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Attio and Microsoft Teams.
A more connected handoff.

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

AttioMicrosoft Teams
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 Teams

Understand the discussion

  • Read chats and channel conversations

    Retrieve messages, replies, team details, and membership to prepare a focused team brief.

  • Gather available meeting material

    Read online-meeting details and retrieve accessible recording and transcript content for a follow-up.

Help the team coordinate

  • Share messages and maintain channels

    Send supported chat or channel messages, update conversations, and organise channels and tabs.

  • Set up teams and meetings

    Create teams or online meetings and manage supported membership and meeting settings.

  • Keep shift plans current

    Work with schedules, shifts, open shifts, and time-off requests for operational teams.

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 Teams

Connect your Microsoft Teams account during onboarding and choose the chats, teams, meetings, and scheduling 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 Teams?

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.