LEAD GENERATION
Dedupe event attendee lists in a Coda tracker with a reviewable merge log
Pulls newly imported event attendees from a Coda table, finds fuzzy duplicates against rows already in the tracker.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionRead attendee rows from Coda trackerCoda
- LogicScore fuzzy name + domain duplicate pairs
- LogicBranch: auto-merge vs flag for review
- ActionMerge confident duplicates in CodaCoda
- OutputAppend merges and flags to Coda merge logCoda
What it does
When booth staff and a list-rental vendor both feed attendees into the same Coda tracker, you get near-duplicates: "Jon Smith / Acme" and "Jonathan Smith / Acme Inc." This workflow finds those pairs, merges them onto a single canonical row, and records what it merged so a human can audit or reverse it.
When to use it
Use it when your event pipeline lives in Coda and several sources write to one attendee table. Run it on a schedule so the tracker stays clean without anyone hand-merging rows.
How it works
- 1A daily schedule kicks off the run.
- 2The flow reads all attendee rows from the Coda table, flagging the ones added since the last run.
- 3It scores fuzzy matches on name plus normalized company domain to find likely duplicates.
- 4A branch separates confident matches (auto-merge) from ambiguous pairs (flag only).
- 5Confident pairs are merged into the canonical row in Coda, keeping the earliest first-touch date.
- 6Every merge and every flagged pair is appended to a Coda merge-log table for review.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.
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