CRM
Agent that Reconciles Inferred Org Chart Against Salesforce on Demand
On a chat request for a named account, an agent reads the email threads, builds the inferred buying-committee org chart, diffs it against existing Salesforce contacts and roles.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request naming an account
- ActionSearch and read account threadsGmail
- ActionInfer committee org chart from evidenceOpenAI
- ActionPull current contacts and hierarchySalesforce
- LogicDiff inferred map against CRM record
- OutputApply approved updates to SalesforceSalesforce
What it does
Gives a rep an on-demand second opinion on their account map. Ask the agent about an account and it reconstructs the buying committee from email evidence, compares it to what Salesforce already records, and surfaces a clear diff: who is mislabeled, who is missing, and which reporting lines look wrong.
When to use it
Use it before a QBR or account-planning session when you suspect the Salesforce org chart has drifted from what the email history actually shows.
How it works
- 1A chat message names the target account and starts the agent.
- 2The agent searches Gmail for that account's threads and reads the relevant conversations.
- 3It infers a committee org chart with roles and reporting lines from the email evidence.
- 4It pulls the current contacts, roles, and hierarchy from Salesforce for the same account.
- 5The agent diffs the two views and reasons about which discrepancies are real.
- 6It returns a proposed change set, applying the approved updates back to Salesforce.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.