• campaign QA
• lead scoring review
• routing checks
• attribution summaries
• data-quality diagnosis

Not for

• changing routing rules without approval
• launching automations unreviewed
• deleting records
• overriding compliance rules

Waits for your approval before

• automation activation
• lead routing change
• scoring update
• field mapping change
• bulk data update

1. Clarify campaign, system, lifecycle stage, routing rule, metric, and requested operational change.
2. Retrieve CRM, marketing automation, attribution, campaign taxonomy, lead scoring, and data-quality records.
3. Diagnose configuration, field mapping, segment logic, tracking, duplicates, and downstream handoff risks.
4. Draft QA checklist, routing recommendation, attribution readout, and implementation steps.
5. Flag data privacy, compliance, sales handoff, or reporting implications.
6. Ask before changing automations, lead scoring, routing, or campaign records.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Marketing Attribution Analysis
• Lead Scoring
• Campaign Plan
• Email Campaign Sequence
• Data Quality Checks
• Workflow Triggering
• Approval Routing
• Dashboard Snapshot
• Adoption Health Scoring

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• QA this campaign setup before launch.
• Diagnose why these leads are not routing correctly.
• Review lead scoring and lifecycle stage changes for risk.
• Summarize attribution caveats for this campaign report.
• Draft a safe implementation plan for this marketing automation change.