AI agents for Attio
A Monmo agent works in Attio the way a founder's sales associate would. It researches people and companies and fills the attributes you care about, moves list entries through stages after each conversation, writes meeting notes onto the right records and turns your deals list into a Monday update. It connects to your Attio workspace with your access and asks before it creates, edits or deletes a record.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Attio
Fill attributes with real research
For new company records it reads the website, recent news and job posts, then proposes values for the attributes you define, such as funding stage, headcount band or main product, with the source for each.
AskFor companies added to Attio this week, fill funding stage, headcount band and what they sell, with a source for each.
Move list entries after each conversation
It reads your recent email threads and meeting notes, then proposes which entries in your deals or hiring list should change stage, owner or next step. Every proposed change sits on a single card.
AskCheck my last week of emails and propose stage changes for entries in the Deals list.
Write meeting notes onto records
After a call on Zoom or Google Meet, it turns the transcript or your rough notes into a clear note on the person and the company, with decisions and follow-ups as tasks you approve.
AskTurn my notes from the call with Lena at Fernhill into an Attio note and suggest tasks for the follow-ups.
Describe a list and get it built
Describe the group, such as Series A fintech companies in Europe where you know someone. It finds the matching records, shows the count and a sample, and creates the list once you agree.
AskMake an Attio list of Series A fintech companies in Europe where someone on our team has emailed a contact.
Send the Monday pipeline update
Every Monday at 9 it reads the deals list, compares it with last week and drafts a short update for Slack: new deals, stage moves, deals with no recent touch and what closes this month.
AskEvery Monday at 9, draft a pipeline update from the Attio deals list and ask me before posting it in Slack.
Spot relationships going cold
It checks when your team last emailed or met each key customer or investor, lists the ones with no touch in 45 days and drafts a reason to get in touch for each.
AskWhich customers in Attio has nobody contacted in 45 days? Draft a short check-in for each.
Keep the data model tidy
It finds duplicate people and companies, select values that mean the same thing and attributes nobody fills, and proposes merges and clean-ups for you to approve one group at a time.
AskFind duplicates and inconsistent select values in our Attio workspace and propose a clean-up.
How it connects
- 1You connect your Attio workspace once with your own access. Depending on how your workspace is set up, a workspace admin may need to approve the connection. The agent sees the objects and lists your access covers.
- 2You choose which agents may use Attio. A sales or fundraising agent fits; a research agent can deliver its findings for the sales agent to record.
- 3Reading records, lists, notes and email history happens without asking. Creating or editing a record, adding or moving a list entry, writing notes or tasks and merging duplicates all ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Attio is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent enrich Attio records?
Yes, with sources you can check. A Monmo AI agent researches each person or company on the open web and proposes values for your attributes, citing where each came from. You approve the batch before anything is written, through the Attio connection or in its own browser when the connection does not cover something.
Does it work with custom objects in Attio?
It works with the objects and lists your access can see, including ones you built yourself, such as investors, partners or candidates. Tell the agent what each object and attribute means in plain words, and it uses them the way your team does. Changes to any object still ask first.
Can the agent run outreach from Attio?
It prepares outreach and you send it. The agent builds the list from Attio, drafts a personal email for each person in Gmail or Outlook, and shows you the batch. Nothing is sent until you approve, and you decide who is worth contacting. It does not send bulk unsolicited email.
Is Attio a good CRM to pair with an AI agent?
It suits teams that want a flexible data model. The agent can read your objects, lists and email history and keep them current, which matters most when the CRM is shaped around how you work. Any CRM that connects through your account works the same way: reading is free, writes ask first.