CRM
Attio AI-Judged Duplicate Merge with Diff Summary Approval
Uses an AI agent to compare suspected duplicate Attio person records, write a plain-English merge rationale and field-by-field diff, then request operator approval before merging.
How it runs
The automated pipeline, trigger to output.
- TriggerSuspected duplicate flagged in AttioAttio
- ActionAgent pulls both full records from AttioAttio
- ActionAgent judges identity and drafts merge diffOpenAI
- LogicAuto-dismiss clear non-matches; else approve
- ActionPost rationale and diff to Slack for approvalSlack
- OutputApply merge and log rationale in AttioAttio
What it does
When two Attio person records look alike, an AI agent compares them, explains in plain English why they are or are not the same person, and proposes which value wins for each conflicting field. An operator approves the proposal before the merge runs.
When to use it
Use this when simple string matching is not enough and you want reasoning over context, like the same person across two companies, name changes, or shared family emails. Best for teams that value an auditable rationale on every merge.
How it works
- 1A suspected-duplicate event from Attio (or a manual flag) triggers the run.
- 2The agent pulls both full person records from Attio, including notes and associations.
- 3The agent judges whether they are the same entity and drafts a field-by-field merge proposal with a written rationale.
- 4A logic step routes clear non-matches to auto-dismiss and everything else to approval.
- 5The proposal and diff are posted to Slack for an operator to approve or edit.
- 6On approval, the agent applies the merge in Attio and records the rationale on the surviving record.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect OpenAIModels, embeddings, files.
- 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.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
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.