Attio AI Blocks

Every modern business wants to build a smart, efficient go-to-market engine. You want your sales team focused on the best leads, your marketing to be perfectly targeted, and your operations to run smoothly.

But what does it actually take to build this? It takes more than just storing data. It requires intelligence. You need a system that can think, analyze, and act on your data for you.

For a long time, this level of automation was complex and expensive. Now, with a modern CRM like Attio, it's built right in.

Attio's AI Blocks are powerful tools that act like intelligent assistants inside your workflows. They can summarize long histories, classify new leads, research prospects, and perform custom tasks automatically. This guide will show you what these AI Blocks are and how we use them at Novlini to solve real-world problems.

What Are Attio's AI Blocks?

Attio gives you several AI-powered action blocks that you can drop directly into your workflows. Each one has a specific job, giving you the building blocks to create almost any intelligent automation you can imagine.

• Summarize Record:

  Creates a written summary of a record based on all its existing information. This is perfect for generating quick deal summaries for handoffs between sales and success.

  

  
  

• Classify Record:

  Automatically tags a record with one of your predefined options. You can use this to segment customers by industry or lead source.

  

  
  

• Classify Text:

  Takes free text (like a form response) and turns it into standardized tags. This is great for understanding survey feedback at scale.

  

  
  

• Research Record Agent:

  Researches a record online to find new information, acts as enrichment - like for example recent news or funding announcements.

  

  
  

• Prompt Completion:

  This is the most flexible block. It gives you an open-ended AI model that you can instruct to do almost anything, from cleaning data to drafting emails

  

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While all these blocks are useful, we've found that the Prompt Completion block is a game-changer for solving the unique and specific data challenges that every company faces.

How We Use AI Blocks to Solve Real Problems

At Novlini, we've been using Attio's AI Blocks to build smart, automated systems for our clients. The examples below are small, specific use cases where we used the Prompt Completion block to fix data hygiene issues. They're great starting points, but they only scratch the surface of what's possible.

Use Case 1: Standardizing Job Titles for Better Segmentation

The Problem: You are trying to build a list of all "Sales VPs" in your CRM. The problem is, people write their job titles in many different ways: "VP of Sales," "VP, Sales," "Vice President, Sales," or even "Head of Sales." This makes your data messy and filtering your lists nearly impossible. You can't create accurate segments for marketing or sales outreach.

Our Solution: We built a "Job Title Standardizer" using the Prompt Completion block. This AI block reads the messy, original job title and converts it into a clean, consistent format that we can easily filter by.

(We can write a simple prompt for the prompt-completion block to generate accurate results, but it’s always best to include more context for improved accuracy.)

1. Context: You are an expert data analyst. Your job is to standardize job titles to make CRM data clean and easy to segment.

2. Task: Read the provided job title and categorize it into one of the following standard roles: "Executive," "VP," "Director," "Manager," or "Individual Contributor."

3. Instructions:

   • Analyze the seniority and function of the raw job title.

   • "C-level" titles (CEO, CFO, CRO) should be "Executive."

   • Titles with "VP," "Vice President," or "Head of" should be "VP."

   • Titles with "Director" should be "Director."

   • Titles with "Manager" should be "Manager."

   • All other titles should be "Individual Contributor."

4. Prompt Variables:

   • Raw Job Title: {Title}

5. Output: Respond with ONLY one of the standardized roles. Provide no explanation.

We run this workflow whenever a new person is added or updated in Attio. The output is saved to a new custom attribute called "Standardized Job Title." Now, instead of trying to filter by dozens of variations, the sales team can simply filter for "Standardized Job Title is VP" to get a perfect list every time.

Use Case 2: Filtering Spam from Inbound Leads

The Problem: Your website's "Contact Us" form gets a lot of submissions. Many of them are spam, sales pitches, or job seekers. These irrelevant leads flood your Attio CRM and waste your team's time.

Our Solution: We built an automated "spam filter" using the Prompt Completion block. It acts as an expert inbound qualifier for every lead. Here’s the structured prompt we use:

1. Context: You are an expert inbound sales qualifier for a B2B SaaS company. Your job is to protect the sales team's time by filtering out irrelevant form submissions.

2. Task: Analyze the provided form submission data and decide if the lead is relevant.

3. Instructions: A healthy lead is a potential customer with a clear message. An irrelevant lead is spam, a job applicant, or someone trying to sell us something. Press inquiries and potential partners are NOT spam.

4. Prompt Variables:

   • Created Record : {Record}

5. Output: Respond with ONLY one of two options: "HEALTHY LEAD" or "SPAM LEAD".

We place this AI block at the start of our inbound workflow. A filter then only allows "HEALTHY LEAD" records to proceed to the sales team. The result is a clean, high-quality inbound list in Attio.

Use Case 3: Sanitizing and Standardizing Names

The Problem: You import a list of leads, and the names are messy. Some have titles like "Dr." in the first name field. Attio’s data validation correctly prevents this, causing your import to fail and forcing your team into hours of manual cleanup.

Our Solution: We built a "Name Sanitizer" using the Prompt Completion block. This AI block automatically cleans every name before it enters the CRM.

1. Context: You are a data cleaning expert for a CRM.

2. Task: Your job is to clean and correctly format a person's first and last name.

3. Instructions:

   • Remove any literal "." from the first name only. Do not remove the word "Dr", just the dot.

   • Trim any extra spaces from the beginning or end of both names.

   • If a last name exists, combine them into a single full name.

4. Prompt Variables:

   • First Name: {first_Name}

   • Last Name: {last_Name}

5. Output: Output EXACTLY the final string. Provide no explanation.

This simple workflow runs before any import. What used to be a painful manual process now happens instantly.

Conclusion: From Manual Work to Intelligent Automation

Attio's AI Blocks are more than just a cool feature. They are practical tools that solve the real, everyday problems that slow growing companies down.

When you use AI to automate these tasks, you get powerful results:

• You save hours of manual work: Your team can stop being data janitors and focus on high-value activities.

• You improve your data quality: Your CRM becomes a reliable source of truth that everyone on the team can trust.

• You build a smarter GTM engine: Your sales and marketing efforts become more effective because they are built on a foundation of clean, qualified, and strategically enriched data.

At Novlini, we help businesses build these kinds of smart, automated systems. If you're tired of fighting with bad data and want to unlock the full power of your CRM, book a free 30-minute call with our team today here.