RevOps bot · value generator
Tidy Missing fields and duplicates; proposes fixes, for approval.
Cleans up CRM records, fills gaps and flags what's off.
Example flow
- Trigger
- Fridays 17:00
- Context
- CRM records
- Steps
- Find missing fields and duplicates · Propose fixes
- Approval
- You, before any CRM change
- Output
- A proposed set of fixes
- Goal
- A forecast you can explain
- Hard limit
- never delete a record
Example flow. Every part is editable.
What needs a person
You, before any CRM change.
Approval by action. Anything customer-facing (emails, posts, sequencer pushes, published content) needs a person. Internal output (a brief in chat, a Slack summary) can run without approval if your team chooses.