Review Attio relationships on a schedule
Start your review with a short list of what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Records
This tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use the findrecord action instead. standard object types include: people, companies, deals, users, workspaces. if you get a 404 error, verify the object type exists using the list objects action first.
Why this helps
Relationship maintenance gets postponed when there is no regular review moment.
- Create a reliable review habit
- Surface neglected relationships
- Reduce decision fatigue
Setup
Build it in a few focused steps.
- 1Connect Attio once in Notis.
- 2Create an automation that lists the relevant Attio records and summarizes which need attention based on the available data.
- 3Choose a recurring schedule.
- 4Choose where run reports should go.
- 5Run one test review with current records.
Questions about this workflow
Can I choose the review cadence?
Yes. Set the recurring schedule that fits your operating rhythm.
What baseline does it use?
Tell Notis the signals to review, and provide any baseline that Attio does not contain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Attio. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
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.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Attio.