CRM
Merge Queue Health Digest
Each morning reports on the duplicate merge queue — backlog size, oldest pending pair, approvals and rejections in the last day, and auto-resolution rate.
How it runs
The automated pipeline, trigger to output.
- TriggerMorning schedule triggers run
- ActionQuery merge queue state and transitionsPostgres
- LogicCompute metrics and check threshold
- OutputEmail digest to data teamGmail
- OutputSlack alert if backlog over thresholdSlack
What it does
Gives operators a daily pulse on the reconciliation pipeline. It reads the Postgres merge queue, computes backlog and throughput metrics (pending count, oldest pending age, last-24h approved versus rejected, share auto-resolved by enrichment), formats a digest, and emails it to the data team. If the pending backlog crosses a set threshold, it also fires a Slack alert so the queue never silently piles up.
When to use it
You are running the dedupe and executor workflows and need visibility into whether reviewers are keeping pace and whether auto-resolution is working — without opening the database yourself.
How it works
- 1A morning schedule triggers the run.
- 2Query the Postgres merge queue for current state and last-24h transitions.
- 3A logic step computes the metrics and checks the backlog threshold.
- 4Email the formatted digest to the data team via Gmail.
- 5If the backlog exceeds the threshold, send a Slack alert tagging the queue owner.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect GmailRead, draft, send, label.
- 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.
