Turn a pasted report into a tool workflow

A customer success manager exports a churn-risk spreadsheet every Friday, removes some columns manually, pastes it into AI, and asks for a summary. Repeated AI task -> field minimization -> read-only tool -> review loop Manual exports become stale, include unnecessary fields, and depend on one person's cleanup habits. Capture the repeated question Which accounts need attention before the next renewal meeting? The workflow begins with the decision the report supports. Minimize fields Use health score, renewal date, open blockers, account owner, and last executive touch. Fields outside the decision stay out of the connector workflow. Use read-only retrieval Query…

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