CRM
Autonomous Dedupe Triage Agent with Human Gate on Ambiguous Pairs
An agent investigates each incoming duplicate candidate by enriching both records, auto-resolving clear-cut matches and non-matches.
How it runs
The automated pipeline, trigger to output.
- TriggerNew duplicate candidate detected
- ActionRead both records and enrich company identityExa
- LogicAgent classifies pair: confirmed, rejected, or ambiguous
- ActionWrite decision to Coda (pre-approved or human-review)Coda
- OutputPost per-pair decision rationale to SlackSlack
What it does
This is the agent-driven version of dedupe triage. Rather than queue every candidate for a human, an agent reasons over each pair, gathers supporting evidence, and acts: it auto-confirms obvious duplicates for merge, dismisses clear non-matches, and reserves human attention only for the truly ambiguous middle.
When to use it
Use it once your team trusts the detection logic and the review queue volume has become the bottleneck. It dramatically shrinks what reaches human reviewers while keeping a hard gate on uncertain decisions so nothing risky merges unsupervised.
How it works
- 1A new duplicate candidate event starts the agent.
- 2The agent reads both the Salesforce and HubSpot records and enriches with a web lookup to confirm the company identity.
- 3It reasons over the combined evidence to classify the pair as confirmed, rejected, or ambiguous.
- 4A logic gate routes by the agent's decision.
- 5Confirmed pairs are written to Coda pre-approved for merge; ambiguous pairs are queued for human review.
- 6A Slack summary reports each decision and its rationale for oversight.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect ExaNeural search across the web.
- 4Connect CodaDocs, packs, automations.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.