Clean up your deal records.

It is a Trig agent set up to keep your deal records accurate. Agents can be fully customized to work based on your own unique pipeline signals, conditions, and situations. In this configuration, the agent checks the open deals you own every Thursday afternoon before your forecast call, with a daily check for calls not yet in the CRM. The agent finds stale, blank, or contradicted fields, pre-fills each fix with its evidence, and writes only the fixes you approve.

Agents can be configured to check each deal against rules your team sets. In this template, a fix is raised for no logged activity in 14 days, or in 7 days on a Commit or Best Case deal; a next step that is blank or late; a close date in the past, or moved twice or more with no note; a deal in its stage for more than twice the usual time; and a required field left blank. A call still not logged 24 hours later is listed too.

In this template, the agent is configured to deliver a fix list for the open deals that meet your targeting conditions. It opens with the fixes found and the calls not yet logged, then lists each fix with the deal, the field, its current value, and a proposed value with its evidence, Commit and Best Case deals first. Where the records hold no evidence, it asks you the one question that would settle it. Each unlogged call comes with a drafted activity and summary.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, each fix waits for you to approve, edit, or skip it before Trig writes it to the CRM. Where the evidence disagrees with the CRM, both values are shown and the CRM keeps its value until you decide. The agent gives no win probability and leaves the forecast to your team.

Your open deals and contacts in the CRM, your calendar and recorded calls, and your team’s stage definitions and required fields. Call transcripts and customer emails add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your deal records.