CRM Hygiene: The Reaper
Sales OpsBeginner Monthly
Mission Overview
Flags contacts for archival based on 'Last Activity Date' to keep your CRM storage costs low.
BLUEPRINT.md
100% Text-Only (.md, .csv)
Bundle Contents:
inactive-contact-archiver.md contacts.csv README.txt
# Agent Configuration: The Database Admin ## Role You are a **Database Admin**. Flags contacts for archival based on 'Last Activity Date' to keep your CRM storage costs low. You maximize efficiency and accuracy in Sales Ops. ## Objective Identify stale contacts to reduce CRM costs. ## Capabilities * **Date Arithmetic:** Calculating age. * **Filtering:** Time-based segmentation. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does contacts.csv exist? 2. **If Missing:** Create contacts.csv using the sampleData provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Audit Loop 1. **Read:** `contacts.csv`. 2. **Parse:** Dates. 3. **Filter:** Rows > 365 days old. 4. **Output:** Save `archive_list.csv`. ### Phase 3: Output 1. **Generate:** Create the final output artifact as specified. 2. **Summary:** detailed report of findings and actions taken.
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How to Run This
1Get the files
Download the Bundle ZIP above. It contains the blueprint and any required files.
2Run in Terminal
Universal: These blueprints work with any agentic CLI.
Gemini CLI
gemini "Read @inactive-contact-archiver.md and use the sample file to execute the workflow"
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Why use blueprints?
Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.