Your customer records,kept up to date.
Connect Attio and Luo keeps your customer records up to date — recording emails and meetings, updating deal stages, and flagging customers you have not heard from.
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What Attio does in Luo
Record emails, meetings, and deal updates
Meetings held, emails exchanged, deals progressing — Luo writes what actually happened into Attio instead of waiting for someone to remember.
Weekly sales summaries
Get a Monday summary of deals that moved forward, customers who need attention, and next steps — gathered from Attio and sent to Slack or your inbox.
Know who needs a follow-up
Luo flags customers you have not heard from, deals with no next step, and deals that have stopped moving — with a follow-up message drafted for you.
Customer records in your dashboards
Build dashboards and internal tools in Luo on top of Attio records — shaped to your process, without touching the CRM’s own settings.
Frequently asked questions
What can Luo do inside Attio?
Read and update contacts, companies, and deals. Luo can prepare summaries and dashboards, record emails and meetings, update deal stages, and add notes.
Can Luo keep Attio updated automatically?
Yes — pair it with your email and calendar integrations and Luo logs meetings, updates stages from what actually happened, and flags accounts that need attention.
We keep our pipeline in a spreadsheet. Should we start with Attio?
You can do either: connect Attio and let Luo keep it up to date, or have Luo build a simple sales tracker in your workspace. You can connect a CRM later if you need one.
Looking for setup instructions? Read the Attio integration docs.
