Analysis / Revenue operations and CRM hygiene
Audit contact suppression flags across lists
Use Proforma to audit contact suppression flags across lists. Produce suppression inconsistency table and audience cleanup review queue from your business data.
Revenue operations manager · Sales operations analyst
Bring this question into Chat
Your starting prompt.
Audit whether contact suppression flags are consistent across our [exported lists]. Match contacts by stable ID and normalized email, then compare audience membership with the supplied suppression rules and effective dates. Identify inconsistent flags and stale exports with supporting record references. Prepare a cleanup review queue without subscribing contacts, changing consent values or sending messages to any audience.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Check ownership, identifiers, stage definitions and activity dates before interpreting performance. Preserve the original record IDs and send ambiguous cases for review.
For this task, check
The supplied purpose-specific rules determine expected suppression; an export alone cannot establish permission to contact.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
Start exploringYour prompt is carried by copy and paste. Signing up does not submit it or start this work automatically.
Or start with your own agent
The setup prompt includes this public task. Your agent will help you connect when needed and use the access you approve.