Replace 'when did we last clean the CRM?' with a standing weekly audit

Create a workflow 'Weekly data quality audit' that scans the CRM for hygiene issues and produces a structured cleanup queue. Goal: replace the ad-hoc 'we should clean the CRM someday' problem with a continuous, low-effort hygiene program.

Configure 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).

Configure 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.

Configure second find-records step for stale data: Accounts with no activity in 365+ days that aren't customers, Users with bounced emails older than 90 days, Deals stuck in early stages for 180+ days. These aren't always cuts — sometimes just need re-engagement — but they bloat reporting and slow segmentation. Outputs the staleness list with category labels.

Configure 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.

Configure 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.

Configure 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.

Configure 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. 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.