trooper
[01]Integration brief

AttioAI agent for Attio

Connect AttioAll plugins
app.trooper.so
Ops
Vaibhav
Channels
Direct messages
Do anything with AI…
Columns
List
🎯TODO
0

Nothing here yet

Drop a task here or add one with +

⏳IN PROGRESS
0

Nothing here yet

Drop a task here or add one with +

📝HUMAN REVIEW
0

Nothing here yet

Drop a task here or add one with +

🎉COMPLETED
0

Nothing here yet

Drop a task here or add one with +

[02] Overview

Why teams connect Attio

Trooper agents connect to Attio through secure OAuth or API credentials synced to your private OpenClaw server.

Attio connects Codex directly to your CRM workspace, letting you manage customer relationships through natural conversation. Search and filter contacts, companies, and deals with flexible queries. Create, update, and organize records without switching between screens. Add notes, manage tasks, and track your sales pipeline—all through simple requests. Key capabilities: - Search records using powerful filters (find companies by size, industry, last contact date) - Create and update people, c

Every action runs as a traced ticket on the unified board. Combine Attio with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.

Autonomous execution

Trooper agents call Attio APIs directly — search, read, write, and report back on traced tickets.

Approval gates

Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.

Multi-agent workflows

Combine Attio with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.

[03] Playbooks

Ship faster with Attio.

Sync calendars, automate reports, and close loops — Attio workflows agents can replay.

Calendar tick
Trigger
Sync window
Pull updates
Resolve conflicts
Attio mirror
Confirm gate
Conflict rate↓ 19% after agents
[04] Use cases

What agents do with Attio

Search and summarize

Agent queries Attio for context before drafting a response or next action.

Create and update records

Write back to Attio with traced changes and human approval on sensitive ops.

Cross-tool workflows

Chain Attio with email, CRM, or code tools in a single multi-step mission.

[05] Setup

Connect Attio

Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.

  1. 01

    Deploy a Trooper unit at app.trooper.so

  2. 02

    Open Settings → Plugins and connect Attio via OAuth or API key

  3. 03

    Assign the Attio plugin to the right agent on your roster

  4. 04

    Delegate a task from Slack, chat, or the unified task board

[06] Related