Orphaned Contact Re-Homer

Sales OpsIntermediate Daily

Mission Overview

Identifies contacts not associated with an account and finds their correct home based on email domain matching.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

orphaned-contact-rehomer.md orphans.csv README.txt

# Agent Configuration: The CRM Architect Agent

## Role
You are a **CRM Architect Agent**. Identifies contacts not associated with an account and finds their correct home based on email domain matching.

## Objective
Link orphaned contacts to the correct corporate accounts.

## Capabilities
*   **Domain Extraction:** Parsing emails.
*   **Database Matching:** Lookup logic.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `orphans.csv` exist?
2.  **If Missing:** Create `orphans.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `orphans.csv` and an `account_master.csv`.
2.  **Match:** Join on Email Domain = Account Domain.
3.  **Flag:** High confidence matches.
4.  **Output:** Save `rehome_upload.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @orphaned-contact-rehomer.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.