Possible sales opportunities, flagged automatically, approved by a person.
BeforeThe team ran its sales checks by hand.AfterThe checks run on their own. A person approves each opportunity.
ResultLiveBuilt to take three kinds of routine work off the team.
Jump to the resultSee the demoTechnical deep dive

The 60-second version
- What I did
- Mapped the process with my manager, turned the team’s market and invoicing rules into automatic checks, and built a review step where she ticks the opportunities worth pursuing before an editable draft note is prepared for the account manager.
- Find the gap
- Apply the rules
- Review
- Write the note
- Who did what
- I designed and built the tool, with AI coding assistants. The commercial ideas and the final calls were my manager’s.
- Runs as
- Fixed checks and message templates: the same input always gives the same output, as the guidance I was given asked.
Part 1 of 5: The problem
My manager wanted the checks to run on their own, with the results shown for review.
One check looked for hotels and suppliers selling on Agoda but not yet switched on with partner platforms such as Booking.com and Priceline.
Exhibit 1One sales check, by hand and on its own
Drag to compareIllustrative picture. Each row is a hotel or supplier selling on Agoda. Before: the team checked by hand whether each one was also switched on at a partner platform. Now: the checks run on their own. Most rows are switched on at a partner platform. Three are not yet: a possible gap. One of them is greyed out by the market and invoicing rules, because that gap is there on purpose. A person ticks the two that remain.
What each mark in Exhibit 1 meansKey · under 1 min
?Checked by handSwitched onPossible gap: on Agoda, not yet on a partner platformThere on purpose: filtered out by the rulesTicked by a person
Part 2 of 5: What I built
I mapped the process, then built the team’s rules into the checks.
The team’s rules, built into the checksNot every gap is an opportunity.The checks apply the team’s market and invoicing rules first, so only the gaps that pass reach review.
Exhibit 2The process I mapped with my manager
Scroll to send six rows through itIllustrative picture of the four steps, with six example rows. Step 1, find the gap, runs on its own: six hotels or suppliers are flagged as a possible gap. Step 2, apply the rules, runs on its own: two gaps are there on purpose and are filtered out, four pass. Step 3, review: a person ticks three of the four. Step 4: each ticked row becomes an editable draft note for the account manager.
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1
Find the gapAutomatic
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2
Apply the rulesAutomatic
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3
ReviewA person decides
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4
Write the notePrewritten draft, editable
Try it: sort four possible gaps by the team’s rulesInteractive · under 1 min
Exhibit 2.1Which possible gaps reach review?
Scroll, or drag the cards yourselfReaches review
- Possible gapPasses both rules
- Possible gapPasses both rules
There on purpose: filtered out
- Possible gapA market rule applies
- Possible gapAn invoicing rule applies
Part 3 of 5: Who it was for
It was built for my manager and the account managers.
My manager, the business owner, reviews the results. For each opportunity she approves, a draft note is prepared for the account manager.
What I didAsked account managers what a useful note must say and what they should do next.
Exhibit 3From a tick to a draft note
- The checksPossible opportunities are ready for review.
- My managerTicks the ones worth pursuing, then Next.
- Draft note · editable · for the account managerHi [account manager], [supplier] sells on Agoda but is not yet switched on with [partner platform]. Could you talk to them about switching it on?
- My managerEdits the wording, then Done. The draft is saved.
The review screen I built, part by part2 exhibits · about 1 min
What a person still decides
- Which flagged opportunities to pursue. The checks only flag possible opportunities; she ticks the ones worth pursuing.
- What the draft note says. It can be edited before it is saved.
Exhibit 3.1Who does what
Exhibit 3.2The review step I built
Point at a number- Possible gapGap
- Possible gapGap
- Possible gapGap
- Possible gapGap
Draft note
Editable · for the account manager
EditDone · save- The list. The possible opportunities the checks flagged, ready for review.
- Possible gap. The check compares the list with what is switched on at each partner platform.
- A person ticks. My manager ticks the ones worth pursuing. Nothing moves on without a person.
- Next. For each opportunity she ticks, a draft note is prepared for the account manager.
- Draft note. A prewritten draft fills itself in. The reviewer can edit it before it is saved.
Part 4 of 5: How I checked it
My manager and I reviewed the results at least twice a week.
I showed her working versions early, logged the issues we found, and changed course when she said so.
Exhibit 4What the reviews caught, and what I changed
The review loop, step by step1 exhibit · under 1 min
- Show. I showed her working versions early.
- Check. Are the flagged hotels and suppliers real candidates? Is the table easy to work with?
- Log. I logged the issues we found.
- Change. I revised the checks or the layout, then ran them again.
Exhibit 4.1One round of review, again and again
Point at a stepPart 5 of 5: What happened
Live
Built to take three kinds of routine work off the team. The judgement stays with a person, on purpose.
I handed it over with a week spent teaching my manager how it works.
SkillsProcess mapping · Business rules · Stakeholder reviews
Exhibit 5What it takes off the team
Scroll to cross out the old wayRepetition
Before: The same comparison, by hand, row after row.The same comparison, by hand, row after row.
Now: It runs the same way every time.
False leads
Before: Chase a gap, then learn it wasn’t allowed anyway.Chase a gap, then learn it wasn’t allowed anyway.
Now: The market and invoicing rules run first, so gaps that fail them are filtered out before review.
Copy-paste
Before: Write each message by hand.Write each message by hand.
Now: A prewritten draft fills itself in.
Built with
- SQL, fixed checks
- Python, processing
- Slack, review and drafts
- Claude, Codex, Cursor, AI coding assistants