CRM hygiene sweep
Finds stale deals, missing fields and duplicate contacts.
RunsEvery Friday at 3 PM
Cron
0 15 * * 5Works withAny agent, any stack
Workflow: Schedule weekly -> pull all open deals and contacts from the CRM API -> Code node flags deals with no activity in 14 days, missing amount or close date, and contacts with duplicate emails -> post a summary to Slack with links and owners -> optionally create follow-up tasks for stale deals.
Replace anything in <ANGLE BRACKETS> with your own details. Review outputs before letting an agent send, buy or delete anything.
How to run this
Works with any agent
⏱TriggerEvery Friday at 3 PM
✦Any agentRuns the prompt
✓OutputResult for you to review
Steps
- Copy the prompt and fill in the parts in angle brackets.
- Paste it into whatever agent you already use: a chat assistant, a coding agent, an automation tool, or a script that calls any model API.
- Schedule it (every friday at 3 pm). Use the agent's own scheduler if it has one, otherwise run it from cron with the expression below.
- Give it only the access it needs (inbox, calendar, repo, sheet) and keep sends, purchases and deletes behind your approval.
- Review the first two runs, tweak the prompt, then let it run.
Optional for n8n users: import the workflow JSON. Connect credentials (Slack), replace placeholders (YOUR_CRM_API), test once, then activate.