In this article, we’ll cover how to integrate MeetGeek with Attio and automatically or manually share your meeting summaries.
With integrations, MeetGeek can automatically connect to your Attio account, allowing you to automatically link calls to the correct contact and company in your CRM.
How to connect Attio with MeetGeek
MeetGeek meetings and highlights can be shared automatically (for upcoming meetings, during the meeting analysis) or manually (for past meetings).
To get started, go to your MeetGeek dashboard, open the Integrations & Workflows page, and click on the Attio card.
You will be prompted to authenticate with your Attio account and grant MeetGeek access to it.
Once the connection is established, you’ll be redirected back to the MeetGeek Integrations page, where you can begin sharing meetings and highlights with Attio.
In the MeetGeek dashboard go to the Integrations page and click on the Attio card.
You're now ready to connect your calls.
How to automatically update Attio with meeting assets
If you want MeetGeek to update your Attio CRM with meetings or highlight data automatically, you can set up a workflow.
Go to your Integrations & Workflows page in MeetGeek.
Click Create new workflow.
In the Send to field, select Attio.
Choose whether to send:
Meeting: to sync entire meeting summaries, or
Highlight: to send only selected highlights (e.g., next steps).
Configure your workflow filters (for example, apply only to meetings whose name contains specific words).
Set your sharing preferences — including whether to create opportunities, people, and companies automatically.
Click Save Workflow.
That’s it! Your upcoming meetings or highlights will now be automatically synced with Attio.
Note: The Create tasks option is available only for Meeting workflows. When enabled, MeetGeek will automatically generate reminders for any “Next Steps” captured during the meeting analysis.
How to sync past meetings with Attio
Specific meetings and highlights that were previously generated can be shared manually with Attio.
Sharing a meeting
In order to share a meeting, go to the Past Meetings page and click the share button next to a meeting.
On the screen that appears, select the needed settings and click Send.
Sharing highlights
In order to share meeting highlights, open a meeting and select a few highlights in the Highlights section, located on the right side of the screen.
Select the appropriate settings and click send.
Dashboard view
This is how a notes will appear in Attio:
Person view:
Company view:
With the MeetGeek + Attio integration, you can:
Automatically sync meeting summaries and highlights to the right people, companies, and opportunities in Attio.
Manually share past meetings or selected highlights whenever needed.
Keep all your CRM records enriched with detailed context from your meetings, without leaving Attio.
By following the steps above, you’ll ensure your meeting insights are organized, and easily accessible, making your team more efficient and informed.