Should I let it update fields, or only add notes?

Start with notes and widen deliberately. Fields your team makes decisions from — stage, owner, close date — are worth keeping as human edits for a while, and letting an agent write the note that argues for the change is most of the value anyway. Where a field is objective and you can check it in a glance, promoting it later is a small change.

Can it enrich records from the web?

With a search connector alongside it, yes — and you should ask for the source next to every claim, because an enrichment with no link behind it is a guess in a field that will be read as a fact. This is also not the same thing as Attio’s own enrichment data, which comes with provenance the agent cannot manufacture.

Should this replace our sales automations?

No. Anything that must happen the same way every time — a stage change firing a notification, a routing rule — should stay deterministic, and an agent is a poor substitute for a rule that already works. Point it at the parts nobody automated because they need judgement: the write-up, the reading back, the “what have we missed here”.

CRM & sales

Attio + Burrak AI

The CRM stays current because something else does the typing.

Connects with OAuth — revoke any time

A CRM decays for one boring reason: the update happens after the call, when the person who made the call has moved on to the next one. An agent is good at exactly that job — turning what was said into the note, the field and the follow-up, and reading back across records at a volume nobody sits down and does. What it is not good at is deciding what is true about a customer, which is why the useful division of labour here is narrower than it first looks.

In the connector catalogue: Search records, update lists, add notes.

Things you could ask for

Written the way you would actually say them. An agent plans the steps itself.

“Turn these call notes into a note on the right company record, and move the deal stage only if I said it moved.”
“Which deals have had no activity in three weeks? List them with the last thing that actually happened on each.”
“Find duplicate company records and tell me which pairs are genuinely the same organisation.”
“Before tomorrow’s meetings, pull up each company and summarise everything we already know about them.”
“Research this new lead and add what you find as a note, with sources — leave the fields alone.”

Prefer notes to fields. A note reads as somebody’s working-out and gets weighed accordingly; a populated field reads as a fact and gets trusted by the next person who opens the record. A wrong field is worse than an empty one, because an empty one still prompts somebody to go and check.

Connecting it

1Create a Burrak account — the free plan is enough to try this.
2Open Connectors and choose Attio.
3Authorise Burrak in Attio's own window. Your password never reaches us; we receive a token you can revoke whenever you like.
4Give an agent a task. It will use the connector when the work calls for it.

Start free How connectors work

Attio and Burrak, in practice

Should I let it update fields, or only add notes?: Start with notes and widen deliberately. Fields your team makes decisions from — stage, owner, close date — are worth keeping as human edits for a while, and letting an agent write the note that argues for the change is most of the value anyway. Where a field is objective and you can check it in a glance, promoting it later is a small change.
Can it enrich records from the web?: With a search connector alongside it, yes — and you should ask for the source next to every claim, because an enrichment with no link behind it is a guess in a field that will be read as a fact. This is also not the same thing as Attio’s own enrichment data, which comes with provenance the agent cannot manufacture.
Should this replace our sales automations?: No. Anything that must happen the same way every time — a stage change firing a notification, a routing rule — should stay deterministic, and an agent is a poor substitute for a rule that already works. Point it at the parts nobody automated because they need judgement: the write-up, the reading back, the “what have we missed here”.