Who this is for
Operations manager who inherited a CRM with dozens of workflows.
A record changed in a way nobody can explain, or a new workflow made an old one misbehave.
The result
You receive an inventory of every workflow in your export, each with its trigger, the fields it changes, its owner and its last change, and a list of the pairs that overlap or loop. It is a report only; nothing in your CRM is changed.
What is included
- One CRM and up to 150 workflows from an export or screenshots
- Per workflow: object, trigger, actions, fields written, last change, owner
- Overlap pairs: same trigger and a shared field written
- Loops: one workflow sets a field that starts another
- A keep, merge or retire proposal for you to decide
You receive
- The workflow inventory
- The overlap and loop list
- The proposal per pair
- A note on what the export could not show
What is not included
- Changing, merging, switching off or deleting any workflow
- Automations in other tools such as Zapier or Make: see the automation project
- Fixing the conflicts
- Message content or contact data
- More than 150 workflows
What we need from you first
- The CRM, its plan and roughly how many workflows it has
- The objects that matter most
- Who owns the workflows today
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- Every workflow in the export appears once, and the inventory total equals the export count.
- For 20 sampled workflows, trigger and fields written match the workflow view with 0 mismatches.
- On a test copy where your person plants 3 overlaps and 1 loop that we have not seen, all 4 are found and no extra pair is listed. For every overlap listed from your own export, your person opens both workflows and confirms they share a trigger and a written field; for every loop, that one workflow writes a field that starts the next. Any listed overlap or loop that fails this check fails the whole test.
- No workflow was changed by us.
You re-run the test yourself, check the list of severe errors and sign off in writing. Payment follows sign-off.
When we would stop or decline
- You want us to change the workflows
- The workflows cannot be exported and nobody can screenshot them
- Most of the logic lives outside the CRM
Questions
Will you merge or delete the workflows?
No. We list conflicts and you decide.
How is this different from the automation clean-up project?
That project covers Zapier, Make and Airtable and changes them. This one reads CRM workflows and changes nothing.
Do you see my contacts?
No. Only workflow definitions.
Price and terms
£195 · untested offer price. £195 after the agreed tests pass and you sign off. No payment before sign-off.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.