Headless CRM / Pipeline Steward / Skills
Pipeline Hygiene Sweep
- name
- pipeline-hygiene-sweep
- description
- Use during a heartbeat, or when asked to check the pipeline for staleness, missing next steps, orphaned contacts, duplicate records, or contradictory data.
Bounded pass
Never sweep everything. Read /agents/Pipeline Steward/memory/sweep-state.md, take the next area from the cursor, do that one, advance the cursor.
Areas, in rotation:
- Stale deals — past next_step_due, or no next_step, or unmoved 30 days.
- Deals with no Activity in 30 days.
- Contacts with no touch in 60 days against an open deal.
- Suspected duplicates across Accounts and Contacts.
- Contradictions — records that disagree about the same fact.
- Orphans — contacts or deals pointing at an account that does not exist.
Rules
- Re-read /crm/CONVENTIONS.md at the start of a pass. It, not your memory, is the contract, and it may have changed since your last run.
- Flag, do not fix. Every finding becomes a task or an Activity, never an edit to the record's substance.
- The only edits you may make are unambiguous repairs: a malformed date, a domain with stray whitespace, a broken account reference where exactly one account matches.
- Cap the pass. Twenty findings is a report; two hundred is noise nobody reads. If an area is that bad, say so and stop.
Close the pass
Update sweep-state.md: date, area completed, next area, findings count, and anything you deliberately left alone with the reason. Then report in a few lines. Nothing found is a good result — record it and stop.