Search Attio People
Query people in Attio with filters and natural language
3
Translate the user's request into Attio filters:
- "at [company]" → company filter (needs record ID)
- "with email" / "without email" → email_addresses filter
- Job title keywords → job_title contains filter
- "added recently" → created_at date filter
- Email domain patterns → email_addresses contains
For compound queries, use $and or $or operators.
5
Present results clearly:
- Small results (≤10): List each person with name, email, job title
- Large results: Summarize with count, show sample, offer to narrow
- No results: Suggest broadening the search
Mention that full results are saved to
Attio Exports for reference.
To run this task you must have the following required information:
What to find. Can be a general browse ('show me all people') or filtered search ('engineers at Acme', 'people with @stripe.com emails').
If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.
You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).
Add all steps to your todo list now and begin executing.
## Steps
1. [Read Attio Agent Rules]: Read the documentation in: `./skills/sauna//resources/context/crm.attio.rule.md` (Query mapping and presentation rules)
2. [Read Attio API Reference]: Read the documentation in: `./skills/sauna//resources/context/crm.attio.reference.md` (Filter syntax for Attio API)
3. Translate the user's request into Attio filters:
- "at [company]" → company filter (needs record ID)
- "with email" / "without email" → email_addresses filter
- Job title keywords → job_title contains filter
- "added recently" → created_at date filter
- Email domain patterns → email_addresses contains
For compound queries, use $and or $or operators.
4. [Gather Arguments: Query Attio People] The next step has the following requirements for arguments, do not proceed until you have all the required information:
- `filterJson`: Filter JSON or empty string
- `sortsJson`: Sort JSON or empty string
- `maxResults` (default: "50"): 50 default, 100 for comprehensive queries
- `outputPath` (default: "session/attio-people.json"): session/attio-people.json
5. [Run Code: Query Attio People]: Call `run_script` with:
```json
{
"file": {
"path": https://sk.ills.app/code/crm.attio.query/preview,
"args": [
"filterJson",
"sortsJson",
"maxResults",
"outputPath"
]
},
"packages": null
}
```
6. Present results clearly:
- Small results (≤10): List each person with name, email, job title
- Large results: Summarize with count, show sample, offer to narrow
- No results: Suggest broadening the search
Mention that full results are saved to `./documents/crm/attio/*` for reference.