# Attio with an AI agent

Connect Attio to daework with one sign-in. No API keys, no MCP server, nothing to install. Find and update people, companies, deals and notes in Attio.

## What a Dae does in Attio

- **Look up Attio CRM records** (reads only): Finds an Attio person, company or deal and answers from its record, notes, tasks, emails and meetings, read only.
- **Add records to an Attio list** (waits for your ok): Adds companies, people or deals to an Attio list such as a pipeline or an outreach list, and sets the entry fields.
- **Prepare a meeting brief from Attio** (reads only): Prepares a brief for a meeting with a person or company from Attio notes, emails, past calls and open tasks, read only.
- **Review an Attio pipeline** (reads only): Summarizes an Attio list or deal pipeline by stage, owner and age, and flags stale or overdue deals, read only.
- **List and create Attio tasks** (waits for your ok): Lists open Attio tasks tied to people, companies and deals, and creates a follow-up task on a record after you confirms.
- **Review a recorded call in Attio** (reads only): Finds a call recording, reads the transcript and writes a summary with decisions, questions and next steps.
- **Update an Attio record** (writes): Creates or updates an exact Attio record, note, task or logged call after searching for duplicates, with approval.

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daework: A Dae is an AI coworker. It reads your email, works in your Apps and runs on a schedule. Anything that reaches someone outside waits for your OK. Start at https://app.daework.com/sign-up. Contact support@daework.com.