Turn Teams conversations into Attio actions.
Joe answers a Teams message like a colleague who knows your business. Every conversation becomes a clean Attio record: contact created, attributes filled, the thread attached. No copy-paste, no flow builder, no morning backlog.
400 credits on us for 7 days to decide if he keeps the job.
One Teams conversation. The Attio work, done live.
Watch the left side: a Teams message comes in. Watch the right side: Attio fills itself in as Joe answers. That is the whole product.
We need help with our onboarding emails. Prices?
Lifecycle email starts at £900/mo. Want an intro call first?
Yes, Tuesday afternoon if possible.
Tuesday 14:00 booked with the partner. Invite sent, Dan.
Person · AttioNameDan KellerCompanyKeller & CoInterestOnboarding emailsNext stepIntro call, Tue 14:00ThreadLogged on recordWritten by Joe, mid-conversationThree steps, every time.
A Teams message arrives
A customer writes in on Teams, at whatever hour they like. Joe reads the whole message, not a keyword.
Joe answers and acts
He replies in your words and your prices, and does the Attio work in the same breath, while the customer is still there.
Attio is already right
Creates and updates people and companies as they write in. Nothing waits for the morning, and nothing is retyped by hand.
Real conversations, real records.
Three businesses, three messages, and what Attio looks like afterwards.
“We need help with our onboarding emails. Prices?”
Joe answers from your service list, then creates the company and person in Attio with the need, budget signal and thread attached.
“Does your plan include SSO?”
Joe answers the feature question and updates the record attributes, so the pipeline view shows what this prospect actually cares about.
“Can we book an intro call next week?”
Joe books the call and logs it on the Attio record, so the partner walks in knowing the whole history.
The record is done before the goodbye.
Creates and updates people and companies as they write in
Logs the conversation on the record, not in a silo
Fills the attributes your pipeline reports on
Teams to Attio, answered.
Do I have to build a Teams-to-Attio flow?
No. Connect Teams and Attio once, then tell Joe in plain language what should happen. He decides in the conversation, so there is no flow chart to maintain when your prices or rules change.
Does every Teams message end up in Attio?
Only the ones your rules say should. You decide what gets recorded, what gets escalated to a person, and what needs approval before Joe acts.
What else can Joe do from Teams?
Everything he does anywhere: answer questions, book appointments, take payments, quote from your price list, and hand over to your team with the whole conversation attached. Attio is one of the places he can act, not the only one.
How long does this take to set up?
Connecting Teams and Attio takes a few minutes each. Most businesses are live, answering and acting, in about twenty minutes.
Joe's ready. Are you?
The next Teams message could already be in Attio.
400 credits on us for 7 days to decide if he keeps the job.