CRM Hygiene Agent

Fill incomplete fields across your open deals overnight, using only values supported by the latest call transcripts and emails.

Trigger: a nightly scan across all open deals
AI steps: check incomplete fields against the last 30 days of calls and emails
Output: supported values written to the opportunity

See Agent Template

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CRM Hygiene Agent: a nightly scan across all open deals; check incomplete fields against the last 30 days of calls and emails; supported values written to the opportunity

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run overnight

Trigger

Schedule-Triggered · Nightly, across all open deals

Pull the incomplete fields

Action

Get/Lookup · Opportunity · Fields: those flagged incomplete

Pull the last month of calls

Action

Get/Lookup · Recording · Calls: the last 30 days

Correct what the calls support

Action

AI Step · Output: the corrected values

Write back what it can source

Output

Update/Enrich · Opportunity · Updates: only what it can source

TriggerStep 1 of 6

Run overnight

Overnight, the agent scans every open deal for fields that need attention. It runs when nobody is editing those opportunities, so a rep never finds a field changing under their cursor.

Schedule: Nightly
Scope: All open deals

ActionStep 2 of 6

Pull the incomplete fields

For each open opportunity, the agent pulls only the fields already flagged as empty or stale. This keeps it focused on known gaps and away from fields a rep has deliberately set.

Include: Fields flagged as empty or stale
Leave untouched: Fields a rep has deliberately set

ActionStep 3 of 6

Pull the last month of calls

Next, the agent pulls the opportunity's calls and emails from the last 30 days. This gives it recent evidence of where the deal stands without relying on older conversations.

Include: Calls and emails from the last 30 days
Exclude: Calls and emails older than 30 days

ActionStep 4 of 6

Correct what the calls support

For each incomplete field, the agent checks the recent calls and emails for a supported value. It quotes the moment that supports the value and leaves the field empty when the conversations provide no evidence.

Prompt

Review each incomplete opportunity field against the calls and emails from the last 30 days.

For each field:

Give the value supported by the calls and emails.
Quote the moment that supports the value and name the call or email it came from.
Leave the value empty when nothing in the calls or emails supports it.

Rules: use only evidence from the provided calls and emails. Do not infer a value or fill a field from unsupported context.

Return a list with the field, supported value, supporting quote, and source.

Copy

OutputStep 5 of 6

Write back what it can source

Once the values are sourced, the agent writes them back to the incomplete fields on the opportunity. It leaves a field empty when there is no supporting evidence and does not replace anything a person has already written.

Update: Incomplete fields with values supported by calls or emails
Leave empty: Fields with no supporting evidence
Keep: Anything a person has already written

Output

Sourced values for incomplete fields on each open opportunity

See incomplete opportunity fields filled overnight with values supported by recent calls and emails. Each value includes the evidence behind it, while fields without support stay empty and person-written values remain unchanged.