Databases & CRM

Set up Attio (CRM)

Connect Attio to make companies, people and deals searchable — the current value of every attribute, as records the assistant reasons over alongside your documents. Read-only.

In Attio open Workspace settings → Developers and create an access token with read scopes.
Documents → Attio, paste the token.
Choose access groups, Test, then Sync.

Attio keeps the history of every attribute; the sync reads the CURRENT value of each, so records match what the CRM shows today.

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Last updated 29 Aug 2026