Audit Integration | Dialed Technologies

Audit for Attio is a free, read-only diagnostic of your Attio workspace. Connect once and four minutes later you get a private, shareable report with a health score, a schema diagram, an attribute density map, and 50+ ranked findings that name every duplicate, every stale deal, every dead field, and every ownership gap in your CRM. Each finding is severity ranked, comes with the affected record count, and links to the exact records driving it. Where we can attach a dollar figure or hours-saved estimate, we do. Built by Dialed for revenue operations leads, founders, and CRM admins on mid-market teams who use Attio. It is the fastest way to find out where your workspace is leaking trust before the next QBR, board review, or pipeline cleanup sprint. Reports include a ready-to-paste Slack summary, a PDF export, and an LLM-ready markdown export so the findings travel. The audit itself is free, with no upsell required to read every finding. If you want help fixing what we surface, Dialed runs paid engagements separately (dedup, enrichment, ownership remediation, pipeline modelling, integration repair). Most people who run the audit never book a call.

Workspace Health Score

A single 0–100 verdict scored across Schema & Structure, Data Quality, Adoption & Team, and Automation & Integration. The score is anchored to concrete findings, so you can see exactly which sub-score is dragging the workspace down.

Schema Map

Visualizes every object in your workspace and the reference attributes between them. Toggle lists on to see how they attach to parent objects. Click any node to isolate its edges and understand how your data model actually fits together.

Attribute Density Heatmap

Every non-archived attribute is coloured by how often records actually have a value. Red cells are candidates for retirement — fields that exist but no one populates. Surfaces dead schema you can safely remove or hide.

50+ Ranked Findings

Duplicates, zombie deals, low-quality name fields, weakly modelled companies, orphaned records, ownership gaps, automation drift, and more. Each finding has a severity, an affected-record count, and a direct link to the records driving it. Slack summary, PDF, and LLM-ready markdown exports included.

Pre-QBR Sanity Check

Surface every duplicate, stale deal, and dead field before the next QBR or board review so you walk into the room with clean data and a punch list.

Workspace Onboarding

Inherit a workspace someone else built? Run the audit to see how it is actually modelled, what is used, and what is rotting — without spending a week clicking through Attio.

Quarterly Hygiene Review

Run the audit before any big migration, integration, or cleanup sprint so the team works from a shared, severity-ranked punch list instead of guesswork.

Acquisition Diligence

Diligence on a workspace inherited through an acquisition. The audit gives you a defensible, evidence-backed read of the CRM's real condition in minutes.

What You Need

• Attio account

Step 1: Run the Audit

• Visit dialed.tech/audit and click "Start free audit".
• Approve the read-only OAuth scopes Attio shows you.
• Wait about four minutes for the analyzers to finish.

Step 2: Read the Report

• Open the report at its shareable URL, or wait for the email notification.
• Review the health score, fix-first findings, and quick wins.
• Export to PDF or markdown if you need to share outside the link.

Step 3: Invite Teammates

• Open the Actions menu in the top right of the report and choose "Manage access".
• Enter teammate emails and pick viewer or admin access. Each invitee gets a magic link scoped to that workspace.
• The owner can revoke any invite from the same dialog at any time.