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miniti sends a saved meeting summary to an attio person or company record, with optional task creation from action items. also available as an app in the attio app store.
attio export is a macos feature and is available on saved meetings only, not live sessions.

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what gets sent

miniti creates a note on the target attio record containing:
  • summary
  • discussion flow
  • action items
  • key decisions
  • topics
  • meddpicc fields (if any)
  • notes
optionally, action items become individual tasks linked to the same record.

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what does not get sent

  • full transcript
  • coaching metrics (filler words, pace, etc.)
transcript export to attio is intentionally disabled.

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enable it

  1. open settings (⌘,)
  2. integrations
  3. turn on enable “send to attio”

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send a meeting

  1. open a saved meeting in macos history
  2. click send to attio
  3. if prompted, click connect and complete attio sign-in in your browser (oauth)
  4. choose people, companies, or both
  5. enter at least 2 characters, click search attio, and select the target record
  6. review the compact what will be sent summary; expand review details for the full field checklist
  7. (optional) enable create attio tasks in the fixed footer
  8. click send meeting to attio in that footer - it stays visible while search results scroll
miniti remembers your attio selection per meeting, so you can reopen and re-send / update later.

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auto attio sync (calendar-driven)

if you’ve connected google calendar, miniti can automatically send meeting summaries to attio after saving when attendees match an attio record. enable it under settings → crm → attio crm.

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permissions requested

miniti requests these attio oauth scopes:
  • record_permission:read
  • object_configuration:read
  • note:read-write
  • task:read-write
  • user_management:read

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edge cases

  • “send to attio” is missing - enable it under settings → crm
  • can’t search - connect your attio account first, enter at least 2 characters, then click search attio
  • meeting was trimmed - transcript edits clear generated insights, so attio notes omit those fields until regeneration. regenerate insights before sending to attio if you want the note to include summary, discussion flow, action items, decisions, topics, and meddpicc.
  • 0 tasks created - either the meeting has no usable action items, insights were cleared after trimming, or attio rejected the task payload; a note still gets created
  • “attio backend endpoints are not deployed yet” - your backend deployment does not yet include attio routes (a self-hosted backend configuration issue, not a client issue)

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linked records

  • meeting note is created as a top-level attio note on the selected person or company record
  • each action item (if task creation is enabled) becomes an attio task with:
    • content = the action item text
    • is_completed: false
    • deadline_at = today
    • linked to the same target record
    • assigned to the attio user connected to miniti
when you create tasks from action items, each task is assigned to the attio user connected to miniti. there is no separate assignee picker in miniti.