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Human guide: work with your agent → Produce an account review file with stable source IDs, matched company evidence, and explicit exceptions. Use it to decide which records can proceed.

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Before you start

Use an authorized workspace and a small file with stable source IDs. Have source access and your team’s acceptance policy available. This guide describes customer-authored logic, not an automatically enabled product policy.

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1. Understand the decision

Company identity and field acceptance are separate decisions. Establish the account entity before applying freshness and precedence rules. Test this fictional sample before calling providers:

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2. Inspect supported operations

Inspect a returned ID with deepline describe <returned-id> --json. Compare required identifiers, outputs, access mode, and price. A similar title does not establish that a contract fits.

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3. Implement the bounded workflow

Ask your agent to author account-enrichment.play.ts using Write Plays. Have it declare the CSV input and preserve source IDs. Reuse existing contracts when they fit the transformation. Implement these rules explicitly:
  1. Resolve the company identifier to the intended account entity.
  2. Keep source values, available observation times, and missing fields.
  3. Apply field-specific acceptance. Keep parent-company and subsidiary evidence distinct.
  4. Return proposals and reasons without overwriting CRM values.
Keep external changes disabled for the first pilot. That control belongs in the authored logic, not a universal Play dry-run flag.

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4. Check and pilot

Prepare pilot.csv using CSV-safe selection. Then check the source:
Resolve authoring errors first. After reviewing source and price, run only the pilot:
Use the ID returned by the pilot. Select a returned dataset path when several exist. Provider-backed execution can incur usage.

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5. Verify the outcome

Compare proposed identity and fields with known records. Preserve null values instead of converting them into zeros.
Every source ID has a result or explicit exception. The fictional cases follow the stated policy, and actual results retain their evidence.
Ask your agent why a record was accepted, held, or rejected. Correct the rule before expanding input or enabling external writes.

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Continue

Company-domain matching covers identity. CRM repair covers authorized writes.