Attio CRM autofill

Founder calls should update the deal record.

Entry Agents reads meeting notes in Attio, extracts structured deal data, and writes high-confidence fields back to Attio automatically. Your team leaves the meeting with the CRM already updated.

Built for VC teams using Attio with Granola.
~3s
Pipeline latency
90%
Write threshold
0
Manual entry
1
Supported sources

Workflow demo

Simulated investor workflow demo
Input: meeting transcript
Output: Attio record
Acme Corp — Series A
deal_stage null
round_size null
lead_investor null
investment_thesis null
next_steps null

How it works

Three steps. Then every founder call leaves Attio in a usable state.

Step 01

Connect Attio

One-click OAuth. The webhook is registered on your workspace automatically, so new notes start flowing without setup work.

Step 02

Define your fields

Select the Attio attributes that matter to your process: deal stage, round size, thesis, next step, conviction, owner. Define them once.

Step 03

Auto-write

Every transcript is processed in seconds. Only fields above the confidence threshold are written back to Attio, so weak guesses do not touch the record.

Supported sources

Version 1 is deliberately narrow: Granola only. Attio Calls can follow later as a separate pipeline.

Granola

Built for investor workflows

Investor workflows break when CRM upkeep slips. This product keeps the record moving with the meeting.

Deal pipeline

Capture deal stage, round size, valuation, and key terms from every founder meeting without the post-call cleanup loop.

Founder diligence

Extract team background, traction metrics, market posture, and technical moat from intro calls while context is still fresh.

Portfolio monitoring

Pull revenue updates, burn rate, hiring plans, and next milestones from portfolio update calls and internal partner discussions.

Stop cleaning up the CRM after every call.

Early access for VC teams using Attio with Granola.