How to Use Attio

Getting started with Attio

After reading this guide, you'll be able to set up your Attio account and create your first customer relationship workflow. You'll also learn how to enhance your results using Attio's AI features effectively.

Step 1: Sign up and set up

1. Go to attio.com.
2. Click on the Get Started button located on the top right of the homepage.
3. Enter your email address and create a password, then click Sign Up.
4. Check your email for a verification link and click it to activate your account.
5. Once logged in, follow the onboarding prompts to customise your workspace, including setting up your data categories and preferences.

Step 2: Your first workflow

1. From the dashboard, click on the Workflows tab on the left sidebar.
2. Click on the Create New Workflow button.
3. Choose a template that fits your needs or start from scratch.
4. Add data fields by clicking on the Add Field button. You can include fields like Name, Email, Company, and Notes.
5. Use the AI Suggestions feature to help fill in data automatically based on existing information.
6. Click Save to store your workflow.

Step 3: Get better results

1. Regularly update your data by syncing with your email or other integrated tools. Click on the Integrations tab to connect your accounts.
2. Use the Search bar at the top to quickly find contacts or information.
3. Experiment with custom filters in your workflows to segment your data effectively. Click on the Filter button to set criteria.
4. Review the Insights tab for AI-generated recommendations on how to engage with leads based on their activity.

Pro tip

Take advantage of the Keyboard Shortcuts feature by pressing ? on your keyboard. This will display a list of shortcuts that can save you time navigating the platform.

Common mistake to avoid

Avoid skipping the onboarding process. Completing the setup prompts will help you understand the platform's features and tailor it to your workflow needs, ensuring you get the most out of Attio from the start.