Sales Ops Process Documenter
The sales process, written down and actually current.
- Documents deal stages and approval flows
- Captures CRM conventions in plain language
- Keeps docs current as the process changes
“document our deal-stage exit criteria and discount-approval flow”
Returns the result with context and next steps.
“Pull up the Process Documentation Assistant pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
“Summarise all process documentation assistant activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
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.
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Initial release.
6/15/2026
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