- Which accounts are new this week?
- Which segments have the strongest signal?
- Which titles need a different workflow?
- Which rows failed and need human review?
- Which accounts should go to Salesforce now?
Start with an output CSV
Most workflows should write an output file:| Check | Why |
|---|---|
| row count | Make sure no records disappeared |
| segment | Know which workflow path each account took |
| signal columns | See why the account is interesting |
| owner or next step | Confirm where the record goes next |
| error/review columns | Separate good output from uncertain output |
Make a quick chart in Python
Use this when you want a fast view before building anything permanent.Common GTM views
| View | Useful when |
|---|---|
| accounts by segment | You route enterprise and mid-market differently |
| titles by seniority | VPs and directors get different plays |
| signal by source | You want to know which signal found the account |
| output by owner | You are sending tasks to Salesforce |
| failed rows | You need a human review queue |