Data Hygiene & Operations Agent

Data Agent

Silent, continuous management of your CRM. Extract entities, update deal stages and keep your database clean without friction or manual work.

Intelligence Engine

Technology Stack

ChatGPT

Google Gemini

Claude

Data hygiene running in the background

Diagnosis

We solve the structural cause of dirty data before building reports or predictive scoring.

Current situation / Problem

Awtana Solution

Roadmap

A gradual, auditable rollout, with verifiable criteria at the close of each phase.

Phase 00
Data Audit & Business Rules
Diagnosis of database quality, critical properties, duplicates and definition of validation rules.
Data dictionary and rules approved.
Phase 01
Extraction Algorithm Configuration
Modeling of entity extraction from notes, emails and call transcripts.
Extraction accuracy validated on a sample.
Phase 02
Bidirectional CRM Connection
Secure sync with your CRM to read context and write properties, stages and amounts.
Agent writing to production with full traceability.
Phase 03
Database Hygiene Monitoring
Dashboard of completeness, detected duplicates and applied corrections, with periodic review.
Sustained increase in critical field completeness.

Capabilities

Continuous hygiene and enrichment operations, with a log of every change applied.

Turns notes and calls into structured properties: budget, decision-maker, urgency and competitor.

Moves deals between stages based on real conversation signals and pipeline rules.

Detects duplicate records, normalizes formats and completes company and contact records.

Amounts and close dates corrected so forecasts reflect the real pipeline.

Investment model: Setup Fee (Deployment) + Monthly Retainer (Maintenance, tokens and monitoring).