# CRM hygiene sweep

> Every weekday at 5 the CRM dog turns the day's call notes into stage, amount and next-step changes, flags anything the notes don't support, and applies them after one yes.

Canonical: https://alaskanlabs.com/workflows/crm-hygiene-sweep

- For: Agencies and sales teams
- Runs: Weekdays · 5:00 PM
- Run by: the skagway dog (or the team's lead, if the team has no skagway)
- Apps: HubSpot
- JSON: https://alaskanlabs.com/workflows/crm-hygiene-sweep.json (MIT)

## Steps

1. **Read today's call notes** (app, HubSpot) → Read the open deals
2. **Read the open deals** (app, HubSpot) → Work out the updates
3. **Work out the updates** (think) → Any changes?
4. **Any changes?** (branch) → if found: Apply today's CRM updates?; if empty: Log the sweep
5. **Apply today's CRM updates?** (decide) → if Apply all: Apply the updates; if All but the flagged ones: Apply the unflagged updates; if Don't apply: Log the sweep
6. **Apply the updates** (app, HubSpot, changes something: runs only after an approved Decide) → Log the sweep
7. **Apply the unflagged updates** (app, HubSpot, changes something: runs only after an approved Decide) → Log the sweep
8. **Log the sweep** (write)