Codex
Claude
GeminiWhat you do
- Choose the CRM scope and hygiene rules.
- Set fields that may be changed automatically and fields that require review.
- Approve the proposed correction set before any provider write.
Revenue operations teams maintaining CRM quality / gtm
GTM CRM Hygiene Pass
A reviewed hygiene report with narrowly approved corrections and an audit of every changed record.
From request to resultA complete plan you can follow.
Visible planThe problem
Incomplete, duplicated, or inconsistent CRM records make reporting and follow-up unreliable, but broad cleanup can damage good data.
What the agent does
- Inspect the bounded record set and identify issues without mutating it.
- Group duplicates, missing fields, stale values, and policy conflicts with evidence.
- Apply only approved corrections and verify the provider result.
When this workflow helps
A reusable method, adapted to the request.
- CRM records need cleanup, deduping notes, field updates, or task creation.
Before it starts
Connection required
- A connected CRM or approved record export
- A bounded record scope
- Field ownership, duplicate, and mutation rules
What proves it worked
Evidence, not a success claim.
- Issue inventory
- Reviewed correction set
- Per-record provider receipts and verification
Workflow path
The reusable stages of the work.
A real run expands these stages around the request, context, selected tools, approvals, and dependencies.
- 01Passes to next stage
Orient From CRM Context
Read scope, policy, stored records, and prior hygiene lessons.
- 02Passes to next stage
Prepare Cleanup
Identify field updates, notes, tasks, duplicates, and records requiring human review.
- 03Verified outcome
Optional Apply Cleanup
Execute approved CRM write actions only when granted by the concrete run plan.
Safe stopping and recovery
Useful even when the whole path cannot run.
- Stop with a read-only hygiene report when mutation is not authorized.
- On ambiguous identity or field authority, leave the record unchanged.
- On partial provider failure, reconcile receipts before retrying remaining records.
Specialists inside this workflow
Clear roles for each part of the job.
Connected work