Skip to content
ClickRuntime

Automate Attio

Turn changes in your Attio records and lists into messages your team acts on. New companies and deals, entries moving through a pipeline list, and a weekly view of what was added can all leave Attio without anyone exporting or copying. Describe what you want to your AI assistant, check what it will do, and it keeps running after you close the chat.

Add to ChatGPTAdd to Claude
Works inChatGPTClaudeClaude CodeCursorCodexVS CodeGemini CLIZedopencodeAny MCP client

Try asking

Create a ClickRuntime automation: when a new deal is created in Attio, post the deal name, value and owner to #deals in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Attio

Hear about new records the moment they are created, follow deals as they move between stages in a list, and get a Friday round-up of the week's additions. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post new Attio deals to Slack as they're created

The moment a deal is added in Attio, #deals gets its name, value and owner.

See how it works
The moment it happens

Get told when a deal moves stage in your Attio list

Whenever an entry in my pipeline list changes stage, Slack tells me which deal moved and where to.

See how it works
On a schedule

Email a Friday list of new Attio records

Each Friday afternoon I get an email of the companies and deals added to Attio that week, grouped by type.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Attio, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Attio automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Attio should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every Monday, have AI review Attio companies added last week and tag each one as a good or poor fit based on our ideal customer notes.

When a new Attio record is added to the Deals list, post the deal name and owner in Slack.

When someone books a Calendly meeting, find or create them in Attio, add the meeting details and send a reminder to the owner in Slack.

Beyond chat

Have Attio work when you're not in the chat

Connecting Attio to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Attio

Attio connects with an access token that a workspace admin creates. You choose its scopes, so it can only reach the objects and lists you allow.

Attio

CRM

  1. As an Attio workspace admin, open Workspace settings and go to Developers.
  2. Create a new access token.
  3. Pick its scopes, such as read access to records, objects and lists, plus read-write on webhooks for instant alerts.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as an Attio secret.

Good to know

Attio limits that affect automations

  • Only workspace admins can create access tokens, so a non-admin will need an admin's help to connect.
  • Tokens don't expire, so an automation keeps working until someone revokes the token.
  • Scopes can be changed after the token is created. If an automation later needs more access, edit the token rather than making a new one.

FAQ

Questions about automating Attio

What can ClickRuntime see in my Attio workspace?
Only what the access token's scopes allow, such as records, objects and lists. Leave out scopes an automation doesn't need and it can't reach that data.
Are Attio alerts instant?
Yes. New-record and stage-change alerts use Attio webhooks, so ClickRuntime is told as soon as the change happens. That needs the token to have read-write access on webhooks.
Can it follow a pipeline that lives in an Attio list?
Yes. When a list entry is updated, ClickRuntime checks its stage attribute and only reports the entries whose stage changed.
Will my token stop working after a while?
No. Attio access tokens don't expire. They stop working only if an admin deletes them.
Do I need AI for Attio automations?
No. Alerts and digests run without it. If you want records summarised or sorted in plain language, that uses the AI included in every ClickRuntime plan, so you don't need your own AI key.
Is this a Attio connector for ChatGPT or Claude?
Not for chatting with Attio data. A chat connector lets your assistant read and change Attio while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Attio event.

Related pages

Keep exploring

Tell your assistant what Attio should do

Free plan. No credit card.

Add to ChatGPTAdd to Claude