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Attio and Microsoft OneDrive.
A more connected handoff.

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

AttioMicrosoft OneDrive
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 OneDrive

Find and understand the material

  • Search files and folders

    Locate drive items, retrieve file details, and inspect shared files or folder contents.

  • Read changes and workbook context

    Review file activity and versions, track folder changes, and read supported workbook ranges.

Prepare the handoff

  • Create and organise files

    Upload or create files, maintain folders, copy or move items, and update content or metadata.

  • Share and retrieve deliverables

    Create sharing links, maintain file permissions, and download files in supported formats.

  • Recover an earlier version

    Inspect and restore available file versions when the task calls for a previous state.

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 OneDrive

Connect your Microsoft account during onboarding and choose the drives, files, and sharing 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 OneDrive?

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.