Delegmate for Attio
Keeps Attio records rich and your lists up to date
An AI teammate with its own Google Workspace account. Connect Attio and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.
About Attio
Attio is a fully customizable workspace for your team's relationships and workflows.
What it does in Attio
- Creates and updates people and company records
- Adds notes from calls and email threads
- Keeps list stages current as deals move
- Researches new records before you reach out
How it works
- 1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
- 2
Connect Attio
From its Apps tab in a click, with the Attio account your team chooses. Or just ask it, and it sends you the link.
- 3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.
Built for
Questions
How does it connect to Attio?
From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Attio account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.
What does it do in Attio without asking?
The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.
Does it need its own Attio seat?
No. It works through the connection your team sets up, so there is no extra Attio seat to buy for it.
Is Delegmate made by Attio?
No. Delegmate is independent and is not affiliated with or endorsed by Attio. Attio is a trademark of its owner.
More CRM and sales apps
All integrationsAdd your first teammate today
Sign in with your Google Workspace admin account. It takes a couple of minutes.
Attio is a trademark of its owner. Delegmate is not affiliated with or endorsed by Attio.