sales-attio

name	sales-attio
description	Attio platform help — AI-native CRM with custom objects, relationship database, deal pipelines, email sequences, automations, and built-in enrichment for 80,000+ startups. Covers custom data model design (objects, attributes, relationships), pipeline configuration, workflow automations, email sequences, AI agents (Ask Attio), reporting, API integration (REST, OAuth 2.0, 100+ endpoints, webhooks, MCP server), and pricing tiers (Free/Plus/Pro/Enterprise). Use when Attio data model doesn't fit your workflow, deal pipeline stages need restructuring, automations aren't firing correctly, API or webhook integration isn't working, or not sure if Attio is the right CRM for your team. Do NOT use for general CRM data hygiene strategy (use /sales-data-hygiene), outbound sequences across platforms (use /sales-cadence), contact enrichment strategy (use /sales-enrich), or tool integration patterns (use /sales-integration).
argument-hint	[describe what you need help with in Attio]
license	MIT
version	1.0.0
tags	["sales","crm","platform"]
github	https://github.com/attio

Attio Platform Help

Helps the user with Attio CRM questions — from custom data model design and deal pipeline configuration through automations, email sequences, AI features, and API integration.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What do you need help with?

   • A) Data model — custom objects, attributes, relationships
   • B) Deal pipelines — stages, views, automation triggers
   • C) Email sequences — setup, templates, tracking
   • D) Automations — workflow builder, triggers, actions
   • E) AI features — Ask Attio, research agents, auto-enrichment
   • F) API / integrations — REST API, webhooks, Zapier, Make, MCP
   • G) Reporting — charts, dashboards, funnel analysis
   • H) Pricing / plan selection — Free vs Plus vs Pro vs Enterprise
   • I) Something else — describe it

2. What's your team size?

   • A) Solo / 1-3 people (Free tier fits)
   • B) Small team 4-15 (Plus territory)
   • C) Growing team 15-50 (Pro territory)
   • D) 50+ (Enterprise territory)

3. What CRM are you coming from?

   • A) No CRM — first time
   • B) Spreadsheets / Notion
   • C) HubSpot
   • D) Salesforce
   • E) Folk / Clay / other modern CRM
   • F) Other — name it

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.

Step 2 — Route or answer directly

If the request maps to a specialized skill, route:

• CRM data quality strategy across platforms → /sales-data-hygiene
• Outbound sequence design → /sales-cadence
• Contact enrichment strategy → /sales-enrich
• Tool integration patterns → /sales-integration
• Lead scoring design → /sales-lead-score
• Deal health inspection → /sales-deal-inspect
• Revenue forecasting → /sales-forecast
• Lead routing rules → /sales-lead-routing