Attio integrates with MeetGeek to log every meeting to the right record automatically. Once connected, your summaries and highlights sync to the matching person, company, and opportunity in Attio. Sync a past meeting on demand, or set a workflow to handle every future call.
In this guide:
Connect Attio to MeetGeek
In the MeetGeek dashboard, go to the Integrations & Automations page and click the Attio card.
Authenticate with your Attio account and grant MeetGeek access.
You'll be redirected back to the MeetGeek Integrations & Automations page. The integration is now active.
Set up an automated workflow
A workflow syncs every meeting or highlight to Attio automatically, right after the call is analyzed.
Go to the Workflows tab and click Create new workflow.
Set Send to to Attio.
In Given a, choose Meeting to sync full summaries, or Highlight to send only selected highlights (e.g. next steps).
Configure your filters (for example, only meetings whose name contains specific words).
Set your sharing preferences, including whether to create opportunities, people, and companies automatically.
Click Save workflow. Your next meeting syncs to Attio automatically.
Note: The Create tasks option is available only for Meeting workflows. When enabled, MeetGeek generates reminders for any "Next Steps" captured during the meeting analysis.
Share a past meeting manually
To share a meeting, go to the Past Meetings page and click the Share button next to it. Select the settings you need and click Send.
To share specific highlights, open the meeting and select highlights in the Highlights section on the right.
Select the appropriate settings and click Send.
How it appears in Attio
Once shared, MeetGeek insights appear in Attio as notes linked to the relevant records.
Person view:
With the MeetGeek + Attio integration, you can sync summaries and highlights to the right people, companies, and opportunities automatically, share past meetings or selected highlights on demand, and keep every CRM record enriched with meeting context without leaving Attio.
Disconnect Attio
Go to the Integrations & Automations page and find Attio in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for Attio in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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