CRM
Attio Inbound Record Dedupe Gate with Pre-Create Merge Suggestion
Intercepts newly created Attio records, checks them against existing companies in real time.
How it runs
The automated pipeline, trigger to output.
- TriggerAttio record-created eventAttio
- ActionSearch Attio for matching existing companiesAttio
- LogicBranch on similarity threshold crossed
- LogicBuild field overlap and conflict comparison of new vs existing
- ActionPost merge-or-keep suggestion to SlackSlack
- OutputOn merge decision, consolidate records in Attio and notify channelAttio
What it does
This workflow runs the moment a new record is created in Attio. It searches existing companies for a match, and when it finds a likely duplicate it builds a side-by-side comparison of the new and existing records, highlighting which fields overlap and which differ. It posts a merge-or-keep suggestion to Slack so the team decides before the duplicate takes root.
When to use it
Use it when records pour into Attio from integrations and enrichment and you want to catch duplicates at creation time, not weeks later during a cleanup project.
How it works
- 1An Attio record-created event triggers the workflow.
- 2The workflow searches Attio for existing companies matching domain or name.
- 3A branch checks whether any match crosses the similarity threshold.
- 4For a match, it builds a field overlap and conflict comparison of new vs existing.
- 5It posts a merge-or-keep suggestion to Slack with both records shown.
- 6On a merge decision, it consolidates the records in Attio and notifies the channel.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 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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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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