Capture a new contact from a presentation introduction
Give a newly introduced person a record in Attio so their relationship does not depend on remembering a name in a deck.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
People introduced in presentations can be missed when there is no simple path from slide to CRM.
- Capture clearly introduced people in the relationship workspace.
- Use only details provided by the slide.
- Reduce the gap between introduction and follow-up.
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to create a person only for a clearly identified new contact and use only supported details stated on the slide.
- 4Pick the New Slide Added trigger and choose where run reports go.
- 5Test with one real introduction slide and confirm the person record is accurate.
Questions about this workflow
What if the slide only has a first name?
Ask Notis to skip record creation unless there is enough explicit information to identify and create the intended person.
Will it guess email addresses or job titles?
No. The instruction should prohibit guessing and use only information present in the slide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Attio. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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