Marketing Ops Process Documenter
Capture how marketing actually runs, so anyone can pick it up.
- Documents lead flow, campaign setup, and data standards
- Captures system conventions in plain language
- Keeps docs current as processes change
“document our lead lifecycle and UTM standards”
Returns the result with context and next steps.
“Create a 3-email nurture sequence for leads who downloaded our ROI calculator but haven't booked a demo”
Turns cold downloads into warm pipeline automatically
“Build a go-to-market brief for the new inventory module launch — target audience, key messages, and channel plan”
Structures GTM thinking into a shareable doc immediately
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraSpreadsheet
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Initial release.
6/15/2026
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