Set up Attio to Generate Sales Decks Automatically

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Get Started with Data-Driven Personalized Decks from Attio

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3-minute full walkthrough of automating Attio CRM data to Decks

To use data from Attio, authenticate your Attio account in Data Sources.

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Connect Attio

1. Go to Data Sources in AutoScaled.
2. Click Connect next to Attio.
3. Complete the Attio sign-in and authorization flow.

This will open an Attio dialog so you can sign in to your account: Once connected, you will see the status update to Connected. You can use Attio for running manual presentation generation and content scheduling.

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Why connect Attio to AutoScaled

Connecting Attio helps you automate and scale presentation workflows:

• Generate presentations from CRM events: Trigger deck generation when records are created or updated.
• Use live customer data: Populate templates with Attio records and custom object data.
• Schedule recurring updates: Run scheduled workflows for pipeline reviews, account updates, and stakeholder syncs.
• React faster to changes: Combine webhook-based triggers with templates to deliver timely, relevant decks.

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Trigger configuration (webhook)

If you want Attio-based trigger automations, configure the Attio webhook from Data Sources using Configure Triggers Webhook and complete the setup in Attio. To use triggers in Attio, you need to configure a webhook. The steps below walk through the full setup (four parts).

Connecting Attio Webhook for Triggers

To use triggers (e.g. generate a presentation when a deal gets updated in Attio or send a sales deck when a new lead signs up in Attio) you will need to configure a webhook in Attio. The process is simple and straightforward.Step 1: In AutoScaled, open Data Sources and click Configure Triggers Webhook.

A modal will open with instructions. Copy the webhook URL.

Step 2: Open Attio workspace settingsIn your Attio account, open the menu in the top left, click your user name, and select Workspace settings.

In the left-hand menu, select Developers, then Webhooks.

Step 3: Create a webhook and paste the URLClick Create Webhook. When the modal opens, paste the URL you copied in step 1 into the Target URL field.

After pasting the target URL, search for the following two events:

record.created
record.updated

These events notify AutoScaled when a new record is created or when an object field is updated:

Now save the webhook in Attio:

Step 4: Adding the webhook secret to AutoScaledYour webhook is now set up in Attio. Follow these steps to add the webhook details to AutoScaled.In the webhook overview in Attio, click on the 3-dots next to the newly created webhook:

The modal reopens with the latest information about your webhook. Find Secret and copy the value to your clipboard.

Finally, return to the Configure Triggers Webhook modal in AutoScaled and paste the secret into the webhook secret field.

Now save the secret. All steps are now done and you will see the webhook is configured.

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Required scopes and access model

AutoScaled requests scopes for:

• Read-only access to default Attio records (deal-equivalent, contact-equivalent, company-equivalent objects)
• Event listening access for CRM change triggers (for example record.created and record.updated)
• Equivalent access on custom objects included in your automations

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Uninstall or disconnect Attio

To remove Attio access:

1. In AutoScaled, open Data Sources and disconnect Attio.
2. In Attio, remove or disable AutoScaled authorization and delete the webhook if you no longer use triggers.

After disconnecting, workflows that use Attio scheduling and triggers will stop working until the integration is reconnected.

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Anything missing? Let us know at [email protected] and we’ll help you out!