Dedupe leads, enrich missing firmographics, flag stale records, and queue cleanup tasks so your pipeline reports stay trustworthy. Dirty CRM data costs more than dirty code. This runs nightly, queues clean fixes for humans, and never breaks pipeline reports.
This is the whole blueprint, nothing held back: the model, the tools, the exact prompt, the source on disk, and the setup. Everything you need to run CRM Hygiene Bot yourself is on this page, and it deploys in an afternoon.
See it running
Agents like CRM Hygiene Bot run behind a review queue where every action waits for a human. Here is that pattern, live: every action stays visible and reviewable. Click into it.
What it does
CRM Hygiene Bot handles the work end to end:
- Detect duplicate leads using at least 2 matching signals
- Enrich records with missing firmographics, every claim cited to a URL
- Flag stale records while protecting open opps above $10k
- Queue every cleanup as a human-approved task, never auto-mutate
The anatomy
An agent is a composition, not a prompt: a model, the tools it is allowed to call, the integrations that give those tools reach, and the rules that keep it honest. Here is CRM Hygiene Bot on one card.
- Model
- claude-sonnet-4-6
- Tools
- detect_duplicatesenrich_recordflag_stalequeue_cleanup
- Integrations
- Exa.aiZod
- Guardrails
- never auto-merge or delete records. always queue for human approval.; duplicate detection must use at least 2 signals (email + domain, name + phone)
The instructions
Every run is governed by this prompt. It is short on purpose: enough to make CRM Hygiene Bot reliable, not so much that it can misread itself. Copy it as a starting point for any agent you build.
The source, on disk
Three files carry the whole agent: the definition with its tools, the environment it expects, and the setup. Walk them.
The business case
If you run an agency, CRM Hygiene Bot is also a product. It sells into revops, sales managers, b2b saas, and the numbers work at very small scale.
setup you can charge
monthly retainer
jobs off your plate
Ship it
The whole install is a handful of commands and the keys from the env file. Run the list, then point CRM Hygiene Bot at real work.
Deploy checklist
0 of 4That is the entire blueprint: one model, 4 tools, and a prompt. Built by hand it costs you an afternoon. Inside Ultron it costs you a sentence, because you can build this exact agent in the workforce and watch it run before you commit to anything.
Build CRM Hygiene Bot in Ultron
Start from this blueprint or your own words. Ultron reads the intent and picks the tools.
The model, the tools, the prompt, the console. Assembled in front of you, nothing to wire.
Test it live in the chat, then put it to work. You review what it does, it does the rest.