Agentic Nightly CRM Hygiene + Ownership Sync (L3)
Nightly batch job that cleans account ownership, hierarchies, and contact-domain mismatches in Salesforce. Replaces brittle after-save flows that overlap and break at scale. From Nate Follen at Perplexity on the GTM AI Podcast.
The steps
- 01
Document your rules of engagement explicitly
Tool: Manual
Write account ownership + routing rules in plain English ("any AE who logged an activity in the last 30 days owns the account unless tier-1 enterprise"). The agent reads this every run, it's your source of truth.
- 02
Stop trying to do this in real time
Tool: Manual
After-save flows on activities overlap and break when you dedupe records. Move to a nightly batch with Apex jobs or an ETL tool (Polytomic, Hightouch). Real-time was never the actual requirement, accuracy was.
- 03
Agent drafts the data models + sync logic
Tool: Perplexity Computer / Claude Code
Point at Polytomic API. Agent builds the models in Salesforce, writes the SOQL, configures the syncs. You just review and enable, no logging into the tool.
- 04
Wire a daily error digest to Slack DM
Tool: Slack
Second skill reads all error logs across your Slack channels + emails, ranks by severity, DMs you a daily resolution checklist. Catches the things the cleanup job couldn't auto-resolve.
Tools in this playbook
- Manual
- Perplexity Computer / Claude Code
- Slack
Next playbooks
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