Attio

Connect Attio to work with records, lists and notes that the authorized workspace exposes. Use a specific record or list as the starting point so Milo does not confuse similarly named people or companies.

Connect Attio

In Attio, create an access token under Settings → Developers → Access tokens. Choose the permissions needed for your task. Enter the token in Connections → Attio in Milo, then ask for a known record to confirm the workspace and access.

Make the output reviewable

Read the companies in our named onboarding list. For each, show the current owner, latest note and next action where recorded. Link the records and leave missing fields blank.

For a change, specify which record and fields should change. Attio access can differ by token permissions, so a successful read is not proof that a requested update will be allowed.

Avoid ambiguous matches

Use a record link, company domain or another reliable identifier when names overlap. Ask Milo to surface conflicting matches before editing. A list entry and its underlying company record can describe different aspects of the same customer; name which one you want changed.

Keep an outbound email or shared summary as a separate requested action. Connecting the CRM alone does not authorize distributing its information.