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Workflow

CRM hygiene suite

The CRM stays true without anyone being the nag.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • n8n
  • Make

A set of small automations that keep a CRM trustworthy: stale deals flagged with what is missing, contacts without owners surfaced, duplicate records queued for merge, and required fields chased at the moment they are skipped. The hygiene layer from our delivered sales work, packaged on its own.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • n8n
  • Make

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
# Hygiene rules stale-deal: no activity in 14 days -> flag with last touchorphan-contact: no owner -> route to round-robinmissing-amount: deal past stage two without a value -> ask onceduplicate: same email twice -> merge queue, human confirms

What is inside

3 items. Includes deployment guide.

  • flows/One small flow per hygiene rule, enabled independently
  • rules.mdEach rule, its trigger, and its nudge
  • guide.mdChoosing which rules to run first

Who it is for

  • Pipeline reviews start with ten minutes of correcting the pipeline.
  • Reports are distrusted because everyone knows the data underneath.
  • One person has become the unofficial CRM janitor.

Requirements

  • A CRM with API or automation access
  • Agreement on the two or three fields that actually matter

Where this sits

  1. This system

    CRM hygiene suite

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

Related

  1. Agent pack

    Document intake and extraction

    Paperwork reads itself and files its own fields

    Works with n8n, Anthropic API.

    Built and running

  2. Workflow

    Lead intake router

    Every lead from every door lands in one queue, deduped and routed in seconds

    Works with n8n, Make.

    Built and running

  3. Workflow

    Inbound lead qualifier

    New leads scored against your fit criteria before anyone spends a minute on them

    Works with n8n, Anthropic API.

    Built and running