Salesforce duplicate merge

Sales / AUTOMATE.md

When a new lead list lands, match names and domains against the CRM, list the likely duplicate pairs with their record IDs, and draft a merge note for me to approve.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • No duplicate leads in the queue
  • Every merge reviewed first

How it runs

  1. 1. Starts

    When a new lead is created in Salesforce

  2. 2. Reads

    lead list

  3. 3. Delivers to

    DocumentsSlack

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why sales teams set this up

Leads reach reps with no work email, a job title from two years ago, and a company that already exists in the CRM under a different name. Reps rebuild the same list by hand, the first touch goes out a week late, and bad records turn into bad conversations. Nobody owns the cleanup, so the damage compounds every week.

See the whole job: Lead enrichment and hygiene

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Salesforce duplicate merge

Approve before it saves the document and posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Bounce list repair

When a sending list comes back with bounced emails, drop the dead rows, then email me the cleaned list to review.

When an outbound list comes back with bounced emails

Missing email backfill

Every weekday at 7am, pull the leads missing an email, look up verified replacements, and email me a short list to confirm before anything is written back.

Every weekday at 7:00am

Related workflows

Account research briefs

Keep a one-page brief per target account: the people who matter, what changed there recently, and the reason to reach out this week.

7 automations

Lead routing checks

Check each inbound lead's fields, territory, and open opportunities, then send it to one named owner with a response clock attached.

Write your own

Buyer intent routing

Turn research activity and buying signals into one routed action with an owner and a date.

3 automations

Fit scoring assistant

Score every account against the same written firmographic and intent criteria, so two reps reach the same answer about whether it is worth working.

Write your own

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon