Integration · CRM & deals

An AI agent that fills Attio with real, researched data.

Connect Attio and an OpenHelm agent can enrich people and company records with browser-researched facts, build lists from criteria you describe in plain English, and keep a scheduled digest of workspace changes flowing to your inbox.

Recurring jobs

What an OpenHelm agent can do with Attio.

Each of these runs as a scheduled, self-correcting job: you describe it in plain English, approve the plan once, and an independent evaluator checks every run against the goal.

Record enrichment runs

On a schedule, find records with sparse attributes, research each company or person on the open web, and propose enriched values with sources.

List building from a brief

Describe a target list once, for example UK fintechs that raised in the last year, and the agent researches candidates into a data table for review before they enter Attio.

Workspace change digest

A weekly summary of new records, stage changes and notable edits across the collections you select.

Duplicate and gap sweep

Regularly flag likely duplicate records and required attributes left empty, compiled into a short fix list.

Get started

Connect Attio in minutes.

  1. 1

    Connect Attio

    Add Attio under Connections in the OpenHelm app and paste a scoped API key, or provision it programmatically with POST /v1/connections.

  2. 2

    Describe the job in plain English

    Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.

  3. 3

    Approve the plan

    No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.

  4. 4

    It runs, self-checks and reports

    Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.

For developers

Or provision the connection over the API.

POST /v1/connections
curl https://api.openhelm.ai/v1/connections \
  -H "Authorization: Bearer oh_live_..." \
  -H "Content-Type: application/json" \
  -d '{ "name": "Attio", "type": "token", "secret": "<your Attio API key>" }'
# secret is write-only: stored encrypted, injected only at run time

The same connections back runs started over REST. See the AI agent API and the Connections API docs.

Related ways to put agents to work with Attio:

Common questions about the Attio integration

Put an agent to work in Attio this week.

Connect once, describe the job, approve the plan. From then on it runs on schedule, checks its own work, and reports back with evidence.