6-Month Roadmap

Attio Product Roadmap

"Automation you can trust" + "AI that measurably improves outcomes"

Outcomes-driven roadmap tied to competitive analysis findings and feature recommendations. Structured around measurable success criteria with clear dependencies.

Horizon: Feb 2026 - Jul 2026 (6 months)

Positioning Thesis

  • Win the "programmable RevOps CRM" wedge

    Pair Attio's differentiated primitives—relational data model + AI-as-structured-fields ("AI attributes")—with a reliable, observable automation layer, enabling faster "insight to action" loops than incumbents.

  • Differentiate vs HubSpot on automation ops, not suite breadth

    HubSpot wins on integrated suite. Attio wins on automation observability (debuggability, retries, monitoring) + measurable AI playbooks (governed, explainable, outcome-attributed).

  • Create a credible pilot-to-scale path

    Ship ACP first as the trust layer, then scale APS as the guided product that turns AI attributes into repeatable, governed, measurable playbooks.

6-Month Timeline

1
Month 1 (Feb 2026)

Lay Trust Foundations + Validate Wedges

Build foundations and validate with design partners

  • [Foundations] Workflow run-log schema + storage, RBAC/redaction model, idempotency design, audit trail spec
  • [Discovery] Recruit 2-3 ACP design partners + validate APS playbook #1
  • [Prototype] Run Explorer + APS "enable wizard" + explainability comprehension tests

Deliverables

Run-log pipeline v0 (staging)Audit trail designEvent taxonomy draftClickable prototypesPilot scorecard + baseline capture plan
2
Month 2 (Mar 2026)

Pilot "Debuggable Automation" + First Playbook Live

Ship ACP MVP and APS MVP to design partners

  • [ACP MVP] Run Explorer, manual retry (idempotent), basic alerts (Slack/email/webhook), minimal audit trail
  • [APS MVP] Stalled Deal Risk playbook (task + Slack), explainability v0, approvals for high-impact fields, conservative action defaults

Deliverables

ACP MVP behind flags for 2-3 partnersAlerting channels liveAPS playbook #1 to same cohortInitial dashboards
3
Month 3 (Apr 2026)

Expand to Beta Cohorts + Safe Change Management

Beta expansion with version control and health visibility

  • [ACP Beta] Draft/publish + version rollback, workflow health dashboard v0, alerting setup wizard, fallback tasks
  • [APS Expansion] Add ICP Fit playbook, onboarding wizard v1, data readiness checks, basic analytics

Deliverables

ACP Beta to 10-20 customersHealth dashboardRollback capabilityAPS playbook #2Readiness checklist UICohort analytics v0
4
Month 4 (May 2026)

Measured AI Loops + Reliability Hardening

Prove outcomes with holdouts and harden reliability

  • [ACP Hardening] Test mode v0, DLQ/replay v0, richer AI provenance, top error reasons + alert fatigue controls
  • [APS Beta] Expand to 3-4 playbooks (Close Date Confidence, Next Best Action), approvals engine v1, holdouts (10-20%), analytics v1, quality monitoring

Deliverables

ACP test mode + replay toolingAPS playbook library v1Holdout frameworkAnalytics dashboardsDrift/unknown alertsEnablement "cookbook"
5
Month 5 (Jun 2026)

GA ACP + Mid-Market Stretch Readiness

Ship ACP GA and prepare for mid-market

  • [ACP GA] GA rollout, API/webhooks for run logs, incident runbooks + game day, retention controls, performance/scale
  • [APS Scale] Cohort C (mid-market stretch) with stricter permissions + audit exports, programmable playbooks API v0, integration uptime monitoring
  • [GTM] Packaging proposal for ACP/APS and clear admin ROI story vs HubSpot

Deliverables

ACP GA release + docs + support trainingRun log API/webhooksAPS audit export + API v0Sales enablement deck + admin onboarding assets
6
Month 6 (Jul 2026)

GA APS + Optimize Outcomes + Scale Learnings

Ship APS GA and prove outcomes at scale

  • [APS GA] GA for A/B segments, improve template quality + defaults, expand measurement + quality dashboards, optimize onboarding
  • [Optimization] Tighten guardrails, iterate based on holdout results, publish 2 customer case studies

Deliverables

APS GA releaseRefined playbook libraryOutcome dashboardsAdoption playbooksPostmortems + learnings docQBR pack for pilot customers

KPI Targets

Measurable outcomes tied to roadmap delivery.

MetricBaselineTarget
Workflow-Run MTTRTBD-50%
Weekly Workflow Runs/WorkspaceTBD+30%
Unnotified Failures RateTBDNear-zero (<0.1%)
Time to First Playbook Live (P50)N/A<= 7 days
Playbook CoverageN/A40% (beta) to 60% (GA)
Stale Deals (>14 days)TBD-20%
Close-Date Slip RateTBD-10%
RevOps Routing/Hygiene TicketsTBD-25%
"Unknown" Signal Rate (ready deals)TBD<= 20%
Integration Uptime (alerts + actions)TBD>= 99.9%

Key Tradeoffs

Explicit decisions made to optimize for the stated outcomes.

  • 1

    ACP before APS scale: Prioritize automation trust (logs/retries/alerting/audit) before broad AI action automation to avoid trust-breaking incidents

  • 2

    Fewer playbooks early: Ship 1-2 playbooks first, expand only after measured impact; avoids spreading thin and protects time-to-first-value

  • 3

    Conservative AI actions by default: "Recommend + approve" for high-impact fields and no external sends without human confirmation

  • 4

    Lightweight change management vs full enterprise sandboxes: Ship workflow versioning/test mode/rollback as pragmatic substitute

  • 5

    Outcome measurement over breadth: Invest in holdouts + dashboards rather than building broader CRM modules (e.g., full forecasting parity)

Feature Bets in This Roadmap

This roadmap incorporates the following recommended features from competitive analysis.

Automation Control Plane

Full PRD with requirements and rollout plan

AI Playbook Studio

Full PRD with requirements and rollout plan

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