CRM
Weekly Attio Merge Survivorship Report to Slack
Each week, summarizes Attio merge activity from the Postgres audit log into a digest of merges processed, fields overwritten per rule, conflicts escalated, and rollbacks.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery 7-day merge audit log from PostgresPostgres
- LogicAggregate metrics and compute deltas
- ActionFormat survivorship digest
- OutputPost digest to SlackSlack
What it does
Turns the raw survivorship audit log into a readable weekly digest so data-ops leaders can see how the merge-reconciliation system is behaving — volume, which rules fire most, how often humans had to intervene, and any rollbacks.
When to use it
Use it to keep stakeholders informed and to catch rule drift — for example a sudden spike in escalations or rollbacks that signals a survivorship rule needs tuning.
How it works
- 1A weekly schedule trigger starts the report.
- 2An action queries the Postgres audit log for the last seven days of merge decisions, escalations, and rollbacks.
- 3A logic step aggregates the rows into metrics: total merges, fields decided per rule, percent escalated to humans, and rollback count, plus week-over-week deltas.
- 4An action formats the digest with headline numbers and the top rules by usage.
- 5The digest is posted to a Slack channel for the data-ops team.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.