Load 200 Contacts Into an Attio Pipeline
For the list that lives in a spreadsheet but should be a pipeline. DuckyHelper learns Attio's web API once, builds the stages you describe, and loads every contact in one go, checking for people who are already there.
“Load the contacts in this sheet into a new Attio pipeline with the stages Lead, Call, Proposal and Won.”
- 01Learn Attio's web API, first time onlyBuilt from Attio's own buttons, forms and requests. Kept on your device and reused next time.
createList(name, stages)upsertPeople(rows)addEntries(list, people, stage) - 02Read the contacts from your sheet
- 03Set up the list with your stages
- 04Upsert all 200 people in one passPeople already there get updated, not copied.
- 05Put each one on the right stage
- 06Tell you what was added and what was skipped
You getA working pipeline by lunch. Every contact is in, on the right stage, with no duplicates. Next week's list is one ask, because it already knows Attio.
A run, drawn from this page · early access on Mac
Nothing to send, so it runs straight through.
Nothing in this job sends a message or pays for anything, so it works through to the end and tells you when it's done. If a step ever would, it's built to stop and ask you first.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
Before you ask it.
What do I say?
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Load the contacts in this sheet into a new Attio pipeline with the stages Lead, Call, Proposal and Won."
Why is the second time faster?
The first time, it writes small JavaScript tools for Google Sheets and Attio and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.
Will it send anything without me?
It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.
Why not just do it by hand?
Moving a list into a CRM by hand is an afternoon of paste, click, save, and import wizards choke on your columns.
Can I use this today?
Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.
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Do anything
Ask it a question or hand it a job, in any app.
Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.
