The CRM Friday Sweep
Pulls every CRM hygiene problem into one weekly action list — missing fields, stale opportunities, ghost contacts — so the rest of the team can fix theirs in 10 minutes.
What it does
Every Friday morning, this agent runs through your entire CRM and flags every hygiene issue: opportunities with missing fields, deals that haven't moved in 14+ days, contacts without job titles, accounts without owners. Outputs a per-rep action list — each rep gets their own checklist of what to fix before EOD Friday. Replaces the weekly nag email RevOps sends every week.
The Manus prompt
Copy this prompt and paste it into Manus AI to run the agent.
Every Friday at 7am, scan all open opportunities in Salesforce. For each, identify any missing required fields, stalled pipeline stage (no movement in 14+ days), or contact records missing job title or company. Group findings by deal owner. For each rep, generate a personalized action list as a Slack DM: their specific deals with their specific issues, ranked by deal size. Include a one-line "fix this by EOD Friday" tone. Cc me with a summary roll-up showing total issues per rep and per deal stage.
Tools required
SalesforceSlackHubSpot
Best for
SalesOperations