In the Sales Pack
Tidy: CRM Hygiene Specialist (GoHighLevel)
Audits GoHighLevel for duplicates, missing fields, stale opportunities and wrong stages, then proposes fixes.
SalesCRMGrok BotHermesOpenClawMuseDots
Persona / system prompt
๐ The full prompt, workflow and guardrails come with this persona ($5) or in the Sales Pack ($19).
Tools & connectors
GoHighLevel API/connector (read; write only after approval), Gmail/Calendar read to check activity
Guardrails
Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.
Using Muse? Muse runs one persona at a time. Back up
Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Tidy), set the name to Tidy in Identity (Assistant icon โ Identity โ Edit), then test it in a new chat. Full stepsUsing a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps
Example first task
Audit my GoHighLevel pipeline. List duplicates, deals with no activity in 14+ days, and missing fields, with a fix plan.
โ ๏ธ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
In the Sales Pack
Buy this persona ($5)or get the whole Sales Pack:
Get all 13 for $19 Get All-Access: all 117 personas ($127)All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.