Demodesk/Agents

Pipeline Hygiene Agent

Weekly Friday CRM cleanup — flags stale records, missing next steps, inconsistent stage usage, and duplicate opportunities.

by Demodeskv1.0.0Updated April 22, 2026
pipelineautomationRequires Demodesk
v1.0.0
April 22, 2026
byDemodesk
Works with:Claude CodeCursorGitHub Copilot
Use in Demodesk

Triggers 1

Every Friday at 2:00 PM

Required connections 5

Demodesk
SalesforceSalesforce
HubSpotHubSpot
Google Sheets
SlackSlack

Data sources

Primary: Stale CRM fields cross-checked against recent conversations
CRM opportunities and required-field configmeeting summariestopic tagsSlack DMs
Overlap with Demodesk first-party features
Demodesk's CRM Concierge writes structured CRM fields from each call automatically. This agent is the manager-side enforcement layer: nightly hygiene sweeps, stale-deal escalations, and Slack nudges — not field-by-field auto-write.
AGENT.md

Friday Pipeline Cleanup, Without the Friday Email

The Pipeline Hygiene Agent scans the team's CRM every Friday afternoon and flags the records that need attention before the weekly review. Stale opportunities, missing next steps, inconsistent stage usage, duplicates — all surfaced in one place with clear instructions.

How It Works

Every Friday at 2 PM, the agent audits all open opportunities for hygiene issues: no next step, close date in the past, no activity in 30+ days, stage not matching recent activity, amount field empty, duplicate records. It produces a per-rep cleanup list with specific actions — and a team-level score for manager review.

Why Pipeline Reviews Get Shorter

When the CRM is clean, weekly pipeline review is about the deals — when it's dirty, it's about data quality. This agent keeps CRM hygiene at 90%+ without anyone nagging reps, and reclaims 20–30 minutes of every weekly pipeline review.

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