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Attio is a data-driven CRM whose API is built around configurable objects (records), lists, and collaboration entities. This config models the core extractable streams from the Attio v2 REST API into business objects for sales pipeline, CRM activity, and revenue analytics.
Person records (contacts) stored in the standard People object, with their attribute values. Used for contact-level analysis, segmentation, and joining engagement and pipeline activity to individuals.
Company (account) records from the standard Companies object, with their attribute values. Used for account-level reporting, firmographic segmentation, and tying deals and contacts back to accounts.
Deal records from the standard Deals object, including stage, value, and owner attributes. Core to pipeline coverage, win-rate, stage-conversion, and revenue forecasting analytics.
Records belonging to any custom (workspace-defined) object beyond the standard People/Companies/Deals/Users/Workspaces objects. Enables analytics over bespoke entities a workspace has modeled in Attio.
Saved lists used to organize records into pipelines, workflows, and collections. Provides the structure (list metadata and saved views) that contextualizes list entries for funnel and workflow analysis.
Entries that place records onto lists, carrying list-specific stage and attribute values. Used for pipeline-stage tracking, conversion funnels, and time-in-stage analysis across workflows.
Free-form notes attached to records (people, companies, deals). Used for activity logging, qualitative context on accounts, and measuring rep documentation and engagement.
Tasks assigned to workspace members and linked to records, with due dates and completion state. Used for activity tracking, follow-up SLA analysis, and rep productivity reporting.
Comment threads and individual comments on records, capturing internal collaboration and discussion. Used for engagement and collaboration analysis across deals and accounts.
Users (members) of the Attio workspace, including access roles. Used as the dimension for owner/rep attribution across deals, tasks, and notes in performance analytics.
Meetings logged in Attio along with their call recordings and transcripts. Used for sales-activity analysis, conversation coverage, and tying recorded calls back to deals and accounts.
Schema metadata defining the attributes (fields), select options, and statuses configured on objects and lists. Used to decode and label record/entry attribute values and to drive stage definitions in pipeline reporting.
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