Client Matching

Resolve email addresses and attendees to CRM contacts with confidence scores.

18|7|Updated Mar 11, 2026

Search Tags:#crm #contact lookup #notion integration #fuzzy matching #client matching #email resolution

Ready to run

npx skills add https://github.com/thecloudtips/founder-os --skill client-matching

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Client Matching
Source: https://github.com/thecloudtips/founder-os/tree/main/plugin/skills/crm/client-matching
Command: npx skills add https://github.com/thecloudtips/founder-os --skill client-matching

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill solves the problem of manually identifying which client an email or meeting attendee belongs to, saving significant time and reducing errors in CRM management.

Core Features & Use Cases

Progressive Matching Algorithm: Uses a 5-step process from exact email matches to fuzzy name matching with confidence scoring.
CRM Integration: Seamlessly integrates with Notion CRM databases (Companies and Contacts) to resolve participants.
Use Case: When a new email arrives, this skill automatically determines the associated client and contact, allowing for immediate context and faster response times.

Quick Start

Use the client matching skill to resolve the email address '[email protected]' to a CRM contact.

Frequently Asked Questions about Client Matching

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automatically identify CRM contacts from incoming emails?▼

To identify CRM contacts from incoming emails, use a progressive 5-step matching algorithm that resolves domains and meeting attendees. It provides confidence scores for each match by integrating directly with Notion databases.

How does fuzzy matching work for resolving email addresses to Notion contacts?▼

Fuzzy matching for email resolution works by comparing name variations against your Notion CRM database. It acts as the final step in a 5-stage process, catching exact matches, personal domains, and distribution lists before applying confidence scores.

Can I use this to look up clients if I only have a personal email domain?▼

Yes, you can look up clients using personal email domains. The matching algorithm explicitly handles personal domains alongside distribution lists, resolving them to the correct CRM contacts by using fuzzy name variations and assigning match confidence scores.

What is the best way to resolve meeting attendees to company records in a Notion CRM?▼

The best way to resolve meeting attendees to company records in a Notion CRM is using a progressive 5-step matching algorithm. It queries your Companies and Contacts databases, handles fuzzy name variations, and outputs confidence scores for each resolved participant.

Does Notion integration support confidence scoring for contact lookups?▼

Notion integration fully supports confidence scoring for contact lookups. When resolving email addresses or meeting attendees against your CRM databases, the algorithm evaluates exact matches and fuzzy name variations to generate a specific score for every result.