Emra + Attio
Your bots search and update your Attio records, lists, notes and tasks, and run reports on your CRM data.
What your bots can do in Attio
Connect Emra with Attio to use 24/7, always-on AI agents that work like your team.
- 01
Find any record
Search people, companies and deals, and read their emails, meetings and call recordings.
- 02
Keep records current
Create, update or merge records, and add them to lists or edit their list entries.
- 03
Add notes and tasks
Write notes on a record, add comments, and create or update tasks with deadlines and owners.
- 04
Run reports
Get totals, averages and grouped breakdowns across your records in plain words.
Things to ask
- What did Northwind say about pricing in our last call?
- Add a task for Priya to send the Acme proposal by Friday
- What's our average deal value by stage this quarter?
Add Attio to a bot
It takes about a minute, and each person signs in once.
To a bot you have
- 1Open the bot’s settings and click + under Apps
- 2Choose Attio and add it to the bot
- 3Sign in with your own Attio account
To a new bot
- 1Click New bot, name it and say what it’s for
- 2Click Connect apps beside its name and choose Attio
- 3Add it to the bot, then sign in with your own Attio account
Then ask. The bot works in Attio as you, with your access.
Your own sign-in
Each person signs in to Attio themselves. A bot uses the sign-in of whoever is talking to it, never a teammate’s.
Only the bots you choose
A bot can use Attio only once it has been added to that bot.
Switch off any action
Turn off any Attio action for your sign-in, or remove it from a bot, whenever you like.
Questions about Attio and Emra
How do I use AI agents with Attio?
Add Attio to an Emra bot and sign in, then ask the bot in plain words, in its chat or in Slack. It is an AI agent that works in Attio as you, and it can run on a schedule you set.
What AI agents work with Attio?
Emra bots do. Each is an always-on AI agent that works like a member of your team, and it connects to Attio alongside the other apps you use, so one bot can carry a task from one app to the next.
Do Emra bots have their own computer?
Yes. Every Emra bot has its own computer and web browser in the cloud. It works in Attio through this integration, and it can use any website your team can for the work that happens elsewhere.
Can AI agents work in Attio around the clock?
Yes. Emra bots are always on. Give one a schedule and it does the work in Attio at the times you set, or ask it anything, at any hour.
How do I connect Attio to Emra?
Open a bot’s settings, click + under Apps and choose Attio. Add it to the bot, then sign in with your Attio account. It takes about a minute.
Whose Attio account does a bot use?
The account of whoever is talking to it. Each teammate signs in with their own, and a bot never uses one person’s sign-in for someone else.
Can I limit what a bot does in Attio?
Yes. Any Attio action can be switched off for your own sign-in, and Attio can be removed from a bot at any time.
Is there anything to install?
No. Your bots reach Attio from Emra’s cloud, so you only sign in.
More integrations
See all integrations- AmplemarketSearch people and companies, enrich leads and run sequences
- Apollo.ioProspect, enrich leads and load outreach sequences
- ClayEnrich people and companies, and run research
- GmailSend mail as you
- SlackSearch, read and post in your channels and DMs, as you
- NotionSearch, read and write your pages, databases and comments, in your name
Get started using Attio with Emra
Create your workspace, add Attio to a bot, and ask it your first question.