How I supercharged Attio CRM (Free Plan) with AI agents

0:00What is going on guys? I wanted to go

0:02over today how as a small business I

0:05wanted to empower our CRM to be the best

0:09version of itself. And disclaimer, I'm

0:12actually using the free version of this

0:15CRM. This CRM is Atio. It's probably one

0:17of the best CRM that I've used. And I've

0:21used HubSpot, Pipe Drive, Salesforce,

0:26um, Folk, uh, and Atoio for me really

0:28takes, uh, the top for a few different

0:31reasons, but one of the most important

0:32reasons why, and like everything that I

0:34ever do, the API is incredibly good and

0:37useful for getting data in and out of

0:39the system. And they're really

0:41innovating for like the future. And so,

0:43if you haven't used Atio, go check it

0:45out. It's almost like an air table on

0:47steroids is probably like the way I

0:48would describe it. And so it fits into

0:51the style in which I love to work. Um,

0:54but I wanted to go over today how I'm

0:56using it to centralize data in a way

0:59that I don't think many people are. And

1:02so if you're a if you run a product

1:04company or a tech company, I should say,

1:07you're probably using something like

1:09Post Hog or something similar. So what I

1:12have is I have our Post Hog set up to

1:14Atio. And you can do this by the way on

1:16their free subscription as well. And I

1:19am basically connecting every single

1:21different element and different feature

1:23set straight into Atio. Um, which is

1:27then essentially giving me this entire

1:30overview where I can start to see um

1:32when they last logged in and then all of

1:35the different feature sets that they

1:36actually used throughout their kind of

1:39time in using us. But what no what only

1:42I've done there is I've then started to

1:45build off the back of this information

1:47i.e. the features that they've used and

1:49when they last logged in. Um,

1:51essentially like a risk status, right?

1:54And so you can see here we've got

1:56different risk risk statuses assigned to

1:59various different uh individuals based

2:03on the plan that they have with us. And

2:05to do this, I'm using uh NA10. And

2:08there's no agent actually involved in

2:09this one. This one is more of a kind of

2:12basic uh automation process.

2:15So what we're essentially uh doing here

2:19is we are first of all using this

2:22particular query which is going and

2:25finding any individual that is linked to

2:28a company where they're basically in a

2:30paid uh subscription um with us. And

2:35what it's going to do is it's going to

2:36find uh those people. And then what

2:39we're saying is is we're saying is okay

2:41from all of these people when did they

2:44last log in with us? Okay. And so what

2:49I'm basically looking at here is if we

2:52go back to Atio uh and back to the

2:55individuals, I'm then basically

2:58assigning a risk status based on their

3:00last login date. So was it under 10

3:02days? Was it between 10 to 10 to 20 days

3:05or is it 20 days plus? Essentially

3:08depending which bracket they fall into,

3:10they get assigned a various different

3:12risk status associated with that

3:14particular person. And so what this

3:16automation is then simply doing is it's

3:18getting the individuals via the

3:22um uh kind of company endpoint then

3:24getting all the people associated with

3:26that company and then basically starting

3:28to break this whole thing down into like

3:30a greater analysis and then starting to

3:33update the actual risk status uh

3:36associated with that particular company

3:39as well. Now that's not the only thing

3:41that I have going on with Atio. So if we

3:44actually have a look, I have many

3:46different automations being built and

3:49run across Atio. Another really uh

3:53interesting one is I'm using um Atio to

3:58basically get all of the data from

4:02Postto. So if we come over here and

4:04we're looking at our people data, I can

4:07essentially hit this option here which

4:09is called run user research. And so if I

4:12trigger that, this is now going to send

4:14a web hook through to this particular

4:17automation, which is going to go and

4:19look up that user inside of Postgog and

4:22pull all of their information out. And

4:25so what this means by pulling their

4:26information out is I'm saying, okay,

4:27well, how often did they use these

4:29features? Um, and what this is then

4:32enables my team to do is this is then

4:35going to enable them to when they reach

4:38out to the teacher being like, "Hey, I

4:39can only see that you used social

4:41signals 15 times. I can only see that

4:43you use social engagement, for example,

4:45five times. Like, I really want you to

4:47think about this. I can see that you

4:48were really active of us 30 32 times.

4:50You logged in 32 times." And so it gives

4:53your CS team or whoever it is that

4:56instant insight into what's going on. So

4:59to do this I set up a web hook via R

5:01atio which um all that you need to do is

5:04go to the workspace settings um and then

5:09you can use uh within developers you can

5:13set up your integration with NA10 and

5:15things like that. But I believe there is

5:18also somewhere in here um

5:24uh the ability to create web hooks.

5:27Let's search for

5:29it. Maybe it's not in settings. Maybe

5:32it's in

5:33here and go web

5:38hooks. Create a web hook. Here we go. So

5:41you can create the create the web hook

5:43uh programmatically um for you as well

5:46which is really cool. So what we're

5:48doing then is once we've assigned the

5:49web hook to a certain field inside of

5:51Atio, it triggers it and then what it's

5:54doing is it's sending information across

5:58on the individual and the user where

6:00it's then basically going and getting

6:02that person from ATIO then going and

6:05deep diving into Postto and then

6:07basically looking up the different

6:09events that I want it to look up before

6:12then basically updating atio and sending

6:14that information back. That's just the

6:17start of what we're doing with Atio. I'm

6:19going to do another video going over a

6:21few more agents that I've actually built

6:23to enable my ATIO probably to be one of

6:26the most sophisticated

6:28uh and most upto-date uh system that is

6:32out there. Um, and it's totally free

6:35when I'm using