LEAD GENERATION
Merge two conference exports into one deduplicated master list
Combines attendee lists from two separate events (or registration plus walk-in), collapses duplicates across both.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator starts merge and selects two source lists
- ActionLoad and normalize both attendee listsAirtable
- LogicMatch records across both lists by email then fuzzy
- ActionMerge duplicates and concatenate event sources
- OutputWrite deduplicated master table to AirtableAirtable
- OutputPost merge summary stats to SlackSlack
What it does
Takes two attendee exports and merges them into one clean master list. It detects people who appear in both files, keeps a single record per person, and records which events each one came from so you can see overlap at a glance.
When to use it
When you sponsor multiple events in a season, or have separate pre-registration and on-site walk-in lists, and need one authoritative contact list without double-counting the people who showed up to both.
How it works
- 1You start the run manually and point it at two source Airtable views or uploaded files.
- 2Both lists are loaded and normalized into a common schema (email, full name, company, title).
- 3Records are matched across both sets using email as the primary key and fuzzy name+company as a fallback.
- 4A logic step merges matched pairs into one record, concatenating their event sources, and passes through uniques unchanged.
- 5The deduplicated master list is written back to a new Airtable table with a "Sources" column listing every event each contact attended.
- 6A summary of total in, duplicates collapsed, and net unique count is posted to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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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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