📡
01 · INPUT
Scout detects a personnel change
A contact triggers a Scout alert — a job move, promotion, or new hire at a tracked firm. Crustdata verifies the current firm, title, and LinkedIn URL before the record is emitted.
name · firm · title · LinkedIn URL
Crustdata-verified
Phase 1 — parallel queries
Query Bipsync by name and LinkedIn URL. Is this contact in our CRM? If yes, pull their record, firm on file, notes, and last contact date.
contact record
or: missing flag
+
pending IT
📬
02B · MS GRAPH
Emails & notes
Search Outlook and SharePoint for this contact. Surface email threads, meeting notes, and attached documents from our history with them.
emails · notes · docs
⚙️
03 · ENRICHMENT
Firm delta check + classification
Compare Scout's current firm against the firm stored in Bipsync. Classify the contact: present or missing in CRM, firm matched or mismatched, relationship warm or cold. Attach a confidence score.
firm delta
CRM status
relationship tier
confidence score
🚩
04 · FLAGS
Action flags surfaced to the team
Anomalies get flagged for human review — a contact missing from Bipsync, a firm mismatch, or a low confidence score. Notes from the old firm are surfaced alongside each flag so context isn't lost.
missing contact
firm change
low confidence
📊
05 · OUTPUT
Enriched profile → conversation lens
The enriched contact profile feeds into our conversation lens scoring model. Relationship tier, recency, touch count, and note history are now visible — scoring reflects reality instead of CRM gaps.
relationship score updated
Scout list prioritised
future upgrade · when IT confirms Glean access
pending IT
🔍
PHASE 2 · GLEAN
Single search call — all sources at once
One Glean search queries Bipsync, Outlook, and SharePoint simultaneously — replacing both Phase 1 connectors. Steps 03 through 05 are completely unchanged. Crustdata via Scout stays the identity source of truth. This is a connector swap, not a rebuild.
replaces 02A + 02B
drop-in · logic unchanged
pending IT access