Good point about starting with a demo instead of a workflow. One practical way to flip that: pick a single recurring task, like weekly pipeline reporting or first-draft proposals, and write down the inputs, the output, and who checks it. Then give the AI that structure.

Try this prompt: "You are helping our sales ops lead. Input: the CRM export below. Task: summarise deals that moved stage this week, flag any with no activity for 14 days, and list three questions to ask in Monday's review. Output: a table plus five bullets, no more than 200 words."

Run it manually for two weeks, compare against what a person would write, and only then connect it to your tools. Keep a short log of where it got things wrong, because that log becomes your integration spec.