What type of email is this?

A product update/changelog email announcing new automation features (custom actions and workflow automation) to existing customers.

Who is the intended audience?

Sales operations professionals, RevOps leaders, and business leaders at enterprises and growing organizations.

What makes this design effective?

It emphasizes the friction-reducing factor ('no coding required') and addresses the core pain point (eliminating repetitive manual tasks).

Is this template reusable?

Yes, the structure works for any operations-focused feature announcement that emphasizes ease of use and productivity gains.

Preview

Ask Attio to take action.

Ask Attio in plain language and it'll do the work — across notes, tasks, records, and emails, with each action building on the last.

Send a follow-up email. Update a stalled deal. Create a task off the back of a meeting.

Attio shows you exactly what it's about to do and waits for your go-ahead.

Works in the app and directly from Slack, automatically linked to your workspace via your email.

For more ways to use Ask Attio, see our Help Center.

Clay x Attio.

Enrich, orchestrate, and act on your data.

Clay's native Attio integration lets you pull records directly into Clay tables, enrich and orchestrate data in Clay, then write updates back to Attio automatically.

Use it for inbound lead enrichment the moment a signup hits your CRM, automated outbound prospecting triggered by signals, or keeping records current without manual updates.

Learn more about Attio actions in Clay, and check out our webinar with Clay on turning leads into deals.

Filter by current user.

One filter — every member of your workspace covered.

Filter any user-type attribute by Current user, so the view always reflects whoever is looking at it: pipelines show each rep their own deals, and reports are personalized to each viewer.

Apply a current user filter to any attribute that stores a person: record owner, assigned rep, created by, and more.

Works across views, reports, and list filters.

See the Help Center for more on managing filters.

Claude Opus 4.7.

Choose Claude Opus 4.7 as your default model in Ask Attio.

Opus 4.7 brings stronger reasoning and more accurate answers across every query — whether you're interrogating your pipeline, drafting communications, or taking action on records.

Mobile activity feed.

The full history of a record is now in your pocket.

The new Activity tab in the Attio mobile app shows every significant event on a record — notes added, meetings scheduled, attributes updated, first connections made — so you can get up to speed before a call or follow-up without opening a browser.

For more on the mobile app, see our Help Center.

Developer platform updates.

Three new additions for developers this cycle.

Records and list entries can now be filtered by a saved view. Pass a view_id into any record or entry query to apply its filters without reconstructing the filter JSON.

Use the new list views endpoint to retrieve a view_id for any object or list.

Three new MCP tools: update list entries by list entry ID, update list entries by record ID, and prepend, append, or rename notes with update-note.

See all changes in our developer docs.

Performance improvements.

Attio now handles your most complex data faster.

We've reduced tail latency by up to 10x across all request types, so Attio scales even better to handle data-heavy views, large workspaces, and dense record pages.

Other updates, fixes, and improvements.

Attio is now in the ChatGPT store. Connect your workspace and search Attio records directly in ChatGPT.

Ask Attio responses are cleaner and faster. Reasoning steps are now hidden by default so you see answers without the noise.

Search by full URL: you no longer need to strip the https:// prefix to find records by their web address.

Meeting details are now shown for call recordings on mobile, so you can see the context behind each call without switching to desktop.

Remove the Attio call recorder by typing any variation of “please leave” in the meeting chat.

Adding and verifying a domain now happens in a modal, so you can manage domains without leaving the settings page.

Enterprise admins can now enforce SSO sign-in workspace-wide, preventing members from bypassing it with Google sign-in. Setting up SAML-based SSO is also faster with a new configuration page.

Preview your next invoice up to 90 days before renewal, see an explicit warning when you're over your seat limit, and handle upgrades, downgrades, and seat changes through a single unified checkout flow.