Integration · Attio

AI note taker for Attio: every call on the deal record

Lynkk records the call and adds the summary, next steps and tasks to the Attio deal record. Our sales team sets it up with you.

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Attio · Deals

Deal

Orvell renewal

$48,000

In negotiation

Company: Orvell
People: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Notes

Note by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Tasks · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

Attio · Orvell renewal

Before and after

An Attio deal, before, during and after the call.

Maya Chen has the Orvell renewal at 11:00. The deal record is in Attio.

0110:55Before the call

Her calendar sends the notetaker.

It joins every meeting with a Zoom, Meet or Teams link.

Home · Today's meetings

0211:00On the call

Maya sells. Lynkk takes the notes.

Dana asks for a pilot and a security review. Nobody types.

Zoom · Maya's Notetaker in the call

0311:47After the call

The note is written, and the summary is in her inbox.

Every timestamp plays the call from that moment.

app.lynkk.ai

NotesReady

Orvell renewal

ZoomTue 13 Oct45 min

Summary

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Action items

Send Dana the updated order formMayaFri 16 Oct12:40
Set up the two-team pilot workspaceDevMon 19 Oct21:05
Book the security review with Orvell ITMayaWed 21 Oct33:18

LynkkTo: Maya Chen11:47

Meeting summary

Orvell renewal

Send Dana the updated order form
Set up the two-team pilot workspace
Book the security review with Orvell IT

Open the note

Summary emailed to you.

Orvell renewal · Ready

0411:48In Attio

The note lands on the Orvell deal record.

The summary and next steps as a note, with three tasks, on the deal, Dana and Orvell.

Attio · Deals

Deal

Orvell renewal

$48,000

In negotiation

Company: Orvell
People: Dana Ruiz
Owner: Maya Chen
Close date: Fri 30 Oct

Notes

Note by LynkkTue 13 Oct · 11:48

Orvell renewalZoom45 min

Orvell renews for another year. Dana wants two teams on a pilot first, and the rest of the company after Orvell's security review.

Next steps Order form to Dana by Fri 16 Oct. Security review booked for Wed 21 Oct.

Play the call

Tasks · 3

Send Dana the updated order formMayaFri 16 Oct
Set up the two-team pilot workspaceDevMon 19 Oct
Book the security review with Orvell ITMayaWed 21 Oct

Logged on the Orvell deal record in Attio.

Attio · Orvell renewal deal

05Thu 09:15Two days laterPro

Ask across every call with Orvell.

The answer comes from her own notes, with the minute behind it.

Ask Lynkk · with sources

Setup

Set up Lynkk for Attio with our team.

Email sales

One short call, and your calls start landing where your team works.

Email sales.
We connect Attio with you on a short call.
Pick which calls log and where.
Every call lands on the deal record.

Questions

Questions about Lynkk and Attio

What does Lynkk add to Attio?

A note on the deal record with the summary and next steps, and each action item as a task. The note shows on the people and company records too, with a link to the recording.

Which Attio record does a call go to?

Lynkk matches the emails on the invite to people in Attio, then picks their company's open deal. We set the matching rules with you when we connect Attio.

Can I choose which calls go to Attio?

Yes. We set it up with you: customer calls only, certain teams or certain lists. Internal meetings stay out of Attio.

How do I get Lynkk for Attio?

Email sales. We connect your Attio workspace with you on a short call and set which calls log and where.

How much does Lynkk for Attio cost?

Pricing is set with our sales team for your workspace. Recording, notes and the meeting bot work as they do on any Lynkk plan.

Explore more

AI note taker for Attio: every call on the deal record

An Attio deal, before, during and after the call.

Her calendar sends the notetaker.

Maya sells. Lynkk takes the notes.

The note is written, and the summary is in her inbox.

The note lands on the Orvell deal record.

Ask across every call with Orvell.

Set up Lynkk for Attio with our team.

Questions about Lynkk and Attio

More integrations.

Related guides

Every Attio deal, with its calls on it.