Attio, without opening Attio.
Read-only people, companies, deals and the lists they sit on, including your own custom objects.
In your channel
Ask Ray for something in Attio and it posts this card in the thread. One click, and the task you asked for carries on where it left off.
What Ray can and cannot do in Attio
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
Runs on its own
What Ray reads in Attio
- Get comment
- Get company
- Get deal record
- Get note
- Get task
- Get v2 tasks
- List attributes
- List companies
- List deal records
- List lists
- List notes
- List objects
- List threads
- List workspace members
- People get person
- People list persons
- Post v2 lists list entries query
- Query records
- Search records
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Comment in Attio
- Add a company to Attio
- Create an Attio deal
- Add a note in Attio
- Add a person to Attio
- Create an Attio task
- Add a record to Attio list
- Update Attio company
- Update Attio deal
- Update Attio person
- Update Attio task
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete comment
- Delete company
- Delete deal
How Ray works with Attio
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Attio
One click, right where you asked. Ray posts a connect card, you authorise Attio with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Attio, and tell Dana it is being looked at.
Comment in Attio
- Waiting on
- your approval
What does connecting Attio to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Attio and it can do the Attio part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Attio account, so Ray can only reach what that person can already reach, and the history in Attio shows who actually asked.
Security and permissions
- You authorise Attio on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Attio in a message, or uninstall Ray and every connection it held is revoked.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Attio.
Free to start, no credit card, and it asks before it acts.