Nightly CRM hygiene

Merges duplicates, fills missing company fields, and flags deals that have gone quiet. Every night.

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The prompt

The workflow prompt

Copy this prompt into a new workflow, connect the listed integrations, and configure its trigger.

prompt.md

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.Find companies missing headcount, industry, or funding stage, enrich them in Apollo, and fill only the empty fields.Never overwrite a value a person 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 workflow

Nightly at 2:00am

Runs on a schedule. Describe the cadence in plain words and Helios writes the cron expression. Schedules run in UTC.

Integrations it uses

Connect each service once. Helios stores the credential encrypted and injects it at the network layer on every run. The agent never holds the token.

Example output

What you get back

Every run keeps its full transcript. The steps the agent took, each tool call, and the result.

CRM hygiene pass complete

61 records enriched
9 duplicates merged
14 deals flagged stale for their owners

Use this template

New to Helios? Start with Run your first workflow.

Use cases

The task behind this template

Sales & RevOps

Lead enrichment

A signup or form response fires a webhook. The workflow enriches the person and company, scores fit against your definition, creates the CRM record, and tells the right rep.

Signup webhook

Sales & RevOps

CRM data sync

A workflow computes usage from your database, joins it with billing state and support volume, and writes the result onto each account record every night.

Nightly at 1:00am