Attio CRM guides, formulas, migrations, and AI agents
Field-tested guidance for configuring Attio, moving CRM data, building formulas, and deploying useful AI agents. 110 articles, written from real implementation work.
Latest
25 min read
The ! operator in Attio: why flipping a condition does not flip the record set
Negation is the safest idea in logic and the least safe operator in a CRM. Attio documents the ! operator over exactly two inputs, your data has three, and the records that fall out of both sides of a negation are the ones you most needed to find.
30 min read
Arithmetic operators in Attio: what comes back out when you do maths on money
Attio documents the four arithmetic operators in one word each. Here is what addition, subtraction, multiplication and division actually do to currency, to blanks, and to a divisor of zero — plus the one place where the series' own guard rule is wrong.
22 min read
Comparison operators in Attio: the six symbols every flag in your CRM is built on
Attio documents its six comparison operators with six examples, and not one of them is a comparison you would ever write. Here is what the equals, greater-than and not-equals operators actually do to text, dates, stage names and blanks — and why a comparison is the one expression whose type you do not get to choose.
Formula functions
39 articlesEvery function Attio ships, one post each, with the arithmetic that actually works on real data.
- currency(), checkbox() and rating() in Attio21 min
- The phoneNumber() function in Attio24 min
- The random() function in Attio24 min
- The year(), quarter() and month() functions in Attio22 min
- The number() and text() functions in Attio23 min
- The setTimezone() function in Attio21 min
- The date() and timestamp() functions in Attio19 min
- The left() and right() functions in Attio14 min
- The lower() and upper() functions in Attio14 min
- The startsWith() and endsWith() functions in Attio14 min
- The split() and splitPart() functions in Attio13 min
- The exp() and log() functions in Attio12 min
- The power() function in Attio12 min
- The mod() function in Attio14 min
- The day() and hour() functions in Attio11 min
- The eomonth() function in Attio11 min
- The today() and now() functions in Attio12 min
- The abs() function in Attio11 min
- The unique() function in Attio11 min
- The length() function in Attio9 min
- The and(), or(), and not() functions in Attio10 min
- The round(), ceil(), and floor() functions in Attio7 min
- The avg() and median() functions in Attio8 min
- The replace() and replaceAll() functions in Attio7 min
- The valueAt() function in Attio8 min
- The min() and max() functions in Attio7 min
- The formatDate() function in Attio8 min
- The dateAdd() function in Attio8 min
- The previousValue() function in Attio7 min
- The sum() function in Attio6 min
- The contains() function in Attio6 min
- The valueSetAt() function in Attio7 min
- The hasBeenIn() function in Attio6 min
- The count() function in Attio6 min
- The ?? operator in Attio formulas8 min
- The dateDiff() function in Attio8 min
- The timeSpentIn() function in Attio9 min
- The if() function in Attio formulas9 min
- Attio formula attributes37 min
Migrations and imports
8 articlesMoving CRM data into Attio without losing history or creating duplicates.
AI agents and MCP
16 articlesAgents that run inside the workspace, what they can write, and how they are wired.
- We shipped an agent that writes the reports Attio dashboards cannot7 min
- We shipped an agent that stops Attio imports from creating duplicates6 min
- We shipped an agent that backs up your entire Attio workspace every night6 min
- AI-native CRM setup7 min
- What service businesses are missing from the AI agent conversation11 min
- How to set up Attio AI agents without code11 min
- Your CRM does not need more features. It needs an agent.8 min
- We shipped an agent that briefs every client meeting before you walk in7 min
- How I deploy AI agents to customers without hosting a server7 min
- We shipped an agent that reads every call on your pipeline and tells you which five deals to focus on Monday7 min
- Attio MCP13 min
- We shipped an agent that mines your Attio calls for content. Here is how it works.6 min
- What an AI-native GTM engineer actually does11 min
- Attio Implementation8 min
- Attio is not a CRM. Attio is the agent runtime.9 min
- Attio AI in 202610 min
Guides
29 articlesPricing, data modelling, configuration mistakes, and whether to do it yourself.
- The ! operator in Attio25 min
- Arithmetic operators in Attio30 min
- Comparison operators in Attio22 min
- What free Attio audits keep revealing6 min
- What I learned building against the Attio REST API8 min
- The directory promotion path got blocked, so I'm building citations instead7 min
- I turned my consulting playbook into skills the client runs8 min
- Getting cited by AI, one month in6 min
- Attio for capital raising9 min
- ChatGPT won't recommend me, and here's what I found out6 min
- The 20VC episode that explained my own business to me6 min
- The AttiBooks sync kept timing out. Here is what was actually wrong.5 min
- How to choose an Attio implementation consultant10 min
- My best lead source is a directory listing7 min
- Personalization that isn't templated8 min
- Why I built a product while running a services business6 min
- How I run an Attio implementation business on Claude Code7 min
- Why we ship Attio in 7 days when most agencies ship in 7 weeks7 min
- Can you set up Attio yourself? An honest guide.11 min
- Designing your Attio data model14 min
- The 6 Attio configuration mistakes I fix every week8 min
- Attio QuickBooks integration12 min
- Attio for agencies and consultancies11 min
- I replaced a $400/mo enrichment tool with one Attio Research attribute12 min
- Attio implementation cost in 202612 min
- Attio pricing explained6 min
- Attio review after 20+ implementations10 min
- Best CRM for startups in 202610 min
- Why Attio? The Modern CRM That Finally Works the Way Your Team Does11 min
Craftt compared
18 articlesHow we stack up against the other Attio implementation partners.
- Jorgen Barthel vs Craftt6 min
- Buildrhaus vs Craftt5 min
- Synix vs Craftt6 min
- prospr vs Craftt6 min
- Automation Consulting Services vs Craftt6 min
- 5050Growth vs Craftt6 min
- The Workflow Company vs Craftt6 min
- Optemization vs Craftt6 min
- Working Mono vs Craftt6 min
- Attimize vs Craftt5 min
- Novrith (Marco Serafini) vs Craftt6 min
- Kops vs Craftt6 min
- Revautex vs Craftt6 min
- Crawl Walk Run vs Craftt6 min
- dialed technologies vs Craftt6 min
- Sideways CRM vs Craftt6 min
- Neon Deer Data Labs vs Craftt6 min
- novlini® vs Craftt6 min
Ready when you are.
Book a call and we will tell you honestly whether this is worth doing, or start with the free 48-hour audit and decide afterwards.