CRM
Agent-driven reconcile of duplicate Intercom-sourced Attio records
On demand, an agent audits Attio for duplicate person records created from Intercom backfills, decides the surviving record, merges histories, and reconciles each merge against…
How it runs
The automated pipeline, trigger to output.
- TriggerOperator launches reconcile run
- ActionPull duplicate person clusters from AttioAttio
- LogicAgent selects surviving record per cluster
- ActionCross-check identity against Postgres accountPostgres
- ActionMerge losing records into survivor in AttioAttio
- OutputDeliver reconciliation report with conflicts
What it does
Cleans up the duplicate person records that accumulate when Intercom contacts get backfilled under slightly different emails or names. An agent reviews candidate duplicate clusters in Attio, reasons about which record should survive (most complete, linked to the right company), merges the others into it, and confirms the merged identity matches the canonical account in your Postgres warehouse.
When to use it
Run this when repeated Intercom backfills have polluted Attio with near-duplicate people and a simple email key isn't enough to resolve them. Best for periodic CRM hygiene where judgment, not a rigid rule, decides the winner.
How it works
- 1Operator launches the reconcile run manually.
- 2Pull candidate duplicate person clusters from Attio.
- 3The agent inspects each cluster and picks the surviving record.
- 4Cross-check the chosen identity against the Postgres account of record.
- 5Merge losing records into the survivor in Attio.
- 6Deliver a reconciliation report of merges and any conflicts left for review.
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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