Back to Problem DictionaryView Documentation →
The Problem
How to sync 'Last Activity' from contacts up to the account level
You are looking for a way to sync 'Last Activity' from contacts up to the account level. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to sync 'Last Activity' from contacts up to the account level.
# 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`.
Related Sales Ops Automations
Want the Full Library?
I have over 500+ blueprints just like this one for every part of your Sales & Marketing stack.
Browse All 500 Blueprints