A sales operations lead wants Claude to automatically read every new lead entered into the company's CRM, write a personalized follow-up email and log it back into the CRM, without anyone starting each step. What is the most appropriate action?

Answer: C — Escalate to a Claude Developer or Architect, sharing the goal, the prompts that worked, sample inputs and outputs, and where review should sit.

Unattended automation that reads from and writes to another business system requires integration work that belongs with Claude Developers or Architects; the Associate adds value by handing off well-documented findings (c). A manual copy-paste workaround (a) doesn't deliver the requested automation and is fragile. Abandoning it (b) ignores the escalation path. Claude in a chat can't set up its own system integration (d).