Playbooks / Real Estate / Pipeline + Past Clients
Database Hygiene
Quarterly: flag contacts with bad emails, duplicates, or missing tags. Propose cleanup actions.
How to run it
Open Real Estate > Pipeline + Past Clients > Database Hygiene in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Database Hygiene workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Quarterly: flag contacts with bad emails, duplicates, or missing tags. Propose cleanup actions. Never delete without confirmation.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Database Hygiene workflow on something of yours.