CRM
Reconcile duplicate Attio companies against Stripe by domain
Scans Attio companies on a schedule, fuzzy-matches their domains to one another and to Stripe customers.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionFetch all companies from AttioAttio
- LogicNormalize domains and fuzzy-group duplicates
- ActionMatch groups to Stripe customers by domainStripe
- LogicPick canonical keeper or flag ambiguous
- ActionWrite merge plan to Postgres tablePostgres
- OutputPost merge plan summary to SlackSlack
What it does
Finds Attio company records that are almost certainly the same business (e.g. "acme.com" and "www.acme.io", or two records for the same parent domain) and cross-references them against Stripe customers so billing and CRM agree on one canonical company.
When to use it
Run this when your Attio workspace has accumulated duplicates from form fills, imports, and sales reps creating records by hand, and you want a safe, reviewable cleanup rather than a blind auto-merge.
How it works
On a nightly schedule the workflow pulls all Attio companies and normalizes each domain (strips www, lowercases, collapses common TLD variants). A fuzzy-match step groups records whose normalized domains exceed a similarity threshold. Each candidate group is checked against Stripe customers by email domain to pick the record tied to active billing as the canonical keeper. Groups with a confident single keeper are written to a Postgres reconciliation table as an approved merge plan; ambiguous groups are flagged for human review. A summary of proposed merges and conflicts is posted to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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