Connected work
Research into records.
Match existing companies, add missing ones and account for every row.
Try this task ↓Make it yours
Start with this.
Connect a writable CRM and supply the rows. This prompt authorises the described changes; use a test workspace to try it safely.
Take the 20 supplier rows below and match existing CRM companies by domain. I authorise creating missing company records and attaching the supplied research notes. Do not overwrite existing values. Ask about ambiguous matches. Verify the writes and report created, matched, skipped and failed rows with record IDs. Preserve failed rows for retry. Supplier rows: [paste your rows here].
What the work involves
- Validate rows and inspect existing company matches.
- Create missing records and attach notes within your instructions.
- Read back results and reconcile every input row.
What you should get
Verified CRM records and a reconciliation of what changed, matched or failed.
Supported write operations vary by app. An uncertain write must be checked before retrying to avoid duplicates.