CRM
Resolve Ambiguous Parent-Company Matches With an Agent
Agent-driven workflow that takes accounts with conflicting or low-confidence parent matches, researches the real corporate structure on the web.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires after nightly stitcher
- ActionRead ambiguous accounts from Airtable review baseAirtable
- ActionAgent researches corporate structure on the webPerplexity
- LogicBranch on confidence: auto-apply vs human approval
- ActionApply confident fixes to SalesforceSalesforce
- OutputPost recommendations to Slack for approvalSlack
What it does
For the hard cases that rule-based matching can't settle, this workflow hands each ambiguous account to an agent. It reads the candidate parents, researches the company's actual ownership and brand structure online, and writes a reasoned recommendation with a confidence level and sources, then routes it for one-click approval.
When to use it
Use it on the residue from your nightly stitcher: shared domains across unrelated brands, post-acquisition rebrands, holding companies, and franchise structures where a deterministic match is wrong or risky.
How it works
- 1A schedule fires after the nightly stitcher leaves a review queue.
- 2Read pending ambiguous accounts and their candidate parents from the Airtable review base.
- 3For each, the agent researches the corporate structure using web search and reasons over the candidates.
- 4The agent writes a recommended ParentId, confidence, and rationale back to Airtable.
- 5Branch: high-confidence recommendations are applied to Salesforce; the rest stay flagged for human approval.
- 6Post each recommendation to Slack with approve/reject actions.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.