Relevance AI
Relevance AI
SalesforceHubSpotNotionSlack

Duplicates merged, real subsidiaries kept apart

The Data Hygiene Steward reconciles records across your systems, merges the true duplicates, keeps real subsidiaries apart, and flags the conflicts it cannot safely resolve.

Duplicate scan · Acme Corp
Data Hygiene Steward

Two Acme Corp records surfaced. Checking whether they are truly the same before merging.

Reading both account records and their fields3s

Same domain, same billing address, same primary contact. One reads “Acme Corp”, one “Acme Corp.” with a period.

Confirming the match against HubSpot2s

HubSpot has one Acme on that domain. These two are one company split by a typo.

Merging into the record with the fuller history2s
Merged, safely. Both records shared a domain, address and primary contact and differed only by a trailing period in the name, so they are one company. I merged into the record with the fuller deal history and preserved every field the other held, with the merge logged so it can be undone.

How it works

Duplicate scan · weeklyNew account createdField conflict detectedOps: “clean the CRM”
2 duplicates mergedSubsidiaries kept, linkedMerge logged, reversibleConflict flagged to owner

Triggered by a scan or a new record

On a scheduled duplicate scan or the moment a record lands, the agent reads across Salesforce, HubSpot and Notion to check for matches.

Judges a real duplicate from a lookalike

It weighs domain, address, contacts and pipeline to tell a true duplicate from two legitimate subsidiaries, and merges only when it is sure.

Merges, links, or flags for a human

Clear duplicates are merged into the fuller record and logged. Lookalikes get linked, and conflicts it cannot safely resolve go to the data owner.

Without Relevance

With Relevance

A dedupe tool matches on company name and merges two records that were never the same.

The agent verifies domain, address and pipeline before it merges, so only true duplicates combine.

Conflicting fields across systems get overwritten by whichever sync ran last.

The agent compares the sources, reconciles where a policy decides, and asks where none does.

A bulk merge collapses two legitimate subsidiaries into one and breaks both pipelines.

The agent recognises separate domains and deals as real subsidiaries and links them instead of merging.

Cleanups happen when someone finds time for a big-bang project, once a year.

Every record gets the same check, continuously, not just in an annual cleanup sprint.

What counts as a duplicate depends on who is running the cleanup that quarter.

One matching standard applied to every record, every run.

A conflict gets resolved by guesswork to close the ticket.

When both sources are plausible, the agent flags the conflict for a human rather than overwriting a real edit.

Held to a quality bar, on every run

Every reconciliation is checked against eval test cases written for this exact job before any record is merged. If a run fails the bar, it never ships.

Data Hygiene Steward
92959890

Sampling 2% of live runs · 96% passing this week

Merges require more than a name match
96%
Subsidiaries are kept, not collapsed
93%
Every merge is logged and reversible
87%
Unresolvable conflicts go to a human
91%

Shaped by your team, not a template

Experts and engineers tune Data Hygiene Steward to your playbooks. Every change ships through the same evals.

Drag and drop

Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.

Drag and drop

Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.

Build with AI

Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.

Build with AI

Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.

Build with MCP

Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.

Build with MCP

Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.

Built for enterprise teams

Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.

AICPASOC 2TYPE II
SOC 2
GDPR
GDPR

Security & data privacy

  • Data residency
  • PII masking
  • Audit logs
  • No training on your data

Access & controls

  • Role-based access control
  • SSO / SAML
  • Human-in-the-loop approvals
  • Version control

Monitoring & oversight

  • Real-time monitoring
  • Full agent tracing
  • Cost visibility
  • OTEL & Delta Share export
KPMG
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."

Levi Watters

Partner, KPMG Australia

Read more
Autodesk
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."

Allen Roh

Senior Marketing Manager, Autodesk

Read more
Canva
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."

Rob Giglio

Chief Customer Officer, Canva

Read more
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."

Levi Watters

Partner, KPMG Australia

Read more

Team it up with more operations agents

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  1. 1
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  2. 2
    Nudged the late step
  3. Process on track

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August
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Renewal · 60 days out

Vendor Renewal Tracker

Flags renewals before the deadline that binds you.

Software · $12kVP FinanceTeam lead

Approval Router

Routes every request to the right approver by policy.

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94%
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+38%
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Anomaly · backlog +38%

Ops Reporting Analyst

Builds the weekly report and explains the anomalies.

Payments are failing, is this an incident?
Sev-2 opened: checkout degraded for ~15% of users. Channel and timeline are live.
#inc-payments opened

Incident Coordinator

Runs the incident channel and sizes severity by impact.

Slack + email
Notion workspace
Admin access held
Sent for sign-off

Access Provisioner

Provisions new-hire access on a least-privilege basis.

Support Runbook

SOP Maintainer

Keeps runbooks current and flags where they drift.

Every agent you add shares one stack

These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.

  • Triggered by key events or signalslike Zapier
  • Given access to contextlike Zep
  • Connected to your appslike Composio
  • Access to all LLMslike OpenRouter
  • Performance evaluatedlike Braintrust
  • No-code agent builderlike Dust.tt
  • Coordinated into teamslike CrewAI
  • Kept alive through long-running worklike Temporal
  • Traced at every step of every runlike Langfuse

Put the Data Hygiene Steward to work this quarter

We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.