# Attio AI employee Viktor works in Attio for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Attio and helps you track deals and customer relationships through a sales pipeline, running 23 Attio actions for you like List lists, Get record, and List notes. Ask in plain English from your workspace; Viktor does the work in Attio and reports back. Viktor connects with an API key. - Tool: Attio - Category: Sales & CRM - Connection: API key - Actions available: 23 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/attio ## What can your AI employee do in Attio? Viktor, the AI employee, connects to your Attio workspace and works with your records, objects, lists, list entries, notes and tasks. He can look up people and companies, read objects and attributes, read a record's attribute history (for example a deal's stage), review a pipeline in a list, create and update records, add notes and tasks, list workspace members, read meetings, call recordings and transcripts, and read and write comments. REST API: for anything the named actions don't cover, he calls Attio's REST API v2 directly within the scopes you grant. Creating, changing or deleting webhooks that way is refused, because the triggers manage their own. Triggers (webhooks): Viktor can react to Attio events as they happen. When you set up a trigger, he creates a webhook in your Attio workspace for it, and he deletes that webhook when you remove the trigger. Supported triggers: new record (a record is created, optionally only for one object such as people or companies), record updated (a record's attribute values change, optionally only for one object) and new note (a note is created on a record). Every incoming event is checked against Attio's webhook signature. Permissions: Viktor asks for these 11 Attio scopes: record_permission:read-write, object_configuration:read-write, list_configuration:read, list_entry:read-write, note:read-write, task:read-write, user_management:read, webhook:read-write, comment:read-write, meeting:read and call_recording:read. Records are read and written through record_permission, object_configuration:read-write lets him add attributes and select options when you ask, triggers need webhook:read-write, meeting:read and call_recording:read let him list meetings, call recordings and transcripts, and comment:read-write lets him read comment threads and comment on records. A key missing a scope is refused at connect with the missing scopes named. Setup: a workspace admin opens Workspace settings > Developers in Attio, creates an access token, ticks the scopes above and pastes the token when Viktor asks to connect Attio. Viktor checks the token against your workspace and its scopes before saving it. Disconnecting removes the token from Viktor; delete it in Attio under Workspace settings > Developers to revoke it. Signing in with your Attio account (OAuth) instead of a token becomes available once Attio approves the Viktor app. ### What teams use Viktor for in Attio - When a new company record is created, he reads it, fills in the attributes that are missing and adds a note saying what he changed. - Every Friday he reviews the deals in your pipeline list, reads each deal's stage history and posts what moved, what stalled and for how long. - After a sales call he adds a note to the person's record and creates a follow-up task with a deadline for the owner. ### About Attio Attio is a CRM for people, companies, deals and custom objects. Viktor connects to it with an Attio API key. Viktor is not affiliated with, endorsed by, or sponsored by Attio. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 23 Attio actions, chains them together 3. **Runs in Attio** - Helps you track deals and customer relationships through a sales pipeline - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Attio from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Attio, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Attio work on a schedule, like a weekly Attio summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - API key - Viktor stores your key encrypted, uses it only for the actions you ask for, and you can revoke it 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. - Viktor is not affiliated with or endorsed by 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." ## How does Viktor work with Attio? 1. Open Viktor in a supported workspace. 2. Connect Attio with an API key - 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 can Viktor do in Attio? (23 actions) - **Identify workspace** - Reads the connected Attio workspace (id, name and slug) and the scopes the connection was granted. - **List objects** - Lists the workspace's objects - people, companies, deals and custom objects - with their api slugs. - **List attributes** - Lists the attributes of an object or a list: slug, type, and whether each one is unique or writable. - **List lists** - Lists the workspace's lists with their api slugs and parent object. - **Query records** - Finds records of an object that match a filter, sorted and paged (up to 500 at a time). Use it to look up people and companies or find new records. - **Get record** - Reads one record with the current values of every attribute. - **Get attribute values and history** - Reads the values of one attribute on a record, optionally with every past value and when it was active - for example the history of a deal's stage. - **List a record's list entries** - Shows which lists a record is on, with the list and entry ids. - **Get list entry** - Reads one list entry with the list's own attribute values. - **Query list entries** - Finds the entries of a list that match a filter, sorted and paged, including filters on the parent record. Use it to review a pipeline in a list. - **List notes** - Lists notes for the whole workspace or for one record. - **List tasks** - Lists tasks, filtered by linked record, assignee or completion, newest first if you want. - **Create note** - Adds a note to a record, as plain text or simple markdown. - **Create or update record** - Creates or updates a record matched on a unique attribute (email addresses for people, domains for companies): one match is updated, none creates it. - **Update record** - Updates a record's attribute values; multiselect values are appended. - **Create task** - Creates a task with a deadline, optional assignees (workspace members) and optional linked records. - **List workspace members** - Lists the workspace's members with their name, email and access level, for assigning tasks or writing comments. - **List meetings** - Lists meetings synced from the workspace's calendars, for the whole workspace or one record. - **List call recordings** - Lists the call recordings of a meeting. - **Get call transcript** - Reads the transcript of a call recording, speaker by speaker, for summarising a call. - **List comment threads** - Lists comment threads and their comments, for a record or a list entry. - **Create comment** - Comments on a record as a workspace member, in plain text; mentioning a member's email notifies them. - **Attio REST API request** - Calls any endpoint of Attio's REST API v2 for the connected workspace (GET, POST, PUT, PATCH, DELETE under /v2/), within the scopes the connection holds. Creating, changing or deleting webhooks is refused here: triggers manage their own webhooks. ## 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) - [Apollo.io](https://viktor.com/integrations/apollo-io) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Instantly](https://viktor.com/integrations/instantly) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [ActiveCampaign](https://viktor.com/integrations/activecampaign) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) ## FAQ ### Does Viktor integrate with Attio? Yes. Attio is one of the 9,800+ tools Viktor connects to, with an API key. Once connected, anyone on your team can put Viktor to work in Attio from their workspace - no workflow builder, no code. ### How do I connect Attio to Viktor? Ask Viktor in your workspace to connect Attio, then paste an API key from your Attio account when prompted. Viktor stores the key encrypted, uses it only for the actions you ask for, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Attio? Viktor can run 23 Attio actions, including List lists, Get record, and List notes - 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 for Attio? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, 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 with an API key, 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; the Team plan is $100 a month. ### Can Viktor use Attio together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Attio, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.