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How to use Audit for Attio.

Everything you need to start an audit, read your findings, invite teammates, and refresh later. Short and skimmable — jump to the section you need.

Getting started

Start your first audit

  1. Click "Start free audit" and sign in via Attio. You'll be redirected to Attio to authorize the read-only connection.
  2. Approve the requested scopes. We only request `:read` permissions — nothing in your workspace can be modified by this app.
  3. We immediately kick off the audit in the background. The loading screen shows live phase progress; it usually takes 2–5 minutes depending on workspace size.
  4. When it's done you land on your report. The URL is private and unguessable — only you (and anyone you invite) can open it.
First audit free. Re-running later is also free — you don't burn budget by exploring.

The report

How to read your findings

Every report has the same shape: a health score, a workspace snapshot, then findings grouped into four categories.

The dial at the top is your overall health score (0–100). It's the weighted average of four category scores. Click a slice to focus that category.

Findings are flagged at five severity levels:

  • Critical — material risk to data integrity or pipeline reliability. Fix this week.
  • High — degrades the team's ability to trust the data. Fix this month.
  • Medium — quality drift or process gaps. Worth a backlog ticket.
  • Low — cosmetic or low-frequency. Useful context, not urgent.
  • Info — neutral observations. Inventory, distributions, baselines.

Use the filter bar above the categories to narrow by severity, object, or a free-text search across titles + summaries. Press `/` to focus search, `Esc` to clear.

Every analyzer's logic is documented at the methodology page — no hidden heuristics.

Sharing

Invite teammates to your report

Reports are private by default. The only way to view one is to be the creator (signed in via the original Attio OAuth) or to be explicitly invited by the owner.

  1. From the report, click Actions → Manage access.
  2. Add the email address of the person you want to invite. They'll receive a magic-link email titled "Open the audit".
  3. Magic links expire after 30 days. If theirs expired, just re-invite them from the same dialog.
  4. Invitees who already have a session for the same workspace skip the email step and open the report directly.
If someone hits the report URL without access, they land on a request-access form. The owner sees pending requests in the same Manage access dialog and can approve them in one click.

Refreshing

Re-running an audit

Workspaces change. To re-audit, sign back in via Attio from "Your audits" → Start new audit. We create a new audit row with a new private URL so you can compare side-by-side with the previous one.

Existing share links keep working — invitees still open whichever audit they were invited to.

Snapshots from past audits stay queryable for 30 days, then are purged. Findings persist indefinitely. See the consent page for full retention details.

Privacy & data

What we read from your workspace

The connection is read-only. We never write to, modify, or delete anything in Attio.

We request a focused set of read-only OAuth scopes. The full scope list, the third-party vendors we use, and our retention policy are detailed on the consent & data page.

Snapshots are stored encrypted at rest. Access tokens are encrypted using AES-GCM with a key held only in the deployment environment. We process all data in the United States.

Questions

FAQ & troubleshooting

Why does my audit show 0 findings? — Either the workspace is genuinely clean (rare), or the analyzer pass hit an error. Open Your audits and re-run; if the second pass also returns 0, email support so we can look at the logs.

Why does the audit stall on the loading screen? — Very large workspaces (50k+ records) can take up to ~10 minutes. If you've waited longer than 15, refresh the page; the audit either completed in the background or hit a fetch error and the page will tell you.

Can I delete an audit? — Yes. From Your audits, click the audit and use Actions → Delete report. This wipes the snapshots, findings, and any invitee access in one go. The Attio connection itself is unaffected.

How do I revoke the OAuth connection entirely? — Go to Attio → Settings → Apps and disconnect Audit for Attio there. Then ask us to purge your data via the email at the bottom of this page.

Related

Ready to run an audit?

Connect via Attio OAuth, read-only. About four minutes to a private, shareable report.

Start free audit →

Or see a sample first.

Still stuck? Email audit@dialed.tech and a human will get back to you.

Docs · Audit for Attio