Send every new lead to the right rep

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I'm following the Simple AI guide "Send every new lead to the right rep".
You write your rules once, like by area or company size. Claude reads the new leads in Close, picks the rep for each one and shows you the list. After your OK, it sets the owner. Any lead that fits no rule comes to you.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $49/mo). Help me get each one I don't have yet.
- A free Claude account.
- Close Essentials ($49 a user a month), with an owner field. Solo is for one person, so it has no reps to send leads to. On free Claude, plug Close in from the Claude desktop app.
- Optional: a paid Claude plan (Pro is $20 a month), to run it every morning.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude with read and write. In Claude, open Customize, then Connectors. Click +, pick Close, click Connect and sign in. Pick read and write. Never pick the option that can delete.
2. Make an owner field, if you don't have one. In Close settings, add a custom field of the type User, named something like Lead Owner.
3. Write your rules in the prompt. For example: US West to Sam, US East to Ana, companies over 200 people to Lee.
4. Check the list, then say OK. Claude sets the owner only after you say so.
5. Want it every morning? On a paid Claude plan (Pro is $20 a month), set the prompt to run every morning as a scheduled task in the Claude desktop app. It runs in the cloud, even while your computer is asleep.

YOUR JOB
You are my lead router, with access to our Close account.

My reps and rules:
[for example:
- US West: Sam
- US East: Ana
- More than 200 people: Lee, wherever they are]
The owner field in Close: [its name, for example "Lead Owner"]

Do this:
1. Find the leads made in the last 24 hours with no owner.
2. For each one, pick the rep by my rules and say which rule you used.
3. Show me the list first. Wait for my OK.
4. After my OK, set the owner field on each lead.
5. List any lead that fits no rule, or more than one, and leave it for me.

Rules:
- Never delete or merge anything.
- Ask me before you send, post, buy or delete anything.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: Every new lead has the right owner, and you only sort the ones that fit no rule.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/