What it does
An AI Employee scans connected CRM data for the problems you define, groups them into a clean-up list, and applies only the fixes you approve.
The problem
The CRM fills with duplicates, empty phone fields, and deals assigned to people who left. Reports quietly go wrong.
Trigger
Starts on a weekly sweep.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- CRM
- Google Sheets
- Slack
What it reads
- CRM records, notes, and fields you map
- Rows and columns you map in Google Sheets
- Internal alerts and threads you route to Slack
- Messages in the connected inbox
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- Merges and owner changes can require approval.
- You define required fields by record type.
- Nothing is deleted unless you explicitly allow it.
Workflow steps
- 1A scheduled sweep reads the CRM views you allow.
- 2Duplicates, missing required fields, and stale owners are listed.
- 3Suggested merges and field fills are queued for review.
- 4Approved fixes are applied.
- 5A short report shows what changed and what still needs a person.
Example use case
Monday's hygiene report lists 14 probable duplicate contacts and 22 deals with no next step. A manager approves nine merges. The rest stay on a list for the reps who own them.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Sales Meeting Prep
Pulls the CRM history, last emails, and open questions into a prep note so your rep walks in ready.
CRM Updates
Writes the outcome of calls, texts, and emails back into the CRM so the record matches what actually happened.
Order Status
Looks up where an order or job stands and tells the customer, instead of making them wait for someone to check a screen.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.