Set up the integration
- Sign in to Deepline or create an account, then select the Deepline workspace that should connect to Attio.
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Follow the public Deepline installation guide
to install the CLI and complete setup. Deepline supports Claude Code, Codex,
Cursor, Gemini CLI, and Antigravity. You can give your agent this instruction:
- Open Integrations, search for Attio, and select Connect on its card.
- On Attio’s authorization screen, select the Attio workspace you want to use, review the requested permissions, and authorize Deepline. You need permission to install apps in that Attio workspace.
- Return to Deepline. Confirm that the Attio card shows a connected account. Use Reconnect if an existing authorization needs to be refreshed.
- Ask your agent to create a Play, check it, and run it against one record before expanding to a larger batch. Open that record in Attio to verify the result.
The selected Deepline workspace owns the connection. Check your workspace before
connecting or running a Play. An Attio connection in another Deepline workspace
does not automatically grant access to this one.
Read and update Attio records
Plays can query people, companies, deals, users, workspaces, and custom objects. They can read record IDs and attribute values, filter records, and paginate results. For example, a company Play can readname and domains, research the
company’s website, and update description or a custom research attribute.
A people Play can use names, email addresses, company relationships, and job
titles as inputs, then write the verified results to writable attributes.
Deepline does not write every attribute by default. The Play explicitly maps
each result to an Attio attribute slug or ID. Inspect the object’s attributes
first: Attio controls which attributes are writable, their types, and the value
formats they accept. Read-only system attributes cannot be updated.
Use filtered queries to choose an existing record, and assert operations when
your workflow needs an upsert. Creating a record and updating a record are
separate operations. Decide how your Play should handle an existing value before
overwriting it.
Create and trigger a Play
Describe the workflow to your agent, including the Attio object, selection filter, research source, destination attributes, and overwrite rule. For example:deepline plays check your-play.play.ts. Run it
on demand through the CLI or API, or publish it and run it from the Deepline
dashboard. Plays can also run on a configured cron schedule or receive events
through a Play webhook. An event-driven Attio workflow requires explicitly
configuring the Attio subscription and the authenticated Play webhook; connecting
Attio alone does not create a trigger. Managed Attio Monitors are not currently
offered for new setup.
The dashboard shows the Play’s flow, run status, and results. After a write step,
read the record back through the integration and open it in Attio to verify the
saved values.
Work with lists and workspace context
Plays can read lists, add or update entries, and map results to list attributes. A Play that needs a new destination can create a list, object, or custom attribute. These configuration changes happen only when that operation is included in the workflow. Workspace-member access is read-only. It lets a Play resolve member identities for tasks and ownership references. Deepline does not need permission to add, remove, or change workspace members.Notes, tasks, meetings, and call recordings
When included in a Play, Deepline can read notes and comments as research context, create notes containing a summary, and create or update tasks for follow-up. Comments and threads can be read, and a Play can post a comment. Meeting and call-recording access is read-only. A Play can read meeting details, available recording metadata, transcripts, and speakers to prepare an account brief or meeting summary, then write the output to a note or record. Deepline does not request permission to edit meetings or call recordings. These operations are not automatic: the authored Play chooses which context to read and where to write its output. Recording availability depends on the connected Attio workspace and the access Attio grants.Permissions
The full integration supports the following features. A record-only enrichment Play uses record access and object-configuration reads; the additional scopes support the explicitly authored operations described below.Verify and troubleshoot
- Attio is not connected: select the correct Deepline workspace, return to Integrations, and connect or reconnect Attio.
- Authorization is denied: confirm you can install apps in the selected Attio workspace. If Attio reports an app installation limit, contact Deepline support; repeatedly reconnecting will not bypass that limit.
- An update fails: inspect the destination attribute’s type and writable status, then compare the payload to Attio’s accepted value format.
- A result is missing: inspect the Play run, verify the selected record ID, and read the record back. A completed research step does not itself prove that a later write succeeded.