# Attio AI agent for Slack & Microsoft Teams

Viktor is an AI employee that connects to Attio in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 8 Attio actions for you like Get Record, Create Task, and Create Note. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Attio and reports back. Setup takes about two minutes.

- Tool: Attio
- Category: Sales & CRM
- Connection: One-click OAuth
- Actions available: 8
- Works from: Slack and Microsoft Teams
- Page: https://viktor.com/integrations/attio

## What can you ask Viktor to do in Attio?

- "Update the Attio deal I closed today and move it to won."
- "Pull this week's pipeline from Attio and post a summary to #sales every Friday."
- "Find contacts in Attio we haven't touched in 30 days and draft follow-ups."
- "Cross-check Attio against our billing records and flag deals that don't match."

## What can Viktor do in Attio? (8 actions)

- **List List ID Options** - Retrieves available options for the List ID field.
- **Update Person** - Update an existing person.
- **Get Record** - Retrieves the record with the specified ID.
- **Delete List Entry** - Deletes an existing entry from a specific list.
- **Create or Update Record** - Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created.
- **Create Task** - Creates a new task.
- **Create Person** - Creates a new person.
- **Create Note** - Creates a new note for a given record. The note will be linked to the specified record.

## How does Viktor work with Attio?

1. Add Viktor to Slack or Microsoft Teams.
2. Connect Attio with one-click OAuth - Viktor handles authentication.
3. Ask in plain English. Viktor runs the Attio actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What is a Attio AI agent?

A Attio AI agent is an AI that connects to your Attio account and completes work in it - it doesn't just answer questions about Attio, it takes the actions. Viktor is that agent: an AI employee that works in Attio on your behalf and delivers the finished result in Slack or Microsoft Teams.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Attio actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

### About Attio

Customer relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs.

## Security and permissions

- One-click OAuth - Viktor never sees your password, and you can revoke access at any time.
- Review-first approvals: sensitive Attio actions wait for your sign-off before they run.
- Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
- SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

## FAQ

### Does Viktor integrate with Attio?

Yes. Attio is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Attio from Slack or Microsoft Teams - no workflow builder, no code.

### How do I connect Attio to Viktor?

Ask Viktor in Slack or Microsoft Teams to connect Attio, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time.

### What can Viktor do in Attio?

Viktor can run 8 Attio actions, including Get Record, Create Task, and Create Note - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.

### Do I need to build workflows to automate Attio?

No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Attio actions to take, runs them, and reports back.

### Is my Attio data secure with Viktor?

Yes. Viktor connects to Attio in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

### How much does the Attio integration cost?

Nothing extra - every integration, including Attio, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month.

### Can Viktor use Attio together with my other tools?

Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Attio, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams.

## Viktor uses Attio together with

- [Slack](https://viktor.com/integrations/slack)
- [Gmail](https://viktor.com/integrations/gmail)
- [Google Sheets](https://viktor.com/integrations/google-sheets)
- [Notion](https://viktor.com/integrations/notion)
- [Salesforce](https://viktor.com/integrations/salesforce)
- [Stripe](https://viktor.com/integrations/stripe)

## More Sales & CRM integrations

- [HubSpot](https://viktor.com/integrations/hubspot)
- [Upsales](https://viktor.com/integrations/upsales)
- [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft)
- [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key)
- [Teamgate](https://viktor.com/integrations/teamgate)
- [Pipedrive](https://viktor.com/integrations/pipedrive)
- [Enrich Layer](https://viktor.com/integrations/enrich-layer)
- [Zoom](https://viktor.com/integrations/zoom)

## Get started

Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.
