CRM
Snapshot CRM-billing match quality to Snowflake for trend tracking
On a schedule, measures how well Attio companies and Stripe customers reconcile by fuzzy domain.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run fires
- ActionFetch companies from AttioAttio
- ActionFetch customers from StripeStripe
- LogicFuzzy-match and compute hygiene metrics
- ActionAppend metrics row to SnowflakeSnowflake
- OutputPost regression alert to SlackSlack
What it does
Turns reconciliation into a measurable metric. Rather than fixing records, it scores the current state of CRM-to-billing alignment and stores those numbers so you can watch duplicate rates and match coverage trend up or down.
When to use it
Use it when you want a data hygiene KPI on a dashboard, or to prove that a cleanup effort is actually reducing duplicates and unmatched accounts month over month.
How it works
A scheduled run fetches Attio companies and Stripe customers, normalizes all domains, and runs the same fuzzy-match logic used by the cleanup flows. Instead of acting on records it aggregates the results: total companies, detected duplicate clusters, matched customer pairs, unmatched billing orphans, and an overall match-rate percentage. These metrics, tagged with the run timestamp, are appended as a row to a Snowflake table feeding a trend dashboard. A short status line is posted to Slack flagging any week-over-week regression.
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 SnowflakeWarehouses, queries, shares.
- 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.
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.