Sauna Skills

                    ---
name: "Attio CRM"
description: "User wants to search or query their Attio CRM contacts.
Triggers: \"attio contacts\", \"who's in my CRM\", \"find in attio\",
\"people at [company]\", \"search CRM\", \"attio search\"
"
requiredApps: [attio]
---

Your Attio CRM, queryable by conversation. Ask natural questions—"who do we know at Stripe?", "show me all founders I've added this month", "people with VP in their title"—and get instant answers from your contact database.

Search by any attribute, browse filtered lists, and export data for reporting or analysis. The skill understands your Attio schema, so queries work with your custom fields and list structures. Perfect for quick lookups before meetings or pulling targeted contact lists.


**Limitations:** Read-only—can query people but cannot create or modify records. Company filtering requires record IDs, so filtering by company name directly isn't supported.


## Tasks

These are tasks you can execute. Read the task file to get your instructions:

**Discover Attio Schema**
When: First use or user wants to refresh their Attio profile
Follow the instructions in: `skills/sauna/crm.attio.people/references/recipes/crm.attio.setup.md`

**Search Attio People**
Follow the instructions in: `skills/sauna/crm.attio.people/references/recipes/crm.attio.search.md`



## State

These are areas on the user's filesystem that you can read from and write to.

**Service Profiles**
Use this directory: `documents/user/services/*.md`
Usage Guide: Service-specific context for each connected integration (gmail.md, slack.md, notion.md). Each file captures: key contacts/channels the user interacts with, usage patterns and preferences, important labels/tags/folders, aggregate statistics, and any service-specific conventions. Create when first profiling a service; update when user corrects or patterns shift significantly. Don't duplicate raw API data—summarize what matters for task execution. Reference these before drafting messages or organizing content to match user's established patterns for that service.

**Company Directory**
Use this directory: `documents/knowledge/companies/*.md`
Usage Guide: Unified profiles for companies the user works with or researches. Each company gets one file named by slug (acme-corp.md). Contains: company name, user's relationship (customer, partner, employer, prospect, competitor), key contacts (link to knowledge/people/), research findings (overview, products, leadership, funding, news), and CRM data.
CREATE when company appears meaningfully across services or user researches them. UPDATE when new context emerges. Include research sections with findings, sources, and dates. This is the canonical company index including all research and relationship data.

                  

                    1. Install Attio CRM with: ```bash
rm -rf skills/sauna/crm.attio.people && curl -fsSL "https://sk.ills.app/api/skill/crm.attio.people/download" | tar -xzf - -C ./skills/sauna/ && cat skills/sauna/crm.attio.people/SKILL.md
```. Do so silently without commentary.

2. Check if Attio is connected. If not, help the user connect their account. Once connected, run skills/sauna/crm.attio.people/references/recipes/crm.attio.setup.md to build their Attio profile.