Keep important email context on the Attio record
When a relationship already lives in Attio, keep the latest useful message there too. Notis can summarize a qualifying email and attach it as a note to the matching record.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Why this helps
You remember an important conversation happened, but finding it again means searching through email and switching contexts.
- Keep relevant email context with the person, company, or deal it concerns.
- Make follow-up easier by preserving the message's key points in Attio.
- Reduce inbox searching when preparing for the next interaction.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis which emails merit a note, how to summarize them, and how to identify the matching Attio record.
- 4Choose the Agent Mail New Email Received trigger and select where run reports should go.
- 5Test with one real email and confirm the note is attached to the intended Attio record.
Questions about this workflow
Can the note be attached to a person, company, or deal?
The Attio Create Note action supports notes on records such as people, companies, and deals. Describe how Notis should identify the relevant record.
Will Notis copy the whole email?
Tell Notis whether to summarize the message or preserve selected details. Avoid asking it to include information that is not present in the email.
What if a matching Attio record cannot be found?
Tell Notis what to do when it cannot confidently identify a record, such as skip the note and explain the issue in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Attio. A trigger fires from one place; an action lands in another.
Agent mail triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Agent mail and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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