Connect your Attio account to Goodweek to manage CRM records, deals, tasks, notes, and workspace data directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Attio, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Attio integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Attio integration uses OAuth 2.0 and does not require any admin-level approval within Attio before users can connect.
User Connection
In Goodweek, go to Integrations.
Find Attio and click Connect.
You will be redirected to Attio, where you will be asked to sign in and authorize access.
Click Allow to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Goodweek can only access the Attio workspace data that your individual account has permission to see.
You can revoke Goodweek's access at any time from Attio → Settings → Connected apps → Composio → Revoke.
Available Tools
Tool | Description | Type |
List Person Records | Lists person records in Attio with optional filtering and sorting. | Read |
Get Person | Retrieves a single person record by its record ID. | Read |
Create Person | Creates a new person record in Attio. | Write |
Update Person | Updates a person record's attributes by its record ID. | Write |
Assert Person Record | Creates or updates a person record using a unique attribute to find an existing match. | Read |
List Companies | Lists company records in Attio with optional filtering and sorting. | Read |
Get Company | Retrieves a single company record by its record ID. | Read |
Create Company | Creates a new company record in Attio. | Write |
Update Company | Updates a company record's attributes by its record ID. | Write |
Assert Company (Create or Update) | Creates or updates a company record using a unique attribute to find an existing match. | Read |
List Deal Records | Lists deal records in Attio with optional filtering and sorting. | Read |
Get Deal Record | Retrieves a single deal record by its record ID. | Read |
Create Deal Record | Creates a new deal record to track a sales opportunity. | Write |
Update Deal Record | Partially updates an existing deal record's attributes. | Write |
List Records | Lists records from any specified Attio object type with pagination. | Read |
Create Record | Creates a new record in Attio for any specified object type. | Write |
Update Record | Updates an existing record in Attio for any specified object type. | Write |
Search Records | Fuzzy-searches for records across multiple Attio objects by name or other attributes. | Read |
Query Records | Queries records for a specific Attio object using server-side filtering operators and sorting. | Read |
Find Record | Finds a record by its unique ID or by searching with unique attributes. | Read |
List Notes | Lists notes in Attio, optionally filtered by parent object type or specific record. | Read |
Get Note | Retrieves a single note by its ID. | Read |
Create Note | Creates a new note attached to any Attio record. | Write |
List Tasks | Lists all tasks in the workspace, optionally filtered by assignee or completion status. | Read |
Get Task | Retrieves a single task by its ID. | Read |
Create Task | Creates a new task with content, optional deadline, and assignees in Attio. | Write |
Update Task | Updates an existing task's deadline, completion status, or other fields. | Write |
List Lists | Retrieves all lists available in the Attio workspace. | Read |
Get List | Retrieves details of a single Attio list. | Read |
List List Entries | Lists entries in a given Attio list with optional filtering and sorting. | Read |
Create List Entry | Adds a record to a list as a new entry in Attio. | Write |
Update List Entry by Entry ID | Updates attribute values on an existing list entry. | Write |
List Objects | Retrieves all available objects (system-defined and user-defined) in the Attio workspace. | Read |
List Attributes | Lists the attribute schema for an Attio object or list. | Read |
List Workspace Members | Lists workspace members (actors) for reliably assigning owners and resolving workspace-member IDs. | Read |
List Meetings | Lists all meetings in the workspace. | Read |
List Call Recordings | Lists all call recordings for a meeting in Attio. | Read |
Delete Company | Permanently deletes a company record from Attio. This action is irreversible. | ⚠️ Destructive |
Delete Person | Permanently deletes a person record from Attio. This action is irreversible. | ⚠️ Destructive |
Delete Deal | Permanently deletes a deal record from Attio. This action is irreversible. | ⚠️ Destructive |
Delete Record | Permanently deletes any record from Attio. This action is irreversible. | ⚠️ Destructive |
Delete Note | Permanently deletes a specific note from Attio. | ⚠️ Destructive |
Delete Task | Permanently deletes a task from Attio. | ⚠️ Destructive |
Delete List Entry | Permanently removes a single entry from an Attio list. | ⚠️ Destructive |
Use Cases
Search and retrieve CRM records on demand. Find people, companies, or deals in Attio by name or attribute from Goodweek without opening the CRM, and surface the right records for a conversation or meeting.
Create and update records from conversations. Add new companies, contacts, or deals to Attio and update their attributes directly from a Goodweek conversation after a call or email exchange.
Manage tasks and notes across records. Create tasks with deadlines and assignees, log notes against specific records, and check outstanding tasks from Goodweek to keep deal and relationship management current.
Work with lists and list entries. Add records to specific Attio lists and update list entry attributes from Goodweek to maintain structured tracking views.
Troubleshooting
Some records are missing after connecting
Goodweek can only access data your Attio account has permission to see. Verify your access level in Attio → Settings → Members & permissions.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Attio integration from the Goodweek Admin Panel under the Integrations tab.