Route New Attio Records to a List with AI

What does this Attio automation do?

New records are classified by AI and added to the Attio list that owns them.

What can you do with it?

• Sort records into the right pipeline
• Remove the manual list step
• Keep each list clean

The Steps

This automation runs in 3 steps:

1. When Attio: Record Created
2. Then Taskade AI: Categorize with AI
3. Then Attio: Add Record to List

Who is this automation for?

Built for teams with several pipelines in one workspace. New records are classified by AI and added to the Attio list that owns them.

How do you set it up?

• Open the "Automations" tab in your workspace.
• Click ➕ Add automation, then start from scratch.
• Add the trigger "Record Created" from Attio.
• Add the action "Categorize with AI" from Taskade AI.
• Add the action "Add Record to List" from Attio.
• Connect your Attio account when prompted, then enable the toggle in the top-right corner.

Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.