CRM Hygiene Sweep
Run a recurring cleanup on new and changed CRM records so the database stops degrading between audits.
Free
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
Muse
Dots+22 moreClaude CodeCursorCodex CLIMuseDots
OpenClaw
Manus
Grok
Grok Bot+18 agentsCRM Hygiene Sweep
Example session with this skill installed
Run a hygiene sweep for records modified in the last 7 days. Use the standard picklist for Industry and Geography. Check leads from the 'Q3 Webinar' import and 'Contact Us' form.
- Read your context and instructions
- Compiled the crm hygiene sweep
Sweep complete.
- Window: 7 days (450 records)
- Drift Rate: 12/100 (Down from 15)
- Auto-fixed: 24 email formats, 12 picklist mappings.
- Manual Queue: 8 records (Missing phone/ICP fit).
- Intake Attribution: 'Q3 Webinar' import caused 80% of Industry defects. Fix the source mapping.
Connects securely to your tools. The creator never sees your data.
About this skill
Run a recurring cleanup on new and changed CRM records so the database stops degrading between audits. Use when someone wants ongoing data hygiene, has just finished a cleanup and wants it to hold, or needs a weekly CRM routine.
Every free skill sits on a 30 day review cycle. Fixes and improvements ship as repo updates. Free forever. The premium version of this workflow lives in the CRM Operations Pack at mambabuilt.com.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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