Overview
Attio is the central hub for all your customer data and team workflows. OpenAI provides a suite of powerful artificial intelligence models capable of understanding and generating human-like text. The ideal integration between them transforms your CRM from a passive database into an active, intelligent assistant for your team, capable of automating research, summarizing information, and accelerating communication.
Without a proper integration, your team is stuck spending hours on manual, repetitive tasks like summarizing call notes, cleaning data, and drafting outreach emails. This administrative burden slows down your entire revenue engine. The solution is to build custom AI features directly into your CRM using a secure API connection. We build a bridge to the OpenAI API that allows you to create bespoke automations and on-demand actions that are tailored to your specific business needs.
Our Approach
Novlini builds a secure and private connection to the OpenAI API, creating custom functions and triggers within Attio that leverage AI to process, analyze, and generate information for your team.
On-Demand Record Summarization: Get up to speed on any record in seconds. We build a custom 'Summarize' button that allows your team to instantly condense long email threads, call transcripts, or note histories into concise, bulleted key takeaways without ever leaving the page.
AI-Powered Data Enrichment: Stop doing manual research. Create workflows that automatically visit a new company's website, extract key information like their value proposition or target market, and populate custom fields in Attio. Use AI to clean and standardize messy data like job titles or industry names.
Accelerated and Personalized Outreach: Draft better emails, faster. Build a tool that generates personalized email drafts based on a contact's details and recent activities in Attio. This gives your sales team a high-quality starting point for every conversation, saving time while improving relevance.
Automated Insight Discovery: Uncover hidden insights from your customer communications. Automatically run sentiment analysis on incoming support tickets or survey responses to identify at-risk customers. Categorize feedback at scale to understand your most common feature requests or complaints.
Proven Results
This integration is a massive force multiplier for any sales, marketing, or customer success team looking to boost productivity. It automates the low-value administrative work that teams hate, freeing them up to focus on strategic activities. Clients use these custom AI features to improve data quality, accelerate their sales outreach, and make smarter, data-driven decisions based on insights that were previously hidden in their CRM.