Connect Attio so readywhen sees the deals you’re really betting on.
Reliably captures every customer commitment logged in Attio. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in Attio?
Every "I'll send the proposal", "I'll loop in legal" promise made in Attio — captured and actioned for you.
-
In a record note. "I'll follow up Friday." readywhen drafts the follow-up.
-
In a task. "Loop in BD." Pings BD.
-
In a workflow change. "Need approval." Drafts the approval.
How VPs and C-levels use readywhen with Attio
The kinds of leadership commitments readywhen picks up in Attio — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Deal record | "I'll personally close." | Surfaces the deal. |
| Investor record | "I'll send update Friday." | Drafts the investor update. |
| Partner record | "I'll send partnership proposal." | Drafts the proposal. |
| Customer record | "I'll personally check in." | Reminds you with customer context. |
| Board metrics | "I'll share pipeline." | Drafts the pipeline summary. |
How to connect Attio to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of Attio.
- Click "Connect Attio" in your readywhen workspace.
- Approve OAuth. readywhen only reads records you already have access to.
- Choose which pipelines or accounts readywhen should track.
Is the Attio connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your Attio permissions. If someone can’t access something in Attio, neither can readywhen.
- Access only where installed. readywhen inherits your Attio record-level permissions. If a user can't see a record in Attio, neither can readywhen.
- Never trains on your data. Your Attio data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the Attio integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with Attio and readywhen
Work rarely stays in just Attio. readywhen picks up your commitments no matter where they happen.
Attio connector FAQ
1. Will readywhen change records in Attio?
Only with your approval. It can prepare updates — note logging, stage changes, follow-up tasks — and waits for you to confirm.
2. Will it expose data my reps shouldn't see?
No. readywhen inherits your Attio record-level permissions exactly.
3. Will readywhen post or send anything in Attio on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our Attio data?
No. Your Attio data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect Attio at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.