Attio

銷售與 CRM

Neotask 透過對話使 Attio 栩栩如生--Neotask 代理使您的工作區完美保持同步。

透過自然語言建立與更新 Attio 記錄、筆記與屬性
跨人員、公司與交易搜尋，使用靈活篩選器
使用 Neotask 自動化數據擴充與清單管理

您可以做什麼

靈活的記錄操作

Attio 的無綱要靈活模型意味著您可以儲存幾乎任何內容。Neotask 適用於您的自訂屬性、關係連結與記錄類型，以便您的獨特工作區結構完全可透過對話導覽。

人員與公司智慧

搜尋、建立與擴充人員與公司記錄。要求 Neotask 尋找特定行業中擁有最近活動的所有公司，或合併重複的人員記錄。

交易與管道追蹤

更新交易階段、新增屬性並在管道中追蹤交易健康。Neotask 代理可掃描您的管道尋找陳舊的交易並主動呈現它們。

筆記與活動記錄

新增結構化筆記、記錄互動與標籤記錄--全部透過自然語言。Neotask 格式化條目以符合您的 Attio 工作區慣例。

清單與分割

動態管理 Attio 清單。要求新增符合篩選器的記錄到清單、移除流失的客戶或為出站活動構建目標帳戶清單。

試著提問

「新增筆記到 Stripe 的公司記錄：『擴展通話計畫於 3 月 20 日』」
「尋找 B 輪融資 SaaS 空間中我們 60 天未聯絡過的公司中的所有人」
「為 Orbital Inc 建立新交易，$120k ARR，階段：發現」
「顯示所有標記為『戰略帳戶』且沒有開放交易的公司」
「哪些人員記錄缺少電子郵件地址？」
「將『提案已發送』中 14 天以上的所有交易移至『風險』」
「將 TechForward 新增到『Q2 外展』清單」
「醫療保健垂直領域公司的平均交易規模是多少？」

進階技巧

Attio 的屬性名稱很靈活--使用工作區中的確切標籤，Neotask 將正確符合。
對於列表操作，請具體說明列表名稱以避免名稱相似的列表之間的歧義。
自然詢問關係遍歷：「顯示我們戰略帳戶清單中公司連結的所有交易。」
在一個提示中結合記錄建立與屬性填充以避免往返。
使用「審計我的 [記錄類型] 是否缺少必填欄位」來揭示您工作區中的數據品質問題。
Attio 工作區差異很大--如果自訂欄位有不尋常的名稱，請清楚描述，Neotask 將處理其餘的。

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Plans

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Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

Works Well With

ActiveCampaign - Connect ActiveCampaign and Attio to sync contacts, automate deal workflows, and bridge email marketing with your relatio...
Airtable - Connect Airtable and Attio with Neotask to keep your relationship CRM and database in sync. Automate data flows between ...
Asana - Automate sales prospecting with Apollo and Firecrawl on Neotask. Enrich leads, scrape business data, and fill your pipel...
Bitly - Publish Notion pages to WordPress automatically. Neotask syncs your knowledge base with your website for seamless conten...
Brevo - Connect Asana and Attio to sync project tasks with CRM records automatically. Keep deals, contacts, and timelines aligne...
Canva - Connect Attio CRM with Canva through Neotask to automate personalized sales collateral creation. Turn contact and deal d...
Fireflies.ai - Connect Asana and Canva with Neotask to automate creative project workflows, sync design assets to tasks, and keep your ...
GitHub - Connect Asana and Egnyte to automate project file management. Link tasks to documents, sync statuses, and keep your team...
Google Ads - Connect Attio CRM with Google Ads through Neotask to sync ad lead tracking, close the attribution loop, and tie campaign...
Google Contacts - Connect Asana and Firebase to sync project tasks with your backend database automatically. Automate task creation, statu...
HubSpot - Connect Attio and HubSpot to sync contacts, deals, and pipeline data automatically. Keep both CRMs in sync without manua...
Intercom - Sync Attio CRM with Intercom support conversations. Neotask connects customer context from CRM to support for better ser...
Microsoft 365 - Enrich Drip subscribers with ZoomInfo company data. Neotask automates B2B lead enrichment for targeted email campaigns.
Netlify - Connect Attio and Netlify with Neotask to automate CRM workflows, sync deployment events, and streamline your team's pip...
Outreach - Connect Attio CRM and Outreach to sync prospects, automate sequences, and keep deals moving without manual data entry. S...
Trello - Connect Asana and Guru with Neotask to sync project knowledge, surface verified answers on tasks, and keep your team ali...
Twilio - Connect Attio and Twilio with Neotask to automate relationship CRM SMS workflows. Trigger personalized texts from deal s...
Udemy Business - Connect Asana and Wix with Neotask to automate project tasks, sync website updates, and keep your team aligned without m...
Zoom - Connect Attio and Zoom to automate meeting logging, sync contacts, and keep your CRM updated after every video call.