Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
The prompt
This is the whole configuration
Paste it into a workflow and edit it in plain English. There is nothing else to wire up.
Every night at 2am, clean up our Attio workspace. Find company records that look like duplicates by domain or normalized name, and merge them, keeping the record with the most activity as the survivor. Find companies missing headcount, industry, or funding stage, enrich them in Apollo, and fill only the empty fields — never overwrite a value a human already set. Find deals in an open stage with no activity in 21 days and add a note tagging the owner asking whether it is still live. Post a summary to #revops: how many merged, how many enriched, how many flagged, and anything you skipped because you were unsure.
Trigger
What starts this agent
Example output
What you get back
Every run leaves a readable record: the steps the agent took and the result it produced.
CRM hygiene pass complete
- 61 records enriched
- 9 duplicates merged
- 14 deals flagged stale for their owners
New to Helios? Start with Run your first agent.
Use cases
The task behind this template
Lead enrichment
When someone signs up or fills a form, an agent enriches the person and their company, scores fit against your definition of a good customer, creates the CRM record, and tells the right rep.
CRM data sync
An agent computes usage from your database, joins it with billing health and support volume, and writes the result onto the account record every night.
Related templates
Pair it with these
Sales & RevOps
Inbound lead enrichment
Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
Sales & RevOps
Typeform lead router
Reads each form response, enriches the company, routes it to sales or support, and replies while the person still has your tab open.
Run Nightly CRM hygiene on your stack.
Connect the integrations, paste the prompt, attach the trigger. The agent takes it from there.