Attio

Sales & CRM

Neotask on OpenClaw turns Attio into a self-managing CRM — your agent searches records, manages deals, logs notes, and tracks tasks so your sales team sells instead of doing data entry.

What You Can Do

Your AI agent turns Attio into a CRM that maintains itself. Sales reps focus on selling while the agent handles record keeping, deal updates, note logging, and task management.

Record Management

Search across people, companies, deals, and custom objects. Your agent creates new records from signals, updates existing records as context changes, and keeps your CRM data clean without manual entry.

Relationship Context

Query emails and meetings associated with any contact or company. Your agent builds a complete timeline of every interaction so you walk into every conversation fully prepared.

Deal Pipeline

Search deals by stage, value, or custom criteria. Your agent tracks pipeline movement, logs deal notes after calls, and flags deals that need attention based on activity patterns.

Task Automation

Your agent creates follow-up tasks, sets due dates, and updates task status as work completes. Nothing gets forgotten because the system tracks everything automatically.

Every action runs autonomously or requires your approval — you decide.

Try Asking

  • "Search for all companies in our pipeline with deal value over $50K"
  • "Create a contact for Sarah Chen from Acme Corp — VP of Engineering, sarah@acme.com"
  • "Log a note on the Acme deal: 'Demo went well, they want a security review before signing'"
  • "What emails have we exchanged with TechCo in the last 30 days?"
  • "Create a follow-up task for the Globex deal — call next Tuesday to discuss pricing"
  • "Show me all deals that haven't had activity in 14 days"
  • "Search for everyone who attended meetings with us last week"
  • "Update the Acme deal to 'Negotiation' stage and add a note about the new timeline"

    • Pro Tips

  • Schedule a weekly pipeline review — your agent identifies stale deals, missing notes, and overdue tasks
  • Use multi-agent teams for sales operations: one agent handles inbound lead creation, another manages pipeline hygiene, a third generates activity reports
  • Approval gates on deal stage changes help enforce your sales process — review before deals advance
  • Pair Attio with your email and calendar integrations so meeting notes and email summaries flow into the CRM automatically
  • Use "summarize account activity" queries before important meetings to get the full relationship context in seconds
  • Task creation after every meeting should be automatic — let your agent handle the follow-up logistics

    • Works Well With