How to link Attio records with Retable rows

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Record created" under Attio. Then, choose details like the object affected. If this is your first time using an Attio integration in Relay, you'll be prompted to connect your Attio account.

Every time a record is created in Attio, your playbook will run automatically.

Now, you can add a new row in Retable. Add a further step and select "Add row" from the list of Retable automations.

Connect Retable to Relay if you haven't already, then fill out the details like the table and values. You can reference fields from Attio to pass along the correct data automatically.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a record is created in Attio. You can also click "Check now" to manually check whenever you'd like.