What you can ask
“Find the Acme record and show me who’s on the account.”
“What’s the status of our deal with Acme?”
“Add a note to the Acme record about today’s call.” (asks for approval first)
“Update the Acme deal stage to Negotiation.” (asks for approval first)
Connecting
- Open Connections in the dashboard and click Attio → Connect.
- Sign in to your Attio workspace and approve the requested access.
- Ask Expertise about a record to confirm it’s live.
What’s covered
Attio doesn’t have a fixed Expertise tool list. Instead, Expertise discovers the right Attio action for each request, records, lists, notes, and the common objects in your workspace, and calls it directly. You don’t need to know Attio’s object model or API to ask for something; just describe what you want in plain language. Any action that creates, updates, or deletes data in Attio still pauses for your approval before it runs, the same as every other write in Expertise.Good to know
- Coverage grows with your workspace. Expertise looks up what’s actually configured in your Attio instance (custom objects included) rather than assuming a fixed schema.
- Your Attio permissions are the ceiling. Expertise acts as the connected user, it can’t see or change anything you can’t.