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Connect Jamie to Attio to log meeting notes to people and company records.
Attio integration requires a Pro, Team, or Enterprise plan.

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Connecting Attio

  1. Go to Settings → Integrations → Attio
  2. Click Connect Attio
  3. Select your Attio account and authorize the connection

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Sending Meetings to Attio

Integrations Card
  1. Open a meeting in Jamie
  2. Click the Share button
  3. Select Send to Attio
  4. Search for and select a person or company record
  5. Click Send

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Settings

Attio Settings Configure what content to include:
OptionDescription
SummaryMeeting notes with executive summary
TranscriptFull meeting transcript
TasksAction items from the meeting
At least one option must be enabled.