Can it push content back to Attio records?

Yes. Finished assets can be attached to a company or contact record.

Can I use this from Slack?

Yes. Reference an account by name in Slack and the Marcora agent reads Attio to build the content.

Does it run on a schedule?

Yes. Set a recurring workflow to pull active accounts and draft materials automatically.

How is this different from using Attio alone?

Attio stores your account intelligence. Marcora writes from it, combining your CRM data with your brand voice, positioning, and the rest of your context library to create output that's both personalized and on-brand.

Does this work with Attio's MCP integration?

Yes — Marcora connects to Attio and works with your existing AI agent setup. Once linked, your agent can pull account and contact records to create targeted sales content.

Integrations · CRM & Account Intelligence

Marcora + Attio

Pull contact and company data from Attio and let the Marcora agent create personalized one-pagers, briefs, and outreach for every account. Content grounded in what your CRM actually knows.

Spotlight · Pulling Context In

Every Attio tool is available, both directions. This is just what this page leads with.

Start Free See How It Works

Works in the Marcora app and your team chat

How it flows

Attio records

Companies, people, notes

The Marcora agent

Creates from it, on ask or on schedule

Account-specific content

One-pagers, briefs, outreach

The Gap

Your CRM Has Everything on the Account. Creating From It Is Still Slow.

Attio captures every touchpoint, note, and relationship on every account. But turning that intelligence into a personalized one-pager or outreach asset still takes more effort than it should. Marcora pulls the account data and creates the content directly.

What You Can Do

Pull In, Create, Push Out

Attio excels as a context source for account-specific content. Marcora creates from your records and can attach finished assets back to a company or contact, or route them wherever the deal needs them.

Pull context in

Spotlight

Context the agent draws from, from Attio and your stack

Account data for personalization

Pull company and contact records to write one-pagers, briefs, or outreach tailored to each account.

Relationship notes as context

Read CRM notes and touchpoints as background before generating account-specific content.

Company signals for messaging

Use Attio's company data (industry, size, stage) to calibrate tone and positioning for each account.

Marcora drafts it

A strong first draft, not a black box

Then refine it together in the editor

Push content out

Where the finished work goes next in your workflow

Back to the account record

Attach a finished asset to the company or contact record in Attio.

To your team chat

Send the account brief or one-pager to Slack or Google Chat for the account owner.

Into a doc

Route finished content to Google Docs for collaborative review.

How It Works

Connect, Ask, Iterate Together

Connect Attio

Authorize once. Marcora reads the records and notes you've shared with it.

Ask the Marcora agent

Reference a company or contact by name, in the app or your team chat.

Draft, then refine

Marcora creates a first draft from the account data. Refine it in the editor, then route it where it needs to go.

+ more

You

Draft a one-pager for Cascade Ventures from their Attio record

Pulling Cascade Ventures from Attio: seed-stage fintech, 12-person team, 3 touchpoints in Q2. Drafting a personalized one-pager from their profile and your messaging.

One-Pager · Cascade Ventures

Scheduled Workflows

Keep Account Content Current

Set a workflow and Marcora reads fresh Attio data on a schedule, surfacing content needs and drafting materials before reps ask for them.

Every Monday · 8:00 AM

Pull accounts with activity in the last 7 days and draft follow-up briefs for each

Leans ingest · can also push content back to records

Example Asks

Just Ask the Agent

In app

“Draft a one-pager for Meridian Labs from their Attio record”

Slack

“Write follow-up briefs for all accounts we touched in Attio last week”

In app

“Pull our 10 most active accounts from Attio and write a messaging summary”

Use Cases by Outcome

What Teams Get Out of It

Outcome

Personalize at account speed

One-pagers and briefs built from live CRM data, in minutes.

Outcome

Never start from scratch

Every account-specific asset starts from what's already in Attio.

Outcome

Arm reps with the right content

Account briefs ready before the call, not after.

Why It Matters

Your Entire GTM Stack Becomes Context

Attio is one source. Connect your call intelligence, your project tools, your docs, and the Marcora agent writes from all of it. Every integration you add is more context the agent can act on, in the app or in your channels.

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