A CRM should explain the relationship, not merely store a name.
Connect the Attio workspace you want Strawberry to work in. It can query people and companies, retrieve the record behind a sales question, turn research into a clean CRM note, and prepare a precise record change for review.
01
A person record needs the story around it.
A name and an email do not explain why the relationship matters, who spoke last, or what the team promised. That context usually lives in a call note, a thread, and the company record.
Strawberry can query Attio people and companies, retrieve the relevant record, and pull the surrounding browser context into a short account brief.
02
A company change should be based on evidence.
A new domain, owner detail, or qualification field can look small while changing how the whole team works an account. Guessing from one tab is how CRM hygiene becomes CRM fiction.
Strawberry can create, get, query, update, and delete Attio company records, so it should first show the exact company and fields it proposes to touch.
03
Notes should preserve the decision, not the transcript.
A raw meeting recap is difficult to use six weeks later.
The durable part is the decision, the commercial implication, the owner, and the next date.
Strawberry can create an Attio note on a person, company, or deal after it turns the material you select into a concise proposed note.
04
A clean CRM deserves a repeatable review.
Duplicates and stale records accumulate slowly, then make every forecast discussion less trustworthy. The answer is a regular evidence check, not a giant cleanup day.
Each Friday, the recurring pass can query for companies without a domain and people without a recent note, then hand the designated owner a clean exception list. It does not clean records itself: an unchecked update or deletion can overwrite account context or remove CRM history needed for a deal and forecast.
Yes. Native Attio operations can query people and companies, then retrieve the specific person or company record required for the review.
Yes. It can prepare and create a note attached to a person, company, or deal. Review the text and parent record first.
Yes. It can update person and company records. Confirm the proposed fields and their supporting evidence before approval.
Native operations include deletion for people and companies. Treat deletion as a consequential action and verify the exact record.
Yes. Each Friday it can query the chosen Attio workspace for missing company domains and people without a recent note, then prepare the exception list. Keep any record update or deletion for the owner to review.
Attio Strawberry