# Tidy: CRM fixes, proposed for approval · Bonggy

> Tidy finds missing fields and duplicate records in your CRM and proposes fixes. Nothing changes until a person approves the set.

Source: https://www.bonggy.com/bots/tidy

## What it does

RevOps bot · value generator

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.

## More RevOps bots

- [Compass](https://www.bonggy.com/bots/compass) — Accounts drifting from the ICP, deals with no next step.
- [Delta](https://www.bonggy.com/bots/delta) — Before the weekly call: what changed and why.
