Landing page

screenElements:
Grid List
Card

pagePatterns:
Landing Page
Footer Section

screenElements:
Tab
Top Navigation Bar
Button
Logo
Floating Action Button
Badge
Animation & Video
Button
Grid List
Card
Carousel
Card
Grid List
Banner

pagePatterns:
Landing Page
Feature Section
Landing Page
Hero Section
Social Proof (Logo Cloud) Section
Landing Page
Footer Section
Landing Page
Social Proof (Testimonial) Section
Landing Page
CTA Section
Feature Section
Landing Page
Feature Section
Social Proof (Testimonial) Section
Landing Page

screenKeywords:
00 qtt|o Customers Changelog Help Careers @ Pricing Signin Start for free
@ Build a CRM that's
truly your own.
Tweak anything and everything to ensure Attio
fits your business, not the other way around.
B Build O Refine +* Work (W Report
Create your dream CRM with Use Attio’s intuitive Ul and ultra- Help your business scale with Analyze, track and share reports
powerful, flexible templates for customizable blocks to craft your  enriched data, custom attributes,  built on real-time data from
every use case. ideal workflows. and integrations. across your workspace.
6 Basepoin’ (& create List = Templates X ). 9 €
! ISearch for templates, topics, goals ... |
Q Search rtexport v
% Start from scratch # Sales @ Companies What's included?
0O Notificatior Everything a Sales team needs to track their deals.
v Recommended for you
Tasks (1 Sales Pipeline v
o Sales g Attributes 8
O Notes # Recriting Prospecting 14 + ® Qualification 2 + @ Company 0P Deal stage
Emails BJ Customer success @ openni Dropbox &) Sector ® Amount invested
& Funding round © Date of investment
() Reports @ $15,200.00 @ $850,000.00
v Sales & Owner &) Lost reason
© Feb 20,2023 © Jan 18,2023 .
+ Records v Investing T hkkK T RRAAK Views 2 Reports 1 ’
v Recruiting & © Rachel Baker & @ Nicholas Green ™ Pineline ™ Ppipeline
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
How Pallet uses Attio to power their GTM >
I o I (] [ ]
Powerful, flexible and data-driven, Attio makes it easy
to build the exact CRM your business needs.
Start for free Talk to sales

Progessionio v () 4 Startup Sales Pipeline 28 -
Q search ® K @ Table View v 3= Filter 2 T Sort & View settings  + Import export v
Q Notifications Company Stage Next meeting Connection Strength
Tasks .

© stripe ® Won Tomorrow 4 Very strong with Albert Lund
O Notes

Canva - ® Expansion Chance Next month 4 Very strong with Xian Ho
Emails Jodie
@ Reports ® Won In 30 minutes ® Good with Victor Cardoso .
|00 Qtt|o Customers Changelog Help Careers @ Pricing Sign in Start for free
Start for free < >
Sales Pipeline Overview + Add chart Stage & Next Meeting ¢ Connection
SM oo O Erefiae] Insights into this quarter’s sales \ Trial Tomorrow ® Good
Slack @ Enabled
Connect your lists to Slack channels to be emo seen Next week 4 Very strong
alerted when someone makes a change Deals by quarter & Companies
lon Monday ® strong
40
This week 30
® (3\ Catherine Baker 2 hours ago 20
Tony expressed interest in moving ¥oLss
forward with beta. @Alex consider 10
potential integration with existing... s Customer Success
Stealth Startup Py . i
% Partnerships
Q1 Q2 Q3 Q4 Q1 Q2 [e] Q4
® &= Social Champions
Re: Acauisition
Built for teams at any scale.
I ——— ]
|.
00 attio Customers Changelog Help Careers © Pricing Sign in Start for free
Q search 8 K @ Table View v 3= Filter 2 T Sort & View settings + Import export v
O Notifications & Company [ Stage = Next meeting 4 Connection Strength
Tasks .
ripe L] 'on 'omorrow ‘ery strong wi ert Lun
© strip W e 4 Very strong with Albert Lund
O Notes
anva ® Expansion Chance Next month 4 Very strong with Xian Ho
Ci pi g with Xi
Emails Jodie
@ Reports DigitalOcean © Won In 30 minutes ® Good with Victor Cardoso
on ® Demo Seen n 30 minutes No communication
Gong In 30 mi icati
v Records
&, People © Linear © In Trial ° In 3 days T ® Weak with Ana Fernandes
isa
@ Companies © Dropbox ® Expansion Chemes 4 Very strong with Adam Ghent
pen ® Won n 5 days ® Strong with Jan Weissmuller
OpenAl In5d Si ith Jan Wei: l
v Lists +
# Recruiting m Miro ® Demo Seen Next month ® Good with Lisa Monterray
% Startup Sales Pipeline B © Retool ® Won In 3 hours ® Strong with Kelli E. Brooks
B undraising @ Webflow ® In Trial e No contact ® Good with Lilian O'Brien
ndrew
< Integrations
Square ® Demo Seen In 6 hours ® Very weak with Tony Fergus
ql el
@ Startup Program
. Chime ® Follow up In 6 days ® Strong with Bradley Jones
+ Create list
1.064 Count Add Calculation Add Calculation Add Calculation
> « H o f
Ceetyy  @OpenAl W Pallet causaL  Plain.  passionfroot
[ @
DOPY HYPERLINEN (® onDeck Z BRAVADO 26 Beacons
’
|00 Qttio Customers Changelog Help Careers @ Pricing Signin
@ R i i i
eal-time relationships
[

need real-time data.

Your customers are always connected

- why should your CRM be any different?

Instant visibility into all your relationships.

Real-time global database of every contact & o

company your business interacts with. A Startup Sales Pipeline & People 00 + E

@ Deals v 3= Filter 4 ™ Sort 2 & View settings  + Import export v
Person main & Last contacted ... > Email 4
© Elias Madden tig.com 2 days ago elias@brightig.com
@ Maxwell Knott ach.com 5 hours ago m.knott@volutech.com
o Victoria Bolton antumai.io 1 week ago victoria@momentumai.io
0 Leoni Tran cletech.com 3 days ago leoni@pinnacletech.com
° Jenny Connor net.com 1 hour ago jenny@cloudnet.com
° Kody Millar ‘zone.co Yesterday kody.m@hyperzone.co
o Ana Gantt orce.com 2 weeks ago a.gantt@dataforce.com
o Harry Ray stix.com 6 days ago harryray@skynetix.com
+ Add Calculation + Add Calculation + Add Calculation + Add Calculatic
|00 Qttio Customers Changelog Help Careers @ Pricing Signin
Ready to build your
1
team's dream CRM? Ve
[
|
| V=
\\1// \
o attio
Product Company Attio for Support Ready to build?
Start for free
Talk to sales
|00 Qttio Customers Changelog Help Careers @ Pricing Signin
Scale with security
g P
Attio is audited and certified against industry “**. GDPR 3 CCPA £ V
H H x * I~ UKAS
leading Third Party standards **;:*: READY Q) READY g 47
1ISO 9001 I
Talk to sales
[ I .
Particle. .
|00 qttio Customers Changelog Help Careers @ Pricing Signin
How Pallet uses Attio to power their GTM >
I t I h I I
relationship magic.
Powerful, flexible and data-driven, Attio makes it easy
to build the exact CRM your business needs.
Progessionio v () 4 Startup Sales Pipeline 289 -
Q Ssearch ® K @ Table View v 3= Filter 2 T Sort & View settings  + Import export v
We use cookies to improve your experience. You can opt out of certain cookies. Find out more in our privacy policy. Reject

- Canva @ Expansion Chance Next month 4 Very strong with Xian Ho

Emails f—m
|00 qttio Customers Changelog Help Careers @ Pricing Signin
+ Records v Investing T hkkK T RRAAK Views 2 Reports 1
v Recruiting & © Rachel Baker & @ Nicholas Green m Pipeline c Pipeline
&, People « Marketing € 6 days ago & 4days ago @ Invested
v Fundraising B stipe Q Linear
L Pallet “My team loves Attio’s reporting system
because it’s so dynamic. We can splice
our data in so many different ways and
combinations.”
/ DeGrasse Schrader
Read the full story P N Chief of Staff, Pallet
[ J [ ] [ J
© Real-time relationships
. —
need real-time data.
|%Qttio Customers Changelog Help Careers @ Pricing Signin
_— \ ) U U
Ready to build
eady to build your
' /,,, \\
team’'s dream CRM?
\\\
\\\\\ P Z
o attio
Product Company Attio for Support Ready to build?
Start for free .
|00 attio Customers Changelog Help Careers © Pricing Sign in Start for free
- e e R— [ — e — -
° Jenny Connor 1 1 hour ago jenny@cloudnet.com $!
° Kody Millar > Yesterday kody.m@hyperzone.co $!
o Ana Gantt m 2 weeks ago a.gantt@dataforce.com $I
© Harry Ray | 6 days ago harryray@skynetix.com 5(
+ Add Calculation Id Calculation + Add Calculation + Add Calculation
Powerful relationship intel. See all your team’s Dream tech stack. Pull in data
conversations with a contact or company and from best-in-class SaasS tools
create enriched timelines for every interaction. through Attio's world-class
APl and Zapier integration.
© Suzanne Clayton 4 Very strong with Lisa Lisa Boone 1 day ago [
® Y ysteng ves -..
..-
- Activity Emails 32 (SFiles 0 () Notes 5 (@) Companies b
Today v Contact details
e Re: Partnership suzanne@stellaris.com .. ,’I
e Suzanne Clayton Tony Christie CEO @StellarisHealth
Hi Suzanne, please find attached the
agreement that we came to regarding © Ssan Francisco, Bay Area
our partnership with Stellaris Health...
) [linkedin.com/suzannec
© Annual Report.doc 32MB X  +6
Show more
¢ Show 31 more emails from this month > Lists
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
P Particl
owered by Particle.
And it’s all powered by Particle - the data model
for teams that want to go-to-market faster.
Start for free < >
Sales Pipeline Overview 0 Ak e Records @© Stage & Next Meeting
. Slack ® Enabled Insights into this month'’s sales Modulr ® In Trial e
Connect your lists to Slack channels to be
alerted when someone makes a change Gong ® Demo seen Next week
Deals by month @ Companies
8
This week 6
+ James Wilson was added to 4
Finding my first customers
v Lists
+ Stealth startup was created by 2
Jennifer Turner . - x Sales Pipeline
o IR
4# Beta outreach
January February March April
3 Customer Success
Built for teams at any scale.
|00 qttio Customers Changelog Help Careers @ Pricing Signin
And so much more...
Your customers are always connected.
Why should your CRM be any different?
A s =
z X &+ a
2
° +
Quick actions Automatic enrichment Chrome extension
Streamline your workflow with Update your contacts with the latest Stay lean with Attio’s lightweight
customizable shortcuts. information on autopilot. browser extension.
+ = v v
(-] X &+
Contact analvcic Filtarc Tiared cortina
|& qttio Customers Changelog Help Careers @ Pricing Signin Start for free
il
Loved by Builders.
Attio is the customer relationship management tool
for everyone who values collaboration.
More customer stories
[ Sebastiaan Debrouwere Alon a E Dimitry Gershenson
i % | N
We use @attio on a daily basis for several As an early stage startup I'm really loving We use our CRM @attio for sales,
internal processes, and | cannot rave using @attio - great balance of flexibility fundraising, and recruiting. It's awesome
enough about them. Incredible flexibility and prescriptiveness
and features combined with super
intuitive Ul
6 Jono Bacon
i I've been using @attio to track
=
' ﬁ,‘ LGEIGE Let's be honest, most CRMs suck. applicants, manage my deal pipeline and
= Overcomplicated, expensive, and you manage the associated notes/tasks. The
Holy shit @attio is beautiful @ I've run my have to bend to their will...not the other use-cases are unlimited; it truly feels like
CRM on Notion to date. Hubspot & way around. | am a huge fan of @attio - the Notion of CRM.
Salesforce too clunky. Sleek and simple, their product is rock-solid, customer
just what | need support is AAA, and it is *very* flexible .
and simple. =
|00 qttio Customers Changelog Help Careers © Pricing Sign in Start for free
fits your business, not the other way around.
@B Build O Refine +* Work (W Report
Create your dream CRM with Use Attio’s intuitive Ul and ultra- Help your business scale with Analyze, track and share reports
powerful, flexible templates for customizable blocks to craft your  enriched data, custom attributes,  built on real-time data from
every use case. ideal workflows. and integrations. across your workspace.
6 Basepoint v M o Sales & Companies “," +
Q Search 38K (@ Pipeline ¥ %= Filter ™ Sort 1 & View settings + Import export v
0O Notifications Prospecting 14 + = @ Qualification 8 + = @ Meeting 6 + = @ Proposal 2
Tasks
Openal m Miro B Sstripe
O Notes -
Emails @ $15,200.00 @ @ $60,000.00 @& $150,500.00
Jan 27,2023 Feb 22,2023
@) Reports Gong Feb 20, 2023
& Ahkk Ak v kK whkhkhK
v Records @& $150,500.00 o @ Rachel Baker & @ Jessica Hall & @ Emily James
‘ 2 People © Feb 22,2023 & 6daysago & 2 daysago & 3days ago
@ Companies w kkkk 01 @3 4 © 3d © 5d 02 @2 24 ©® 3d 02 @1 21
& © Catherine Turner
[ o I SO TP RV PR PR NioaiAaaaa
|We've raised a $23.5m Series A led by Redpoint Ventures! Read more X
00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
How Pallet uses Attio to power their GTM >
I t ] h I I
Powerful, flexible and data-driven, Attio makes it easy
to build the exact CRM your business needs.
Start for free Talk to sales
Progessionio v () 4 Startup Sales Pipeline 289 -
Q Ssearch ® K @ Table View v 3= Filter 2 T Sort & View settings  + Import export v
Q Notifications Company Stage Next meeting Connection Strength
Tasks .
© stripe ® Won Tomorrow 4 Very strong with Albert Lund .
O Notes ‘
Canva @ Expansion Chance Next month 4 Very strong with Xian Ho
Emails ,—mm


Changelog

appName: Attio

appCategory: Productivity

appTagline: Customer relationship magic: powerful, flexible and data-driven

companyHqRegion: Europe

companyStage: Early Stage

platform: web

pageType: Marketing

hotspotType: Click

pagePatterns:
Landing Page
Hero Section

hotspotType: Scroll Vertically

screenElements:
Top Navigation Bar
Button
Logo
Floating Action Button
Badge
Divider

pagePatterns:
Landing Page
Hero Section
Releases & Changelog Page
Releases & Changelog Page

pageType: Marketing Marketing Marketing Marketing Marketing

allAppCategories: CRM Productivity

screenKeywords:
00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
How Pallet uses Attio to power their GTM >
I o I (] [ ]
Powerful, flexible and data-driven, Attio makes it easy
to build the exact CRM your business needs.
Start for free Talk to sales

Progessionio v () 4 Startup Sales Pipeline 28 -
Q search ® K @ Table View v 3= Filter 2 T Sort & View settings  + Import export v
Q Notifications Company Stage Next meeting Connection Strength
Tasks .

© stripe ® Won Tomorrow 4 Very strong with Albert Lund
O Notes

Canva - ® Expansion Chance Next month 4 Very strong with Xian Ho
Emails Jodie
@ Reports ® Won In 30 minutes ® Good with Victor Cardoso .
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
What" ?
ats New:
A rundown of the latest Attio feature releases, product
enhancements, design updates, and important bug fixes.
@ Feature
Webhook updates
Our webhooks now support more event types than before, including creation,
updates, and deletion for lists , 1list entries , list attributes , records ,
notes , objects ,and tasks .

With these new capabilities, you have the tools to trigger actions across a wider
range of scenarios.
To help you focus on what matters, we've also fine-tuned our event filtering
|00 qtt|o Customers Changelog Help Careers @ Pricing Signin Start for free
@ Feature
Webhook updates
Our webhooks now support more event types than before, including creation,
updates, and deletion for lists , 1list entries , list attributes , records ,
notes , objects ,and tasks .
With these new capabilities, you have the tools to trigger actions across a wider
range of scenarios.
To help you focus on what matters, we've also fine-tuned our event filtering
capabilities. Using the API, you can choose to receive updates on just one or a few
important attributes, so you're not overwhelmed by less relevant events.
Developers Asana Webhooks
Target URL
Events
Events
list.created Cancel Create webhook
list.updated
list.deleted
list-attribute.created
list-attribute.updated
list-entry.created
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
Improvements to record pages
We've just added even more functionality to record pages. Check out the new Add to
Collection and Compose Email buttons on record profile pages.
You now can also remove individual contacts from the Team tab of a company
record.
We’ve made some small but important visual tweaks to each page too - we think they
look better than ever. Look out for more specific icons, indicators, and illustrations
across profile pages!
. : :
1 2 Team @ +1More + Add to Collection & Compose Email
v Record details
®
3 other 2= Loom is a technology company that provi...
=: Technology Information Technology &...
Q@ San Francisco
Q@ California
Q@ United States
$  $10M-$50M
Load more
|00 qtt|o Customers Changelog Help Careers @ Pricing Signin Start for free
Events
list.created Cancel Create webhook
list.updated
list.deleted
list-attribute.created
list-attribute.updated
list-entry.created
@ Feature @ Enhancement
Enhanced permission controls
You are now able to see permission access on every list in a workspace that you have
access to, making it much simpler to manage access and collaborate effectively
within your team.
List Access
o Workspace access
This list is public to your workspace and can be edited by all members.
S .
U Ethan Smith
(‘ Alexander Anderson


Copying email address

pageType: Application

hotspotType: Hover

screenElements: Toast Popover

pageType: Application Application Application

screenKeywords:
» q
Qy JD Mobbin v @ ﬂ Contacts 2 People ’ +
@ John Smith
Q Search ® K BT @ jsmith.mobbin@gmail.com & View settings & Import / Export v
® Good connection with Jane Doe
O Notifications | © Per... > ..> City &+ & Sex(2) & P.. >..>When & 4 .. > Connection stre..
@ | jsmith.mobbin@gmail.com
Tasks ) @9 Male No contact No communication
© california
B Notes m Female No contact No communication
Emails —
0 € i Female No contact No communication
@ Reports . o
& John Smith Q| jsmith.mobbin@gmail... California 5 days ago ® Good
v e 2 Jacqueline nsampson@example.... Male No contact No communication
@ Companies i : o
& Jacqueline carias@example.net Female No contact No communication
2, People
& Judy irosales@example.net Male No contact No communication
v U5 * 2 Jackson reynoldsdarryl@exam... Female No contact No communication
# Recruiting o
& Joshua daisymcgee@exampl... Male No contact No communication
£ Sales
7 & Janice juarezdominique@ex... Female No contact No communication
i Contacts
& Jermaine vpaul@example.com Female No contact No communication
& Jackie hutchinsonkirk@exa... Male No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Copied to clipboard X
® Help and first steps + 3/6
|> .
&‘ JD Mobbin v @ ﬂ Contacts 2 People ’ +
@ John Smith
Q Search ® K BT @ jsmith.mobbin@gmail.com & View settings & Import / Export v
® Good connection with Jane Doe
O Notifications | © Per... > ..> City &+ & Sex(2) & P.. >..>When & 4 .. > Connection stre..
@ | jsmith.mobbin@gmail.com
Tasks ) @9 Male No contact No communication
© california
B Notes m Female No contact No communication
Emails —
0 € i Female No contact No communication
@ Reports . o
& John Smith Q| jsmith.mobbin@gmail... California 5 days ago ® Good
v e 2 Jacqueline nsampson@example.... Male No contact No communication
@ Companies i : o
& Jacqueline carias@example.net Female No contact No communication
2, People
& Judy irosales@example.net Male No contact No communication
v U5 * 2 Jackson reynoldsdarryl@exam... Female No contact No communication
# Recruiting o
& Joshua daisymcgee@exampl... Male No contact No communication
£ Sales
7 & Janice juarezdominique@ex... Female No contact No communication
i Contacts
& Jermaine vpaul@example.com Female No contact No communication
& Jackie hutchinsonkirk@exa... Male No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Help and first steps + 3/6
|» q
&‘ JD Mobbin v @ ﬂ Contacts 2 People ’ +
@ John Smith
Q Search ® K BT @ jsmith.mobbin@gmail.com & View settings & Import / Export v
® Good connection with Jane Doe
O Notifications | © Per... > ..> City &+ & Sex(2) & P.. >..>When & 4 .. > Connection stre..
@ | jsmith.mobbin@gmail... ©
Tasks . @9 o Male No contact No communication
© california
B Notes m Female No contact No communication
Emails —
0 € i Female No contact No communication
@ Reports . o
& John Smith Q| jsmith.mobbin@gmail... California 5 days ago ® Good
v e 2 Jacqueline nsampson@example.... Male No contact No communication
@ Companies i : o
& Jacqueline carias@example.net Female No contact No communication
2, People
& Judy irosales@example.net Male No contact No communication
v U5 * 2 Jackson reynoldsdarryl@exam... Female No contact No communication
# Recruiting o
& Joshua daisymcgee@exampl... Male No contact No communication
£ Sales
7 & Janice juarezdominique@ex... Female No contact No communication
i Contacts
& Jermaine vpaul@example.com Female No contact No communication
& Jackie hutchinsonkirk@exa... Male No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Help and first steps + 3/6


Keyboard shortcuts

screenKeywords:
»
Qy JD Mobbin v D ,O Recruiting & People
Help X
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 N
Popular topics Show all
O Notifications ©® New + = @ Screening + = @ Interviewing + T .
Attio 101
Tasks = Get to know your new Attio workspace
+ Add to List + Add to List + Add to List with our short course
O Notes
Emails Building a list
p— Learn how to build and customize your
@ Reports Attio lists
v Records
. Importing your data
@) Companies ) .
Bring over data from your previous
g‘ People S solution with the CSV importer
v Lists + Getting started 34% completed
4 Recruiting
£ Sales C Synec-emaitand-ecalendar
& Inviteyourteam
@ Download our iOS or Android app
@ Install our Chrome Extension
@ Create your first entry
@ Create your first note
® Help center
i (% Support chat
+ Upgrade Attio
. Terms and conditions
& Invite teammates
. - 3 Keyboard shortcuts
@ Help and first steps a2/5 + Add calculation + Add calculation + Add calculation
|»
Q)‘ JD Mobbin v D ,O Recruiting & People
< Keyboard shortcuts X
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 Q Search...
O Notifications ©® New + = @ Screening + = @ Interviewing + T —
Tasks Open the Command Menu % K or /
+ Add to List + Add to List + Add to List
O Notes Create a new note N
Emails Create a new entry E
@ Reports Create a new task T
Create a new email ¢
v Records
Go to tasks page G then T
Companies
® P Go to all notes page G then N
o
& People Go to email drafts page G then E
v Lists + Go to pinned view G then 1-9
4 Recruiting Toggle sidebar % .
Navigate u »
£ Sales 2 2
Navigate down v
Record page
Go to next tab X -
Go to previous tab X o«
Table view
Navigate to the cell above 1t
Navigate to the cell to the right ->
Navigate to the cell below v
Navigate to the cell to the left «
liimn tn hnttAam ® L
. ® Help center
+ Upgrade Attio
. (% Support chat
& Invite teammates
. = Terms and conditions
@ Help and first steps a2/5 + Add calculation + Add calculation + Add calculation
|> . .
Q)@ JD Mobbin v @ ,O Recruiting & People
< Keyboard shortcuts X
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 Q Search...
O Notifications ® New + = @ Screening + = @ Interviewing +
Go to next tab X -
Tasks ] i
+ Add to List + Add to List + Add to List Go to previous tab X)e
O Notes
Table view
Emails .
Navigate to the cell above o
@ Reports . .
Navigate to the cell to the right -
v Records Navigate to the cell below v
@ Companies Navigate to the cell to the left <«
2, People Jump to bottom ¥ Vv
Jump to top ® 1
v List: +
et Select/deselect current row o«
~ .
4" Recruiting Group select rows up @ 1
* Sales Group select rows down R
Group select to top ® 0 1
Group select to bottom ® 0 ¥
Open record page for current entry ®
Select/deselect all rows ® 0 A
Go to next cell -
Go to previous cell @
Edit cell/go to next cell e
Help
Open help drawer ?
. ® Help center
+ Upgrade Attio
. (% Support chat
& Invite teammates
) o Terms and conditions
@ Help and first steps a2 + Add calculation + Add calculation + Add calculation


Sorting a list

pageType: Application Application Application Application Application Application

screenKeywords:
»
l?34 JD Mobbin v @ ﬂ Contacts 2 People ® -
Q Search ® K @ Table view - = Filter 1 T Sort 1 & View settings & Import / Export v
0 Notifications Person +  Sortoptions & P.. >..>When s ¢ .. > Connection stre..
Tasks @ @ Person > Email addresses 1T Ascending v X
O Notes
+ Add sort
Emails
@® Learn about sorting
@ Reports
v Records
@) Companies
2, People
v Lists +
# Recruiting
£ Sales
i Contacts
Loading...
& Invite teammates
® Help and first steps + 4/6
|» . _
QBJ JD Mobbin v @ 5 Contacts 2 People ® -
Q Search ® K B Table view v = Filter 1 T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... © Per... > ..> City &+ & Sex(2) & P... > ..> When & 4 ... > Connection stre..
Tasks & Jonathon gailfrench@example.... Male No contact No communication
O Notes & Jared jcortez@example.com Female No contact No communication
Emails . -

& Jamie sheenadouglas@exa... Female No contact No communication
@ Reports o
& John Smith jsmith.mobbin@gmail... California 5 days ago ® Good
v e 2 Jacqueline nsampson@example.... Male No contact No communication
@ Companies i - L
& Jacqueline carias@example.net Female No contact No communication
2, People
& Judy irosales@example.net Male No contact No communication
v U5 * 2 Jackson reynoldsdarryl@exam... Female No contact No communication
# Recruiting o
& Joshua daisymcgee@exampl... Male No contact No communication
£ Sales
7 & Janice juarezdominique@ex... Female No contact No communication
i Contacts
& Jermaine vpaul@example.com Female No contact No communication
& Jackie hutchinsonkirk@exa... Male No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Help and first steps + 3/6
|»
in v -3 :
924 JD Mobbin @ 5 Contacts 2 People @ -
Q Search ® K B Table view v = Filter 1 T Sort & View settings & Import / Export v
0 Notifications Person +  Sortoptions @ Per.. »When % 4+ 4 .. > Connections... T
Empty — Choose an attribute to sort by
Tasks 2 Jonathon No contact No communication
+ Add sort
G Notes & Jared No contact No communication
Emails . i -
& Jamie Search attributes... I No contact No communication
@ Reports Person attributes
& John Smith 21 7 days ago ® Good
Name 3>
v Records ° ; ot
& Jacqueline @ Email addresses Male No contact No communication
@ Companies . i o
& Jacqueline @ Description Female No contact No communication
2, People
& Judy @ Company 30> Male No contact No communication
v =B + 2 Jackson @ Job title Female No contact No communication
4 Recruiting
& Joshua & Phone numbers Male No contact No communication
A Sales . © Primary location 3> o
7 & Janice Female No contact No communication
# Contacts & Angellist
& Jermaine Female No contact No communication
@® Facebook
& Jackie Male No contact No communication
Instagram
12 count P + Add calculation + Add calculation + Add calculz
& Invite teammates
® Help and first steps + 4/6
|» q
&‘ JD Mobbin v @ ﬂ Contacts 2 People ’ +
Q Search ® K @ Table view - = Filter 1 T Sort 1 & View settings & Import / Export v
0 Notifications Person +  Sortoptions @ P.. >..>When 4+ 4 ..> Connection stre..
Tasks 2 Jacqueline = @ Person > Email addresses T Ascending vooX No contact No communication
O Notes -
& Joshua + Add sort No contact No communication
Emails o
& Jonathon . No contact No communication
(® Learn about sorting
@ Reports L
& Jackie hutchinsonkirk@exa... Male No contact No communication
v e 2 Judy irosales@example.net Male No contact No communication
@) Companies : L
& Jared jcortez@example.com Female No contact No communication
2, People
& John Smith 21 jsmith.mobbin@gmail... California 5 days ago ® Good
v U5 * 2 Janice juarezdominique@ex... Female No contact No communication
4 Recruiting . o
& Jacqueline nsampson@example.... Male No contact No communication
£ Sales
7 & Jackson reynoldsdarryl@exam... Female No contact No communication
i Contacts
& Jamie sheenadouglas@exa... Female No contact No communication
& Jermaine vpaul@example.com Female No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Help and first steps + 4/6
|> .
&‘ JD Mobbin v @ ﬂ Contacts 2 People ’ +
Q Search ® K B Table view v = Filter 1 T Sort & View settings & Import / Export v
0 Notifications Person +  Sortoptions @ P.. >..>When 4+ 4 ..> Connection stre..
Empty — Choose an attribute to sort by
Tasks 2 Jonathon No contact No communication
+ Add sort
G Notes & Jared No contact No communication
Emails ® Learn about sorting
& Jamie R A No contact No communication
@ Reports o
& John Smith 21 jsmith.mobbin@gmail... California 5 days ago ® Good
v e 2 Jacqueline nsampson@example.... Male No contact No communication
@ Companies i : o
& Jacqueline carias@example.net Female No contact No communication
2, People
& Judy irosales@example.net Male No contact No communication
v U5 * 2 Jackson reynoldsdarryl@exam... Female No contact No communication
# Recruiting o
& Joshua daisymcgee@exampl... Male No contact No communication
£ Sales
7 & Janice juarezdominique@ex... Female No contact No communication
i Contacts
& Jermaine vpaul@example.com Female No contact No communication
& Jackie hutchinsonkirk@exa... Male No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Help and first steps + 4/6
|» . )
QBJ JD Mobbin v @ 5 Contacts 2 People ® -
Q Search ® K @ Table view - = Filter 1 T Sort 1 & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... © Per... > ..> City &+ & Sex(2) & P... > ..> When & 4 ... > Connection stre..
Tasks & Jacqueline carias@example.net Female No contact No communication
O Notes & Joshua daisymcgee@exampl... Male No contact No communication
Emails ; -

& Jonathon gailfrench@example.... Male No contact No communication
@ Reports o
& Jackie hutchinsonkirk@exa... Male No contact No communication
v e 2 Judy irosales@example.net Male No contact No communication
@) Companies - L
& Jared jcortez@example.com Female No contact No communication
2, People
& John Smith 21 jsmith.mobbin@gmail... California 5 days ago ® Good
v U5 * 2 Janice juarezdominique@ex... Female No contact No communication
4 Recruiting . o
& Jacqueline nsampson@example.... Male No contact No communication
£ Sales
7 & Jackson reynoldsdarryl@exam... Female No contact No communication
i Contacts
& Jamie sheenadouglas@exa... Female No contact No communication
& Jermaine vpaul@example.com Female No contact No communication
12 count + Add calculation 11 empty + Add calculation + Add calculation + Add calcule
& Invite teammates
® Help and first steps + 4/6


Careers

pagePatterns:
Careers Page
Header Section

screenElements:
Top Navigation Bar
Button
Logo
Floating Action Button
Badge
Gallery
Divider

pagePatterns:
Careers Page
Landing Page
Hero Section
Careers Page
Careers Page
Careers Page
Careers Page
Header Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
00 qttio Customers Changelog Help Careers @ Pricing Sign in

CRMs are at the center of the software stack for millions of businesses. They're ubiquitous
and totally essential, yet current products are completely archaic, unloved and in massive
need of overhaul.
This is software that millions of people use for hours and hours a day and you probably
can't think of a single awesome piece of software in this space.

Attio’s singular focus is to revolutionize one of the world’s most important

and entrenched software categories: CRM.
Our quest is to reinvent CRM from the ground up for the next generation of business.
We'll need the world’s best engineers to solve some of the toughest engineering problems;
we'll need visionary designers to create the best experiences, and we’ll need creative
marketers and ambitious salespeople to tell our story and bring our product to market.
Come join the revolution.

Join the revolution.

Open positions
L3 L] o L] o
Our miission is to build the next-generation ‘
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
How Pallet uses Attio to power their GTM >
I o I (] [ ]
Powerful, flexible and data-driven, Attio makes it easy
to build the exact CRM your business needs.
Start for free Talk to sales

Progessionio v () 4 Startup Sales Pipeline 28 -
Q search ® K @ Table View v 3= Filter 2 T Sort & View settings  + Import export v
Q Notifications Company Stage Next meeting Connection Strength
Tasks .

© stripe ® Won Tomorrow 4 Very strong with Albert Lund
O Notes

Canva - ® Expansion Chance Next month 4 Very strong with Xian Ho
Emails Jodie
@ Reports ® Won In 30 minutes ® Good with Victor Cardoso .
|00 qttio Customers Changelog Help Careers @ Pricing Signin
I g 8 I
We're here to revolutionize the world's most
[/
entrenched software category. Here's how
' L] o

we're doing it.

One team, one dream. We learn, grow and build for the future together. From wins to
setbacks and everything in between.

Context over control. We strive to create a culture based on impact where each
individual has the ability to get things done independently.
That means making sure that every team member has the
right context they need to own their initiatives and make the
right decisions.

Diversity, equity and inclusion. We're dedicated to building a company that reflects the
teams, communities, and world we're building for. We always
seek to ensure that everyone at Attio is seen, heard, valued,
and empowered to do their best work.
|Lo attio Customers Changelog Help Careers © Pricing Sign in
Our mission
! !
VY e 2
N\ [ ”'X\ \ z - .
| .. A L e - 7 =_ ¢ "
‘ ] ‘ / - ,__vr — - e
R ;§‘ é‘ ” - i 3
pE r‘{;- ) @ ‘ 4 b,
/ AN N : = F :
S } B- j‘ ‘,‘ ./i," \\.\ “ : \ : Y l
- i \ S o & 7
; &~ R \\\Q\ 3 ’
|00 qttio Customers Changelog Help Careers @ Pricing Signiin

s & s .

, r ) B 2
-'.: [ ‘ I':, ‘ , lv ol “ Y -
\ \ == @

y ! '\*r‘-g:"‘~ ™ ~~.
We've sharpened our skills at...

INTERCOM ee ASANA @twilio % segment 4Y zendesk
We're here to revolutionize the world's most
entrenched software category. Here's how
we're doing it.
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free

Open positions

Account Executive

Acquire customers and grow revenue through full sales cycles

London office [Hybrid] =

Design Engineer

Own the Attio.com marketing site and growth-related initiatives to acquire new users

Remote [Europe] =

Open application

We're always looking for more great people to join our team. If you don't see a match in our open roles, we'd still love to hear =

from voll
|00 qttio Customers Changelog Help Careers @ Pricing Signin
Reinventing an entire
ft isn’
sortware cqtegory Isn't easy.
We're looking for the best and brightest to help us deliver amazing feats of
engineering and bring a revolutionary new software product to market.
At Attio, we're building the CRM of the future.
CRMs are at the center of the software stack for millions of businesses. They're ubiquitous
and totally essential, yet current products are completely archaic, unloved and in massive
need of overhaul.
This is software that millions of people use for hours and hours a day and you probably
can't think of a single awesome piece of software in this space.
|& qttio Customers Changelog Help Careers @ Pricing Signin
Q [}
Our investors. We're proud to be backed by
' [ ]
some of the world's best tech investors.
: Balderton. passion
Individual investors and partners
Mathilde Collin Vinay Hiremath Shahed Khan Lopo Champalimaud
Co-founder & CEO Co-founder & CTO Co-founder & Investor Founder & Investor
Taimur Abdaal Varadh Jain Piotr Pisarz Paul Forster
Co-founder & CEO Co-founder Co-founder & CEO Co-founder & Investor


Notifications

screenElements:
Side Navigation
Icon

screenPatterns:
Empty State
Notifications

screenElements:
Popover
Side Navigation
Icon

pageType: Application Application

screenKeywords:
»

} il v . g . +
el D Notifications ®

Q Search ® K Notifications (0) Requests (0) & View settings & Import / Export v
O Notifications + = @ Interviewing + = @ Offered + = @ Hired
Tasks s

+ Add to List + Add to List + Add to List
O Notes
f—

Emails

@ Reports S )

v Records

@) Companies

2, People

v Lists * You don't have any notifications

N .
#~ Recruiting We'll notify you about important updates

« Sales and any time you're mentioned on Attio.

Notifications Settings

+ Upgrade Attio

& Invite teammates

@ Help and first steps Ea2ib + Add calculation + Add calculation + Add calculation + Add calculation
|b
;’:4 JD Mobbin @ &~ Recruiting 2 People ® -
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications ©® New + = @ Screening + = @ Interviewing + = @ Offered + = @ Hired
Tasks

+ Add to List + Add to List + Add to List + Add to List + Add to List

O Notes
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales
+ Upgrade Attio
& Invite teammates
@ Help and first steps Ea2ib + Add calculation + Add calculation + Add calculation + Add calculation


Adding more recipients

hotspotType: Keyboard Input

screenKeywords:
(&2 Compose email - N X
From @ Jane Doe
To & John Smith Add CC/BCC
Kickoff meeting
Dear John,
Our project kickoff meeting is scheduled for 2 June Friday, from 9:00am to 12:00pm. This meeting will provide
a great opportunity to discuss the project scope, timeline, and roles and responsibilities.
We look forward to working with you and making this project a success.
Sincerely,
Jane Doe
£ About _ Mobbin.pdf
0 ® Masssend O @
1,000 Emails left this month. Upgrade for unlimited email sending.
|(&2 Compose email Recipient list - X
Add more recipients
From @ Jane Doe
A q L John Smith
To &, Sending emails to 2 recipients ° jsmith.mobbin@gmail.com @
. . ° Abigail Smith o
Kickoff meetlng abigailsmith.mobbin@gmail.com
Dear John,
Our project kickoff meeting is scheduled for 2 June Friday, from 9:00am to 12:00pm. This meeting will provide
a great opportunity to discuss the project scope, timeline, and roles and responsibilities.
We look forward to working with you and making this project a success.
Sincerely,
Jane Doe
£ About _ Mobbin.pdf
0 ® @© Masssend® @ Send Emails (2)
1,000 Emails left this month. Upgrade for unlimited email sending.
|(&2 Compose email Recipient list - X
Add more recipients
From @ Jane Doe
N N - John Smith
To &, Sending email to 1 recipient ° jsmith.mobbin@gmail.com @
Kickoff meeting
Dear John,
Our project kickoff meeting is scheduled for 2 June Friday, from 9:00am to 12:00pm. This meeting will provide
a great opportunity to discuss the project scope, timeline, and roles and responsibilities.
We look forward to working with you and making this project a success.
Sincerely,
Jane Doe
£ About _ Mobbin.pdf
0 ® @© Masssend® @ Send Email (1)
1,000 Emails left this month. Upgrade for unlimited email sending.


Adding a stage

pageType: Application Application Application Application Application

screenKeywords:
* » a .
', JD Mobbin v D x Sales @& Companies g +
F
Q Search ® K (@ Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications @ Meeting 1 + = @ Negotiation + = @ Proposal 2 + = @ Paused + = F
Tasks
0 Mobbin + Addtaliat 1 Vanilla + Add to List
O Notes ¢ Sales Pipeline Choose status field  Create attribute X
Emails r
¢ Attribute Type
@ Reports
é
v Records -
€ Name
@) Companies
[ Priority
2, People
Description (optional)
v Lists +
Describe your attribute, use case, ...
4 Recruiting
o Sales
. Stages
£ Contacts
No stages
+ Add stage
Set a default stage...
Create attribute
& Invite teammates
@ Help and first steps ad/5 + Add calculation + Add calculation + Add calculation + Add calculation
|b

l.’:‘ JD Mobbin v dB] x Sales ® Companies g +
Q Search ® K (@ Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications @ Meeting 1 + = @ Negotiation + = @ Proposal 2 + = @ Paused + = F
Tasks

@ Mobbin + Addtnlict £ Vanilla + Add to List
O Notes ¢ Sales Pipeline Choose status field  Create attribute X
Emails r

¢ Attribute Type
@ Reports

é
v Records -

€ Name
@) Companies

[ Priority
2, People

Description (optional)
v Lists +
Describe your attribute, use case, ...
4 Recruiting
o Sales
. Stages
£ Contacts
Low
#ov o Low :
+ Add stage
Create attribute

& Invite teammates
@ Help and first steps ad/5 + Add calculation + Add calculation + Add calculation + Add calculation
|*, » a .
', JD Mobbin v D x Sales @& Companies g +
F
Q Search ® K (@ Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications @ Meeting 1 + = @ Negotiation + = @ Proposal 2 + = @ Paused + = F
Tasks
@ Mobbin + Addtnlict £ Vanilla + Add to List
O Notes ¢ Sales Pipeline Choose status field  Create attribute X
Emails r
¢ Attribute Type
@ Reports
é
v Records -
€ Name
@) Companies
[ Priority
2, People
Description (optional)
v Lists +
Describe your attribute, use case, ...
4 Recruiting
o Sales
. Stages
£ Contacts
No stages
Default value (optional)
Set a default stage...
Create attribute
& Invite teammates
@ Help and first steps ad/5 + Add calculation + Add calculation + Add calculation + Add calculation
|* » a .
', JD Mobbin v D x Sales @& Companies g +

F
Q Search ® K (@ Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications @ Meeting 1 + = @ Negotiation + = @ Proposal 2 + = @ Paused + = F
Tasks

@ Mobbin + Addtnlict £ Vanilla + Add to List
O Notes ¢ Sales Pipeline Choose status field  Create attribute X
Emails r

¢ Attribute Type
@ Reports

é
v Records -

€ Name
@) Companies

[ Priority
2, People

Description (optional)
v Lists +
Describe your attribute, use case, ...
4 Recruiting
o Sales
. Stages
£ Contacts
+ Add stage
Create attribute

& Invite teammates
@ Help and first steps ad/5 + Add calculation + Add calculation + Add calculation + Add calculation
|¥, » a .
I, JD Mobbin v dB] x Sales ® Companies g +
A
Q Search ® K (@ Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications @ Meeting 1 + = @ Negotiation + = @ Proposal 2 + = @ Paused + = F
Tasks
@ Mobbin + Addtnlict £ Vanilla + Add to List
O Notes - ) )
¢ Sales Pipeline Choose status field  Create attribute X
Emails r
¢ Attribute Type
@ Reports
é
v Records -
€ Name
@) Companies
[ Priority
2, People
Description (optional)
v Lists +
Describe your attribute, use case, ...
4 Recruiting
o Sales
. Stages
£ Contacts
Low @ Medium @ High @ Very High
#ov o Low :
= (v Medium ;
= @  High ;
Create attribute
= () Very High :
+ Add stage
& Invite teammates
@ Help and first steps ad/5 + Add calculation + Add calculation + Add calculation + Add calculation


Terms and conditions

pagePatterns:
Terms & Privacy Page
Terms & Privacy Page
Landing Page
Footer Section

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
00 qttio Customers Changelog Help Careers © Pricing Signiin
Acceptable Use This Attio Customer Agreement sets out the terms and conditions on which Attio Limited, previously F
Stack Limited, trading as Attio, whose registered office is at 25 Easton Street, Office 25.3, WC1X @DS,
Cookie Policy London, UK ("We", "Us" or “Attio”) licenses its CRM tools and API services (together the “Attio Services”) to
You (as defined below).
Privacy Policy
THIS ATTIO CUSTOMER AGREEMENT CONTAINS AN AGREEMENT TO ARBITRATE WHICH REQUIRES THAT,
Terms and Conditions WHERE YOU ARE A US CUSTOMER, YOU AND ATTIO ARBITRATE CERTAIN CLAIMS BY BINDING,
INDIVIDUAL ARBITRATION INSTEAD OF GOING TO COURT, AND LIMITS CLASS ACTION CLAIMS, UNLESS
YOU OPT OUT OF THE AGREEMENT TO ARBITRATE AS DESCRIBED IN CLAUSE 18.8 OF THIS ATTIO
CUSTOMER AGREEMENT.
By accepting the Attio Customer Agreement, either by signing up to receive the Attio Services online, by
separate contract between You and Us or by starting to use or authorizing any User (as defined below) to
access or use any of the Attio Services, or by otherwise indicating your acceptance of the Attio Customer
Agreement, including by way of a Free Trial (as defined below), You:
- agree and understand that, from the Effective Date (as defined below), a legally binding contract will exist
between the You and Us for the Attio Services which will be governed by terms of this Attio Customer
Agreement;
- warrant and represent that where You are entering into the Attio Customer Agreement on behalf of
another legal entity such as a company or organization ("Entity"), You are agreeing and entering on behalf
of that Entity and You are authorized to bind that Entity to this Attio Customer Agreement, and any
reference to "You" and "Your" shall additionally mean that Entity;
- warrant and represent that You will use the Attio Services strictly for business purposes and notin a
capacity as a consumer, and that Attio will not be responsible or liable for any non-business use of the Attio
Services by You or Your Users; and
- procure that Your Users will comply with the terms of this Attio Customer Agreement, the Acceptable Use
Policy, and agree that You will remain responsible for such Users’ compliance.
We may modify the terms of the Attio Customer Agreement from time to time by updating the terms and
conditions on the website or by direct written notice to You. If a modification is material, as reasonably
determined by Attio in its sole discretion, then We will make commercially reasonable efforts to notify You
nf the Arhandae Cantintiad 11ica nf Attina Carvicae will canctitiite arrantancae nf the noaw Attina CrictAamaoar
|00 qttio Customers Changelog Help Careers @ Pricing Signin
[erms and Conditions

By logging into your Attio account you agree to be bound

by our Terms & Conditions.

Last updated: March 2023

Acceptable Use This Attio Customer Agreement sets out the terms and conditions on which Attio Limited, previously F
Stack Limited, trading as Attio, whose registered office is at 25 Easton Street, Office 25.3, WC1X @DS,

Cookie Policy London, UK ("We", "Us" or “Attio”) licenses its CRM tools and API services (together the “Attio Services”) to
You (as defined below).

Privacy Policy
THIS ATTIO CUSTOMER AGREEMENT CONTAINS AN AGREEMENT TO ARBITRATE WHICH REQUIRES THAT,

Terms and Conditions WHERE YOU ARE A US CUSTOMER, YOU AND ATTIO ARBITRATE CERTAIN CLAIMS BY BINDING,
INDIVIDUAL ARBITRATION INSTEAD OF GOING TO COURT, AND LIMITS CLASS ACTION CLAIMS, UNLESS
YOU OPT OUT OF THE AGREEMENT TO ARBITRATE AS DESCRIBED IN CLAUSE 18.8 OF THIS ATTIO
|00 qttio Customers Changelog Help Careers © Pricing Signiin
10. Warranties
10.1. You (on Your own account and on behalf of any User) represent, warrant and undertake to Attio that:
a) You have all right, power and authority to grant any rights under this Attio Customer Agreement;
b) the development, supply and use of the Customer Data and Your Integration App(s), and the grant of any
rights by You under this Attio Customer Agreement, will be in accordance with all applicable laws and will
not infringe the rights of any third party;
c) You will comply with all applicable law, and have obtained and undertake that You will maintain all
consents, licenses and permissions required by You to grant the rights and perform any obligations under
the Attio Customer Agreement;
d) You will not insert or include, or permit or cause the insertion or inclusion in the Attio Services or any
Integration App, any Malicious Software, or anything else that might be reasonably prejudicial to Attio’s
reputation or its business;
e) You will use up to date, industry accepted anti-virus software to check for and prevent any Malicious
Software being introduced into the Attio Services or any Integration App; and
f) You will cooperate with Attio to mitigate the effect of any Malicious Software found in any Integration App
developed by You or Your User.
10.2. You (on Your own account and on behalf of any User) represent, warrant and undertake to Attio that,
in respect of any Integration App You or Your User develops, the Integration App will:
a) be of satisfactory quality, free of any material defects and will be fit for its purpose;
b) comply with all requirements under the Attio Customer Agreement, and as notified to You from time to
time by Attio;
c) comply with the terms of the Third Party Platform to which the Integration App connects, and all
applicable law;
d) not degrade the functionality or performance of the Attio Services or the Attio API;
e) not contain or include any Malicious Software;
< Y T | | T W S N JER (I (R [ A [ [ AR RN . N S T S T JRT S S N R T N PR
|00 Qttio Customers Changelog Help Careers @ Pricing Signin
Ready to build your
1
team's dream CRM? Ve
[
|
| V=
\\1// \
o attio
Product Company Attio for Support Ready to build?
Start for free
Talk to sales


Removing records

screenElements: Checkbox Toolbar

screenElements: Dialog Button

screenPatterns: Delete Confirmation

screenElements: Toast Dialog Button Checkbox Toolbar

screenPatterns:
Acknowledgement & Success
Delete
Confirmation
Select

screenKeywords:
Y
L’:J JD Mobbin v @D ﬂ Contacts 2 People ’ 3 .
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... © Per... >..>City &+ & P.. > ..> When 4 ... > Connectionstre... &+ & Sex(2)
Tasks 2 Becky erikmueller@example... = Bellevue No contact No communication Male
O Notes & Summer alexiscantrell@examp...  Bellevue No contact No communication Female
Emails o
2 Ryan gnorman@example.org Bellevue No contact No communication Female
@ Reports L
& Frank gbrewer@example.org Bellevue No contact No communication Male
v e 2 Melody jeannovak@example....  Bellevue No contact No communication Male
@ Companies R L
& Wesley reginall@example.org Bellevue No contact No communication Male
2, People
& Jonathon gailfrench@example.... No contact No communication Male
v U5 * 2 Sheila huangcathy@exampl... No contact No communication Female
4 Recruiting . o
& lIsaiah jimblake@example.org Bellevue No contact No communication Female
£ Sales
& Leonard clinton78@example.org  Bellevue No contact No communication Male
i Contacts
& Lori buchananmanuel@ex... No contact No communication Male
& Bridget mercedes44@examp... No contact No communication Female
& Debra yolandaO7@example.... Bellevue No contact No communication Female
& Beverly iphelps@example.net No contact No communication Female
& Grace clarkeangela@exampl... No contact No communication Male
& Llarry maria32@example.org Bellevue No contact No communication Male
2 Xavier nicolas90@example.... Bellevue No contact No communication Male
& Mike imccullough@exampl... No contact No communication Female
. .
& Jared jcortez@example.com No contact © Deleting records »
& Invite teammates 2 Colleen fknox@example.org Bellevue No contact fSucc?stsfully TESIEE) S (BEEEE
rom lis
@ Help and first steps as/S 96 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculz
|> . )
Q)J JD Mobbin v D 5 Contacts 2 People ® -
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... © Per... >..>City &+ & P.. > ..> When %> ... > Connection stre... + Sex (2)
Tasks 2 Becky erikmueller@example... = Bellevue No contact No communication Male
O Notes & Summer alexiscantrell@examp...  Bellevue No contact No communication Female
Emails o
& Ryan gnorman@example.org Bellevue No contact No communication Female
@ Reports o
& Frank gbrewer@example.org Bellevue No contact No communication Male
v e 2 Melody jeannovak@example....  Bellevue No contact No communication Male
@ Companies R L
& Wesley reginall@example.org Bellevue No contact No communication Male
2, People
& Jonathon gailfrench@example.... No contact No communication Male
v U5 * 2 Sheila huangcathy@exampl... No contact No communication Female
4 Recruiting . o
& lIsaiah jimblake@example.org Bellevue No contact No communication Female
A Sales
& Leonard clinton78@example.org  Bellevue No contact No communication Male
i Contacts
& Lori buchananmanuel@ex... No contact No communication Male
& Bridget mercedes44@examp... No contact No communication Female
& Debra yolandaO7@example.... Bellevue No contact No communication Female
& Beverly iphelps@example.net No contact No communication Female
& Grace clarkeangela@exampl... No contact No communication Male
& Larry maria32@example.org Bellevue No contact No communication Male
2 Xavier nicolas90@example.... Bellevue No contact No communication Male
& Mike imccullough@exampl... No contact No communication Female
& Jared jcortez@example.com No contact No communication Female
& Invite teammates 2 Colleen fknox@example.org Bellevue No contact No communication Female
@ Help and first steps as/S 96 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculz
|Remove 5 records from list
Are you sure? Removing records will also delete their list attribute data.
Cancel
|» . )
Q)J JD Mobbin v D 5 Contacts 2 People ® -
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... © Per... >..>City &+ & P.. > ..> When 4 ... > Connectionstre... &+ & Sex(2)
Tasks 2 Becky erikmueller@example... = Bellevue No contact No communication Male
O Notes & Summer alexiscantrell@examp...  Bellevue No contact No communication Female
Emails o

& Ryan gnorman@example.org Bellevue No contact No communication Female
@ Reports o

& Frank gbrewer@example.org Bellevue No contact No communication Male
v e 2 Melody jeannovak@example....  Bellevue No contact No communication Male
@) Companies L

& Darren Ihernandez@example... No contact No communication Male
2, People

& Veronica weissbridget@examp... No contact No communication Female
v U5 * 2 Brandon mconley@example.net No contact No communication Female
4 Recruiting o

& Jean kristina76@example.... No contact No communication Female
£ Sales

& Kathy teresa37@example.c... No contact No communication Female
i Contacts

& Wesley reginall@example.org Bellevue No contact No communication Male

& Jonathon gailfrench@example.... No contact No communication Male

& Sheila huangcathy@exampl... No contact No communication Female

& lIsaiah jimblake@example.org Bellevue No contact No communication Female

& Leonard clinton78@example.org  Bellevue No contact No communication Male

& Lori buchananmanuel@ex... No contact No communication Male

& Bridget mercedes44@examp... No contact No communication Female

& Debra yolandaO7@example.... Bellevue No contact No communication Female

& Beverly iphelps@example.net No contact No communication Female
& Invite teammates 2 Grace clarkeangela@exampl... No contact No communication Male
@ Help and first steps as/S 101 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculz
|I » .
;'34 JD Mobbin v @ ﬂ Contacts 2 People @ +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications @ Person + @ ... > Email addres... © Per... >..>City &+ & P.. > ..> When %> ... > Connection stre... + Sex (2)
Tasks 2 Becky erikmueller@example... = Bellevue No contact No communication Male
O Notes & Summer alexiscantrell@examp...  Bellevue No contact No communication Female
Emails o
& Ryan gnorman@example.org Bellevue No contact No communication Female
@ Reports o
& Frank gbrewer@example.org Bellevue No contact No communication Male
v e 2 Melody jeannovak@example....  Bellevue No contact No communication Male
@) Companies L
& Darren Ihernandez@example... No contact No communication Male
2, People
& Veronica weissbridget@examp... No contact No communication Female
v =B + 2 Brandon mconley@example.net No contact No communication Female
4 Recruiting o
& Jean kristina76@example.... No contact No communication Female
£ Sales
7 & Kathy teresa37@example.c... No contact No communication Female
i Contacts
& Wesley reginall@example.org Bellevue No contact No communication Male
& Jonathon gailfrench@example.... No contact No communication Male
& Sheila huangcathy@exampl... No contact No communication Female
& lsaiah jimblake@example.org Bellevue No contact No communication Female
& Leonard clinton78@example.org  Bellevue No contact No communication Male
& Lori buchananmanuel@ex... No contact No communication Male
& Bridget mercedes44@examp... No contact No communication Female
& Debra yolandaO7@example.... Bellevue No contact No communication Female
& Beverly iphelps@example.net No con' @ Remove from List n Female
& Invite teammates 2 Grace clarkeange selected (@& Add to List & Send email More v X No communication Male
@ Help and first steps as/S 101 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculz
|I » .
;'34 JD Mobbin v @ ﬂ Contacts 2 People @ +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications @ Person + @ ... > Email addres... © Per... >..>City &+ & P.. > ..> When %> ... > Connection stre... + Sex (2)
Tasks 2 Becky erikmueller@example... = Bellevue No contact No communication Male
O Notes & Summer alexiscantrell@examp...  Bellevue No contact No communication Female
Emails o
& Ryan gnorman@example.org Bellevue No contact No communication Female
@ Reports o
& Frank gbrewer@example.org Bellevue No contact No communication Male
v e 2 Melody jeannovak@example....  Bellevue No contact No communication Male
@) Companies L
& Darren Ihernandez@example... No contact No communication Male
2, People
& Veronica weissbridget@examp... No contact No communication Female
v =B + 2 Brandon mconley@example.net No contact No communication Female
4 Recruiting o
& Jean kristina76@example.... No contact No communication Female
£ Sales
7 & Kathy teresa37@example.c... No contact No communication Female
i Contacts
& Wesley reginall@example.org Bellevue No contact No communication Male
& Jonathon gailfrench@example.... No contact No communication Male
& Sheila huangcathy@exampl... No contact No communication Female
& lsaiah jimblake@example.org Bellevue No contact No communication Female
& Leonard clinton78@example.org  Bellevue No contact No communication Male
& Lori buchananmanuel@ex... No contact No communication Male
& Bridget mercedes44@examp... No contact No communication Female
& Debra yolandaO7@example.... Bellevue No contact No communication Female
& Beverly iphelps@example.net No contact No communication Female
& Invite teammates & Grace clarkeange selected & Add to List & Send email More v X No communication Male
@ Help and first steps as/S 101 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculz


Browse templates

appName: Slite

appTagline: AI-powered knowledge base

screenElements:
Popover
Progress Indicator

screenPatterns:
Other Content
Empty State

screenElements:
Side Navigation
Avatar
Banner
Card
Grid List
Illustration
Floating Action Button
Illustration
Popover
Progress Indicator

screenPatterns:
Home
Other Content
Empty State
Feedback

pageType: Application Application Application Application Application Application Application

screenKeywords:
€9 Janes Studio [ M < ® Catchup
{!'7 Ask your knowledge Q ‘
Your team used 7/50 free docs
Upgrade to create unlimited docs
S Catch
& Discussions a c u p
Favorites
@ :
N LR ——' -
&Y Getting started 8 f —‘F\"ﬁw
My channels Add teammates Get started quickly Start a discussion
To help build your single Discover recommended Tired of Slack threads? Keep
& My private channel source of knowledge templates for you track of decisions
[ Engineering
[ Product
S, Add people
&) Import
35 Templates
&3 Shared with me ¢
°
T Archive ?
|Team Templates
]
Retrospective template
Product
o Did we meet our primary goal?
Engineering
Marketing
Design
@& Design critique o
Did we have enough resources?
2% Userresearch database
# User interview
-2 Design specs .
Start, Stop, Continue
= Creative Brief Template
Support Start doing g Stop doing &2
AR - : - :
Sales - ¢ - ¢
Management
Learnings & Action items
3% New Template
@ Give feedback Ja Created by Janesmith1 Mobbin, edited 2 hours ago by Janesmith1 Mobbin Edit
|Team Templates
u
Retrospective template
Product
o Did we meet our primary goal?
Engineering
Marketing
Design
Support .
Did we have enough resources?
HR
Sales
Management .
Start, Stop, Continue
Start doing g Stop doing &
Learnings & Action items
3% New Template
@ Give feedback Ja Created by Janesmith1 Mobbin, edited 2 hours ago by Janesmith1 Mobbin Edit
|Team Templates
]
@ Revospsctve tompite Retrospective template

Slite Templates

Did we meet our primary goal?

Did we have enough resources?

Start, Stop, Continue

Start doing g Stop doing &

Learnings & Action items
3% New Template
@ Give feedback Ja Created by Janesmith1 Mobbin, edited 2 hours ago by Janesmith1 Mobbin Edit
|Team Templates
E] Retrospective template
Slite Templates
Beat the blank canvas
Start creating templates to help your team jump-start their work.
3% New Template
(® Give feedback
|Team Templates
E] Retrospective template
Slite Templates
Beat the blank canvas
Start creating templates to help your team jump-start their work.
X
How relevant are these
templates?
1 2 3 4 5

o+
06 New Template Not at all relevant Extremely relevant
(® Give feedback
|& Creative Brief Template
Team Templates
Slite Templates
Creative Brief Template
Engineering
Marketing
Design
@ Design critique Launch: Driver: Contributors:
98 User research database Creative budget: Approver: Creative lead:
# Userinterview Media budget: Informed: Creative contributors:
-2 Design specs
= Creative Brief Template
Support Background
HR
Sales
Management
How could we...?
3% New Template Objectives
(® Give feedback @ Provided by Slite Save and customize this template


Reports

screenPatterns: Map Dashboard

pageType: Application Application Application Application

screenKeywords:
b
;’:4 JD Mobbin @ &~ Recruiting 2 People ® -
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications ©® New + = @ Screening + = @ Interviewing + = @ Offered + = @ Hired
Tasks

+ Add to List + Add to List + Add to List + Add to List + Add to List

O Notes
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales
+ Upgrade Attio
& Invite teammates
@ Help and first steps Ea2ib + Add calculation + Add calculation + Add calculation + Add calculation
|Y
Qy JD Mobbin ~ D Reporting
Q Search ® K Q Search N Sort + Create dashboard
O Notifications v Recent
Tasks
LOCATION STAGES
O Notes : A .3
Emails / Q
@ Reports A
p Location & Contacts
v Records
H United Finland
@ Companies b Kingdom -
Ukraine
& People ! = T“fql_y Greece Kozakhstan
unisial Turkmenist: i .
) o . L 5 @ Companies @ Contract value  +1 Yesterday, 5:06 PM :
. N Libya Egypt ‘
v Lists + Pakistan
Mauritania Niger Oman
»~ Recruiting Senegal Chad ' | Yemen
Nigeria a
Ethi
o Sales Venezuela Cameroon B
Colombia e Maldives
enya
# Contacts
b Tanzania
eru
Bolivia ‘Angols
Mozambique
Chile Namibia
Uruguay South Africa
& Invite teammates
® Help and first steps + 4/6
|[ » . .
’34 JD Mobbin ~ D Reporting
Q Search ® K Q Search N Sort + Create dashboard
O Notifications v Recent
Tasks
LOCATION STAGES

O Notes B A +3
Emails 4 A
@ Reports Contacts

Stats and reports based on contacts
v Records
@) Companies v Al
o
& People Contacts Location Stages (@ Companies & Contract value () Funnel Steps 5:06 PM :

Stats and reports based on contacts 9 P P ’ ’
v Lists +
4 Recruiting
£ Sales
# Contacts
& Invite teammates
® Help and first steps + 4/6
|»
’:4 JD Mobbin v @ Reporting
Q Search ® K Q Search N Sort + Create dashboard
O Notifications
Tasks
O Notes
Emails
@ Reports
v Records
@) Companies
2, People
TN
v Lists + | ‘ N
y \\
4 Recruiting [ ‘
£ Sales ‘
# Contacts % | ‘
No report dashboards here yet
Build your first dashboard
+ Create first dashboard
& Invite teammates
® Help and first steps + 4/6


Help

screenElements:
Side Navigation
Search Bar

screenElements:
Top Navigation Bar
Button
Logo
Floating Action Button
Badge
Grid List
Side Navigation
Search Bar

pagePatterns:
Landing Page
Hero Section
Support & Help Center Page
Support & Help Center Page
Support & Help Center Page

screenKeywords:
00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
How Pallet uses Attio to power their GTM >
I o I (] [ ]
Powerful, flexible and data-driven, Attio makes it easy
to build the exact CRM your business needs.
Start for free Talk to sales

Progessionio v () 4 Startup Sales Pipeline 28 -
Q search ® K @ Table View v 3= Filter 2 T Sort & View settings  + Import export v
Q Notifications Company Stage Next meeting Connection Strength
Tasks .

© stripe ® Won Tomorrow 4 Very strong with Albert Lund
O Notes

Canva - ® Expansion Chance Next month 4 Very strong with Xian Ho
Emails Jodie
@ Reports ® Won In 30 minutes ® Good with Victor Cardoso .
|00 attio Customers Changelog Help Careers © Pricing Signin Start for free
Getting Started
Q Find anything #$K
GETTING STARTED Q
@ Whats Attio? QcC oC D O O
N Understanding records
® Understanding lists What is Attio? Understanding records Understanding lists
4 How to build a list Discover how Attio can transform What are records in Attio? Check out Get started with lists in Attio - home
your workflow. our short guide. to your workflows and projects.
(> Apps and extensions
® Navigating your workspace
® Attio glossary Q
REFERENCE ’.> @ & Q O D
» (&%) Workspace
e How to build a list Apps and extensions Navigating your workspace
» ® Imports & Exports Learn how to start building lists for Find out about Attio's powerful Learn keyboard shortcuts and how
your workflows in Attio. Chrome extension and mobile app... to use quick search.
» & Users & Permissions
» ® Integrations
» & Data & Syncing
» 3% Tips & Tricks O Q
» B Account & Billing
» @ Security & Privac .
Y Y Attio glossary
> ? Support Check out some the terms we use
when we talk about Attio.
GUIDES
» (= Forms
|00 qttio Customers Changelog Help Careers @ Pricing Signin
. . ° 1 ° °
e . Attio's docs, integrations,
GETTING STARTED ° API f
P guides and references
& Understanding records Attio gives you everything you need to build the perfect
® Understanding lists relationship management tool for your team.
4% How to build a list
(> Apps and extensions Q Find anything: importing, billing, integrations, ... #K
® Navigating your workspace
® Attio glossary
Getting Started
» (&%) Workspace
» & Email & Calendar
» ® Imports & Exports O
» & Users & Permissions O @ O Q
» ® Integrations Q D
* S Data & Syncing What is Attio? Understanding records Understanding lists
> v Tips & Tricks Discover how Attio can transform What are records in Attio? Check out Get started with lists in Attio - home
» B Account & Billing your workflow. our short guide. to your workflows and projects.
» @ Security & Privacy
» ? Support O
> C O N O
» (= Forms Q D
|00 attio Customers Changelog Help Careers © Pricing Signin Start for free
Guides
Q Find anything #BK
GETTING STARTED - @)
@ What is Attio? v :’O’l O O
N Understanding records o
® Understanding lists -
9 Forms Tasks & To-dos Ads & Acquisition
4? How to build a list Connect your forms to Attio and Automate your tasks with our Zapier Connect your favorite apps to Attio
. automatically send new leads and... app and connect your favorite app... and send ads and acquisition data...
(> Apps and extensions
® Navigating your workspace
® Attio glossary
REFERENCE O [> @
» [&) Workspace
» & Email & Calendar . . .
Relationships & Meetings Workflows
» @ Imports & Exports Connect your favorite apps to Attio Automate your workflows and
o and automatically send calendar... accelerate your processes - conne...
» & Users & Permissions
» ® Integrations
» & Data & Syncing
» 3% Tips & Tricks
» B Account & Billing
» @ Security & Privacy Developer API REQUEST
» ? Support Attio gives you everything you need to build the . .
A 9 y‘ ) y gy curl https://api.attio.com/v1l/compa
perfect relationship management tool for you.
GUIDES -X PUT
-u aa5c71134eb8e69f97e42085ef4d
+ (0 Forms -H application/json
MTeremlm e =11« AD ~
|00 Qtt|o Customers Changelog Help Careers ©® Pricing Sign in Start for free
e e e e e e o)

Navigating your workspace and automatically send calendar... accelerate your processes - conne...
Attio glossary

Workspace

Email & Calendar

Imports & Exports Developer API REQUEST

Users & Permissions

https://api.attio.com/v1l/compa

Integrations -X PUT

Data & Syncing aa5c71134eb8e69£97e42085ef4d

-H /

Tips & Tricks Explore our APl —>

Account & Billing

Security & Privacy

s : RESPONSE

uppor
)
Forms ’
o attio
Product Company Attio for Support Ready to build?
Start for free .


Canceling subscription

screenKeywords:
< Back to Slite
Billing
° M ;
o y settings
2, Refer & Earn
You've successfully upgraded your team plan £

o You can start enjoying it now!

General
c°+ Members & guests

Your team is on the Standard Plan Cancel Upgrade
&3 User groups
A7 Teaminsights Team members Credited seats
& security 1 member 0 seat
ﬁ Integrations
[0 cChannels
@ Public sharing 10.00 o .
. / month Change billing period
Your team is billed monthly.

1T Upgrade Your plan will automatically renew on June 29, 2023.
B Yourplan
(=) Invoices
& Billing details
@ Contact support
< Sign in to another team
B) Sign out
|Help us understand why
Before canceling, let us know why you're downgrading.
What's the main reason why you're canceling your Slite plan?
Missing key features Not used it enough Cutting down costs
The free plan covers my needs The project is finished
Experiencing a change in the business (e.g. company shutting down, acquisition)
Didn't meet my expectations Running into bugs or usability issues
Switching to another tool Other
Tell us more about why you cancelled your Slite plan.
Z
If you're planning on using another tool, which one is it?
Confluence Notion Google Docs ClickUp Guru Other
Cancel Confirm cancelation
|Help us understand why
Before canceling, let us know why you're downgrading.
What's the main reason why you're canceling your Slite plan?
Missing key features Not used it enough Cutting down costs
The free plan covers my needs The project is finished
Experiencing a change in the business (e.g. company shutting down, acquisition)
Didn't meet my expectations Running into bugs or usability issues
Switching to another tool Other
Tell us more about why you cancelled your Slite plan.
Z
If you're planning on using another tool, which one is it?
Confluence Notion Google Docs ClickUp Guru Other
Cancel
|< Back to Slite I @ Success
Bllllng You've successfully canceled your plan
° M ;
o y settings
2, Refer & Earn
You've successfully switched your team plan £
o You can start enjoying it now!
General
c°+ Members & guests
Your team is on the Standard Plan (canceled) Upgrade
&3 User groups
/7 Teaminsights Team members Credited seats
& security 1 member 0 seat
ﬁ Integrations
[0 cChannels
Public sharin
@ o e $10.00/month
Your team is billed monthly.
1T Upgrade You canceled the current Standard plan. Your team will be downgraded to the Free plan and no longer
billed starting June 29, 2023.
B Yourplan
(=) Invoices
& Billing details
@ Contact support
< Sign in to another team
B) Sign out
|< Back to Slite
Billing

° M ;
o y settings
2, Refer & Earn

You've successfully switched your team plan £
o You can start enjoying it now!

General
c°+ Members & guests
Your team is on the Standard Plan (canceled) Upgrade
&3 User groups
A7 Teaminsights Team members Credited seats
& security 1 member 0 seat
ﬁ Integrations
[0 cChannels
Public sharin

@ o e $10.00/month

Your team is billed monthly.
1T Upgrade You canceled the current Standard plan. Your team will be downgraded to the Free plan and no longer

billed starting June 29, 2023.
B Yourplan
(=) Invoices
& Billing details
@ Contact support
< Sign in to another team
B) Sign out


Notifications

screenPatterns:
Notifications
Empty State

screenElements:
Banner
Dialog
Banner
Segmented Control
Status Dot
Badge

screenPatterns:
Notifications
Empty State
Notifications
Notifications

screenKeywords:
Where you're needed 1 Nice to see g = Q
Jo John S mentioned you in Brainstorming new features [
Got it @Janesmith1 Mobbin Looking good so far, I'll review it in more detail tomorrow.
afew moments ago
Those were all your notifications in the last month
|¢% Janes Studio [a D & My private channel / & Getting started Share (O & ¢
{!'7 Ask your knowledge Q
Your team used 7/50 free docs Janesmith1 Mobbin edited 4 minutes ago
Upgrade to create unlimited docs
[ ]
© caonur Getting started
& Discussions
& This docisin your private channel, where you can store your private work. You can
e it share docs one by one from here, but to properly organize your team's knowledge
avorites
base, use workspace channels.
&y Getting started
You can make channels public to make all docs visible to everyone on the team, or
My channels private if you want the channel's docs to only be visible by a selection of teammates.
v & My private channel
&y Getting started
» [ Engineering Collaborate with your team with these three features
» [ Product
Zs Docs
Type / to browse
Hi H: He & @«
S, Add people E |
Create docs to collaborate B = 2 f
) Import i
) Impo with yourte.am. o o ® a0 o
38 Templates Type |/ todiscover Slite's
editor tools and bring your <
&3 Shared with me docs to life
. | @ Emanuel i ,) °
& Archive | @ e !
|*® ’ 0
= = A A = X p— .
Where you're needed Nice to see ; = &
5% Don’t want to miss anything? Get your notifications in Slack. X
|€9 Janes Studio [ M < ® CcCatchup
{!'7 Ask your knowledge Q
Your team used 15/50 free docs ‘
Upgrade to create unlimited docs
S Catch
& Discussions a c u p
Favorites
@ S
Do _—' _
[ Yoga Sequence 8 - _‘F\\‘_-’Jw
\\ Sy N>
& Getting started -
Add teammates Get started quickly Start a discussion
To help build your single Discover recommended Tired of Slack threads? Keep
My channels source of knowledge templates for you track of decisions
& My private channel
[ Engineering
[ Product
S, Add people
&) Import
35 Templates
&3 Shared with me ¢
°
T Archive ?
|L ——— e —S——————=—=—=S=—S—S—S——3M—m—mB=5B5P5__—Snumn—“—n———asi_n_—r._
Where you're needed 1 Nice to see ; = &
. John S reacted with @) to your reply in Brainstorming new features i
a few moments ago
"+ Brainstorming new features was viewed for the first time
1 minute ago
Those were all your notifications in the last month
|Where you're needed 1 Nice to see g = Q
Jo John S mentioned you in Brainstorming new features [
Got it @Janesmith1 Mobbin Looking good so far, I'll review it in more detail tomorrow.
afew moments ago
Those were all your notifications in the last month
4% Don’t want to miss anything? Get your notifications in Slack. X


Browse a guide

pagePatterns:
Support & Help Center Page
Support & Help Center Page

pageType: Marketing Marketing Marketing

screenKeywords:
00 attio Customers Changelog Help Careers © Pricing Signin Start for free
Google Forms to Attio, sending yo... send new entries to your Attio list... all new leads from LinkedIn Lead...
Q Find anything #$K
® Navigating your workspace Send leads to Attio when a ne...
® Attio glossary A simple automation using our
Zapier app to send new Wufoo for...
REFERENCE
» (&%) Workspace
» & Email & Calendar
» ® Imports & Exports R
More from Guides
» & Users & Permissions
» ® Integrations
» & Data & Syncing @)
» 3% Tips & Tricks O O O [>
O
» B Account & Billing
> @ Security & Privacy Tasks & To-dos Ads & Acquisition Relationships & Meetings
» 2 Support Automate your tasks with our Zapier Connect your favorite apps to Attio Connect your favorite apps to Attio
app and connect your favorite app... and send ads and acquisition data... and automatically send calendar...
GUIDES
v (=) Forms
Send Typeform responses to Attio O
Send Airtable contacts to Attio @
when a form is submitted
Connect any HTML form to Attio
Collect contact details with Google Workflows
Forms Automate your workflows and
accelerate your processes - conne...
Send entries to Attio when a new
\Anhflawns fAarm ie ciihmitiad
|o attio Customers Changelog Help Careers @ Pricing Start for free
Q Find anything 8K Guides P
® Navigating your workspace
® Attio glossary
REFERENCE
» (&) Workspace Forms
» & Email & Calendar Connect your forms to Attio and
automatically send new leads and contacts
» @ Imports & Exports :
to your collections.
» & Users & Permissions
» @ Integrations
» & Data & Syncing
» Y¢ Tips & Tricks . i
Send Typeform responses to ... Send Airtable contacts to Atti... Connect any HTML form to At...
> & Account &Billing A Zapier automation that Automatically send new Airtable Learn how to connect any HTML
» © Security & Privacy automatically sends new Typeform... leads to your Attio list with this... form to your workspace in Attio.
» 7?7 Support
GUIDES Collect contact details with G... Send entries to Attio when an... Send new LinkedIn Lead Gen ...
+ [@ Forms Use our Zapier app to connect your Using our Zapier app, automatically Use this Zapier automation to send
Google Forms to Attio, sending yo... send new entries to your Attio list... all new leads from LinkedIn Lead...
Send Typeform responses to Attio
Send Airtable contacts to Attio
when a form is submitted
Send leads to Attio when a ne...
Connect any HTML form to Attio . . .
A simple automation using our
Collect contact details with Google Zapier app to send new Wufoo for...
Forms
Send entries to Attio when a new
|00 attio Customers Changelog Help Careers © Pricing Signin Start for free
Guides
Q Find anything #BK
GETTING STARTED - @)
@ What is Attio? v :’O’l O O
N Understanding records o
® Understanding lists -
9 Forms Tasks & To-dos Ads & Acquisition
4? How to build a list Connect your forms to Attio and Automate your tasks with our Zapier Connect your favorite apps to Attio
. automatically send new leads and... app and connect your favorite app... and send ads and acquisition data...
(> Apps and extensions
® Navigating your workspace
® Attio glossary
REFERENCE O [> @
» [&) Workspace
» & Email & Calendar . . .
Relationships & Meetings Workflows
» @ Imports & Exports Connect your favorite apps to Attio Automate your workflows and
o and automatically send calendar... accelerate your processes - conne...
» & Users & Permissions
» ® Integrations
» & Data & Syncing
» 3% Tips & Tricks
» B Account & Billing
» @ Security & Privacy Developer API REQUEST
» ? Support Attio gives you everything you need to build the . .
A 9 y‘ ) y gy curl https://api.attio.com/v1l/compa
perfect relationship management tool for you.
GUIDES -X PUT
-u aa5c71134eb8e69f97e42085ef4d
+ (0 Forms -H application/json
MTeremlm e =11« AD ~


Deleting a list

screenKeywords:
'3: JD Mobbin v @ &~ Recruiting 2 People ®
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications ® New 1 + = @ Screening + = @ Interviewing + = @ Offered + = @ Hired
Tasks
& John Smith + Add to List + Add to List + Add to List + Add to List
O Notes
Emails Set Applying for...
@ Reports & @ Jane Doe
Set Source type...
v Records & Inabout 9 hours
@) Companies © @ Jane Doe
2, People o1 o ® od
v Lists +
4 Recruiting
£ Sales
i Contacts
& Invite teammates
@ Help and first steps ad/5 + Add calculation + Add calculation + Add calculation + Add calculation
|»
'2J JD Mobbin @ S Contacts(2) = People ® +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... © Per... > ..> City &+ & Sex(2) & P... > ..> When & 4 ... > Connection stre..
Tasks 0 count + Add calculation 0 empty + Add calculation + Add calculation + Add calculz
O Notes
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
£ Contacts (2)
3
4 Recruiting
# Sales Add your first person
5 Contacts Kick-start your new list by importing people from a *CSV or add your first
person.
+ Add Person
& Invite teammates v Duplicate list X
List successfully duplicated
® Help and first steps + 4/6
|Delete list
Deleting a list deletes its data and views permanently and cannot be
undone.

Cancel
|5 i
(%) JD Mobbin - @ S Contacts(2) = People ® +
_ ) & List settings
Q Search ® K B Table view v &= Filter T Sort & Vi
88 Manage attributes

O Notifications Person + @ ... > Email addres... © Per... > ..> City + Sex (2) & P.. > . ® Duplicate list re..
Tasks i i k-

0 count + Add calculation 0 empty + Add calculation + Ad + Add integration N sule
O Notes

. W Delete List
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
£ Contacts (2)
(e 72Y
S P 00
&~ Recruiting
# Sales Add your first person
5 Contacts Kick-start your new list by importing people from a *CSV or add your first
person.
+ Add Person

& Invite teammates
® Help and first steps + 4/6


Minimizing note

screenElements: Popover Drawer

screenKeywords:
'»‘: JD Mobbin v @D X ~ v~ 4of12in Table view Q @)
‘ :
Q Search ® K : John Smith  ® Jane Doe Jane Doe — 5 days ago
0 Notifications A Activity Emails 25 (JFiles () Notes 1 (&) Companies Tasks 0 @ Addto List & Compose Email
Tasks
Notes (¥ Create Note v Record details
O Notes
. @ | jsmith.mobbin@gmail.com
Emails 2 John Smith ®
Set Description
@ Reports Weekly Team Catchup — 9th Jun ’
Kickoff meeting & (+16282670041
v Records . .
The agenda of the kickoff meeting includes © California
@) Companies ing i .
P the following items: ® Set State
2, People 1. Introduction and overview of the project.
2. Overview of the nroiect nlan Show more
v L Jane Doe 12:24 PM
Lists * ¢ & John Smith ® -0 x
4 Recruiting
< Sales
(3 L3
& Contacts Kickoff meeting
&) Weekly Team Catchup ... 9th Jun 9:00 PM - 10:00 PM X
The agenda of the kickoff meeting includes the
following items:
1. Introduction and overview of the project.
2. Overview of the project plan.
3. Discussion of roles and responsibilities.
4. Discussion of timeline and milestones.
5. Questions and discussion.
6. Summary and next steps.
& Invite teammates
® Help and first steps + 4/6
|& John Smith ® -«
© Weekly Team Catchup — 9th Jun 9:00 PM - 10:00 PM X
The agenda of the kickoff meeting includes the following items:
1. Introduction and overview of the project.
2. Overview of the project plan.
3. Discussion of roles and responsibilities.
4. Discussion of timeline and milestones.
5. Questions and discussion.
6. Summary and next steps.
|»
Q)‘ JD Mobbin v D X A v 40of12in Table view g )
Q Search ® K ; John Smith  ® Jane Doe Jane Doe — 5 days ago
0 Notifications 4 Activity Emails 25 (JFiles () Notes 1 &) Companies Tasks 0 @ Addtolist & Compose Email
Tasks
Notes (¥ Create Note v Record details
O Notes
. @ | jsmith.mobbin@gmail.com
Emails & John Smith
Set Description
@ Reports Weekly Team Catchup — 9th Jun .
chkoff meeting S +16282679041
v Records . .
The agenda of the kickoff meeting includes © California
@ Companies ing i .
P the following items: © SetState
2, People 1. Introduction and overview of the project.
2. Overview of the nroiect nlan Show more
v Lists + @® Jane Doe 12:24 PM
4 Recruiting v Lists
D l Contacts « Created about 1 hour ago O
i Contacts
Sex (2) Set Sex (2)...
# Phone Set Phone...
O 1comment
& Invite teammates
® Help and first steps ++ 4/6 O Kickoff meeting O X
|& John Smith ® -«
Kickoff meeting
© Weekly Team Catchup — 9th Jun 9:00 PM - 10:00 PM X
The agenda of the kickoff meeting includes the following items:
1. Introduction and overview of the project.
2. Overview of the project plan.
3. Discussion of roles and responsibilities.
4. Discussion of timeline and milestones.
5. Questions and discussion.
6. Summary and next steps.


Adding a file

screenKeywords:
[y i —_—
4.:‘ JD Mobbin v dB] X A~ v 4of12inTable view g D
Q Search ® K ; John Smith  ® Jane Doe Jane Doe — 5 days ago
0 Notifications A Activity Emails 25 (JFiles (O Notes 0 (&) Companies Tasks 0 @ Addto List & Compose Email
Tasks
Files &, Browse ... + Create folder + Record details

O Notes
Emails v [:] Contact Info : @ | jsmith.mobbin@gmail.com

-
@ Reports Set Description

& +16282679041
v Record

ecords © California
@) Companies
2 © Set State

2, People

Show more
v Lists +
4 Recruiting v Lists
X Sales i Contacts « Created about 1 hour ago B
i Contacts

Sex (2) Set Sex (2)...
# Phone Set Phone...
O 1comment

& Invite teammates
® Help and first steps + 4/6
|» a
m JD Mobbin v D X A~ v 40f 12in Table view . D
Q Search ® K : John Smith  » Jane Doe Jane Doe — 5 days ago
0 Notifications A Activity Emails 25 (I Files ([ Notes 0 @) Companies Tasks 0 @ Addto List & Compose Email
Tasks
Files X, Browse ... + Create folder ~ Record details
O Notes
Emails v . Contact Info : @  jsmith.mobbin@gmail.com
@ Reports E) company details.xlsx Set Description
¥ +16282679041
v Record
ecords © california
@ Companies
i © Set State
2, People
Show more
v Lists P
# Recruiting v Lists
# Sales )
B Contacts « Created about 1 hour ago I
# Contacts
) Sex (2) Set Sex (2)...
# Phone Set Phone...
O 1comment
& Invite teammates
® Help and first steps ++ 4/6


Setting dark mode

screenElements:
Side Navigation
Avatar
Banner
Card
Grid List
Illustration
Floating Action Button
Tooltip

screenPatterns:
Home
Dark Mode

screenKeywords:
€9 Janes Studio [ M < ® Catchup
{!'7 Ask your knowledge Q ‘
Your team used 7/50 free docs
Upgrade to create unlimited docs
S Catch
& Discussions a c u p
Favorites
@ :
N LR ——' -
&Y Getting started 8 f —‘F\"ﬁw
My channels Add teammates Get started quickly Start a discussion
To help build your single Discover recommended Tired of Slack threads? Keep
& My private channel source of knowledge templates for you track of decisions
[ Engineering
[ Product
S, Add people
&) Import
35 Templates
&3 Shared with me ¢
°
T Archive ?
|6% Janes Studio [a M < ® Catch up
{!'7 Ask your knowledge Q
Your team used 7/50 free docs
Upgrade to create unlimited docs
S Catch
& Discussions a c u p
Favorites
Wee) s
S, R —7 A =
& Getting started 8 & _T"A\\‘_.'Jw
No2% S\~
My channels Add teammates Get started quickly Start a discussion
To help build your single Discover recommended Tired of Slack threads? Keep
& My private channel source of knowledge templates for you track of decisions
&Y Getting started
[0 Engineering
[ Product
o
c+ Add people
&) Import
35 Templates
Set dark mode (&
&3 Shared with me
°
T Archive ?
|@ Janes Studio Q M < ® Catchup
{!'7 Ask your knowledge Q ‘
Your team used 7/50 free docs
Upgrade to create unlimited docs
oo Catch
& Discussions a c u p
Favorites
@ s
L :” K — A -
¥ Getting started 8 & _"A\\‘_.'Jw
PEP ==
My channels Add teammates Get started quickly Start a discussion
To help build your single Discover recommended Tired of Slack threads? Keep
& My private channel source of knowledge templates for you track of decisions
¥ Getting started

[0 Engineering

@ Product
o
c+ Add people
& Import
38 Templates
-1} : .3:):.
o> Shared with me

°

T Archive ?


Adding attribute columns

screenElements: Icon Combobox

screenElements: Icon Combobox Switch Switch

pageType: Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
[ in « s ¢ . :
4 JD Mobbin D © Contacts 2 People +
Q Search ® K B Table view v = Filter 1 Sort & View settings & Import / Export v
O Notifications Person + +
Tasks 2 John Smith
O Notes Contacts  Table view Create column X
Emails Attribute*
@ Reports Choose an attribute... v
v Records Search attributes... '
@ Companies Person attributes
3. People Name
@ Email addresses
v Lists +
& Description
4 Recruiting
@) Company N
£ Sales >
® Job title
Contacts .
& Phone numbers ‘tribute column
@® Primary location 3, 'Setupas columns in this view.
@® Facebook
Instagram
M linladln
+ Create new attribute
+ Upgrade Attio
& Invite teammates
® Help and first steps + 3/6
|" A @ < C o .
) JD Mobbin D © Contacts & People +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
0 Notifications Person + +
Tasks £ John Smith
G Notes Contacts  Tableview Create column X
Emails Attribute*
@ Reports Person > Email addresses v
@) Companies
2, People
v Lists +
4 Recruiting

(e 72Y
£ Sales o0

Contacts . .
Add your first attribute column
There are currently no attributes set up as columns in this view.
+ Add Attribute Column

+ Upgrade Attio
& Invite teammates
® Help and first steps + 3/6
|~ . . .
Q)‘ JD Mobbin v @ © Contacts & People Q +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... @ Per... > Company ++ & ... > Phone numb... © Per... >..>City ++ & P.. >..>When
Tasks 2 John Smith jsmith.mobbin@gmail... 5 days ago
O Notes . . . . .

1 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculation

Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales

Contacts
& Invite teammates
® Help and first steps + 3/6
|[y in ~ s . :
4 JD Mobbin D © Contacts 2 People +

Q Search ® K B Table view v = Filter 1 Sort & View settings & Import / Export v

O Notifications Person + @ ... > Email addres... +

Tasks 2 John Smith jsmith.mobbin@gmail...

O Notes Contacts  Table view Create column X

Emails Attribute*

@ Reports Choose an attribute... v

@) Companies

2, People

v Lists +

4 Recruiting

£ Sales

Contacts

+ Upgrade Attio

& Invite teammates

® Help and first steps + 3/6
|Y
Q)‘ JD Mobbin v @ @ Contacts 2 People g +
Q Search ® K B Table view v = Filter 1 Sort & View settings & Import / Export v
0 Notifications Person + @ ... > Email addres... @ Per... > Company ++ & ... > Phone numb... © Per... > ..> City &+ +
Tasks 2 John Smith jsmith.mobbin@gmail...
G Notes 1 count + Add calculation + Add calculation + Add calculation + Add calculation
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales
Contacts
& Invite teammates
® Help and first steps + 3/6
|5 ; s = :
4 JD Mobbin v D © Contacts 2 People ( +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... @ Per... > Company ++ & ... > Phone numb... © Per... > ..> City &+ +
Tasks & John Smith jsmith.mobbin@gmail... Search attributes...
O Notes 1 count + Add calculation + Add calculation First calendar interaction 2>
el (£ Last calendar interaction 2>
@ Reports & Next calendar interaction 2>
+ Records First email interaction 2>
@ Companies & Last email interaction 2>
2, People First interaction 2>
Last interaction 2>
v Lists +
. £ Connection strength
#~ Recruiting
& Strongest connection
£ Sales
(3 Created at
Contacts
List attributes
+ Create new attribute
& Invite teammates
® Help and first steps + 3/6
|" A @ < C o :
) JD Mobbin D © Contacts & People +
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
0 Notifications Person + +
Tasks £ John Smith
G Notes Contacts  Tableview Create column X
Emails Attribute*
@ Reports Person > Email addresses v
@) Companies
2, People
v Lists +
4 Recruiting

(e 72Y
£ Sales 00

Contacts . .
Add your first attribute column
There are currently no attributes set up as columns in this view.
+ Add Attribute Column

+ Upgrade Attio
& Invite teammates
® Help and first steps + 3/6
|b
"+, JD Mobbin v @ @ Contacts 2 People g +
F
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
0 Notifications Person + +
Tasks 2 John Smith
O Notes 1 count
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales 9a
Contacts . .
Add your first attribute column
There are currently no attributes set up as columns in this view.
+ Add Attribute Column
+ Upgrade Attio
& Invite teammates
® Help and first steps + 3/6
|b
;’34 JD Mobbin v @ © Contacts & People ® -
Q Search ® K B Table view v = Filter 1 Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... @ Per... > Company ++ & ... > Phone numb... © Per... > ..> City + +
Tasks & John Smith jsmith.mobbin@gmail... Search attributes...
O Notes 1 count + Add calculation + Add calculation Person attributes
Emails Name
@ Reports @ Email addresses
& Description
v Records
. @) Company
@) Companies
® Job title
2, People
% Phone numbers
L w2 © Primary location 3
4 Recruiting ¥ AngelList
# sales @® Facebook
Contacts Instagram
M linladln
+ Create new attribute
& Invite teammates
® Help and first steps + 3/6
|") JD Mobbin ~ @ © Contacts & People ® -
‘,‘ & > P! :
Q Search ® K @ Table view - = Filter T Sort & View settings & Import / Export v
0 Notifications Person + +
Tasks £ John Smith
G Notes Contacts  Tableview Create column X
Emails Attribute*
@ Reports Choose an attribute... v
@) Companies
2, People
v Lists +
4 Recruiting

(e 72Y
£ Sales 00

Contacts . .
Add your first attribute column
There are currently no attributes set up as columns in this view.
+ Add Attribute Column

+ Upgrade Attio
& Invite teammates
® Help and first steps + 3/6
|Y
Q:J JD Mobbin v @ © Contacts & People ® -
Q Search ® K B Table view v = Filter 1 Sort & View settings & Import / Export v
O Notifications Person + @ ... > Email addres... @ Per... > Company ++ & ... > Phone numb... © Per... > ..> City + +
Tasks 2 John Smith jsmith.mobbin@gmail... < Last email interaction
O Notes 1 count + Add calculation + Add calculation Search attributes...
Emails When
@ Reports & With
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales
Contacts
& Invite teammates
® Help and first steps + 3/6


Notes

screenKeywords:
b
;’:4 JD Mobbin @ &~ Recruiting 2 People ® -
Q Search ® K (@ Candidate Pipeline v = Filter N Sort 1 & View settings & Import / Export v
O Notifications ©® New + = @ Screening + = @ Interviewing + = @ Offered + = @ Hired
Tasks

+ Add to List + Add to List + Add to List + Add to List + Add to List

O Notes
Emails
@ Reports
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales
+ Upgrade Attio
& Invite teammates
@ Help and first steps Ea2ib + Add calculation + Add calculation + Add calculation + Add calculation
|b
L’:‘ JD Mobbin v @D Notes @ Manage templates (@ Create note
Q Search ® K
& John Smith
O Notifications Weekly Team Catchup — 9th Jun
Tasks Kickoff meeting
O Notes The agenda of the kickoff meeting includes the
following items:
Emails 1. Introduction and overview of the project.
@ Reports 2. Overview of the nroiect nlan
@® Jane Doe 12:24 PM
v Records
@) Companies
2, People
v Lists +
4 Recruiting
£ Sales
i Contacts
& Invite teammates
® Help and first steps + 4/6


Pricing

pagePatterns:
Pricing Section
Pricing Page

screenElements: Switch Card

pagePatterns:
Pricing Page
Pricing Section

pagePatterns:
Pricing Page
FAQ Section

screenElements:
Switch
Card
Logo
Top Navigation Bar
Button
Text Field
Tab
Table

pagePatterns:
Pricing Section
Pricing Page
Pricing Page
Pricing Page
FAQ Section
Landing Page
Hero Section
Pricing Page
Pricing Page
Social Proof (Testimonial) Section
Pricing Page
Pricing Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
Slite Product v Solutions v Pricing Resources v Signin Start for free
MONTHLY o YEARLY: 16% OFF &
Free Standard
PER MEMBER, PER MONTH
Upgr‘ade Upgr‘ade
ENJOY, FOR FREE: EVERYTHING IN FREE, PLUS:
v 50 Docs and Discussions v Unlimited Docs
v Unlimited members v Unlimited Discussions
v All editor blocks v/ Advanced doc permissions
v Unlimited integrations v Read-only permissions
v Usage analytics
v Enforced Google SSO
« Ask - Al powered assistant &)
Prices displayed in $ - USD ‘
|Slite Product v Solutions v Pricing Resources v Signin
Thousands of teams already add more focus to their work with Slite.
VANMOOF YobambooHR® agorapulse @ spotify () angoamericasn 2= MeEErO
Free sQO Standard $8 Premium $12°%° Enterprise
D
I

Usage

Workspace members Unlimited Unlimited Unlimited Unlimited

Number of docs and discussions () Up to 50 Unlimited Unlimited Unlimited

Attachments size limit 10MB/file 200MBffile 200MB/file 200MB/file

Attachment storage 2GB/workspace 10GB/user 10GB/user 10GB/user

Features
|Slite Product v Solutions v Pricing Resources v Signin
Free $Q Standard $8 Premium $125%° Enterprise
D
I

SOC2 type |l compliance () v v v v

Automatic data back-ups () — v v v

Google Single Sign-On authentication () — v v v

OpenlID SSO (Okta, Azure and more) () — — v v

OpenlD provisioning () — — v v

Support

Self-serve knowledge base v v v v

Priority support — — v v

Personalized onboarding () — — — v

Dedicated account manager — — — v

Service Level Agreement = = = v

Custom contract and invoicing = = = v
|Slite Product v Solutions v Pricing Resources v Signin
MONTHLY o YEARLY: 16% OFF #
Free Standard
PER MEMBER, PER MONTH
Upgr‘ade
ENJOY, FOR FREE: EVERYTHING IN FREE, PLUS:
+ 50 Docs and Discussions < Ulillirificel Bees
v Unlimited members v Unlimited Discussions
|slite Gelme  Gummme G Bwsese Qb
Any doubts?
We're here to help
Whatis achannel guest? v
How does the 50 free docs limit works? v
What happens if we hit the limit? v
What happens to our free docs credit when we delete a .
doc?
Do you offer a non-profit discount? v
Do you offer an education discount? v
|3
Sllte Product v Solutions v Pricing Resources v Signin Start for free
Y t '
our team's go-to
f . t t
Slite's Al-powered knowledge base is the fastest way to access trusted company information.
From onboarding guides to all-hands notes — just ask Slite for it.
Wiki Projects Process Updates Meetings Decision-making Onboarding Al Assistant
Acme Q < General | & Company home @@ Share (D e+ 2 T
Q Search e
@© Catch up @y
© Discussions Q o
¢ Share with me
Adrien edited 2 days ago

£ Star
Y¢ Starred
+ o e Company home

ist by s
#® Happy Docs
Product pitches
|3
Sllte Product v Solutions v Pricing Resources v Signin Start for free
Looking for a custom plan?
)/ -1 Enter‘ r‘ise EVERYTHING IN PREMIUM, PLUS:
p +/ Account Manager
M Keep your organization focused as you scale. B Lo AgEmE
+/ Priority support
+/ Custom contract and invoicing
Want to discuss pricing options further? Book a call with a sales »
|3
Sllte Product v Solutions v Pricing Resources v Signin
They say it better than
Lee
-
-

“As we're growing fast, the ease of “Our entire team is on the same “Our team has grown from 250
adoption is a crucial element when page and moves faster. Slite lets people to over 700 in the last year,
choosing a new solution. Slite is LogDNA staff operate as a single across different offices. Slite
friendly, and easy to adopt.” team across multiple timezones and supports our fast growth by giving

functions.” us a structured place to route

people when they have questions.”
BY MARTIJN HAZELAAR BY LEE LIU BY JOSSELIN RAGUENET DE SAINT ALBIN
HEAD OF DIGITAL AT VANMOOF CO-FOUNDER AND CTO AT LOGDNA HEAD OF CUSTOMER SERVICE AT MEERO
[-v—
Martijn
S
Josselin
|Slite Product v Solutions v Pricing Resources v Signin
Free $Q Standard $8 Premium $125%° Enterprise
D
I

Sharing and collaboration

Realtime collaboration and commenting v v v v

Doc analytics v v v v

Emoiji reactions to docs v v v v

Public sharing () v v v v

Doc sharing by email (O v v v v

Channel guests (O v v v v

Protect doc editing () — v v v

SEO indexing public docs — v v v

Custom domain mapping — — v v

Admin controls

Workspace usage dashboard () — v v v I
|Slite Product v Solutions v Pricing Resources v Signin Start for free
MONTHLY O YEARLY: 16% OFF #
Free Standard
PER MEMBER, PER MONTH
Upgr‘ade Upgr‘ade
ENJOY, FOR FREE: EVERYTHING IN FREE, PLUS:
v 50 Docs and Discussions v Unlimited Docs
v Unlimited members v Unlimited Discussions
v All editor blocks v/ Advanced doc permissions
v Unlimited integrations v Read-only permissions
v Usage analytics
v Enforced Google SSO
« Ask - Al powered assistant &)
Prices displayed in $ - USD ‘