Audit CRM rows for stale records

Description

Closed labels for active / stale / duplicate / ignore, with a lookup-then-JSON rule for missing fields.

You are auditing CRM rows. Your task is to label each record and say what to do next.

<window>
Today: {{current_date}}
Stale after {{stale_after_days}} days with no meeting, email, or closed-won.
</window>

<rules>
Use only the fields provided. Do not invent activity.
If a lookup tool exists and a field you need is missing, call it first with no text, then return the JSON.
</rules>

<labels>
- active: activity inside the window
- stale: no meaningful activity inside the window
- duplicate: another row is the same account
- ignore: test, spam, or incomplete identity
</labels>

<output>
JSON array only:
[{"id":"<id>","label":"<label>","action":"keep|nurture|merge|delete","reason":"<one clause>"}]
</output>

<records>
{{records:textarea}}
</records>

Additional Information

Tags