weekly-cleanup-routine

TomGranot

更新日 2 days ago

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デザインautomationdesigndata

について

このClaudeスキルは、HubSpotの軽量な5分間週次ヘルスチェックを実行し、バウンス監視、コンタクト品質、ワークフローの健全性をカバーします。これは詳細な監査ではなく、問題が深刻化する前に発見する早期警告システムとして機能します。開発者は、自社ポータルのコアメトリクスを迅速かつ定期的にメンテナンス・スポットチェックするために使用すべきです。

クイックインストール

Claude Code

推奨

メイン

npx skills add TomGranot/hubspot-admin-skills -a claude-code

プラグインコマンド代替

/plugin add https://github.com/TomGranot/hubspot-admin-skills

Git クローン代替

git clone https://github.com/TomGranot/hubspot-admin-skills.git ~/.claude/skills/weekly-cleanup-routine

このコマンドをClaude Codeにコピー＆ペーストしてスキルをインストールします

ドキュメント

Weekly Cleanup Routine

A fast, 5-minute weekly check that catches problems early. This is not a deep audit — it is a spot-check designed to surface issues before they compound.

Prerequisites

HubSpot portal access
Bounce monitoring workflow active (run /bounce-monitoring-workflow first)

The 5-Minute Checklist

Stage 1: Before — Open Dashboards

Open HubSpot in your browser. Have the following views ready:

Email health dashboard
Workflow dashboard
Contacts list view (sorted by create date, descending)

Stage 2: Execute — Five Spot Checks

1. Bounce Monitoring (1 min)

Check the email_health_flag list. How many contacts were flagged this week?
If more than 10, investigate the source (bad import? form spam?).
If zero, confirm the workflow is still active.

2. New Contact Quality (1 min)

Filter contacts created in the last 7 days.
Spot-check 5-10 new contacts. Do they have:
- Valid email addresses?
- Company name populated?
- Lifecycle stage set?
If quality is low, check the source (which form, import, or integration created them).

3. Workflow Health (1 min)

Open the workflow dashboard. Look for:
- Any workflows showing errors (red indicators)
- Any workflows with zero enrollments that should be active
- Any workflows that were accidentally turned off

4. List Growth Trends (1 min)

Check your key segment lists (customers, MQLs, suppressed).
Is any list growing or shrinking unexpectedly?
A sudden spike in suppressed contacts could indicate a deliverability problem.

5. Data Quality Sample (1 min)

Pull 10 random contacts from the database.
Check: email, company, lifecycle stage, owner.
If more than 2 out of 10 have gaps, flag for a deeper review.

Stage 3: After — Log and Escalate

Keep a simple weekly log (spreadsheet or note):

Date	Bounces	New Contact Quality	Workflow Issues	List Anomalies	Data Quality
YYYY-MM-DD	X flagged	Good/Bad	None/Details	None/Details	X/10 complete

Escalate anything that appears two weeks in a row.

Stage 4: Rollback

This is a read-only review — no rollback needed. Any fixes identified are executed through their respective skills.

Scheduling

Run every Monday morning.
Set a recurring 15-minute calendar block (5 minutes for the check, 10 minutes buffer for any follow-up).
If you miss a week, do not double up — just run the next scheduled check.

GitHub リポジトリ

TomGranot/hubspot-admin-skills

パス: skills/weekly-cleanup-routine