Sauna Skills

                    ---
name: "Attio"
description: "Use when user wants to query their Attio CRM. Triggers: 'show people in attio', 'who's in my CRM', 'find contacts', 'attio search', 'people at [company]'. Supports: filtered queries, browsing contacts, answering questions about CRM data."
requiredApps: [attio]
---

Search contacts by name, email, job title, company, or any attribute. Ask questions about your CRM data—who works at a company, people with certain roles, recently added contacts. Export filtered lists for analysis or reporting.

**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:

**Setup Attio Connection**
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`



## UI

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

**Connection Profiles**
Use this directory: `./documents/connections/[service-name].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, 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.

**Attio Analysis**
Use this file: `./documents/tmp/attio-analysis.json`
Usage Guide: Temporary working data during Attio CRM profiling. Contains raw object schemas, attribute mappings, sample records, and workspace structure analysis. This is scratch space for the profiling task—will be distilled into the permanent connection profile (ui:context.connections.profiles/attio.md) before session ends. Don't reference in future sessions; always read the permanent profile instead. Structured as JSON for programmatic manipulation during analysis.

**Attio Exports**
Use this directory: `./documents/crm/attio/*`
Usage Guide: Saved CRM exports and query results named by type and date (contacts-2024-01-15.json, deals-pipeline-2024-01.yaml). Use for: point-in-time snapshots user explicitly requests, query results for offline analysis, and data for external tools. Include export metadata: query/filter used, export date, record count. Don't auto-export on every sync—only when user requests or task requires offline data. Keep organized by object type (contacts/, companies/, deals/). Reference when user needs historical CRM state or wants to analyze trends across exports.



## Knowledge

This is knowledge you have access to. Read these files if you need additional context:

**Attio Agent Rules**
When: Read before any Attio operation
Read the documentation in: `./skills/sauna/crm.attio.people/references/crm.attio.rule.md`

**Attio API Reference**
Read the documentation in: `./skills/sauna/crm.attio.people/references/crm.attio.reference.md`



## Code

These are scripts that you can run directly. Read these files to access the code:

**Analyze Attio Workspace**
Run the script at: `./skills/sauna/crm.attio.people/scripts/crm.attio.analyze.js`

**Query Attio People**
Run the script at: `./skills/sauna/crm.attio.people/scripts/crm.attio.query.js`

                  

                    1. Install Attio 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.