Veew + Attio

Proposal software built for Attio.

Your deal already knows the company, the person, and the number. Veew turns it into a personalized, on-brand proposal or sales deck, and notes the engagement back on the deal.

Deal in, document out

From Attio deal to sent proposal in minutes.

HubSpot deal
Northwind: Platform rollout
Company
Northwind Logistics
Contact
Dana Whitfield, VP Operations
Amount
$48,000 · 120 seats
Stage
Proposal
3 calls on the timeline · latest today
Opens & section views written back to the deal

Pick the deal

Search any deal by name or company: the company, associated person, value, and stage come with it. Standard and custom attributes map to your proposal fields.

AI writes for the prospect

The narrative is built from the deal and your discovery notes, laid out in your brand, citing your approved proof.

Activity flows back

Sends and accepts land as notes on the deal, and four Veew attributes keep the latest document, its status, and its reads in view.

Reads a little, writes less

Your data model stays yours.

Veew reads the attributes you map and writes only its own: a note in the deal timeline and four attributes on the deal. Value, stage, and your people are never touched. Nothing is installed in your workspace beyond the connection, and any admin can remove it from Attio's settings.

  • OAuth 2.0 sign-in, revocable from your workspace's apps in Attio
  • Map any standard or custom attribute on deals, companies, and people
  • Your local edits survive a refresh from Attio
  • Works on every Attio plan, the free one included

No plan requirement: the API is on every Attio tier.

Better together

Attio for the relationships. Your notetaker for the conversation.

Pair the Attio integration with Granola or Fathom meeting notes and proposals reflect both the record and the conversation: the deal sets the frame, what the buyer said writes the story.

Built for the founder-led and early sales teams that run on Attio: startups, agencies, and investors.

Veew + Attio FAQ

How does Veew work with Attio?

Connect once with your Attio login, then pick any deal. The company, the associated person, and the deal attributes come into Veew automatically, the AI writes a proposal or deck for that prospect, and when it goes out Veew adds a note to the deal and keeps four "Veew" attributes on it current: the latest document, its status, when it was last read, and how many times.

What does Veew write to Attio?

One note per send and per accept, and its own four attributes on the deals object. It never edits value, stage, people, or any attribute you mapped. Veew creates the four attributes for you when the connecting user can change the workspace's objects; otherwise your admin adds them once and Veew picks them up by API slug.

What Attio data does Veew read?

The deal, its associated company, and, only if you map a contact field, the first associated person. Which attributes come across is up to you: standard and custom attributes on all three objects can be mapped to Veew fields under Settings → Fields. Attio's own data model shows through: a text, currency, select, status, date, or checkbox attribute maps to the matching Veew field type.

Do I need to enable anything in Attio first?

Yes: the Deals object. Attio ships with it switched off, and a workspace admin turns it on under Workspace settings → Objects → Deals. Companies and people are always on. Veew works on every Attio plan, the free one included.

Is Veew in the Attio App Store?

Veew connects through Attio's standard OAuth sign-in, the same way App Store apps do, and any workspace can connect it today. Until Attio has reviewed the listing you'll see a note on the consent screen that the app hasn't been approved yet; that's expected. Any admin can remove the connection from Attio's workspace settings at any time.

What about meeting notes?

Pair Attio with the Granola or Fathom integration and your call notes feed the narrative too: the proposal reflects both the deal record and what was actually said.

Built for Attio teams

Your deals are ready. Your proposals aren't: yet.

Start free and generate a proposal from one of your real Attio deals in minutes.

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Free plan, no card required.