CRM
Nightly Scan for Attio Duplicate Contacts and Queue Merge Candidates
Each night, scans Attio People for likely duplicates by normalized email and name, scores match confidence, auto-merges high-confidence pairs.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionPage through Attio People recordsAttio
- LogicCluster and score duplicate candidates
- ActionAuto-merge high-confidence pairs in AttioAttio
- OutputQueue low-confidence pairs to PostgresPostgres
What it does
Instead of waiting for someone to spot duplicates, this workflow proactively finds them. It exports Attio people, clusters likely duplicate pairs, and either merges them automatically or stages them for human review based on a confidence score.
When to use it
Run it as a scheduled hygiene job when duplicates accumulate from form fills, imports, and enrichment, and you want a steady automated cleanup with a safety threshold.
How it works
- 1A nightly schedule trigger starts the run.
- 2An action pulls the current People list from Attio in pages.
- 3A logic step normalizes emails and names, clusters candidate pairs, and assigns each a confidence score from exact, fuzzy, and shared-domain signals.
- 4Pairs above the auto-merge threshold are merged via the Attio API using survivorship rules to pick winning fields.
- 5Pairs below the threshold are inserted into a Postgres review queue with their score and matched signals for an operator to triage.
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.
- 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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