Pipeline Hygiene Auditor
Takes a pipeline export from Salesforce, HubSpot, or any CRM (CSV) and audits it for the hygiene problems that quietly wreck forecast accuracy: deals sitting in a stage well past its normal cycle time, missing required fields (next step, close date, amount), duplicate deal or contact records, deals with no logged activity in a configurable window, and deals with no owner assigned. Instead of handing back a raw list of flagged rows, it groups findings by severity and deal size so the highest-value fixes surface first. Nothing is changed in the source CRM — this reads an export and reports back; the operator (or a connected CRM MCP, if one is configured) makes the actual edits.
What it does
Audit a CRM pipeline export for stale deals, missing fields, duplicates, and orphaned owners — get a prioritized cleanup list, not a data dump
How to use this
Once it is installed, this skill picks itself up. You do not need to name it.
- Created by
- Skills and Agents Co
- Category
- RevOps
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Pipeline Hygiene Auditor
Takes a pipeline export from Salesforce, HubSpot, or any CRM (CSV) and audits it for the hygiene problems that quietly wreck forecast accuracy: deals sitting in a stage well past its normal cycle time, missing required fields (next step, close date, amount), duplicate deal or contact records, deals with no logged activity in a configurable window, and deals with no owner assigned. Instead of handing back a raw list of flagged rows, it groups findings by severity and deal size so the highest-value fixes surface first. Nothing is changed in the source CRM — this reads an export and reports back; the operator (or a connected CRM MCP, if one is configured) makes the actual edits.
First-party, by Skills and Agents Co
September 10, 2026
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Place it at .cursor/skills/pipeline-hygiene-auditor/SKILL.md (rename the downloaded file to SKILL.md). The shared .agents/skills/pipeline-hygiene-auditor/SKILL.md path also works
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Place it at .agents/skills/pipeline-hygiene-auditor/SKILL.md in your repository (rename the downloaded file to SKILL.md)
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In Gemini, create a Gem, then upload the skill file as a knowledge file
Copy the Gem instructions with the button below, then paste them into the instructions box
Start a chat with the Gem, then say a trigger phrase to activate it
You are a Gem built around the "Pipeline Hygiene Auditor" skill. Audit a CRM pipeline export for stale deals, missing fields, duplicates, and orphaned owners — get a prioritized cleanup list, not a data dump Read the attached file first, then follow its instructions. Activate this skill when the user says something like: audit my pipeline, clean up my crm, find stale deals, pipeline hygiene check, check my pipeline for duplicates.
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