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âš¡ Three Layers of Automation

From Overnight Checks to Full CRM Architecture

Scout detects. Autopilot fixes. Architect designs. Every step is policy‑gated and receipted.

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🛰️ Scout Checks

Hygiene Checks That Run While You Sleep

17+ deterministic checks across renewals, routing, pipeline, data quality, dedupe, and multi‑CRM. Scheduled, deduped, evidence‑first.

Common checks

unassigned_inbound inactive_owners renewals_due_soon forecast_hygiene stale_pipeline required_fields_by_stage dupe_suspects contact_merge_candidates cross_object_matches

What you get

  • • Evidence‑first findings with record IDs and reason codes
  • • JSON exports for reporting or downstream workflows
  • • Slack digests even on "all clear" runs
  • • Net‑new findings only (deduped)

Slack via g-gremlin notify or webhook profiles.

scout example

$ g-gremlin autopilot check run renewals_due_soon --format json

[Scout] Running 1 check against Salesforce...

[Scout] ✓ renewals_due_soon: 14 contracts ending in 30d, 9 with no activity

✓ Scan complete: 14 records flagged → exports/scout-renewals.json

âš¡ Org Autopilot

An Outsourced CRM Admin That Runs Overnight

Hygiene checks find issues. Autopilot fixes them. Policy gates control what runs automatically and what needs Slack approval. Every action produces a receipt.

Autopilot writes: Salesforce v1. HubSpot & Dynamics expanding.

What it can fix

  • • Reassign inactive owners
  • • Route unassigned inbound leads
  • • Add renewal tasks and next steps
  • • Detect broken automation + estimate blast radius
  • • Permission set mismatches

Safety model

  • • Dry‑run by default; allow_rules required for auto‑exec
  • • Slack approvals for riskier fixes
  • • Budget caps: max records per run, per step
  • • Receipts include before/after + approver identity

Approvals and alerts post to Slack with audit links.

autopilot example

$ g-gremlin autopilot run --policy org_autopilot.yaml

[Scout] inactive_owners: 4 opps owned by deactivated users

[Autopilot] Policy: allow_rule matched → auto-executing

✓ Reassigned 4 opps. Receipt: receipts/run_01H.../receipt.json

Slack is part of the automation layer

Scout findings post to Slack, Autopilot approvals happen in Slack, and every receipt links back to the run. Use g-gremlin notify or webhook profiles for alerts.

🏗️ Org Architect

Design CRM Changes With AI, Deploy With Receipts

Architect discovers your org's current state, generates bounded specs from discovery data, deploys to sandbox first, verifies, then promotes to production. One blueprint drives the entire workflow.

Use cases

  • • Lead routing + lifecycle orchestration
  • • Pipeline hygiene pack (stage gates + required fields)
  • • Lead-to-account association engine

Workflow

  • • Discover → Propose → Deploy sandbox → Verify → Deploy prod
  • • Bounded specs with safety limits
  • • Slack approval tokens for deploys
  • • Receipts for every promotion
architect example

$ g-gremlin autopilot architect init lead_routing_lifecycle --variant salesforce

[Architect] Project created from blueprint

$ g-gremlin autopilot architect discover arch_m9q2

[Architect] Discovery complete: discovery.json

$ g-gremlin autopilot architect deploy arch_m9q2 --sandbox

✓ Sandbox deploy complete. Receipt written.

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