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Clean CRM Data Without the Clean-Up Days.

Agents sweep HubSpot for duplicates, gaps and badly formatted fields. Each fix shows the old value, the new one and the reason. You approve the change.

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The Operations Health tab reading Healthy, everything is running, with tiles for agents on, workers running, credits used and the HubSpot feed, above Feeds and Credits This Month panels.
A real screen from Konsil. The company and people are fictional.View full screen

Example: From Finding to Fixed.

  1. A Scan Finds Problems

    A sweep scores your data health and lists the open issues by severity: duplicates, missing owners, bad formats.

    The Operations area in Konsil: data health of 64 with open data issues and records flagged, and recommended automations such as finding and merging duplicate companies, each marked that you approve every change.
    Operations: data health and recommended fixes.View full screen

  2. An Agent Proposes the Fix

    Each fix shows the old value, the new one and the reason. Approve it, Edit it first, or Reject it.

    A proposal from the Data Quality Agent to update the HubSpot property Company name from Proseware, Inc. (struck through) to Proseware, with the reason that the legal suffix splits it from its duplicate record.
    A proposed fix: the exact change, and why.View full screen

  3. It Is Applied & Checked

    Approved changes are written to HubSpot and listed in History, so you can see exactly what changed.

    Data Health History grouped by day: phone numbers for Priya Nair and Alex Kim reformatted, and the company names Proseware, Inc. and Litware Partners, LLC shortened, each with the old value struck through, the new value, the time, who applied it and the fix type.
    Operations: History, what changed and when.View full screen

The Operations Screens.

Operations has Health and Automations, plus Data Health, Call Triage and History.

Calls Filed in the Right Place

Call Triage matches each call to the right company, so notes don’t land on the wrong record.

  • Calls matched to companies
  • Unmatched calls set aside for a person
Data Health, Call Triage tab: 3 calls awaiting triage, each marked Unmatched with a Choose the engagement menu and a Link call button: Intro call: Wide World Importers, Capacity review with Wingtip Toys and Follow-up: Coho Winery shipping questions.
Operations: calls waiting to be linked.View full screen

Agents You Can Keep an Eye On

The Health tab shows which agents ran, which stalled, and any open process alerts.

  • How each agent is running
  • Process alerts when something stalls
The Operations Health tab reading Healthy, everything is running, with tiles for agents on, workers running, credits used and the HubSpot feed, above Feeds and Credits This Month panels.
Operations: are agents and feeds running?View full screen

Limits You Set

Automation Settings hold the kill switch and the caps on how many records a job may touch.

  • One switch stops every job
  • Caps per job
Automation Settings: the Auto-apply safety panel marked Active with a Kill switch button, caps of 500 changes per run and 10 percent of an object type, and portal conventions for default country and phone extensions.
Operations: the kill switch and the caps.View full screen

A Day in Operations.

  1. Morning
    You

    Check Health for anything that didn’t run.

    Your agents

    Overnight scans looked for duplicates, missing owners and bad formats.

  2. Mid-morning
    You

    Review proposed fixes. Approve, Edit or Reject.

    Your agents

    Each finding came with a proposed change and a reason.

  3. Midday
    You

    Triage calls that didn’t match a company.

    Your agents

    Calls were matched to companies. The unmatched ones were set aside for you.

  4. Afternoon
    You

    Check History to see what changed.

    Your agents

    Approved changes were written to HubSpot and checked afterwards.

What Operations Tracks.

Findings

Problems in your CRM data, ranked by severity.

Fields
  • Duplicates
  • Missing owners
  • Bad formats
  • Gaps

Jobs

Scans and fixes that run on your data.

Fields
  • Data quality scan
  • Duplicate scan
  • Owner assignment

Proposed Changes

Path
  • Proposed
  • Approved
  • Applied
  • Checked

Calls

Status
  • Matched
  • Awaiting triage

What Agents Can Do in Operations.

Reads

Agents look. Nothing changes.

  • HubSpot companies, contacts and deals
  • Properties and workflows
  • Call notes

Proposes

Agents draft. It waits in the Review queue.

  • Merging duplicate records
  • Owner assignments
  • Field fixes and formats
  • Process alerts

Waits for a Person

None of this happens without Approve.

  • Every merge
  • Every delete
  • Every other change, unless you opt a job into safe fixes

Opt-in only: a job set to apply safe fixes makes non-destructive changes without a click. Every job starts set to propose, and merges and deletes always wait for a person.

What Operations Connects To.

HubSpotCompanies, contacts, deals, properties and workflows.reads · writes after approval
GranolaCalls to match against companies.reads
Slack or Microsoft TeamsAlerts when a job stalls.notifies

Product names belong to their owners. Konsil is not affiliated with or endorsed by them.

Questions About Operations.

Will it merge records on its own?

No. Merges and deletes always wait for a person.

Can we stop everything at once?

Yes. Automation Settings has a kill switch.

Which CRM does it work with?

HubSpot today.

How big a change can one job make?

No bigger than the caps you set in Automation Settings.

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