Switch from Attio.

Sequences from the connected mailbox on the higher plan, with a sent-with watermark on by default that the seller switches off on the paid plans; a sequence sends from the seller's default mailbox or, with delegated sending, from a colleague's address once that colleague accepts, and the sender is chosen at enrolment; one sending window and one time zone per sequence, business days only as a switch that ignores holidays, a whole number of business days between steps, no CC or BCC on a step, and an edit to a published sequence reaches new recipients only; each connected mailbox sends at most 12 e-mails an hour and 200 a day across one-off mail, mass sends and sequences, a failed send is retried up to seven times over about an hour and then listed with its reason, the queue sends one-off mail before mass sends before sequence steps with 1,000 scheduled at a time per workspace, a one-off mail cannot be scheduled, an open is tracked only on a one-off mail from a Microsoft 365 mailbox and never in a sequence, and only Gmail and Microsoft 365 mailboxes can send, a mass send going to at most fifty recipients on the paid plans, each with their own copy filled from the record, five minutes kept between a mass send and a sequence step from one mailbox, and the unsubscribe list scoped to every sequence or to one sender, its entries added by hand or by a bounce and removed only for a bounce, governing sequences and no one-off mail, by its help centre read 30 September, numbers its own assistant left out the same day, the recipient's address picked per person at enrolment where a person carries two, a signature per sequence from the mailbox's own set with one as the default, the mailbox row offering reconnect before remove with its sync state as a pill, and the open-tracking switch carrying its own line that it may affect deliverability, by its help centre's screens read 30 September; its own help centre keeps sequences to warm, low-volume mail and says the product is not a mail service provider and not for cold mail, newsletters or transactional mail; a default among several connected mailboxes is chosen from the mailbox row's own menu, beside edit, reconnect and remove, and a sequence's mail settings are three controls, the unsubscribe line's wording, threading and the sender's signature, over a delivery window written in one time zone, by its help centre's screens read 30 September; where a Microsoft 365 tenant needs an administrator's consent, the sync asks for seven permissions, among them full access to the user's files, to every file the user can reach and to edit or delete items in every site collection, listed only on the consent page its help centre pictures, read 30 September; and its own changelog carries no sequences entry since 24 March 2026, read 30 September; the tenant-consent article's own administrator-consent link asks nine scopes, for the signed-in profile, mail and calendar and none for files or sites, while the consent page it pictures lists seven permissions with the file and site scopes among them, so the article's picture and its link disagree and which the registration asks is not settled on the page, read 30 September; a step's delay that ends on a weekend moves the mail to the next business day inside the window and the first mail goes on the day of enrolment or in the next window, a window per recipient's own zone standing on none of its help articles and a later step due on a business day but outside the window unstated; where several mailboxes are connected the first synced is the default, an alias can send but never be the default, a one-off mail leaves only from the member's own synced accounts, and a sequence left on the default mailbox takes whichever address is the sender's default at the moment each recipient is enrolled, with that mailbox's default signature, so a changed default moves only those enrolled after it, a default per object or per list standing on none of its help articles; a step is a mail and nothing else, its wait at least one day and the first step's wait zero by default, the reply exit always on beside the meeting exit, with no task, call or professional-network step and no branch on an open, a click or a reply on any help article or changelog entry; a workflow's block library carries no native send-mail step, so a mail leaves a workflow only through a sequence or an outside block carrying its own sender; and a new sequence starts at no access for the workspace, its teams or members added by name with a level each, by its help centre, its developer docs and its changelog as the lane's ask round five searched them on 30 September, the round prepared and not sent and nothing asked of its assistant; a sequence's own menu reads duplicate, archive, a favourite and delete, a step's options add a step before or after it or delete it with the step's formatting toolbar in focus, and the wait between steps is edited in place as a number stepper over business days, so the whole number of business days its help centre states is the control's own unit on screen, by the lane's walk round six of 30 September in a signed-in workspace, one own tab visible for twenty-two minutes after a wait of forty-seven for a sibling lane's claim, forty-five presses each opening or moving a surface, twenty-one page loads, nothing typed and nothing in the workspace changed; a stuck outbox's documented causes include the mail provider's own rate limit, shared across every app that sends from the mailbox and not the product's alone, the failed sends standing on a page of their own under its mails with the reason per mail across one-off, mass and assistant sends, and the hourly and daily caps per synced mailbox stand on every plan by its plans article, by its help centre as the lane's help round six read it on 30 September, two hundred and forty-one pages fetched again and found identical to the copies of the round before, nothing typed into any vendor surface; on the live editor of an unpublished draft the step's body offers to type or to pick a template, a favourites group of two rows under it, view all and create new, and the gallery opens as a popover with a search box reading that there are no templates where the workspace holds none; the first step starts at enrolment and the wait after it reads three business days on this draft; the rail beside the step holds the delivery as a window from nine to seventeen in the workspace's own zone with the business-days switch on, the mail settings as an unsubscribe link with its wording, threading on and the sender's signature on, the exit criteria as a reply received, and a block of help links; and the mail page's outbox, opened by its own address under three counted tabs for drafts, outbox and templates, each at zero in the test workspace, is an empty state saying that mail scheduled to be sent appears there, with a learn-more card and no composer on that tab, so the outbox is the queue of scheduled mail, by the lane's walk round seven of 1 October in a signed-in workspace, one own tab opened in a new window and visible for under ten minutes with no wait for another lane, twenty presses each opening or moving a surface, eleven page loads, nothing typed and nothing in the workspace changed.

read on 24 September 2026; the sender settings, the window and the wait from the walks of 27 and 28 September 2026; the watermark rule, the sending limits and the delegated sending from the help desk read 27 September 2026; the holidays, the CC rule, the edit rule, the queue, the scheduling, the open tracking and the vendor's own scope from its help centre, re-read whole by the Attio lane on 30 September 2026; the mass send's cap, the sending gap and the unsubscribe list's scope from its help centre and the assistant's answer, read by the Attio lane on 30 September 2026; the address picker, the signatures, the mailbox row and the tracking switch from its help centre's screens, read by the Attio lane on 30 September 2026; the mailbox menu and the sequence's mail settings from its help centre's screens, the tenant consent from the page it pictures, the changelog's silence from its own list, read by the Attio lane's round 4 of 30 September 2026; the consent link's nine scopes against the pictured seven from the same help-centre article, read by the Attio lane's round 4 of 30 September 2026, its later files; the weekend rule, the default mailbox's resolution at enrolment, the mail-only steps with no branch, the missing send step and a new sequence's access from its help centre, developer docs and changelog as searched by the Attio lane's ask round 5 of 30 September 2026, prepared and not sent; the sequence menu, the step options and the wait chip's stepper from the Attio lane's walk round 6 of 30 September 2026; the provider's shared rate limit, the failed page and the caps on every plan from its help centre as read by the Attio lane's help round 6 of 30 September 2026; the live editor's rail and gallery and the outbox by route from the Attio lane's walk round 7 of 1 October 2026

The connected mailbox builds the CRM: one connected mailbox had formed 13,194 companies and 19,582 people by 30 September 2026, from 398 and 868 six days earlier, and 0 came from a file; the creation rule is the workspace's, every contact, only the people your members wrote to or met, or none, with a company record made from the e-mail domain, none from a public mail domain and none from a suppressed address, the middle rule tagged as the recommended one on three explained cards, the suppression and block lists tables that name who added each row and when with the members' own addresses and the company's domain as system rows and an enforcement level per row, and a forwarding address of the workspace's own standing beside the mailboxes as an account with its own visibility and block list, by its help centre's screens read 30 September; a Microsoft 365 mailbox syncs its Inbox and Sent folders only, and a shared mailbox or an on-premise mail server not at all; the first contact, the interactions and a connection strength in five words fill themselves from the mail, the strength and the first and last interaction filled from the synced mail and calendar with a protected address feeding none of them, by its help centre, its formula on no page read and its own assistant guessing at recency and frequency on 30 September, and a mail is linked to a person when it is read rather than when it is stored, so a person created later gathers the old mail and a deleted record lets its mail history go; a deal's stage is a status field the seller sets or a workflow updates, and a record's activity reads as a timeline grouped by day with the automations' own events folded behind a count, walked 30 September, and by year and month with a collapse on each month in its help centre's screens, where an empty interaction field reads no contact rather than a blank and nine interaction fields filter by channel and by when or with whom, read 30 September; the record's activity folds several edits into one line reading that a number of attributes changed, eighteen in its help centre's own picture, which its own assistant could not explain on 30 September, unsure whether the fold opens, whose setting it is or what View all shows, its help centre settling only that View all opens the whole timeline, by the lane's ask round 4 and the help centre it checked; the people object's attributes page lists its thirty-two fields with the type, a uniqueness rule and a chip for a system field and an enriched one, and a person's activity paints as upcoming and this-week groups whose meetings are cards under their event line, walked 30 September; and a value's edit history names the automation as the actor beside the member, by its help centre's screens read 30 September; a stage's active-from date is offered as a sort key under time in stage, and a status attribute is filtered by the stage it was in during a period, by its help centre's kanban and filter articles read 30 September, while that date as a table column or a workflow condition, and whether it keeps a deal's first entry into a stage or its latest after a move back and forward, stand on no page read, its own assistant marking eight points unsure and answering none of the four, by the lane's ask round of 30 September; a deal is made in a form of six fields whose stage picker offers to create a new stage from whatever is typed into its search, so a value typed into the wrong field is one press from adding a stage to the deals object, and whose value formats to the workspace currency the moment focus leaves it, played 30 September on two test deals; a required field binds at a record's creation and on a custom object alone, so no reason can be forced on a deal as it moves to lost, a company's count of its deals comes from a formula with no sum of their values on any page read, and a deal carries no closed-won date among its system fields, that date living in a formula or in a workflow that writes it, by its help centre read 30 September, its own assistant recollecting all three and marking ten points unsure; on a record's creation or an import a matching domain or address prompts to update the existing record rather than make a second, and on a mailbox sync two person records enriched to the same person may be merged by the product itself, by its help centre's merge article; a record a member merges by hand takes two at a time, companies or people only in the app and never deals, workspaces, users or a custom object, the merge combining list entries, notes, folders and files, tasks, comments, recordings, meetings and a person's mails into a new record with a new id and address, both sources marked merged, the right-hand record's values winning and the order swappable, with the names, the addresses or domains and the counts of lists, notes, tasks and comments summarised before the press, and a merge offered through its developer interface and its connector since its changelog of 25 August 2026, while a list of probable duplicates to merge from stands on none of its help articles, by its help centre, its developer docs and its changelog as the lane's ask round five searched them on 30 September, the round prepared and not sent and nothing asked of its assistant; a deal's stage paints as a four-part bar in the stage's own colour, blue at the first stage, pink while in progress and green at won, with a dot of the same colour beside the stage name, and its activity tab groups the week's events under a this-week heading, two event rows for the creation and none for the stage moves made before the read, on a test deal walked while it stood, by the lane's walk round five of 30 September in a signed-in workspace, three presses, one arrow key and about forty address reads, nothing typed and nothing changed; the activity's fold on the creation event, opened on a test deal made with a stage, an owner, a value, a person and a company, is a two-column table of the attribute and its new value, six rows for that deal, with no old value and no time on any row, so the fold its own assistant could not explain is settled on screen as the creation's values and nothing more; and three stage moves made within two minutes, the first stage to in progress and on to won, wrote no activity row at three readings over the three minutes after, the week group holding the creation's two rows throughout, so when a deal reached a stage is read from the board's clock or written as a formula over the stage history the product stores and never from the activity, the run-seventy-eight reading of the sibling walk, corrected above to the two rows the walk itself named, having seen the same two rows after the first move, by the lane's play round five of 30 September in a signed-in workspace, one test deal with a company, a person and a task made from its own pickers, a dashboard of two reports and a list with a formula attribute, every object deleted within the hour, nothing sent and no credit spent; a company made from the companies table's own new-record control, through a form of eighteen optional fields with verbs as placeholders and the domains field before the name, a create-more switch and a keyboard shortcut on its primary, opens the moment it exists as an overlay over the table, the table kept dimmed behind it, with the record's own anatomy inside the overlay, the details rail, the counted tabs with an overflow, six highlight cards with empties in words and an activity holding the creation's two rows; closing the overlay returns to a table where the record just made is out of sight, the table painting some thirteen thousand companies as a virtualised grid with no row anchors and no search of its own, so a record just made is reached by name through the palette and not in the table it was made from, by the lane's play round six of 30 September in a signed-in workspace, one test company with a comment and two pinned notes, one of the notes made a template, two test deals on the board and a dashboard whose one report was never saved, every object deleted within the hour, nothing sent and no credit spent; the companies table, painted in the walk's own frame, carries identity in its first column, a logo and the name, a type icon on every header and a typed value in every cell, relative times, connection-strength dots in colour, category chips and right-aligned counts, with the record count in its footer, some thirteen thousand, and an add-calculation slot under every column; and the people table's default view is a briefing and not an alphabet, the recently contacted people sorted by their last interaction with the connection strength and the last mail and calendar touch as its columns and some nineteen thousand people counted in its footer, so the first screen of people answers who was talked to last, by the lane's walk round six of 30 September in a signed-in workspace, one own tab visible for twenty-two minutes after a wait of forty-seven for a sibling lane's claim, forty-five presses each opening or moving a surface, twenty-one page loads, nothing typed and nothing in the workspace changed; its enriched-data article names six levels of the connection strength where the lane's walks read five words on screen, the article the documented count and the screen the seen one; a company's interaction values count only the people whose address carries its domain; a record's maker is a system attribute naming a member, the product itself, an integration, a workflow or an app, beside the strongest connection as a system value of its own; and its sync article's own answers that a mail deleted in the mailbox stays on the record, that its two supported mail providers are the only sync routes with forwarding as the fallback for any other, and that the list of addresses and domains that never become records stands on the higher plans and hides no mail, by its help centre as the lane's help round six read it on 30 September, two hundred and forty-one pages fetched again and found identical to the copies of the round before, nothing typed into any vendor surface; a logged call or an in-person meeting has whether the team reached out or was contacted filled in from its participants rather than typed, since November 2024 by its changelog; the next task due on a record stands as an attribute of its own usable as a table column since August 2023, and a task's own events, overdue, upcoming and done, stand as rows in the record's activity since June 2026; and what the connection strength is computed from is stated in none of its changelog's two hundred and twenty-one entries beyond the first entry's phrase for the workspace's relationship data, so the formula the help leaves off its pages is left off the changelog too, by its changelog as the lane's changelog round six read it on 30 September, none of the list's two hundred and twenty-one entries changed for the sixth reading and nothing typed into any vendor surface; a deal made from a forwarded mail is taught in its community as a route through an outside automation tool, a video by the recipe's served opening, beside the forwarding address the row already carries, by its community as the lane's guides round six read them on 30 September, nothing typed into any vendor surface.

read on 24 and 26 September 2026; the creation rule from the walk of 27 September 2026; the counts, the import history and the connection strength from the record pages re-read 30 September 2026; the mail links from its developer docs, re-read by the Attio lane on 30 September 2026; the public domains and the sync scope from its help centre, re-read whole by the Attio lane on 30 September 2026; the strength's inputs from its help centre and the assistant's answer, read by the Attio lane on 30 September 2026; the activity timeline from the Attio lane's walk of 30 September 2026; the creation cards, the suppression tables, the forwarding address, the activity's groups and the interaction fields from its help centre's screens, read by the Attio lane on 30 September 2026; the fold from the lane's ask round 4 and its help centre, the attributes page and the activity groups from the lane's walk, the edit history's actor from its help centre's screens, read by the Attio lane's round 4 of 30 September 2026; the active-from sort key and the was-in-stage filter from its help centre's kanban and filter articles, the assistant's answer from the lane's ask round, read by the Attio lane's round 4 of 30 September 2026, its later files; the deal form's stage picker and value field from the lane's play, the required rule, the rollup and the missing close date from its help centre and the assistant's answer, read by the Attio lane's round 4 of 30 September 2026, its play and its later answers; the update prompt, the sync's own merge, the hand merge's rules and the absent duplicates list from its help centre, developer docs and changelog as searched by the Attio lane's ask round 5 of 30 September 2026, prepared and not sent; the stage bar's colours and the activity tab's week group from the Attio lane's walk round 5 of 30 September 2026; the activity's fold as a two-column table and the stage moves' absence from the activity at three readings from the Attio lane's play round 5 of 30 September 2026, the walk clause's words on the week group corrected to the play's reading; the create form's fields, the record opening as an overlay over its table and the table's reach by name from the Attio lane's play round 6 of 30 September 2026; the companies and people tables painted with typed cells and counted footers, and the people view's briefing default from the Attio lane's walk round 6 of 30 September 2026; the six levels against the five words, the domain rule on a company's values, the record's maker, the deleted mail, the two sync routes and the suppression list's plan and reach from its help centre as read by the Attio lane's help round 6 of 30 September 2026; the direction filled from the participants, the next-due attribute, the task rows on the activity and the strength's unstated formula from its changelog as read by the Attio lane's changelog round 6 of 30 September 2026; the forwarded-mail recipe's served opening from its community as read by the Attio lane's guides round 6 of 30 September 2026

Its own recorder and a Calls object: the recorder joins external meetings on Google Meet, Zoom and Teams by the calendar link and asks to be admitted; a recording carries a transcript in the language spoken with speaker names and timestamps, an English summary, a talk share per speaker and insights from a template of the team's own questions, the call's page showing the recording beside the transcript by speaker and timestamp with the summary in a rail and the insight template chosen per call, a person's calls as cards with the summary, the date, the participants and the duration, and the calls list grouped by time with the meeting tool, the company and the participants on each row, walked 30 September; four real meetings of one week were recorded in our walks, one in Swedish and Danish; a saved prompt drafts the follow-up e-mail after a meeting and the summary can be e-mailed to the participants, and Home offers Prep for next meeting and Recap last call as one-press prompts to its assistant, the recorder's state and its reason printed on the meeting before the call with an override per meeting between automatic, on and off, external meetings recorded by default as the recommended choice, a talk-time strip per speaker on the recording, a passage of the transcript linked by selecting it, a recording shared outside the workspace by a link that can be regenerated, and a published insight template archived and never deleted, by its help centre's screens read 30 September; a phone call or a meeting without a link is not recorded, and a recording cannot be uploaded on screen, while its API takes a transcript from an outside recorder with an optional video link, under a recording quota its docs do not state, and every recording is visible to every member with no privacy setting; the call's page carries a speakers tab with a talk-time bar per speaker along the recording's length and a meeting tab with the meeting's details, its participants each with a host chip and an attending pill and the linked records added or removed there, the top bar offering join and end recording while a recording runs, walked 30 September during a live recording; the recording plays at a chosen speed, in a small window or pinned to the screen across the app, by its help centre's screens read 30 September; and its own page claims transcription in over a hundred languages with follow-ups, record entries and reminders proposed from the call, read 30 September; a workflow fires by itself when a recording's transcript and summary are ready, a while after the call, carrying the summary, the transcript as one text with timestamps and speaker names, the start, the end and the meeting, a recording made through its developer interface firing it too, by its block library and its changelog of 23 September 2026, and whether a pinned player or note survives a reload or a sign-out, follows the member across devices or has a cap on how many stand at once is written on none of its help articles and none of its changelog entries, by its help centre, its developer docs and its changelog as the lane's ask round five searched them on 30 September, the round prepared and not sent and nothing asked of its assistant; a deal record's tabs are seven, the overview, the activity, the notes, the tasks, the associated people, the mail and the files, with no calls tab among them, its calls address bouncing to the overview, and the member's assistant settings carry a prompts tab with three saved prompts shipped as cards, a daily brief, a follow-up mail and a meeting preparation, with a browse and a create control not pressed, by the lane's walk round five of 30 September in a signed-in workspace, three presses, one arrow key and about forty address reads, nothing typed and nothing changed; the pinned note window, played by the lane's sixth play on two notes, did survive a reload, two of two, stood two at once with one shown expanded and the other as a round chip, and followed the member from the record to the board, the reports list and the report builder, so what its pages leave unstated is seen on screen as a session's tray that outlives a reload, while the sign-out, the devices and the cap stay unread and the pinned player itself was not played, by the lane's play round six of 30 September in a signed-in workspace, one test company with a comment and two pinned notes, one of the notes made a template, two test deals on the board and a dashboard whose one report was never saved, every object deleted within the hour, nothing sent and no credit spent; its changelog of August 2025 says the transcript, the insights, the summary and the chapters of a call come in the language the call was spoken in and that an insight can be asked for in another language by prompt, where our walks read a summary written in a language other than the call's on one of the four meetings recorded, both said with the screen the stronger witness; a call shared outside the workspace opens as a page with the transcript, a speaker timeline and the summary since April 2025, its link previewing the call's name, summary, date and duration since May 2025, and a recap mail with a preview image, the summary and chapters goes out by itself since June 2025; a notes section stands on a meeting's card and an indicator that notes exist in its meeting windows, its palette and its timelines since January 2026; and a phone call's own record comes through a calling partner's app, which has shown an insight card per call and routed a call by the record's data since March 2025 and written its own summary of a call as a note on the record since September 2026, by its changelog as the lane's changelog round six read it on 30 September, none of the list's two hundred and twenty-one entries changed for the sixth reading and nothing typed into any vendor surface.

read on 24, 25 and 26 September 2026; the recordings, the transcript and the saved prompt from the walks of 27 and 28 September 2026; the platforms, the summary and the recorder's limits from the help desk and the assistant's words of 27 September 2026; Home's two prompts from the palette walked by the Attio lane on 30 September 2026 and the recording door from its developer docs, re-read the same day; the visibility rule from its help centre, re-read whole by the Attio lane on 30 September 2026; the call page, the calls cards and the calls list from the Attio lane's walk of 30 September 2026; the recorder's state, the default, the speaker strip, the passage link, the outside link and the template's archive from its help centre's screens, read by the Attio lane on 30 September 2026; the speakers and meeting tabs from the lane's walk, the player from its help centre's screens, the language and follow-up claims from its own page, read by the Attio lane's round 4 of 30 September 2026; the recording trigger and the pinned window's unstated persistence from its help centre, developer docs and changelog as searched by the Attio lane's ask round 5 of 30 September 2026, prepared and not sent; the deal's seven tabs with no calls tab and the prompts tab's three cards from the Attio lane's walk round 5 of 30 September 2026; the pinned note window's reload and its travel across pages from the Attio lane's play round 6 of 30 September 2026, the player itself not played; the call language as the changelog states it beside the screen, the shared page, the link preview and the recap chapters, the notes indicator on meetings and the calling partner's card and note from its changelog as read by the Attio lane's changelog round 6 of 30 September 2026

Every reply read, classified and answered in the prospect's own language, with two free slots from your calendar in the reply itself, not a booking link; a yes books the meeting and the invite goes out from your calendar.

read on the product as it launches, re-read 1 October 2026

The model drafts; the quote guard, the letter guard, the policy check and the slot ledger stand between every draft and the prospect; you decide with one key, and a reply goes out unattended only once that kind of reply has earned it on your own record; step in once, it is pulled back.

read on the product as it launches, re-read 1 October 2026

One record from the first letter to the meeting, the recap, the quote, the signature and the invoice, yours to export with the source and the day behind every fact, with no other CRM under it.

read on the product as it launches, re-read 1 October 2026