CRM
Weekly Merge Reconciliation Health Report for Leadership
Compiles the past week of dedupe activity from the Coda queue and both CRMs into a leadership-ready report covering pairs found, merged, rejected, and still pending.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionTally Coda queue rows by status and ageCoda
- ActionConfirm executed merges landed in both CRMsSalesforce
- ActionWrite narrative summary with trendsOpenAI
- ActionPublish report page to ConfluenceConfluence
- OutputLink the report in the leadership Slack channelSlack
What it does
This workflow turns raw merge-queue activity into a weekly status report for RevOps leadership. It counts duplicates detected, merges executed, pairs rejected, and the aging backlog still awaiting review, then writes a formatted page to Confluence.
When to use it
Use it during the multi-month integration period when leadership wants to see that the two CRMs are actually converging. It answers the standing question of how far along the reconciliation is without anyone building a manual deck each Monday.
How it works
- 1A weekly schedule triggers the report.
- 2The flow reads the full Coda queue and tallies rows by status and age.
- 3It cross-checks merge counts against Salesforce and HubSpot to confirm executed merges actually landed.
- 4An OpenAI step writes a concise narrative summary with trend callouts and the oldest unresolved pairs.
- 5The report is published as a Confluence page in the integration space.
- 6A Slack message links the new page to the leadership channel.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect ConfluenceSpaces, pages, blueprints.
- 6Connect SlackChannels, DMs, threads, mentions.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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