CRM & deals
An AI agent that fills Attio with real, researched data.
Connect Attio and an OpenHelm agent can enrich people and company records with browser-researched facts, build lists from criteria you describe in plain English, and keep a scheduled digest of workspace changes flowing to your inbox.
What agents do with Attio. Recurring jobs, checked every run.
Record enrichment runs
On a schedule, find records with sparse attributes, research each company or person on the open web, and propose enriched values with sources.
List building from a brief
Describe a target list once, for example UK fintechs that raised in the last year, and the agent researches candidates into a data table for review before they enter Attio.
Workspace change digest
A weekly summary of new records, stage changes and notable edits across the collections you select.
Duplicate and gap sweep
Regularly flag likely duplicate records and required attributes left empty, compiled into a short fix list.
Connect Attio. A few minutes, once.
Connect Attio
Add Attio under Connections in the OpenHelm app and paste a scoped API key, or provision it programmatically with POST /v1/connections.
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
Or provision it over the API (see the Connections API docs):
curl https://api.openhelm.ai/v1/connections \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "name": "Attio", "type": "token", "secret": "<your Attio API key>" }'
# The secret is write-only: stored encrypted, injected only at run time.Questions
Where does the enrichment data come from?
From the open web, read by a real browser inside an isolated sandbox. The agent cites where each fact came from and never fabricates a value; if it cannot verify something it leaves the field alone and says so.
How does OpenHelm connect to Attio?
With a scoped API key: create one in Attio, paste it into Connections in the OpenHelm app, or provision it programmatically with POST /v1/connections. The key is stored encrypted and injected only at run time inside an isolated sandbox, and you can rotate or delete it whenever you like.
Can the jobs run on a schedule without me?
Yes, that is the point. Jobs run once, on an interval, or on a cron expression. A scheduler fires them, a watchdog times out anything hung, and a separate evaluator checks each run actually advanced the goal. You approve the plan before anything runs for the first time.
Is my Attio data safe?
Each run executes in an isolated cloud sandbox with scoped, revocable credentials and no middle-layer copy of your data. Every action is logged per run, results come back with evidence, and the agent never fabricates data it could not verify.
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