Audit for Attio · by Dialed
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01 / Free Attio audit

Stop guessing how messy your Attio is.

Connect once. Four minutes later, you get a private report that names every duplicate, every zombie deal, every dead attribute, with a dollar figure when we can find one.

Start free audit
  • Read-only OAuth
  • Private by default
  • ~4 min
  • 50+ analyzers

Executive summary

81

Healthy

Your workspace is in good shape. Scan for quick wins.

Worst: Data Quality (8/25 · 10 findings)

Schema & Structure25/25Data Quality8/25Adoption & Team23/25Automation & Integration25/25
2 high4 medium5 low5 info

Fix first

  • high120 people with low-quality names
  • high143 companies weakly modelled
  • medium32 empty lists (14 over 30d)

Quick wins

  • medium66 orphaned people records
  • medium32 empty lists
  • info2 test/demo artifacts

02 / Inside the report

A few of the things your team will actually screenshot.

Three artifacts shown, among many. The full report is interactive, drill-downable, and built to outlive your inbox.

i

Health score

81

Healthy

Your workspace is in good shape. Scan for quick wins.

Worst: Data Quality (8/25 · 10 findings)

Schema & Structure25/25Data Quality8/25Adoption & Team23/25Automation & Integration25/25
2 high4 medium5 low5 info

Fix first

  • high120 people with low-quality names
  • high143 companies weakly modelled
  • medium32 empty lists (14 over 30d)

Quick wins

  • medium66 orphaned people records
  • medium32 empty lists
  • info2 test/demo artifacts

A single 0–100 number across four categories of workspace health, tuned against benchmarks we've collected from real Attio teams.

ii

Schema diagram

Companies

companies

31 attributes

Events

events

16 attributes

People

people

33 attributes

Drag the nodes

Every object, list, and reference rendered as a graph. Drag the nodes to see the shape of your CRM instead of guessing at it.

iii

Attribute density

Attribute density

Each cell is one attribute, coloured by how often records have a value. Red = retirement candidate.

<5%5–40%40–70%70%+
Events16 attributes · 18 records
Companies31 attributes · 151 records
People33 attributes · 325 records

Which fields are pulling weight and which are dead weight. Red cells are candidates for retirement.

Also in the report

Severity-ranked findings cards with affected counts and sample records

Per-finding drill-downs that surface the actual records behind every claim

Per-object health breakdowns for Companies, People, Deals, and custom objects

PDF export, emailable to anyone

LLM-ready markdown export, paste it into ChatGPT or Claude

Shareable URL with invite-only access controls

Re-run any time to see what changed

Service recommendations matched to your specific findings

Command palette (⌘K) for navigation and exports

03 / Four pillars of workspace health

Fifty-plus things your CRM is hiding.

Every finding comes from running an analyzer against your own workspace data, organized into the four categories below.

01 / Schema

Schema

Inspect every object, attribute, list, and reference for sprawl, debt, and the structural problems that quietly make reports unreliable.

02 / Quality

Quality

Check whether the records inside are accurate, complete, deduplicated, and reachable. The data your dashboards rest on, examined.

03 / Adoption

Adoption

Look at who is using the CRM, who has stopped, and whether the patterns of activity match a healthy revenue team.

04 / Automation

Automation

Trace integrations, webhooks, and lists for the silent failures and orphaned plumbing that nobody notices until quarter-end.

04 / How it works

Three clicks, four minutes, one report.

  1. 01

    Connect Attio

    Sign in via Attio OAuth. We ask for read-only scopes. The token literally can't write to your workspace.

  2. 02

    Wait ~4 minutes

    We fetch your objects, records, lists, members, and activity. Two optional questions help us tailor the report.

  3. 03

    Read the report

    Shareable URL, emailed PDF, exportable for an LLM. Invite the rest of your team or keep it private.

05 / Privacy

Read-only. Always.

Read-only scopes
We never request write access. Attio enforces it at the token layer.
Invite-only reports
Only the creator and the people they invite can see the audit.
Encrypted at rest
AES-256-GCM on every OAuth token and magic-link secret.
7-day TTL
Unsaved reports and raw API snapshots are deleted automatically.

06 / Frequently asked

The honest questions.

Ready when you are

See what your workspace is hiding.

Start free audit

Questions first? audit@dialed.tech

Audit for Attio · Free workspace audit by Dialed