Attio integration
Arkeo agents for Attio
Arkeo agents work in your Attio workspace alongside your team. They keep deals up to date after each call, answer new leads, onboard new customers, watch renewals, and report on your pipeline each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Attio
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Adds notes from each sales callafter each call
- ✓Sets a task when a next step is agreedright away
- ✓Moves the deal to the right stageper deal
Your CRM stays right without anyone typing.
Attio
Gmail- ✓Sees new signups and demo requestsas they come
- ✓Sends the first reply and a link to booksame day
- ✓Tells the lead's ownerright away
No lead waits days for a reply.
Attio
CalendlyGmail- ✓Writes the kickoff plan from the sales callper customer
- ✓Chases anything past its promised dateevery day
- ✓Sends each customer a Monday updateweekly
Onboarding moves without anyone chasing it.
SlackAttioGmail- ✓Checks customers coming up for renewalevery week
- ✓Adds payment and support history to the recordper customer
- ✓Sets a task and tells the ownerright away
Renewals get worked before they are late.
Attio
StripeSlack- ✓Pulls open deals by stage and ownerevery Monday
- ✓Finds deals with no next stepper deal
- ✓Sends the report to your teamMonday morning
Know what will close without building the report.
AttioSlackWorks with the rest of your software
Agents carry the work from Attio into the other software your team uses, so nothing waits for someone to copy it over.
Outlook
Google Calendar
Apollo
LinearBusinesses that run on Attio
How it connects
You make the key in your own Attio account. Nothing to install on your computers, and nothing to wait for.
Where
In Attio, open Workspace settings, then the Developers tab. You make a new access token, set what it can see and change, and copy it.
Who can do it
An admin in your Attio workspace.
Plan
Any Attio plan.
Agents can see
- People and companies
- Deals and their stages
- Lists, notes and tasks
- Emails and meetings synced to Attio
Agents can change
- People, companies and deals
- Deal stages and list entries
- Notes and tasks
Agents can't
- Do more than the scopes you set on the token.
- Use tools your Attio plan doesn't have.
- Get back in after you delete the token.
What this looks like at your business
Deal notes after callsNotes, next steps and deal stages kept right.
Designed for teams that sell in AttioRenewalsEach renewal sent to its owner with payment and support history.
Designed for teams that sell in AttioPipeline reportOpen deals by stage, and the ones with no next step.
Designed for teams that sell in AttioIs this you?
- You run sales or customers in Attio
- Your team updates deals and chases renewals by hand
- You want more customers without more hires
✕No paying customers yet: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Attio?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Attio
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Your contacts and deals never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid Attio plan?
No. Attio lets admins make access tokens on any plan.
Will the agents change my CRM?
They make the changes your process allows, like adding notes or moving a deal, and send the rest to your team.
Can I turn it off?
Yes. Delete the token in Attio and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.