Coco + Attio
Attio is the CRM a lot of newer GTM teams build on, with objects and attributes shaped around their own motion. Coco is an AI co-worker for GTM teams, and the Attio connection lets it read that model directly: your objects and their schemas, records, lists and list entries, notes, tasks and workspace members. Coco can also write back (create or update a record, add a note, a task, a list entry or a comment), and every write waits for your approval before it runs.
Apply for the beta → · Private beta · free with your own API keys, or a paid plan
What Coco does with Attio today
Read your data model. Coco lists the objects in your workspace and reads each object's schema. If your team tracks "Partners" as a custom object, or keeps deal stage in an attribute with your own name for it, Coco works with that structure instead of assuming a standard one.
Query records and lists. Coco queries records on any object with filters, fetches a single record, lists your Attio lists and queries the entries on a list. Ask "which companies on the Q4 target list have no open deal and no note in 30 days?" and Coco answers from Attio, not from a stale export.
Use notes, tasks and the team. Coco reads notes (across the workspace or for one record), lists tasks and lists your workspace members. That is what lets a meeting brief include the last three notes on an account, or a pipeline review show which owner has overdue tasks.
Keep records current (approval-gated). After research, a call or a reply, Coco proposes the record update: a new title, a changed stage, a filled-in attribute. You see the change before it is written. See clean CRM data →.
Log the work (approval-gated). Coco can create a note on a record (a call summary, a research brief), create a task, and post a comment on a thread. Each is a proposal until you approve it.
Create records and add them to lists (approval-gated). When Coco finds accounts or people worth working, it can create the records and add them to one of your existing Attio lists, so the list your team works from stays the single source of truth.
How to connect Attio
Attio connects with an access token.
- In Attio, create an access token in your workspace's developer settings, with the access you want Coco to have.
- In Coco, open the integrations page and pick Attio.
- Paste the token. Coco checks that Attio accepts it before anything is saved, so a mistyped or revoked token fails right away.
- The token is stored encrypted and scoped to your Coco account. Disconnect it from the same page at any time.
A good first run is a read: ask for the deals with no activity in two weeks, or for a summary of one account's notes and tasks.
Approval gates by action
| Action | Gate |
|---|---|
| List objects, read an object's schema | None (read) |
| Query records, read a record | None (read) |
| List lists, read a list, query list entries | None (read) |
| List notes, list tasks | None (read) |
| List workspace members | None (read) |
| Create a record | Approval required |
| Update a record | Approval required |
| Create a note | Approval required |
| Create a task | Approval required |
| Add a record to a list | Approval required |
| Post a comment | Approval required |
Coco has no action for deleting records, notes or lists in Attio, or for changing your objects and attributes. See how approval works → and the security model →.
Workflows that use Attio
- Clean CRM data →. Coco finds records with missing or outdated attributes, researches the right values, and proposes each update for you to approve.
- Reactivate stalled deals →. Coco reads deals and their notes, flags the ones that went quiet, and drafts the re-engagement plus a follow-up task.
- Research accounts →. Coco proposes the research brief as a note on the Attio record, and once you approve it the context lives where the team looks for it.
- Pipeline review. Stage, owner, last note and open tasks per deal, summarized before your weekly meeting.
For the operations view of this work, see Coco for RevOps →. Founders running their own pipeline in Attio, see Coco for founders →.
Coco alongside Attio
Attio remains where your data lives. Coco is the co-worker that reads it, keeps it current and turns it into next steps, and because it also connects to your outreach and email tools, the record update, the task and the follow-up can come from one piece of work. Every write to Attio waits for your approval.
Get started
Coco is in private beta. Apply for access; once you are approved, Coco is free with your own API keys, with paid plans if you would rather not bring keys. Connecting Attio takes one access token; once it is accepted, you can ask Coco your first question about your workspace.
Apply for the beta → · Private beta · free with your own API keys, or a paid plan
Or book a walkthrough call → (opens in a new tab) to see the Attio workflow on your own workspace.