> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace management and data ops

### Monthly stale project reminder

**Connectors:** Slack.

```txt Prompt icon="message-circle" wrap theme={null}
Every month, identify projects with no activity in 90+ days. DM the project owner in Slack: “This project has been inactive since [date]. Archive it in Dovetail if you’re done.” The agent never archives or deletes — the human confirms and acts in Dovetail directly.
```

### Weekly workspace health report

**Connectors:** Slack.

```txt Prompt icon="message-circle" wrap theme={null}
Every Monday, compile active projects, stale data, tagging consistency, and missing metadata rate. Compare to trailing 4-week baseline. DM to the ops lead with any trends worth attention.
```

### Monthly permission review reminder

**Connectors:** Slack.

```txt Prompt icon="message-circle" wrap theme={null}
Every month, DM the workspace admin in Slack with a checklist reminder: “Review project access against your data governance policy this month. Check: (1) any newly created projects, (2) any projects with sensitive data, (3) any projects with external collaborators.” The agent does not read or change project permissions — this is a human-owned review.
```

### Weekly duplicate insight scanner

**Connectors:** None.

```txt Prompt icon="message-circle" wrap theme={null}
Every Monday, scan insights created in the past 7 days. Compare against existing insights across all projects for semantic overlap. Flag potential duplicates for the research ops lead. Never auto-merge — duplicates are sometimes intentional.
```

### Contact record reconciler

**Connectors:** Salesforce.

```txt Prompt icon="message-circle" wrap theme={null}
Every Monday, compare contact records across Salesforce and Dovetail. Flag mismatches: missing records, name discrepancies, role changes. Notify the workspace admin. Never auto-reconcile — humans decide.
```

### Plan tier tag syncer

**Connectors:** Salesforce.

```txt Prompt icon="message-circle" wrap theme={null}
When an Account’s plan tier changes in Salesforce, update the matching tag in Dovetail. Log the change for audit.
```

### Missing metadata follow-up

**Connectors:** Slack.

```txt Prompt icon="message-circle" wrap theme={null}
When data is uploaded missing required metadata, identify the uploader. Create a Slack follow-up task: “Add [missing fields] to [data item].” Due in 3 business days. Be specific — generic prompts get ignored.
```

### Weekly orphaned data scanner

**Connectors:** Slack.

```txt Prompt icon="message-circle" wrap theme={null}
Every Monday, identify data uploaded outside any active project in the past 7 days. DM the uploader in Slack: “This data isn’t in a project. File it in [suggested project]?” Track resolution.
```

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