Weekly CRM health report
Every Monday it checks the CRM for duplicates, missing fields and stuck deals, compares with last week and writes a short report. Numbers come from queries, not the model.
What it does
- Runs fixed checks for duplicates, missing data and stale deals
- Works out totals and changes in code
- Saves this week's numbers and reads last week's
- Writes a short report that leads with the biggest change
Your approval boundaries
Approval requiredThese actions always wait for your yes:
- Merging or deleting any records
- Changing deal owners or stages
- Sending the report beyond you
You decide what happens next.
More about this workflow
This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.
First, it runs fixed checks for duplicates, missing data and stale deals. Next, it works out totals and changes in code. Then it saves this week's numbers and reads last week's. Finally, it writes a short report that leads with the biggest change. It works with your CRM, database and email, each on its own login with limited access.
You get the prep work done and waiting for you. The agent stops and asks for your yes before merging or deleting any records, changing deal owners or stages and sending the report beyond you, and says plainly if a step cannot be undone.
“the model never does arithmetic and cannot produce a confident wrong number”
Explore required tools and model recommendations
Tools and access
HubSpot CRM
Handles the crm part of this job. Grant read scopes, plus notes write.
API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.
Supabase
Handles the database part of this job. Grant a role limited to one table.
API required: Yes. Needs a Supabase project and an API key. Give the agent a role limited to one table.
Gmail
Handles the email part of this job. Grant read-only plus compose (drafts) scopes.
API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.
Official links only. Not sponsored, no affiliate links.
Model recommendations
Best pick
Claude Sonnet 5.5
Good balance of speed and quality for briefs and drafts.
$2 per million input tokens, $10 per million output tokens.
Anthropic docs as of October 11, 2026
Cheaper backup
GPT-6 Luna
Very low cost per token for simple research summaries.
$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.
OpenAI docs as of October 11, 2026
Our own picks. Not sponsored, no affiliate links.
Build your prompt
Add your details, then copy the prompt into your tool.
2Your prompt
4 of 4 still emptyYour answers stay in this browser only.
Run your workflow
Connect your tools with only the access this setup needs, then follow these steps.
Steps
Do these in order. Test on old data before it touches live work.
- 1Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
- 2Connect Supabase with its own login, not yours. Grant a role limited to one table.
- 3Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
- 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
- 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
- 6Read its log after the first real run. Only widen access once a week of runs looks clean.
Safeguards and trust score
The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.
Can draft things that send or spend, so it sits close to risky actions.
Waits for a yes on: merging or deleting any records, changing deal owners or stages, sending the report beyond you.
Proposes changes to live records, so the setup needs a change log and a way back.
Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.
How to raise it
- Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
- Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
- Scope: Cut it down from 3 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2
Do all of these to reach 89, up from 78.
Want help getting there? Get an AI Trust Audit from Pixeldesigns
Reviewed by Trustcase (example setup). How scoring works
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[](https://trustcase.dev/use-cases/weekly-crm-health-report)<a href="https://trustcase.dev/use-cases/weekly-crm-health-report"><img src="https://trustcase.dev/badge/weekly-crm-health-report.svg" alt="Trustcase trust score for Weekly CRM health report" height="20"></a>More sales workflows
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