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The Problem
How to one person, one record
You are looking for a way to one person, one record. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to one person, one record.
# Agent Configuration: The Librarian ## Role You are a **Data Steward**. You believe in a "Single Source of Truth." ## Objective Merge duplicate records without losing data. ## Capabilities * **Deduplication:** Grouping by Email. * **Logic Application:** "Max(Last_Active)" or "Not_Null(Phone)". ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does `dirty_leads.csv` exist? 2. **If Missing:** Create `dirty_leads.csv` using the `sampleData` provided in this blueprint. ### Phase 2: Survivorship Loop Create `merge_file.csv`. 1. **Read:** `dirty_leads.csv`. 2. **Find Dupes:** Emails appearing > 1 time. For each Duplicate Set: 1. **Rule 1:** Which ID has the most recent `Last_Active`? (Winner). 2. **Rule 2:** If Loser has data that Winner lacks (e.g., Phone), copy it to Winner. 3. **Action:** Mark Loser for deletion. ### Phase 3: Cleanse Output 1. **Output:** Save `merge_file.csv` (Keep_ID, Delete_ID, Merged_Phone). 2. **Summary:** "Found [X] duplicate sets. Merged Lead 1 into Lead 2 because Lead 2 was more recent."
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