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
Draft assignments and exceptions
Check assignments, decide exceptions
Draft extracts and movement summary
Approve or hold
Use: You
Have ready: the CRM account export and the new territory rules.
Use: Gemini
Ask Gemini for account, old owner, new owner, rule reference and exceptions.
What to paste into the tool
Task: Assignment table with old owner, new owner and rule reference per account; Draft exceptions list. Here is the account export and the new territory rules. Assign every account to exactly one receiver following the rules. Keep old owner and new owner side by side with the rule you applied. Any account no rule can place goes on an exceptions list with the reason.
Use: You
Sales operations lead checks ten rows against cited rules, decides every exception in writing and holds assignments that do not match the memo.
Sample ten assigned rows and check each matches the rule it cites; every unmatched row sits on the exceptions list.
Use: Gemini
Ask Gemini for per-receiver extracts with old and new owners, movement summary.
What to paste into the tool
Task: Per-receiver extract views/files and a movement summary. Create one view per receiver containing only their newly assigned accounts with old and new owner columns, plus a summary counting accounts moved per receiver and per region.
Use: You
Sales operations lead opens every extract; checks receiver-only accounts, both owners, no duplicates and counts against the original export before any CRM change.
Totals tie out to the original export; every account appears exactly once across extracts or exceptions. Each receiver's extract shows only their accounts and keeps old and new owner side by side. Approve only before any CRM change.
You check sources, rules and decisions. ChatGPT drafts only from the checked material.
Prepare the checked inputs
Draft assignments and exceptions
Check assignments, decide exceptions
Draft extracts and movement summary
Approve or hold
Use: You
Have ready: the CRM account export and the territory rules memo.
Use: ChatGPT
Ask ChatGPT for account, old owner, new owner, rule reference and exceptions.
What to paste into the tool
Task: Assignment table (account, old owner, new owner, rule reference); Exceptions list. Apply these territory rules to every account in the uploaded export. Output a table: account, old owner, new owner, rule reference. List any account no rule covers as an exception with the reason. Do not skip rows.
Use: You
Sales operations lead checks ten rows against cited rules, decides every exception in writing and holds assignments that do not match the memo.
Sample ten rows against the rules memo; ask ChatGPT to show its rule reasoning for any row that looks wrong.
Use: ChatGPT
Ask ChatGPT for per-receiver extracts with old and new owners, movement summary and draft count reconciliation.
What to paste into the tool
Task: Per-receiver spreadsheet files; Movement summary; Draft reconciliation (accounts per extract plus exceptions versus the original export row count). From the approved table, create one spreadsheet file per receiver with their accounts (old and new owner side by side), a movement summary counting moves per receiver and region, and a reconciliation: accounts across all files plus exceptions versus the original export row count.
Use: You
Sales operations lead opens every extract; checks receiver-only accounts, both owners, no duplicates and counts against the original export before any CRM change.
Nothing is accepted unread: every generated file and the reconciliation draft go through the final person check. Each file matches the adjudicated decisions; no account appears in two files.
You check sources, rules and decisions. Claude drafts only from the checked material.
Apply rules, flag exceptions
Audit assignments and totals
Check findings, decide exceptions
Draft summary and extracts
Approve or hold
Use: You
Have ready: the CRM account export and the new territory rules. Apply the territory rules to every account in your own spreadsheet, recording old owner, new owner and rule reference, and flag your own exceptions.
Confirm every account appears exactly once in your table before any AI sees it.
Use: Claude
Ask Claude to check your table against the rules and flag suspected misapplications, duplicates, gaps and count discrepancies.
What to paste into the tool
Task: Audit findings: suspected misapplications, duplicates, gaps and a count reconciliation. Audit my assignment table against the original export and the rules memo. Find: rows where the rule reference does not justify the new owner; accounts appearing twice or not at all; totals that do not reconcile. List each finding with the row and the reason.
Use: You
Sales operations lead treats findings as suspects, not verdicts; re-checks flagged rows against the memo and gives every exception and audit finding a written decision.
Treat findings as suspects, not verdicts: re-check each flagged row against the memo.
Use: Claude
Ask Claude for movement summary and per-receiver extract text from the approved table.
What to paste into the tool
Task: Draft movement summary and per-receiver extract text. From the approved table, draft the movement summary (moves per receiver and region) and the content of each receiver's extract with old and new owner side by side.
Use: You
Sales operations lead saves extracts, checks each account appears exactly once and reconciles totals against the original export before any CRM change.
Totals tie out to the original export; every account appears exactly once. Check the draft counts match the approved table and no account moved receiver without an adjudicated decision.
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 drafting, file analysis and web research together
What it does: ChatGPT drafts; you check sources and decide
Strong at: Writes and summarises text; analyses files and searches the web
Limit: Free plan limits uploads, images, voice and data analysis
Free plan: Yes, limited; uploads and data analysis capped
Best when: You want text drafted and edited from supplied material
What it does: Claude drafts; you check sources and decide
Strong at: Drafts and edits text; summarises documents and analyses images
Limit: Usage capped in 5-hour and weekly windows
Free plan: Yes, limited; usage resets every five hours
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
The sales operations lead adjudicates every exception in all three paths.
Totals are reconciled to the original export before any CRM change in all three paths.
No path changes the CRM or informs customers.
Check the result against your original inputs. Approve it before sharing or acting.