Integration

Connect Attio with Anthropic (Claude)

Built-in AI — generate, summarize, classify, or extract text with Claude inside a workflow.

Triggers and actions

What Attio and Anthropic (Claude)
bring to a workflow

Triggers are the events in Attio that start a workflow. Actions are the steps it runs in Anthropic (Claude).

Trigger app

Create, update, and fetch CRM records (people, companies, deals) in Attio.

How it works

Three steps run automatically, every time.

Attio detects a new event
Something happens in Attio and the workflow is triggered automatically.
Your workflow runs
WorksBuddy instantly connects Attio to Anthropic (Claude) no code, no manual steps.

Put the two apps on autopilot with WorksBuddy no code, ready in minutes.

Actions

Built-in AI — generate, summarize, classify, or extract text with Claude inside a workflow.

Extract Fields
Read text and return structured fields as JSON — each field becomes its own value for the next step, e.g. {{steps.2.output.data.fields.priority}}.
Generate / Prompt
Send a prompt to Claude and use the reply downstream — summarize, classify, extract, draft, translate, etc.