DP-01 Back-office

Data & Records Agent

Dirty data is a silent tax on every other system you run. Duplicate contacts split deal history. Stale records burn outreach on dead emails. The Data & Records Agent audits, fixes, and then stands guard — so the mess never rebuilds.

Where it fits · used in

Put the Data & Records Agent in your process See how we work

WEEKLY-HYGIENE-REPORT.TXT

System:  HubSpot · 14,209 contacts · 3,481 companies
Period:  Mar 3 – Mar 9
Health:  92 / 100 (+6 this week)

MERGED     212 duplicate contacts  (log attached)
ENRICHED   340 records — titles, industry, company size
FLAGGED    57 hard-bounced emails → marked do-not-send
SYNCED     Billing ↔ CRM: 18 mismatched plans corrected

→ Needs you (2): possible merge on "Acme Inc / ACME LLC";
  owner reassignment for 31 records (rep departed).

Sample output

Job Description

What the Data & Records Agent does all day

DeduplicationFinds and merges duplicate contacts and companies with full audit trail.
Record enrichmentFills missing titles, industries, and firmographics from public sources.
Cross-system syncKeeps CRM, email platform, and billing records consistent with each other.
Data-rot flaggingDetects bounced emails, dead numbers, and stale owners — and fixes or flags.
Field hygieneEnforces naming conventions, required fields, and picklist standards.
Weekly health reportOne-page scorecard: what was fixed, what needs a human decision.

Integrations

Works inside the systems you already run

We connect it to your systems during the build, including tools that aren't on this list. Don't see your tool? Ask us.

HubSpot
Salesforce
Pipedrive
Mailchimp / Klaviyo
Stripe
QuickBooks
Google Sheets

You Hold the Leash

Oversight, built in

Every merge and edit is logged. High-risk changes (merging companies, reassigning owners) queue for one-click human approval; routine hygiene runs on autopilot.

How Draft / Approve / Autopilot modes work

FAQ

About the Data & Records Agent

Can it break my CRM?

Every change is logged, and it starts in Approve mode, where you confirm each change class before it runs unattended. Bulk changes run only after you approve the cleanup plan.

Which system is the source of truth?

You declare that per-field during the build — e.g., billing owns plan data, CRM owns owner and stage — and the agent enforces it in every sync.

How long does the initial cleanup take?

The first full audit typically runs 24–48 hours depending on record count, then produces a cleanup plan you approve before bulk changes execute.

Works Well With