task icon Task

Resolve Company Entity

Requirements
Company information to resolve: name (required), domain (if known), service source (attio/exa/gmail/etc), relationship type (customer/partner/employer/prospect), and any associated people.
Instructions
You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).
3

Search existing company entries for a match using these criteria:

  1. Domain match (company.com)
  2. Company name match (fuzzy matching OK for variations)
  3. Already linked from a person entity

If MATCH FOUND:

  • Merge new information into existing entry
  • Update relationship context if changed
  • Link any new key contacts (people entities)
  • Note the merge: "Updated from [service] on [date]"
  • Report: "Merged with existing profile: [company name]"

If NO MATCH:

  • Only create if company is meaningful (specific relationship exists)
  • Use the company profile structure from guidelines
  • Link to any related person entities
  • Include source attribution
  • Report: "Created new profile: [company name]"

If INSUFFICIENT DATA:

  • Don't create entity for generic companies without relationship
  • Report: "Skipped - no specific relationship for [company name]"
                    To run this task you must have the following required information:

> Company information to resolve: name (required), domain (if known), service source (attio/exa/gmail/etc), relationship type (customer/partner/employer/prospect), and any associated people.

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).

Add all steps to your todo list now and begin executing.

## Steps

1. [Read Entity Resolution Guidelines]: Read the documentation in: `./skills/sauna/[skill_id]/references/context.entity.guidelines.md` (Entity resolution rules and merge strategy)

2. [Read Company Directory]: Read all files matching `./documents/entities/companies/*.md` and analyze their contents (Check existing company entries)

3. Search existing company entries for a match using these criteria:
1. Domain match (company.com)
2. Company name match (fuzzy matching OK for variations)
3. Already linked from a person entity

If MATCH FOUND:
- Merge new information into existing entry
- Update relationship context if changed
- Link any new key contacts (people entities)
- Note the merge: "Updated from [service] on [date]"
- Report: "Merged with existing profile: [company name]"

If NO MATCH:
- Only create if company is meaningful (specific relationship exists)
- Use the company profile structure from guidelines
- Link to any related person entities
- Include source attribution
- Report: "Created new profile: [company name]"

If INSUFFICIENT DATA:
- Don't create entity for generic companies without relationship
- Report: "Skipped - no specific relationship for [company name]"