What it does
Use when a user mentions "scheduled data quality audit", "weekly data hygiene workflow", "CRM data quality automation", or asks for related help. Weekly: scan for duplicate accounts/users, stale records, missing required fields, and abandoned data → AI-suggests merges and cleanups → batch into approval queue for RevOps review. Replaces the manual ''when did we last clean the CRM?'' problem with a continuous hygiene program.
You get
Workflow
Workflow produced by this recipe.
step
Workflow Step produced by this recipe.
How it works
Build the Audit Workflow
Create WorkflowCreate a workflow
Weekly Scheduled Trigger
configure_workflow_wait_until_stepConfigure scheduled trigger: every Sunday night, run the full audit so the cleanup queue is ready for RevOps Monday morning. Skip if last audit completed within 5 days (avoid duplicate work).
Find Potential Duplicates
configure_find_records_stepConfigure find-records step that identifies likely duplicate Accounts (same domain, similar names, same legal name with different formatting) and likely duplicate Users (same email, same name+phone). Outputs: list of duplicate-candidate pairs/groups with similarity score.
Find Stale Records
configure_find_records_stepConfigure second find-records step for stale data: Accounts with no activity in 365+ days that aren
Find Missing Required Fields
configure_find_records_stepConfigure third find-records step for incomplete records: Accounts missing industry / size / region, Users missing role / company, Deals missing close-date / amount. Outputs list of incomplete records by completeness category — informs whether to trigger enrichment workflows or queue for manual review.
AI-Suggest Merges and Cleanups
configure_ai_research_stepConfigure AI research step that examines the duplicate candidates and suggests merge actions: which record is the survivor (most-complete, most-recent activity), what data to merge in from the duplicate, what conflicts to flag for human resolution (e.g. different industry classifications between dup records). Outputs structured merge-suggestions with confidence scores.
Send to Approval Queue
configure_webhook_stepConfigure webhook step that hands off the merge-and-cleanup queue to the bulk-update-review-workflow for human approval. Includes: total findings count, summary by category, AI-confidence distribution, links to the underlying records. RevOps reviews Monday morning, approves the high-confidence batch, manually handles the edge cases.
Post Weekly Hygiene Report
configure_slack_stepConfigure Slack step posting the weekly hygiene report to #revops: duplicate count, stale count, incompleteness rate, week-over-week trends. Highlights celebrations (CRM completeness up 3%) and concerns (stale-record pile growing — symptom of slow follow-up upstream). Surfaces hygiene as an ongoing program, not a fire drill.
Validate and Publish
publish_workflowValidate and publish. Monitor: weekly run completion, find-volume trends (a growing pile suggests upstream issues — sales not closing out leads, no enrichment on signup), and post-cleanup CRM-completeness metric. The hygiene KPI nobody had before this workflow.
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