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AI agent for sales and marketings

Post-Event Lead Reconciliation Agent

Get every event lead into the CRM correctly and report results

Data cleanupMarketingHospitality and events
See how it worksGet access
Post-Event Lead Reconciliation Agent: what goes in, what the agent does and what you get

What it does

After an event, leads come from badge scans, session check-ins and registration lists, and messy merging means hot leads wait days for a call. When the event ends, this agent merges all sources, matches people to CRM records and removes duplicates by email. It checks that totals match each source; if numbers do not add up, it finds the missing or double-counted records and checks again. It then assigns lead status by activity, so a booth demo counts as a hot lead and a single session visit does not. The event marketer approves routing before hot leads go to sales. The agent then drafts the event report with registrations, attendance, leads and pipeline. Edge case: contacts who did not give consent are not added to marketing lists, though they still appear in the event report.

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 Event ends 2 USES A TOOL Merge scans, check-ins and registrations 3 DOES Match to CRM and remove duplicates 4 CHECKS THE RESULT Do totals match each source? If not: find missing or duplicate records. Back to step3. 5 DOES Assign lead status 6 YOU APPROVE Event marketer approves routing 7 USES A TOOL Draft the event report 8 RESULT Leads routed and report shared
Read the steps as a list
  1. Event ends
  2. Merge scans, check-ins and registrations
  3. Match to CRM and remove duplicates
  4. Do totals match each source?If not: find missing or duplicate records. Back to step 3.
  5. Assign lead status
  6. Event marketer approves routingThe agent waits here for your OK.
  7. Draft the event report
  8. Leads routed and report shared

How it decides

Lead status follows activity. Totals must match sources.

  • Consent required for marketing lists
  • Booth demos are hot leads
  • Duplicates merged by email

Make it yours

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

  • Lead status rules
  • Report format
  • Routing rules

What keeps you in control

It always asks you first

  • Routing
  • Report

Hard limits

  • Never adds contacts without consent
  • Never deletes CRM records

It stops when

  • Done: report shared
  • Stop: scan data missing

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 happensAfter a trade show on June 6, the agent merges 512 badge scans, 290 check-ins and 640 registrations. It matches them to the CRM and removes 87 duplicates. The totals check fails: 23 scans have no name. The agent pulls them from the badge vendor's file and the totals then match. It assigns lead status, and the event marketer approves routing. The report shows 61 hot leads.

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