CRM Hygiene Sweep

    1

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

    Free

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+17 more

    See it in action

    You say

    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.

    Your agent does

    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.

    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

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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