All templatesDraft
OpsApproval required
CRM Cleanup Worker
Finds stale records and drafts updates. Returns crm changes + exception list.
Output
CRM changes + exception list
Runs when
Schedule or Slack request
Approval
Required before updating CRM
Tools
HubSpotSalesforceSheetsSlack
What it does
CRM Cleanup Worker pulls the data it needs, applies your company brain, and produces crm changes + exception list. It runs schedule or slack request and asks before any risky action.
Company Brain it uses
Tone guideCompany rulesPast workApproval rules
Example run
F
Output readyCRM Cleanup WorkerRun #1042
Trigger
Schedule
Tools used
HubSpotSalesforceSheets
Brain used
Tone guideCompany rules
Output
CRM changes + exception list
Output
Draft · to your team
Subject
CRM changes + exception list
CRM Cleanup Worker prepared crm changes + exception list using your tools and company brain. Review the result, then approve or edit before it ships.
— Floom
Approve this output?
Floom asks before any external action.
Use CRM Cleanup Worker from Slack.
Connect your tools, add your company brain, and Floom will run this worker and bring the output back for approval.