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AI agent for event planners

Event Registration Duplicate Agent

Accurate registration counts without merging different people.

Event Registration Duplicate Agent: what goes in, what the agent does and what you get

What it does

Duplicate conference registrations inflate attendance counts and create conflicting entitlements, such as two badges or two meal plans. Each day this agent reads the registration export and finds candidate duplicates by name, company and timing. It then checks distinguishing evidence: verified email, payment record and ticket type. It proposes a merge only when the evidence clearly shows the same person with the same entitlement. Different entitlements or uncertain identity keep the records separate, with a note on why. Merge proposals are reversible. The registration lead approves merges and refunds; attendee messages stay with staff. Edge case: one person bought a day pass and later a full pass, so the agent flags a possible refund rather than merging.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Daily export 2 USES A TOOL Find candidate duplicates 3 DOES Check distinguishing evidence 4 CHECKS THE RESULT Is it clearly the same person with the sameentitlement? If not: keep separate and note why. Back to step 3. 5 DOES Prepare a reversible merge proposal 6 YOU APPROVE Registration lead approves merges and refunds 7 RESULT Registration reconciliation draft
Read the steps as a list
  1. Daily export
  2. Find candidate duplicates
  3. Check distinguishing evidence
  4. Is it clearly the same person with the same entitlement?If not: keep separate and note why. Back to step 3.
  5. Prepare a reversible merge proposal
  6. Registration lead approves merges and refundsThe agent waits here for your OK.
  7. Registration reconciliation draft

How it decides

It matches on identifiers and context and only proposes merges with consistent evidence.

  • Same person requires a verified email or payment match.
  • Different entitlements block a merge.
  • Every merge proposal is reversible.
  • Possible refunds go to the registration lead.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Fields used to find candidates (name, company, email)
  • Evidence required to merge (default verified email or payment match)
  • Daily export time
  • Who approves merges and refunds
  • Draft format

What keeps you in control

It always asks you first

  • Production merges
  • Refunds
  • Attendee communications

Hard limits

  • Staging only.

It stops when

  • Done: all candidates reviewed.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe June 12 export has 2,140 registrations and 37 candidate duplicates. Two J. Smith records share a company but have different verified emails, so the check fails and they stay separate. Another pair shares an email and payment card but has a day pass and a full pass. The agent flags a refund question instead of merging. The registration lead approves 29 merges and one refund.

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