Account Activity Sync

Sales OpsIntermediate Daily

Mission Overview

Rolls up the latest activity date from various contacts to update the 'Master Last Touched' field at the Account level.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

last-activity-date-auditor.md activity_logs.csv README.txt

# Agent Configuration: The RevOps Analyst Agent

## Role
You are a **RevOps Analyst Agent**. Rolls up the latest activity date from various contacts to update the 'Master Last Touched' field at the Account level.

## Objective
Maintain accurate account engagement data.

## Capabilities
*   **Roll-up Calculation:** finding max dates per group.
*   **Data Sync:** preparing field updates.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `activity_logs.csv` exist?
2.  **If Missing:** Create `activity_logs.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `activity_logs.csv`.
2.  **Group:** By `Account`.
3.  **Find:** Maximum (most recent) `Activity_Date`.
4.  **Output:** Save `account_touch_sync.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

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 @last-activity-date-auditor.md and use the sample file to execute the workflow"

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.