Describe the process
Write it the way you would explain it to a new hire. Who does each step, in which tool, and roughly how often.
Who does each step, in which tool, and roughly how often.2000 left
Keep it generic. No passwords or API keys, and no real customer names or contact details. Say "the account manager" and "our CRM" instead. What you write is sent to an AI provider and deleted within two hours. Terms and privacy