LEAD GENERATION
Multi-Scanner Export Cross-Dedupe & Merge
Combines badge-scan exports from multiple booths or devices in Drive, merges duplicate attendees into a single golden record per person.
How it runs
The automated pipeline, trigger to output.
- TriggerAll scan exports present in Drive folderGoogle Drive
- ActionParse and pool all CSV rows
- LogicCluster duplicates and merge to golden record
- ActionWrite deduped master list to AirtableAirtable
- OutputPost merge report to SlackSlack
What it does
Reconciles overlapping scan exports from several scanners or booth stations into one clean master list. The same attendee scanned at three booths becomes a single Airtable record that keeps every booth touchpoint and the richest contact fields, so your follow-up team works from truth, not chaos.
When to use it
Run it at the end of a multi-day or multi-booth event when you have several CSVs that overlap. Ideal for large exhibits where attendees get scanned repeatedly and a naive import would triple-count the same person.
How it works
- 1The trigger fires when all expected scan exports are present in the Drive folder.
- 2Every CSV is parsed and rows pooled into one in-memory dataset.
- 3A dedupe logic step clusters rows by email, then fuzzy name plus company.
- 4Each cluster is merged into a golden record retaining all booth visit tags.
- 5The deduped master list is written to the Airtable leads table.
- 6A run report posts merge counts and conflict flags to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 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.
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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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