CRM Hygiene Sweep

    1

    Run a recurring cleanup on new and changed CRM records so the database stops degrading between audits.

    Free

    0 installsSecurity scanned

    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    CRM 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 install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

      Free skills download straight away. Paid skills unlock right after purchase.

    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

    Skills folder by agent

    Click the path to copy it. Create the folder if it does not exist yet.

    Reviews

    No reviews yet

    Be one of the first to try it. Every listed skill passes our trust checks below.

    Security scanned

    Passed our 8-point scan before listing

    Fresh listing

    Recently published to Agensi

    Free forever

    No account required to browse

    Trust & safety

    Security scanned

    Verified clean 21 days ago

    • Free to download with an account

    Listed21 days ago

    Frequently Asked Questions