Your CRM decays about a third every year. Doe keeps it current.
On a schedule, Doe fills the missing emails and firmographics with verified data, flags the records that have gone stale, de-duplicates, and writes it all back with the source attached, without touching the fields your team entered by hand.
Doe runs a scheduled hygiene pass on your CRM: it fills missing emails, phones, and firmographics with verified data, flags records that have decayed or whose owner changed jobs, de-duplicates, and writes everything back with its source and verification status, without overwriting fields your team entered by hand. Your CRM stops rotting between campaigns, so your reps and your other AI tools stop acting on garbage.
What changes
| Dimension | Before | With Doe |
|---|---|---|
| When cleaning happens | A quarterly fire drill, decaying by the next week | A standing pass that keeps records current |
| Data your AI acts on | Stale and unverified; confidently wrong at scale | Verified and sourced, or flagged for review |
| Your manual work | Overwritten by blunt enrichment tools | Protected; Doe only touches authorized fields |
| Trust in the CRM | Reps keep their own side spreadsheets | One source of truth, with sources you can audit |
A standing hygiene pass over your CRM
HubSpotDoe inventoried records missing key fields, likely duplicates, and contacts whose company or title looks out of date
Doe completed missing emails, phones, and firmographics through a waterfall, marking each with its source and verification status
Doe identified contacts who changed jobs or whose email no longer verifies, and tagged them for review rather than silently editing
The Judge merged duplicates on your rules and updated only the fields you authorized, leaving manually entered notes and custom fields untouched
SlackDoe posted a summary of fields filled, records merged, and contacts flagged for review, so the data stays auditable
Your AI is confidently wrong because your data is wrong.
Half your records are missing a phone number. A third of the emails bounce. The "company size" field is from 2023, there are four versions of the same account, and the contact who owns your biggest deal left that company months ago. Every rep and every automation you run is acting on this, and you find out it is broken when a campaign hits a wall of bounces and your sending domain takes the hit.
It gets worse in the AI era, not better. The moment you point an autonomous tool at the CRM, it does not pause to ask whether the data is right, it just acts, confidently and at scale, on records that are wrong. Cleaning it is the job nobody wants: a quarterly fire drill where someone exports everything, wrestles with a dedupe tool, and re-imports, and it is decaying again the next week.
Get started with the right source material
Add your library and tools
Add or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
Describe what you need
“Every week, scan HubSpot for contacts missing a verified work email or phone, fill them through a waterfall, flag anyone who changed jobs, and merge obvious duplicates on our rules. Do not overwrite manually entered fields. Post a summary of what changed to #revops.”
It runs on schedule
Runs weekly. The CRM is enriched, de-duplicated, and current, with a change log you can audit.
CRM Enrichment & Hygiene FAQ
No. You authorize which fields Doe may write, and manually entered notes and custom fields are protected by default. When Doe finds a conflict between existing data and a verified value, it flags it for review rather than silently overwriting. Every change it makes carries the source and verification status, so nothing is a black box.
Stop doing the work your tools should do for you.
Set it up once. Doe runs it every time.
