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Attio and Microsoft Excel.
A more connected handoff.

Give Nine access to Attio and Microsoft Excel and delegate work across the connected tools. You choose the accounts and actions it can use.

AttioMicrosoft Excel
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Attio

Understand the relationship

  • Look up people, companies, and deals

    Search CRM records and their attributes to prepare account briefs and identify the right contacts.

  • Gather the conversation history

    Retrieve notes, comments, meeting records, and available call recordings for a clearer handoff.

Keep the next step moving

  • Maintain your CRM records

    Create and update people, companies, deals, and other objects without losing their relationships.

  • Organise lists and follow-ups

    Add records to lists, update list entries, and create or update tasks for the next owner.

  • Adapt your tracking

    Work with custom objects, attributes, and status options to fit the way your team sells.

Microsoft Excel

Work with the numbers

  • Find and read the right workbook

    Search files and inspect worksheets, ranges, tables, and named items for the context your task needs.

  • Keep trackers current

    Write cell values, add table rows and columns, and update ranges in connected workbooks.

  • Make data easier to review

    Sort and filter tables, organise ranges, and create or update charts.

Prepare a useful deliverable

  • Build a workbook for the task

    Create workbooks and worksheets, upload existing files, and organise data into tables.

  • Share a readable report

    Export a workbook to PDF and work with workbook permissions for the intended audience.

Connect the context. Agree the handoff.

Attio

Connect your Attio workspace during onboarding and choose the record, list, and task actions Nine can use.

Microsoft Excel

Connect the Microsoft account that holds your workbooks during onboarding and choose the file and spreadsheet actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Attio and Microsoft Excel?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.