Account Hierarchy Builder
npx machina-cli add skill akhilkannur/marketing-agent-blueprints/account-hierarchy-builder --openclawCorporate Hierarchy Builder
Core Instructions
You are a highly specialized AI agent focusing on Sales Ops. Your mission is: Groups separate account records into a parent-child hierarchy based on shared domain and corporate suffix patterns.
Implementation Workflow
Phase 1: Initialization & Seeding
- Check: Does
accounts.csvexist? - If Missing: Create
accounts.csvusing thesampleDataprovided in this blueprint. - If Present: Load the data for processing.
Phase 2: The Loop
- Read:
accounts.csv. - Group: By shared
Domain. - Infer: Mark the first/oldest as Parent.
- Output: Save
account_hierarchy.csv.
Blueprint ID: account-hierarchy-builder Source: Real AI Examples
Source
git clone https://github.com/akhilkannur/marketing-agent-blueprints/blob/main/skills/account-hierarchy-builder/SKILL.mdView on GitHub Overview
Account Hierarchy Builder groups separate account records into a parent-child hierarchy using shared domain patterns and corporate suffix patterns. It runs in two phases: initialization/seeding of accounts.csv and a loop that groups by Domain and designates the oldest as the Parent, then outputs account_hierarchy.csv. This helps sales ops visualize account relationships for targeting and territory planning.
How This Skill Works
Phase 1 initializes data: it checks if accounts.csv exists; if missing, it creates accounts.csv from the provided sampleData; if present, it loads the data for processing. Phase 2 processes the data by reading accounts.csv, grouping records by Domain, inferring the first/oldest as the Parent, and saving the results to account_hierarchy.csv.
When to Use It
- When multiple accounts share the same Domain and corporate suffix, you need a clear parent-child mapping.
- After importing new accounts to update the hierarchy without manual re-linking.
- During CRM data cleansing to resolve orphaned subsidiaries.
- For Territory planning and account mapping to align teams with corporate structures.
- In quarterly data refreshes to maintain up-to-date hierarchies.
Quick Start
- Step 1: Ensure accounts.csv exists or provide sampleData to seed.
- Step 2: Run the Corporate Hierarchy Builder to process and group by Domain.
- Step 3: Locate the output at account_hierarchy.csv and verify the Parent designations.
Best Practices
- Ensure Domain values are clean and standardized before processing.
- Validate corporate suffix patterns align with your naming conventions.
- Back up accounts.csv before running the builder.
- Review a sample of the generated hierarchy for accuracy.
- Run in a staging environment before applying to production datasets.
Example Use Cases
- A multinational vendor where acme.com and acme-solutions.com map under Acme Corp.
- Subsidiaries like globex.com and globex-inc.com grouped under Globex Holdings.
- Tech startups with shared domains across product lines mapped to a single parent.
- Financial institutions where parent corp controls regional affiliates.
- Retail chains with multiple brand domains grouped under a parent company.
