CRM
Salesforce Domain Dedupe to Airtable Review Board
Weekly groups Salesforce accounts by shared email domain, flags clusters with more than one record.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts scan
- ActionQuery active Salesforce accountsSalesforce
- LogicGroup by domain, keep clusters of 2+
- ActionUpsert cluster rows to Airtable boardAirtable
- OutputSlack summary of new clustersSlack
What it does
Finds duplicates inside a single CRM. Each week it groups Salesforce accounts by website and email domain, isolates clusters containing more than one account, and creates an Airtable row per cluster with all candidate records linked. The steward marks one record as master directly in Airtable, which sets the approval flag a downstream executor reads.
When to use it
Your duplication problem is within Salesforce itself, and your data team already lives in Airtable for review work. You want a visual board instead of Slack cards for batch triage.
How it works
- 1A weekly schedule starts the scan.
- 2Query all active Salesforce accounts with a domain or website.
- 3A logic step groups by normalized domain and keeps only clusters of size two or more.
- 4Upsert one Airtable row per cluster, attaching each account's ID, name, owner, and last-activity date.
- 5The steward chooses the master and checks Approve in Airtable.
- 6Output a Slack summary of how many new clusters need review this week.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AirtableBases, tables, views, automations.
- 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.