Clean up CRM follow-ups with a reviewable plan

Find incomplete CRM records, propose normalized updates, and apply only the changes the customer confirms.

Revenue operations · 6 min

Outcome

The agent separates discovery from mutation: first it returns a proposed change table, then it updates individual records only after explicit confirmation.

Prompt to use

text

Use Coldvio to find at most 20 contacts marked contacted or replied. Identify records with missing follow-up dates or unclear notes. Return a proposed table with ID, current value, proposed value, and reason. Do not update anything until I confirm specific rows.

Tools involved

list_contacts
get_contact
update_contact

Guardrails

Do not infer facts that are absent from contact history.
Use null intentionally when clearing a follow-up date.
Apply one narrow patch per confirmed contact.
Re-read a record after a conflict before proposing a new update.