Attio (ChatGPT)

Attio connects Codex directly to your CRM workspace, letting you manage customer relationships through natural conversation. Search and filter contacts, companies, and deals with flexible queries. Create, update, and organize records without switching between screens. Add notes, manage tasks, and track your sales pipeline—all through simple requests. Key capabilities: - Search records using powerful filters (find companies by size, industry, last contact date) - Create and update people, companies, and deal records - Manage notes attached to any record - Track and complete tasks - Navigate lists and organize your data Whether you're preparing for a meeting, updating deal stages, or researching prospects, Attio brings your CRM data into your conversation — no manual data entry required. What else can you do? Prepare an account brief Attio Prepare a brief for this account using its records, notes, and recent interactions. Highlight open opportunities, unresolved questions, and the next follow-up. Prioritize deal follow-ups Attio Review my open deals and identify the ones most in need of follow-up. Explain the signals in the records and draft a next step for each without sending anything. Update relationship records Attio Apply these approved meeting notes to the matching account and deal records. Flag ambiguous matches and summarize exactly which records changed.