Connect Attio and Dora can look up the companies, people, and deals you keep there, so the team doing the work knows the account as well as the people who sold it.

  1. 1

    Open Integrations

    In Dora, open Settings and find Attio under Integrations, or search for it.

  2. 2

    Sign in to Attio

    Choose Connect. Attio asks you to sign in and allow access, then sends you back to Dora, connected. There's no key to copy.

  3. 3

    Ask, or tag it

    Ask Dora in her chat or on a request, or type $Attio to point her at it.

A few things to ask, and what she does with them.

  • Know the account

    Ask "What's the deal size and renewal date for Lumen Labs in Attio?" Dora finds the record and answers.

  • Hand over from sales

    Ask "What did we sell Acme, according to Attio?" Dora reads the deal so the first request matches the agreement.

  • Find the right person

    Ask "Who's our main contact at Halcyon in Attio?" Dora finds the person and their role.

  • Your account, your connection

    You connect Attio for yourself. Dora uses it only when you ask, and nobody else on your team can reach your Attio through her.

  • Read-only

    Dora only gets the tools Attio marks as read-only. She looks things up; she doesn't edit, delete, or send anything in Attio.

  • A summary and a link

    She brings in what the task needs, summarized, with a link back to Attio, instead of pasting everything into the request.

  • Dora can look up companies, people and deals in your Attio. You connect your own Attio account, and Dora reads from it when you ask: in her chat, on a request, or while you write one. She only reads, and brings back a summary with a link to the source.

  • Companies, people, and deals your Attio account can see. She signs in as you, with your access.

  • No. She reads from Attio, so your records stay exactly as your team keeps them.

  • Open Settings in Dora, find Attio under Integrations, and choose Connect. You sign in on Attio's own page and allow access, and you're sent back to Dora, connected. There's no API key to copy.

  • Only you. Each person connects their own apps, and Dora uses only the connections of the person asking. If a teammate needs Attio too, they connect their own account.

  • Ask in plain words, like "check Attio", or type $ and pick Attio. It shows as a tag in comments and in Dora's chat, and tells her which app to use for that ask.

  • No. Integrations are on every Dora plan, including your free first client. Asking Dora counts toward your company's Dora allowance like any other ask, and your Attio plan is separate.

  • In Dora, open Settings, find Attio under Integrations, and choose Disconnect. Dora stops using it right away.


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