Who is this email intended for?

Teams and organizations using Attio's agent automation features, particularly those managing complex workflows who require visibility into how automated decisions are made.

What makes this effective for announcing an AI/automation feature?

It addresses core concerns—transparency, accountability, and debugging—while emphasizing practical business benefits (real-time reasoning, faster optimization) rather than technical jargon.

Can this template structure be reused?

Yes, the format works for announcing visibility, transparency, or auditing features in any automated system or B2B SaaS platform managing complex workflows.

Preview

Workflow history and agent log.

Full visibility into every run, down to the agent.

Workflow history shows every step of a run: what it changed and its result. And the new agent log does the same for the agents inside: the tools they called, the records they changed, and the credits they used.

The more you can see inside your agents, the more places you can put them to work.

Watch Attio expert Nacho break down how modern revenue teams use custom agents in this workshop, or find out more in the Help Center.

New workflow blocks.

Turn conversations into action.

Call recording created: Trigger a workflow when a call ends and use the transcript with an agent or any other block.

Link record to meeting: Keep every meeting tied to the right record.

For example, create a workflow that triggers after every call, links it to the right deal, and assigns the follow-up the moment it ends. And with round robin now rotating across a whole team, that follow-up lands with the right rep automatically.

Explore the full Workflows block library in our Help Center.

App updates.

Put more of your stack to work in workflows with two new apps.

Resend: Fire transactional emails and newsletters straight from Attio.

ClickUp: Create ClickUp projects and tasks from a workflow the moment something changes.

Plus, get the highlights of every call: Aircall now writes AI summaries straight into your notes.

See and install all apps in our App Store.

A more intuitive Ask Attio.

Ask Attio suggests next actions with example prompts right in the chat box, like whether to recap your last call or create a new lead scoring agent.

Plus, it now looks the same on every page, with one consistent panel, the same shortcuts, and a minimize button in full-page chat.

Find out more in the Help Center, or start asking.

Updates, fixes, and improvements.

Add an address in one paste. Paste an address and Attio fills in the individual location fields for you.

Tailor Attio how you like it. Personal context now lives in Profile settings and applies across all of Attio.

Control what gets into your workspace. Admins can now blocklist specific email addresses or domains across the whole workspace, managed alongside protected recipients.

Catch workflow mistakes early. The editor checks that your variables match as you build, so errors surface before a run.

Scan through tables on iOS. Record and table views now load ten times faster.

Scroll call recordings more smoothly on mobile. We fixed a heavy rendering issue, so the page is faster and lighter on battery.

Full transparency on credits. Ask Attio now shows how many credits any thread uses, right in the menu.

Delete your own data. Remove your personal data when you delete your workspace, all self-serve.

Help Center search got an upgrade. Long guides break into findable sections and results rank smarter, so the right article rises to the top.

Reach for a new model. Opus 5.5, GPT 6 Sol, and Gemini Flash 3.8 are now in both Ask Attio and the Workflow custom agent block, while GPT 6 Luna joins the Workflow custom agent block.