A morning brief from your Attio records
Start the day knowing which deals moved, which went quiet, and which tasks are due, read from the companies, people, and deals in your own workspace.
Go Fig + Attio
Go Fig reads your Attio deals, people, and notes, builds your brief, and logs tasks and record updates back after your OK.
Key facts
What you can do with Attio in Go Fig
Attio holds your deals and the relationships around them, and keeping it current is admin work nobody gets paid for. Go Fig reads your companies, people, deals, lists, notes, and tasks, so your brief starts from what is actually in the CRM. When a deal goes quiet, it drafts the follow-up and the task. Nothing lands in Attio until you approve it in your Feed, and your team can let some actions run on their own once they trust them. Lists and custom attributes come through too, so whatever else your team tracks in Attio can sit in a dashboard next to your other systems.
People and deals updated after the call
Go Fig drafts the change to the person or deal, written against your own attributes, so Attio says what the call said. You approve it, then it lands.
Tasks on the right record
Go Fig spots a stalled deal, drafts the next step, and creates or completes the Attio task on that record once you give your OK.
Every Attio list next to your other numbers
If your team keeps partners, hires, or customer accounts in Attio lists, Go Fig reads those lists and their entries with your custom attributes. Celeste, Go Fig's AI analyst, can answer questions about them, and a dashboard can show them beside data from your other connected systems.
What Go Fig reads from Attio
How to connect Attio
Sign in with Attio
Sign in with your Attio account (OAuth). Go Fig uses its own Attio app, so there is no API key to copy or store.
Go Fig brings in your records
Go Fig reads companies, people, deals, lists and list entries, notes, tasks, workspace members, and attributes (the custom fields your team set up). It brings in past records on the first connection, then keeps them current.
Check your first brief
Look over the brief and ask Celeste, Go Fig's AI analyst, about a deal you know well. If an answer looks off, a field is usually named differently than expected, and a solutions engineer can help sort it out.
Decide what needs your OK
Go Fig can create a task, complete a task, and add or update a person or deal. Every one of those waits for your OK in your Feed unless your team chooses to let that action run on its own.
Questions about Go Fig + Attio
Will Go Fig change my Attio records without asking?
No. Anything Go Fig writes to Attio waits for your OK in your Feed first. Your team can choose to let a specific action, like completing a task, run on its own once you trust it.
What can Go Fig write back into Attio?
It can create a task, complete a task, and add or update a person or a deal. Notes and lists are read only.
Does it understand the custom fields we added?
Yes. Go Fig reads your Attio attributes along with the records, so a field your team invented comes through with its name and Celeste can answer questions in your own words.
Where does our Attio data live?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
How often does it update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Ready to connect Attio?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.