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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
  • training 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. search and select the target attio record (min 2 characters)
  6. (optional) enable create tasks from action items
  7. click send to attio
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 in settings → integrations → google calendar → auto attio sync.

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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 in settings → integrations
  • can’t search - connect your attio account first and enter at least 2 characters
  • 0 tasks created - either the meeting has no usable action items, 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