AI Sales Assistant for Attio
Automate your Attio CRM workflows with AI agents. Update records, log activities, and get insights automatically.
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Dasis · My workspace
Give me a recap of our sales performance last week.
dust
Completed in 14 sec
Using Attio
Pulled your Attio workspace for last week's sales activity. Here's what stood out:
New deals closed (3)
- Acme Corp — $45k. Closed Tuesday. Owner: Sarah Chen. Sales cycle: 2 calls + 4 emails.
- Globex — $120k. Multi-quarter expansion landed Friday. Tagged 'enterprise' in the deal record.
- Initech — $30k. Quick close, inbound origin. No post-close notes attached yet.
Stalled accounts (2)
- Hooli. No activity in 14 days. Last touch was a discovery call on May 22.
- Pied Piper. Engagement dropped after the demo. Status: pending, owner: Mark.
What you can do with Attio
Pre-call account snapshot
Before a call, get a 360° view of any account in one prompt — records, recent notes, meetings, calls, and emails, summarized.
search-records
semantic-search-notes
search-meetings
semantic-search-emails
Turn meeting notes into action
Drop your raw notes into Dasis and it writes them into Attio, creates follow-up tasks, and updates the deal's fields.
create-note
create-task
upsert-record
Weekly pipeline recap
Ask Dasis what closed, what's stalled, and what shifted this week — get the recap your team actually reads.
search-records
list-attribute-definitions
Supported actions in Attio
Read & Search
- Search-records
- Get-records-by-ids
- List-attribute-definitions
- Search-notes-by-metadata
- Semantic-search-notes
- Get-note-body
- Search-meetings
- Search-call-recordings-by-metadata
- Semantic-search-call-recordings
- Get-call-recording
- Search-emails-by-metadata
- Semantic-search-emails
- Get-email-content
- List-workspace-members
- List-workspace-teams
- Whoami
Create & Update
- Create-record
- Upsert-record
- Create-note
- Create-task
- Update-task
21 total actions available (16 read, 5 write)
Frequently asked questions about Attio
Dasis agents can read records, notes, meetings, calls, and emails; create records, notes, and tasks; and upsert records. They can pre-brief calls, write up post-call notes, and generate pipeline recaps.
Attio uses OAuth. You'll be prompted to sign in with your Attio account and approve the requested scopes directly from the Dasis chat.
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Get started with Attio
Connect Attio to Dasis and let AI agents handle your workflows.
Free plan available. No credit card required.