Videos
Build sessions, walkthroughs, and demos. Attio data models, AI agent builds, and CRM migrations — shown, not just described.
Attio tutorial course
How to Attio in 2026 | #1 Introduction
What Attio is, who it's for, and what this series covers. Start here if you're new to Attio.
How to Attio in 2026 | How to Setup Attio CRM #2
Sign up, set up your workspace, connect Gmail and Calendar, and learn to navigate Attio from scratch.
How to Attio in 2026 | Attio Objects Explained: Companies, People & Deals #3
The three default objects, plus attributes, attribute types, and the difference between table and kanban views.
How to Attio in 2026 | How to Configure Record Overview in Attio #4
What you see when you open a record, and how to customize the record layout for your team.
How to Attio in 2026 | How to use and what is the List in Attio? #5
What Lists are, how to use them, and when you actually need one.
How to Attio in 2026 | How to Log Calls, Emails, Notes & Tasks in Attio #6
How to create, assign, and track notes, emails, tasks, and calls on any record.
Attio walkthroughs
Attio data model: custom objects and relationships explained
How to model a B2B SaaS business in Attio — Deals, Customers, Companies, and Contacts as separate objects with clean relationships.
Setting up a deal pipeline in Attio
Stage design, field types, and the automations that keep stage data accurate without reps doing manual updates.
Attio views and filters: getting reports your team will actually use
How to build filtered views, list views, and dashboards that surface what matters without noise.
AI agent builds
Building a pipeline hygiene agent in Attio
A full build walkthrough: Claude connected to Attio via MCP, running a daily sweep of open deals, moving stale stages, and creating follow-up tasks.
Inbound triage agent: form to Attio in real time
How the inbound triage agent works: webhook trigger, lead enrichment, scoring, owner assignment, and reply draft — all before a human opens the CRM.
Investor update agent: drafting board updates from Attio data
How to pull pipeline metrics, portfolio health, and call summaries from Attio and generate a structured investor update draft automatically.
Coming soon
CRM migrations
HubSpot to Attio: the full migration walkthrough
Data export, field mapping, cleanup, import, and the restructuring decisions that make the move worthwhile instead of just moving the same mess.
Coming soon
Pipedrive to Attio: what changes and what to rebuild
How Pipedrive's data model maps (and doesn't map) to Attio, and how to use the migration to redesign rather than copy.
Coming soon
Want a walkthrough for your specific setup?
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