# Usage Examples
## Example 1: Basic Timeline Capture
**Scenario:** You need to analyze what workflows triggered when a lead was created.
### Step-by-Step
**1. Open the lead in Zoho CRM**
```
Navigate to Leads > Open lead record > Timeline tab
```
**2. Start capturing (in Claude Desktop)**
```
User: "I need to capture the timeline for this lead.
Can you help me capture screenshots?"
Claude: "I'll help you capture the timeline screenshots.
Click on the Zoho timeline window to make it active,
then I'll capture it."
User: "Ready"
Claude: [calls capture_screenshot]
✓ Screenshot captured: ss_1
Total screenshots: 1
Ready to capture another screenshot, or call
'process_timeline' when done.
```
**3. Scroll and capture more**
```
User: "I scrolled down, capture the next section"
Claude: [calls capture_screenshot]
✓ Screenshot captured: ss_2
Total screenshots: 2
```
**4. Process the timeline**
```
User: "That's all, process these now"
Claude: [calls process_timeline]
✓ Timeline processed successfully!
## Workflow Rules Triggered (13)
1. Leads - Cr - Format Phone
2. Leads - Cr - Reset System Variables 1
...
## Functions Called (9)
1. Lead_VerifyEmailHunterIO
2. Leads_CreateGeneral
...
```
**5. Export results**
```
User: "Save these results to files"
Claude: [calls export_results]
✓ Results exported to:
- C:\Users\John\Documents\ZohoTimelineAnalysis\timeline_data.json
- C:\Users\John\Documents\ZohoTimelineAnalysis\workflows_and_functions.json
- C:\Users\John\Documents\ZohoTimelineAnalysis\timeline_report.md
```
---
## Example 2: Comparing Two Leads
**Scenario:** Compare workflows triggered for two different lead types.
### Workflow
**Lead 1 (Inbound)**
```
User: "Let's capture the timeline for this inbound lead"
[Capture screenshots]
User: "Process this timeline"
User: "Export to Documents\TimelineAnalysis\Inbound\"
```
**Lead 2 (Outbound)**
```
User: "Clear the screenshots and start fresh"
Claude: ✓ All screenshots cleared
User: "Now let's capture this outbound lead timeline"
[Capture screenshots]
User: "Process this timeline"
User: "Export to Documents\TimelineAnalysis\Outbound\"
```
**Compare Results**
```
User: "Can you compare the workflows triggered in both leads?
Look at the exported JSON files."
Claude: [reads both timeline_data.json files]
Comparison:
Common workflows (both leads):
- Leads - Cr - Format Phone
- Leads - Cr - Reset System Variables
Inbound-only workflows:
- Leads - Cr - Populate Inbound Lead Reminder Fields
Outbound-only workflows:
- Leads - CrEd - Set Lead Type (Outbound)
```
---
## Example 3: Troubleshooting a Failed Conversion
**Scenario:** A lead failed to convert. Find out what happened.
### Investigation
```
User: "This lead failed to convert to a contact.
I need to see the complete timeline to debug."
Claude: "I'll help you capture the timeline. Make sure the
Timeline tab is visible in Zoho."
User: "Ready"
[Capture 4 screenshots covering entire timeline]
User: "Process these and look for any errors or failed workflows"
Claude: [processes timeline]
Found potential issues:
1. At 03:31 PM - Deduplication Checked: false → true
Workflow: Leads - Ed - Deduplication Handler
2. At 03:31 PM - Contact Status changed to "Lead Outreach Failed"
Function: Lead_OutboundLeadContactDeduplication
3. At 03:31 PM - Lead converted to existing contact
Analysis: The lead was marked as a duplicate and merged
with an existing contact (Johnathan Laird) rather than
failing. The deduplication workflow detected a matching
email address.
```
---
## Example 4: Auditing Workflow Performance
**Scenario:** Measure how many workflows typically fire for new leads.
### Data Collection
```
# Capture timelines for 5 sample leads
User: "I want to audit our lead workflows. Let's start with lead 1"
[Capture and process lead 1]
User: "Export to Documents\WorkflowAudit\Lead1\"
[Repeat for leads 2-5]
User: "Now analyze all 5 leads and tell me:
1. Average number of workflows triggered
2. Most common workflows
3. Workflows that rarely trigger"
Claude: [reads all 5 JSON files]
Workflow Audit Results:
Average workflows triggered: 12.4 per lead
Most common (100% of leads):
- Leads - Cr - Reset System Variables (1-4)
- Leads - Cr - Format Phone
- Leads - CrEd - Set Cadence
Rarely triggered (20% or less):
- Leads - Cr - Push to Mapsly
- Leads - Ed - Convert Issues SLA Flag
Recommendation: Consider consolidating the 4 "Reset
System Variables" workflows into one for efficiency.
```
---
## Example 5: Training Documentation
**Scenario:** Create training docs showing typical lead processing flow.
### Process
```
User: "I need to document our lead processing workflow for new staff.
Let's capture a typical lead lifecycle."
[Capture timeline for a lead that went through full lifecycle:
Created → Needs Data → Prospecting → Contacted → Converted]
User: "Process this and create a step-by-step guide"
Claude: [processes timeline, generates report]
# Lead Processing Lifecycle - Training Guide
## Stage 1: Lead Creation (02:30 PM)
When a lead enters the system:
1. Leads CR Process Power Almanac Files creates the record
2. System variables are reset (4 workflows)
3. Phone numbers are formatted
4. State/Country are standardized
## Stage 2: Data Validation (02:30 PM)
Automatic validation occurs:
1. Email is verified via HunterIO
2. Lead type is assigned (Inbound/Outbound)
3. Cadence is determined
4. Lead Status set to "Needs Data"
...
[Complete guide with screenshots embedded]
```
---
## Example 6: Performance Monitoring
**Scenario:** Monitor how long leads stay in each stage.
### Analysis
```
User: "Capture this lead's timeline - it took 3 days to convert"
[Capture and process]
User: "Calculate time spent in each stage"
Claude: [analyzes timeline timestamps]
Time in Each Stage:
Needs Data: 61 minutes
- Created: 02:30 PM
- Moved to next stage: 03:31 PM
Lead converted: 03:31 PM (same day)
Total lifecycle: 61 minutes (very fast!)
Note: This lead was a duplicate and immediately
matched to existing contact, which explains the
quick conversion.
```
---
## Tips for Best Results
### Screenshot Quality
- Use full-screen Zoho CRM for best OCR results
- Ensure timeline text is clearly visible
- Capture with some overlap between screenshots
### Capture Strategy
- Start at the bottom (oldest events)
- Work your way up chronologically
- Include the date/time stamps in each capture
### Processing Tips
- Process immediately while screenshots are fresh
- Export results before clearing screenshots
- Use descriptive output directory names
### Batch Processing
- Process multiple leads in one session
- Use clear naming: Lead1, Lead2, etc.
- Export each to separate directories
---
## Advanced Usage
### Custom Export Location
```
User: "Export results to my project folder"
Claude: [calls export_results with custom path]
✓ Exported to: D:\Projects\ZohoAnalysis\
```
### Screenshot Management
```
User: "How many screenshots have I captured?"
Claude: [calls list_screenshots]
Captured 3 screenshots:
- ss_1: 20251126_143022
- ss_2: 20251126_143045
- ss_3: 20251126_143108
User: "Clear those and start fresh"
Claude: [calls clear_screenshots]
✓ All screenshots cleared
```
### Full Screen Mode
```
User: "Capture the full screen instead of just the window"
Claude: [calls capture_screenshot with capture_type: "full_screen"]
✓ Full screen captured
```
