Support for adding notes to companies on Attio

May 23, 2024

When integrating with Attio in a workflow, you can now choose to have notes automatically added to companies after meetings. This is in addition to the existing support for adding notes to people on Attio.

Circleback will look up the people who were invited to the calendar event and add a new note to their associated company in Attio.

As before, you can choose to include meeting notes, action items, or other insights in the new note that's added.

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© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.