LEAD GENERATION
Resolve Conflicting Duplicate Badge Scans Into One Golden Record
When the same attendee is scanned at multiple booths or on multiple days with conflicting details, this agent-driven workflow merges them into a single golden lead.
How it runs
The automated pipeline, trigger to output.
- TriggerBatch of raw scans staged in AirtableAirtable
- ActionCluster likely-same-person scans by fuzzy signals
- LogicReconcile conflicts or route low-confidence to review
- ActionWrite golden records to AirtableAirtable
- OutputSync merged contacts with touchpoints to HubSpotHubSpot
What it does
Big shows mean the same person gets scanned three times — once per booth, once per day — each with slightly different titles, emails, or company spellings. This workflow clusters those scans, reasons about which values are correct, and produces one golden record per human while quarantining anything it can't confidently merge.
When to use it
Use it for multi-booth or multi-day events where naive dedupe by exact email isn't enough because the data conflicts. Run it after raw scans are collected but before leads reach reps or HubSpot.
How it works
- 1The flow triggers when a batch of raw scans is staged in Airtable.
- 2An agent clusters likely-same-person scans using fuzzy name, email, and company signals.
- 3For each cluster, it reconciles conflicting fields — preferring corporate emails over personal, most complete title, canonical company name.
- 4Low-confidence clusters branch to a human-review queue instead of auto-merging.
- 5Confirmed golden records are written to Airtable and synced as merged HubSpot contacts with all booth touchpoints logged.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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