+Every active Attio deal, summarized daily
Coworker agents read your Attio companies, people, deals, notes, tasks and comments, then write a daily summary of what changed on each deal that moved. Ask an agent to update a record, log a note, or close out a task, and it makes the change in Attio as you.
What gets automated
Daily deal summaries
Each day, every deal with activity gets a summary of its stage, value and owner changes, new notes, tasks and comments, and every line points back to its source in Attio.
Account and deal context
Agents know which company and contacts each deal involves, who owns it, and who on your team has the strongest connection to the account.
CRM updates from chat
Ask an agent to create, update or merge records, add a company to a list, or move a list entry to a new stage, and it does it in Attio under your own permissions.
Notes, tasks and comments
Agents read full note text and tasks. Once you connect your own Attio account, they also read comment threads, write notes, create and complete tasks, and reply on a record for you.
Live in minutes
Connect your workspace
An Attio admin creates a workspace API key with read permissions and pastes it into Coworker. Add webhook permission and updates arrive sooner.
Members connect their own Attio
An Attio admin approves the Coworker app once. Then each team member signs in with their own Attio account, so every change an agent makes in Attio is made as them.
Agents start working
From day one, agents answer questions from your Attio data, and the daily summary covers every deal with activity.
Enterprise-grade from day one
Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Attio data is processed securely and never used to train AI models.
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FAQ
Frequently asked questions
A workspace API key with read access to records, lists, list entries, notes, tasks, comments, workspace members and object settings. Webhook permission is optional and makes updates arrive sooner. Team members who want agents to make changes sign in with their own Attio account.
Both. Once a team member connects their own Attio account, agents can create, update and merge records, add records to lists and update list entries, write and edit notes, create, update and delete tasks, and post comments or delete their own. Every change is made as that member and follows their Attio permissions. The workspace API key never changes your Attio data. When it has webhook permission, Coworker also uses it to set up its own webhook in Attio, so updates arrive sooner.
Coworker keeps a copy of the companies, people, deals, notes, tasks and comments it reads, so agents can answer from them and summaries can cite them. Deal details and deal summaries follow your Attio workspace membership and the access your Coworker admin gives. Private Attio lists stay out of shared summaries, and agents open a list only through a member's own Attio account.
Every plan, Free included, because Attio offers API and webhook access on all of them. The daily summary is built around deals, and Attio leaves the Deals object off by default, so turn it on in your workspace settings if you track deals. On Attio's Free plan, Deals uses one of your object slots.
Coworker checks Attio for changes several times a day. When the API key also has webhook permission, Attio tells Coworker which records changed, so new comments and changes in large workspaces show up sooner.
Connect Attio in minutes
Connect your Attio data and watch agents go to work in minutes.