Attio CRM Automation & Workflow Approvals
Run Attio on autopilot. Keep the veto.
108 actions
CRM records update, deals get created, and notes go out before you've decided if any of it was right. Rills proposes each Attio change and waits for your call.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Attio arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Create 8 new deal records from inbound contacts this week?
8 contacts · no existing deal record found
Matches stage-entry pattern from prior Monday batch
2 contacts flagged: possible duplicate profile detected
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, no 3am stomach-drop wondering what shipped while you slept.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Attio automation
CRM data is where a bad automated write does its worst damage. A record updated with the wrong stage, a note deleted before anyone else read it, a deal created under the wrong contact: these are the mistakes your pipeline carries quietly for weeks.
When Attio runs unsupervised
Writing to a CRM without a review step means errors compound before anyone notices. The wrong entry fires, the wrong record gets updated, and by the time you catch it the data your team trusted is wrong.
- A "Create Deal Record" operation fires for a contact who was already mid-conversation, creating a duplicate deal no one asked for.
- "Update Record" runs on a stale data match and overwrites a field a teammate edited that morning.
- "Delete Note" executes on a bulk cleanup and removes a note that had context your next follow-up depended on.
- "Assert User Record" creates a new contact instead of merging, splitting the conversation history across two profiles.
- "List Records with Query" returns a broad set and a downstream write hits records outside the intended scope.
What Rills does inside Attio
With Attio automation through Rills, every proposed write stops before it runs. Whether the AI is queuing up a "Create Deal Record" action, preparing to "Update List Entry by Entry ID", or staging a "Delete Record", you see the proposal with its full context before anything changes in your CRM.
The deal still gets created; you just approve it before it hits your pipeline.
Why Attio has no triggers and how Rills fills the gap
Attio does not emit native event triggers, so Rills uses scheduled polling and upstream signals to decide when to propose an action. You can approve Attio changes without any real-time event stream.
- Scheduled polling on List Records with Query checks for contacts that have gone stale past a set threshold and surfaces a proposed update batch.
- An upstream trigger from a connected form or inbox routes into a Create Deal Record proposal rather than firing the write directly.
- A timed review cycle runs List Notes across active deals and flags any note marked for deletion before the Delete Note action is proposed.
- List Threads is polled on a schedule to detect unanswered conversations and queue a follow-up proposal for your review.
What Rills can do in Attio
4 of 108 actions across reads, writes, and updates.
- 01
Create Company
Add a new company to your Attio CRM with details like name, domain, and contact information. Use this when you want to create fresh company records without automatically updating existing ones.
- 02
Create Note
Attach a note with title and content to any record in your CRM (person, company, or deal) to document important information, decisions, or interactions. This helps you maintain a complete activity history and ensure team continuity.
- 03
Create Person
Creates a new contact record in Attio with their basic information like name and email. Use this when you need to add a new person to your CRM database.
- 04
Create Task
Create a new task in Attio to organize work items with optional deadlines and assignees. Helps you keep track of follow-ups, action items, and next steps linked to your contacts and deals.