Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
You check sources, rules and decisions. Gemini drafts only from the checked material.
Prepare the checked inputs
Label leads against written rules
Check labels, decide borderline
Draft per-seller routing tables
Approve or hold
Use: You
Have ready: the lead list and the written segment definitions and routing rules. List any missing rules for escalation.
Check your organisation allows uploading lead data before you do; do not contact or reassign any lead.
Use: Gemini
Ask Gemini for segments, rule references and a borderline queue.
What to paste into the tool
Using only the pasted rules, add columns: segment, rule reference, borderline (yes or no) and reason. If no rule covers a lead, write NO RULE and mark it borderline.
Use: You
Check sampled labels against the written rules and decide each borderline lead.
Verify a sample of labels against the rules and adjudicate borderline cases.
Use: Gemini
Ask Gemini for one table per seller, segment and seller counts, unlabelled leads and coverage summary.
What to paste into the tool
Using the approved segmented list, create one table per seller from the final routing label and a coverage summary of leads per segment. Do not change any label.
Use: You
Check each seller has only their segments and no lead is lost. Sign off the routing files only when counts equal the full list.
Do not contact or reassign any lead. Check the counts add up to the full lead list. Check every seller received only their segments and no lead was lost.
You check sources, rules and decisions. Better Analyst drafts only from the checked material.
Prepare the checked inputs
Label leads against written rules
Check labels and shown code
Draft per-seller routing tables
Approve or hold
Use: You
Have ready: the lead list and the written segment definitions and routing rules. List any missing rules for escalation.
Check your organisation allows uploading lead data before you do; do not contact or reassign any lead.
Use: Better Analyst
Ask Better Analyst for segments, rule references and a borderline queue.
What to paste into the tool
Label each lead using only these written rules. Add columns: segment, rule reference, borderline and reason. Write NO RULE where no rule applies.
Use: You
Check sampled labels against the written rules and decide each borderline lead. Compare shown code with every written rule.
Compare the shown code to each written rule. Check shown filters and adjudicate borderline leads.
Use: Better Analyst
Ask Better Analyst for one table per seller, segment and seller counts, unlabelled leads and coverage summary.
What to paste into the tool
Make one table per seller from the final routing label and a summary of leads per segment. List any lead without a label.
Use: You
Check each seller has only their segments and no lead is lost. Sign off the routing files only when counts equal the full list.
Do not contact or reassign any lead. Check the counts add up to the full lead list. Check every seller received only their segments and no lead was lost.
Vizly labels leads, counts them and drafts seller tables. You check rules, decide borderline leads and sign off.
Prepare the checked inputs
Label leads against written rules
Check labels, decide borderline
Draft per-seller routing tables
Approve or hold
Use: You
Have ready: the lead list and the written segment definitions and routing rules. List any missing rules for escalation.
Check your organisation allows uploading lead data before you do; escalate missing rules instead of improvising; do not contact or reassign any lead.
Use: Vizly
Ask Vizly for segments, rule references and a borderline queue.
What to paste into the tool
Using only the pasted rules, add columns: segment, rule reference, borderline (yes or no) and reason. If no rule covers a lead, write NO RULE and mark it borderline.
Use: You
Check sampled labels against the written rules and decide each borderline lead.
Verify a sample of labels against the rules and adjudicate borderline cases.
Use: Vizly
Ask Vizly for one table per seller, segment and seller counts, unlabelled leads and coverage summary.
What to paste into the tool
Count leads per segment and per seller; the final routing label names the seller. List any row with an empty routing label. Then create one table per seller from the final routing label and a coverage summary of leads per segment. Do not change any data.
Use: You
Check each seller has only their segments and no lead is lost. Sign off the routing files only when counts equal the full list.
Do not contact or reassign any lead. Check the counts add up to the full lead list. Check every seller received only their segments and no lead was lost.
Best when: You want data work within a spreadsheet
What it does: Gemini drafts; you check sources and decide
Strong at: Analyses spreadsheet data from plain-language requests
Limit: The free plan has usage limits
Free plan: Yes
Best when: You want shown data analysis and bulk row work
What it does: Better Analyst drafts; you check sources and decide
Strong at: Answers plain-English data questions and enriches rows
Limit: Bulk jobs pause when credits run out
Free plan: Yes, limited; one data source only
Best when: You want file analysis with shown Python or R
What it does: Vizly drafts; you check sources and decide
Strong at: Analyses uploaded data and exports Word or PDF reports
Limit: Files deleted after one hour of inactivity unless retention enabled
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Every lead has a segment and a rule reference.
Borderline leads are queued with reasons.
Missing rules are escalated, not improvised.
Check the result against your original inputs. Approve it before sharing or acting.