Skill UI

A comprehensive workflow for performing full CRUD (Create, Read, Update, Delete) operations across various Attio records, including people, companies, and deals. This utility supports complex data interactions, advanced filtering, targeted searching, and record linking, making it ideal for automating core CRM data management tasks.

This skill governs the secure ingestion and indexing of enterprise documents from diverse connectors (e.g., Google Drive, Confluence, Jira). Key functions include mandatory PII filtering (stripping emails, phones, SSNs) before indexing, preserving strict permission boundaries, and enforcing data retention policies to ensure compliance with global regulations like GDPR and CCPA.

This tool provides comprehensive querying and analysis of structured federation audit logs. It is essential for security and compliance teams, allowing filtering by specific regulatory frameworks (HIPAA, SOC2, GDPR), date ranges, and event severity. Users can summarize key findings including total events, PII detections, threat blocks, and trust changes to ensure adherence to strict industry and governmental standards.