Attio Overview in 7 Minutes: Objects, Views, Tags | CRM Data Modeling & Automation | GTM Walkthrough

Inside Our CRM: How We Use Attio at The Workflow Company In this video, I walk through our actual CRM setup in Attio — no demo data, just a live environment we use every day at The Workflow Company. If you're exploring CRMs that support custom object modeling and automation, this should give you a practical perspective. 📌 Timestamps: 00:00 – Intro: What this walkthrough covers 00:35 – Objects in Attio: Companies, People, Deals 01:10 – Custom attributes and relational structure 02:00 – Creating custom objects (e.g. Products) 03:00 – Setting relationships between objects 04:05 – Tracking LinkedIn posts + engagements 05:00 – Using lists vs. filters (and why it matters) 05:50 – Workflow automation example (trigger on LinkedIn engagement) 06:40 – Table and Kanban views for pipeline management 07:45 – Final thoughts + why we like using Attio 🧰 Key Features Covered: Custom objects and attributes Relationship mapping between entities Engagement-based automations CRM-integrated LinkedIn data Clean UI and flexible view options 💡 Who this video is for: If you're in GTM, RevOps, or building out sales systems and want flexibility without bloated complexity, this tour might give you a few ideas. 💬 Got questions or want to swap notes on Attio setups? Drop them in the comments. 👇 Subscribe for more breakdowns on GTM workflows, tools, and real-world automation design. — I run The Workflow Company (wfco.co), where we help B2B teams operationalize outbound, inbound, and AI-native workflows using modern tools like Attio, Clay, and AirOps. #Attio #CRMWalkthrough #GTMTools #RevOps #CRMDesign #WorkflowEngineering