Agent — CRM Hygiene
CRM Hygiene
Proposed CRM changes with evidence — nothing written without approval.
Configuration
Active- Schedule
- Daily at 07:00
- Mode
- Sources
- Can
- propose field updatesnever write without approval
Last run
Sep 1, 07:00 — read 1,214 HubSpot records, 30 calls, 25 Slack messages; 9 proposals.
07:00:00 connect hubspot fathom slack stripe — ok 07:00:03 read 1,214 hubspot records (deals, contacts, engagements) 07:00:06 read 30 fathom calls, 25 slack messages 07:00:09 cross-check crm fields against calls, invoices and slack 07:00:12 drafted 9 proposals — nothing written (ask-first) 07:00:15 run complete — proposals queued for review
Proposals queue
0 of 9 accepted| Deal | Field | Current → Proposed | Reason | |
|---|---|---|---|---|
| Endframe | stage | Negotiation→Closed Lost | The buyer ended procurement to build in-house, and the rep confirmed the opportunity is dead. | |
| Sliceline | amount | 110000→55000 | The buyer agreed to the year-one scope at $55k and deferred multi-region expansion. | |
| Stern Taylor | close_date | 2026-04-30→2026-09-26 | The buyer gave September 26 as the realistic signature date once legal redlines settle. | |
| Bream-Hall | owner | Grant Pelley→Dana Whitfield | The current owner left in May; Dana is the confirmed coverage owner for this live verbal commitment. | |
| Maleant Data Systems | invoice_status | none→missing | Maleant is closed won, but the connected Stripe ledger contains no invoice for the deal. | |
| FGI | stage | Negotiation→Security Review | FGI will not begin commercial negotiation until its active security review is complete. | |
| Optimoji | champion | Kira Doyle→inactive | Kira left Optimoji on June 20 and no successor with budget ownership was named. | |
| Nucleus | fathom_crm_association | Hooli→Nucleus | Fathom matched the calls to Hooli, but Nucleus has its own budget, paper and procurement process. | |
| Homicide Energy Drink | end_customer_company | none→create: Stallion Media Group | Homicide is the reseller; Stallion Media Group operates the platform and must be represented as the end customer. |
Ask-first mode: nothing is written without approval.