Does DoMyWork actually execute tasks in Attio?

Yes. Unlike copilots that only suggest actions, DoMyWork executes them. It reads your Attio data, performs the logic, and writes updates directly back to your records.

How is this different from native AI in Attio?

Native AI often focuses on within-app summarisation. DoMyWork acts across your entire stack, connecting Attio to your email, calendar, and project tools to complete multi-app workflows.

How does it compare to Zapier for Attio?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you describe the goal in plain English, and the agent handles the multi-step execution autonomously.

Can the agent monitor my Attio records autonomously?

Yes. You can set up agents on autopilot to watch for new Attio records or updates and trigger actions like enrichment or routing the moment they occur.

Is my CRM data safe with DoMyWork?

Yes. We prioritise security and ensure your Attio data is handled with strict privacy controls, only accessing what is necessary to complete your requested tasks.

Can I connect Attio to other apps besides Gmail and Slack?

Yes. DoMyWork integrates with over 1,500 apps, allowing you to create workflows between Attio and your helpdesk, project management, or marketing tools.

AI Agent for Attio

Update records, enrich contact data, and progress deals automatically. DoMyWork AI agents work with Attio and 1,500+ apps to keep your CRM context complete and actionable.

Find missing company websites for my new leads in Attio

Summarise the last 5 emails from this contact in Gmail

Check my calendar for meetings with prospects this week

Draft a follow-up for deals that haven't moved in 14 days

Find LinkedIn profiles for all contacts in this list

Create a task in Asana for every new deal closed

Agent for

Attio

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact, deal, and follow-up working for you

Enrich records, draft follow-ups, sync meeting notes, and update deal stages across your tools.

14 records updated in Attio

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Attio, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Find missing LinkedIn profiles for my new inbound leads

"Scan my new leads in Attio, search LinkedIn for their profiles, and update the contact records with the URLs."

Send Message

Summarise recent email threads into CRM notes

"Take the last 3 emails from this prospect in Gmail and add a concise summary to their Attio record."

Send Message

Identify deals that have gone quiet for over two weeks

"Filter my active deals in Attio that haven't been updated in 14 days and list them in a Slack channel."

Send Message

Log all booked meetings from my calendar to Attio

"Check my Google Calendar for meetings with prospects this week and ensure they are logged as activities in Attio."

Send Message

Got a different task in mind? Describe it

Send Message

Review the status of all high-value deals

"List all deals in Attio over $50k and pull the latest note for each one."

Send Message

Check for new signups from the last 24 hours

"Find new contacts in Attio created since yesterday and check their company size."

Send Message

Prepare a list of investors to contact

"Find all contacts in my 'Investors' list in Attio and draft a personalised intro email for each."

Send Message

Summarise recent feedback from customers

"Read the latest notes in Attio tagged 'feedback' and provide a bulleted summary."

Send Message

Ensure all new partners have a welcome task

"Find partners added to Attio this week and create a follow-up task in Notion for each."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate contact records

"Scan my contacts in Attio for duplicates based on email address and flag them for merging."

Send Message

Standardise company names in my CRM

"Review company names in Attio and ensure they follow a consistent format."

Send Message

Audit missing data fields in active deals

"Check all active deals in Attio for empty 'Close Date' or 'Amount' fields and report the list."

Send Message

Sync deal changes to my reporting sheet

"Take the latest changes to deal stages in Attio and update my Google Sheet report."

Send Message

Verify contact roles in key accounts

"Check contacts in Attio for my top 10 accounts and ensure they have a job title listed."

Send Message

Got a different task in mind? Describe it

Send Message

Flag accounts that haven't been touched in a month

"Find accounts in Attio with no activity in the last 30 days and alert the account manager."

Send Message

Summarise recent support tickets for key clients

"Pull the last 3 tickets from Zendesk for this client and add a summary to their Attio record."

Send Message

Draft renewal emails for upcoming contracts

"Find contracts expiring in 30 days in Attio and draft a renewal email in Gmail for each."

Send Message

Update client health scores based on usage

"Take the usage data from my product database and update the 'Health Score' field in Attio."

Send Message

Create onboarding checklists for new clients

"For every new client added to Attio, create a project in Asana with their onboarding steps."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Attio AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Attio AI Agent

🛸 Autopilot

Act on your CRM data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new records, enrich them, and trigger follow-ups so you never miss a deal or a client need.

Setting up an autopilot is too easy

New record is created in Attio

Describe...

1. Enrich new leads with company data instantly

WhenNew record is created in Attio

Then

Search the web for company size and website, then update the Attio record.

Put on Autopilot

2. Alert me when a high-value deal changes stage

WhenRecord is updated in Attio

Then

Check if the deal value is over $50k and post an alert to Slack.

Put on Autopilot

3. Draft a welcome email when a lead is qualified

WhenRecord is updated in Attio

Then

If stage is 'Qualified', draft a personalised email in Gmail.

Put on Autopilot

4. Log every new calendar meeting to Attio

WhenNew event is created in Google Calendar

Then

Check if the attendee is a contact in Attio and log the meeting.

Put on Autopilot

5. Remind me when a deal has been stagnant

WhenEvery Monday at 09:00 AM

Then

Find deals in Attio not updated in 14 days and send a summary email.

Put on Autopilot

1. Notify me of new investor leads

WhenNew record is created in Attio

Then

Check if the contact is in the 'Investors' list and send a notification.

Put on Autopilot

2. Summarise daily CRM activity

WhenEvery day at 06:00 PM

Then

Summarise all new deals created in Attio today and email the report.

Put on Autopilot

3. Flag new signups from major companies

WhenNew record is created in Attio

Then

Check if the company is in my 'Target' list and alert me in Slack.

Put on Autopilot

4. Alert me when a key client churns

WhenRecord is updated in Attio

Then

If status is 'Churned', post an urgent alert to Slack.

Put on Autopilot

5. Track new partnership opportunities

WhenNew record is created in Attio

Then

If the source is 'Partnership', add a task in Notion.

Put on Autopilot

1. Validate new contact emails

WhenNew record is created in Attio

Then

Check if the email format is valid and flag the record if not.

Put on Autopilot

2. Standardise new deal naming

WhenNew record is created in Attio

Then

Format the deal name to 'Company - Goal' and update the record.

Put on Autopilot

3. Sync new deals to my master sheet

WhenNew record is created in Attio

Then

Add the deal details to my Google Sheet.

Put on Autopilot

4. Monitor CRM data completeness

WhenEvery Friday at 04:00 PM

Then

List all deals in Attio missing a close date.

Put on Autopilot

5. Flag duplicate contacts automatically

WhenNew record is created in Attio

Then

Check if the email exists already in Attio and tag as 'Duplicate'.

Put on Autopilot

1. Create onboarding tasks for new clients

WhenNew record is created in Attio

Then

If status is 'New Client', create a project in Asana.

Put on Autopilot

2. Flag urgent support tickets

WhenNew ticket is created in Zendesk

Then

Check if the client is in Attio and post to the success Slack channel.

Put on Autopilot

3. Draft renewal reminders

WhenEvery month on the 1st

Then

Find contracts expiring in 30 days in Attio and draft Gmail reminders.

Put on Autopilot

4. Update health scores from usage

WhenRecord is updated in Attio

Then

Calculate health score based on usage data and update Attio.

Put on Autopilot

5. Track client feedback

WhenRecord is updated in Attio

Then

If note contains 'feedback', add a task in Notion.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Attio

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Research and Score

Agent

Enrich {{Name}} at {{Company}} and score against ICP.

Complete in a clickSend data to 1500+ apps

3. Update Attio

Update RecordinAttio

4. Notify Slack

Send MessageinSlack

Lead Qualification Playbook

Qualifies and enriches new leads in one click.

Clone This Playbook

Deal Handoff Playbook

Hands off closed deals to the success team.

Clone This Playbook

Meeting Prep Playbook

Prepares you for prospect meetings.

Clone This Playbook

Follow-up Draft Playbook

Drafts follow-ups for cold deals.

Clone This Playbook

Competitor Research Playbook

Tracks competitor mentions.

Clone This Playbook

Investor Intro Playbook

Drafts intros to investors.

Clone This Playbook

Board Report Playbook

Compiles board report data.

Clone This Playbook

Hiring Outreach Playbook

Outreaches to candidates.

Clone This Playbook

PR Outreach Playbook

Drafts PR pitches.

Clone This Playbook

Partnership Playbook

Drafts partnership emails.

Clone This Playbook

CRM Audit Playbook

Audits CRM data quality.

Clone This Playbook

Data Sync Playbook

Syncs data to warehouse.

Clone This Playbook

De-duplication Playbook

Merges duplicate records.

Clone This Playbook

Pipeline Health Playbook

Checks pipeline health.

Clone This Playbook

Report Generation Playbook

Generates weekly reports.

Clone This Playbook

Client Onboarding Playbook

Sets up new clients.

Clone This Playbook

Renewal Playbook

Manages renewals.

Clone This Playbook

Feedback Review Playbook

Reviews feedback.

Clone This Playbook

Churn Risk Playbook

Flags churn risk.

Clone This Playbook

Client Health Playbook

Checks health score.

Clone This Playbook

1500+ App Integrations

Connect Attio + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New record is created in Attio

Then

Recurring Work on autopilot

Autopilot

Lead Enrichment

Enter record ID

Research company data

Update Attio record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Attio

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Attio AI Agent

It is an autonomous agent that connects to your Attio CRM and other apps to execute tasks like record enrichment, deal tracking, and follow-up drafting without you needing to click buttons.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Attio

Get every contact, deal, and follow-up working for you

Catch up on every lead from last week that nobody followed up on

Find missing LinkedIn profiles for my new inbound leads

Summarise recent email threads into CRM notes

Identify deals that have gone quiet for over two weeks

Log all booked meetings from my calendar to Attio

Got a different task in mind? Describe it

Review the status of all high-value deals

Check for new signups from the last 24 hours

Prepare a list of investors to contact

Summarise recent feedback from customers

Ensure all new partners have a welcome task

Got a different task in mind? Describe it

Clean up duplicate contact records

Standardise company names in my CRM

Audit missing data fields in active deals

Sync deal changes to my reporting sheet

Verify contact roles in key accounts

Got a different task in mind? Describe it

Flag accounts that haven't been touched in a month

Summarise recent support tickets for key clients

Draft renewal emails for upcoming contracts

Update client health scores based on usage

Create onboarding checklists for new clients

Got a different task in mind? Describe it

How Does a Attio AI Agent Work

Act on your CRM data the moment it changes — with agents on autopilot

1. Enrich new leads with company data instantly

2. Alert me when a high-value deal changes stage

3. Draft a welcome email when a lead is qualified

4. Log every new calendar meeting to Attio

5. Remind me when a deal has been stagnant

1. Notify me of new investor leads

2. Summarise daily CRM activity

3. Flag new signups from major companies

4. Alert me when a key client churns

5. Track new partnership opportunities

1. Validate new contact emails

2. Standardise new deal naming

3. Sync new deals to my master sheet

4. Monitor CRM data completeness

5. Flag duplicate contacts automatically

1. Create onboarding tasks for new clients

2. Flag urgent support tickets

3. Draft renewal reminders

4. Update health scores from usage

5. Track client feedback

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Deal Handoff Playbook

Meeting Prep Playbook

Follow-up Draft Playbook

Competitor Research Playbook

Investor Intro Playbook

Board Report Playbook

Hiring Outreach Playbook

PR Outreach Playbook

Partnership Playbook

CRM Audit Playbook

Data Sync Playbook

De-duplication Playbook

Pipeline Health Playbook

Report Generation Playbook

Client Onboarding Playbook

Renewal Playbook

Feedback Review Playbook

Churn Risk Playbook

Client Health Playbook

Connect Attio + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Attio AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Attio AI Agent