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Find duplicate Attio companies
Report

Spot duplicate companies in Attio before they split your data

For operations teams who want duplicate Attio company records grouped and explained, just by asking their AI assistant.

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Find duplicate Attio companies
Find duplicate companies in Attio with Contoso in the name and tell me which one to keep.
I found 1 likely duplicate group and 1 possible match among Contoso companies. - Likely duplicate: Contoso Ltd and Contoso, both on contoso.com - Keep: Contoso Ltd, with 6 people and 3 deals against 1 person and 0 deals - Move first: 1 person from Contoso before removing it - Possible match: Contoso Labs, different domain, name only Shall I check another name?
Attio
Sample figures. Your results come from your own account.
attio-get-record-companies
attio-get-record-deals
attio-get-record-people

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Attio

Attio
Run it on your own Attio data.

Connect Attio, pick your AI tool and paste the prompt.

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The problem

Duplicate companies split your people and deals

Duplicate company records in Attio split people and deals across two or more versions of the same account. They are hard to spot, because the names differ by an Inc or a comma while the domain is the same.

Without PopdockAI

  • Export companies from Attio
  • Sort by name and domain to spot near matches
  • Count people and deals on each copy by hand
  • Guess which record to keep

With PopdockAI

  • Up to 200 companies are read from Attio
  • They are grouped by shared domain and cleaned up name
  • People and deals are counted on every record
  • A record to keep is recommended, and nothing is deleted

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find likely duplicate company records in Attio, optionally limited to names containing `{name-contains}`.

**Step 1: Pull companies**

Call `attio-get-record-companies` with `max-records` 200. If `{name-contains}` is given, pass it as `name.contains`.

**Step 2: Detect duplicates**

* Group by identical `domains`. Any group of two or more is a likely duplicate.
* Group by name after lowercasing and removing Inc, Ltd, LLC, GmbH and punctuation.
* For each group, call `attio-get-record-deals` with `associated-company` set to each company name and `attio-get-record-people` with `company` set likewise, to count what hangs off each record.

**Step 3: Report**

For each group: the record ids, names, domains, created dates, number of people and deals on each, and a recommended survivor (the one with the most linked data, then the oldest). Say what would have to be moved before deleting the others.

**Rules & Guidelines:**

* This prompt is read-only. Never call `attio-delete-company` or `attio-update-company`. Recommend only; to act, the user should run the delete prompt.
* Do not treat two companies as duplicates on name alone if their domains differ. Mark them as possible.

**Validation:**

* If no duplicates are found, say so.
* State that the sample is capped at 200 companies.

Who it's for

One answer, three teams that use it

CRM admins

Find duplicates before they spread

Groups by domain and cleaned name show which companies are really the same account, ready to merge.

Find duplicate companies in Attio across the whole workspace.

Revenue operations

Know what has to move before a merge

Each group shows the people and deals on every record and what to move, so the merge loses nothing.

Are there duplicate Fabrikam companies in Attio, and which has the most deals?

Sales managers

See an account's full picture again

Fix split accounts so people and deals roll up to one company in your reports.

Check Attio for duplicate records of Northwind Traders and recommend the one to keep.

How it works

What PopdockAI does when you ask

You check all companies or a name, and your AI assistant groups likely duplicates. It only recommends and never deletes or edits a company.

01

Ask

You say to check all companies, or only names containing some text.

Your AI tool

02

Pull

It reads up to 200 companies from Attio.

attio-get-record-companies

03

Match

It groups by shared domain and by cleaned up name, then counts people and deals on each.

attio-get-record-people
attio-get-record-deals

04

Report

You get each group with a recommended record to keep and what to move.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Attio and one secure connection to your AI tool. No code, no exports.

get-data

attio-get-record-companies

Returns companies from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

attio-get-record-deals

Returns deals from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

attio-get-record-people

Returns people from Attio CRM. Read-only; filter by the fields the tool offers.
Read only.Nothing in Attio Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Duplicate companies grouped with a record to keep

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Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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