Patricia works your Attio.
Ask her in Slack. She reads the records, updates the lists, and captures the notes, but anything that changes or deletes a record waits for your yes.
@Pati what's on our active-deals list, and which ones have gone quiet?
9 deals on the list, $142,000 in play. Two have stalled:
- Lumen, $34,000, in Proposal for 16 days with no note since June 14
- Fernbrook expansion, $21,000, sitting untouched with no owner set
- Want me to add a follow-up note on Lumen and assign Fernbrook to you? Nothing changes until you approve.
Yes, and add a task to chase the Lumen contact this week.
Done. Fernbrook is assigned to you, Lumen has a fresh follow-up note, and a task to chase the Lumen contact is on your list for Thursday. Both deals stay on the active list.
Patricia + Attio
What she does in Attio.
Real actions she takes on your say-so, not a list of API endpoints.
Read records like a partner
People, companies, and deals with their attributes, answered in the channel so checking on an account does not mean opening the workspace and clicking through tabs.
Work your lists
She reads and updates list entries, sets statuses, and tells you what is on the active-deals list and what has gone stale, so the pipeline reflects reality.
Capture notes and tasks
A call outcome becomes a note on the right record and a follow-up task with an owner and a deadline, so context lands where the next person will find it.
Keep records current
New people, companies, and deals created and their fields kept accurate, matched against existing records so you do not end up with two of the same account.
Catch deals going cold
Deals with no recent note, no owner, or stuck in one stage too long get surfaced in Slack with the number and the next step to take.
Keep changes behind approval
Creating or editing a record touches live CRM data, and deleting one is permanent, so she drafts the change and shows it to you first. Nothing writes until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
What's on our active-deals list, and which ones have gone quiet?
Add a follow-up note on the Lumen deal from this call
Create a company and person for this new prospect and link them
Assign the Fernbrook expansion to Thibaut and log its next step
Which deals have no owner or no note in the last two weeks?
Better together
Attio is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Attio, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Attio
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Attio connected
Ask
Mention @Pati with the job. Reads run on their own; changing or deleting a record waits for your yes.
@Pati What's on our active-deals list, and which ones have gone quiet?
On it.
FAQ
Attio questions, answered.
What can Patricia actually do in Attio?
She reads and updates people, companies, deals, and list entries, adds notes, comments, and tasks, and reports on what is on your lists. Around 100 distinct actions. Reads are instant; creating, editing, or deleting a record waits for approval.
Will she change or delete a record on her own?
No. Creating or editing a record is drafted and shown to you in Slack first, and deleting anything is permanent so it always waits for your explicit yes. Reading records and flagging stalled deals run on their own.
Which Attio plan do we need?
Any plan with API access works. She connects through Attio's official OAuth flow, the same way other approved apps do, and only sees the workspace you connect.
We keep a separate workspace per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Connect what you want her in and every client's records, lists, and deals stay walled off from the rest.
What does the Attio integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.