Overview

Attio is a collaborative CRM that helps teams manage relationships, workflows, and customer data in one flexible platform. Connecting Attio as a data source in Super lets you instantly search and retrieve customer insights, notes, and activity from across your entire CRM, right inside your workflow. Super respects Attio’s access controls, ensuring users only see data they’re permitted to view at the time of the query.

How it works & key benefits

Super connects to your Attio workspace through secure OAuth authentication and respects all existing user permissions. After setup, you can choose which lists and fields to index, including notes and threads, so Super can provide rich, context-aware answers to natural language queries.

With automatic data syncing every few hours, your Attio data stays fresh and actionable. No switching tabs or manual digging required.

Attio as a data source enables you to:

• Access CRM insights instantly
  Search across deals, accounts, notes, and activity using plain language — no need for filters, tabs, or digging through fields.
• Streamline follow-up workflows
  Get a complete view of deal history, internal notes, and past communication, all in one place, ideal for preparing updates or sales calls.
• Understand pipeline performance
  Track trends in deal volume, velocity, and conversion without building reports or dashboards manually.
• Identify what needs your attention
  Surface stalled opportunities, untouched leads, or at-risk accounts so you can focus your time where it matters most.
• Protect sensitive data
  Super enforces Attio’s native access controls in real time, ensuring users only see the data they’re authorized to access.