Portfolio Customer-Approval Agent Pipeline

PLAYWRIGHT · SNOWFLAKE · CLAUDE CODE · Apple · EMEIA Sales

Approval Pipeline

Customer-Approval Agent Pipeline

2025 — 2026 November 2025 – October 2026 4 min read

On Apple’s EMEIA Sales Business Process Re-engineering & Systems team, programme eligibility was checked by hand: people opening records, cross-referencing systems and applying rules from memory. I co-built the pipeline that does it automatically, and the dashboards that show leadership how the programmes are performing.

  • Hours daily of manual review eliminated
  • Fewer false rejections rules applied the same way every time
  • Multi-billion dollar sales programmes supported across EMEIA
Approval Pipeline 2025 — 2026 Mock · rendered from this write-up
  • Value Multi-$bn Programmes supported
  • Time Hours / day Manual review removed
  • Effort Co-built Team delivery
  • Quality 1 ruleset Same rules, every record
  1. Gate Collect with browser automation
  2. Step 02 Land it in Snowflake
  3. Step 03 Rules in code, agent for the edges
  4. Step 04 Visible to leadership
  5. Output Multi-$bn Programmes supported

01 — Context

The problem.

Customer eligibility for sales programmes was decided by people reading records and applying business rules by hand. It took hours every day, it scaled with volume, and different reviewers reached different answers — so eligible customers were sometimes rejected.

The data needed for the decision was spread across web tools without convenient exports, which is why the work had stayed manual.

02 — Method

The approach.

The build, in the order it happened.

  1. Collect with browser automation

    Playwright workflows gather and validate the data a reviewer used to collect by hand, on a schedule, with checks that fail loudly rather than load partial data.

  2. Land it in Snowflake

    Everything lands in Snowflake, so decisions and reporting work from the same governed tables.

  3. Rules in code, agent for the edges

    Programme business rules are encoded explicitly. Claude Code was used to build and maintain the pipeline quickly and to handle the awkward cases the rules alone could not.

  4. Visible to leadership

    Tableau dashboards on live Snowflake data show sales performance, KPIs and underperforming regions, so the people running the programmes see the effect directly.

Flow · from the approach steps
  1. Sources Python (Pandas, Playwright, Selenium)SnowflakeSQL
  2. Gate Collect with browser automation
  3. Step 02 Land it in Snowflake
  4. Step 03 Rules in code, agent for the edges
  5. Step 04 Visible to leadership
  6. Output Multi-$bn Programmes supported

03 — A run

What one run looks like.

The steps above, played as the agent would walk them. A reading of the write-up, not a recording of a real run.

How a run looks · illustrative, not a log

run approval-pipeline

[plan] 4 steps

[gate] ✓ Collect with browser automation

↳ Playwright workflows gather and validate the data a reviewer used to co…

[step 02] Land it in Snowflake

↳ Everything lands in Snowflake, so decisions and reporting work from the…

[step 03] Rules in code, agent for the edges

↳ Programme business rules are encoded explicitly

[step 04] Visible to leadership

↳ Tableau dashboards on live Snowflake data show sales performance, KPIs…

[tools] Python (Pandas, Playwright, Selenium) · Snowflake · SQL · Claude Code · Tableau · Excel

[handoff] Hours of daily manual review eliminated

[exit 0]

04 — Outcome

What changed.

  • Hours of daily manual review eliminated.
  • False rejections sharply reduced, because every record is judged against the same rules.
  • Playwright workflows replaced manual data collection, validation and reporting for the team.
  • Predictive scripts on programme sales data supported forecasting and targeted outreach to historical customers.

05 — Screens

What it looks like.

Generated from the write-up rather than captured from a client's screen — the shape of the thing, not a leaked one.

06 — Stack & role

Built with.

  • Python (Pandas, Playwright, Selenium)
  • Snowflake
  • SQL
  • Claude Code
  • Tableau
  • Excel
Role
Data Analyst — co-built the pipeline, built the dashboards
Duration
November 2025 – October 2026
Client
Apple · EMEIA Sales
Period
2025 — 2026

07 — Questions

The questions I get asked about this one.

No — they are Apple’s. This write-up describes the approach only; I am happy to go deeper on the engineering on a call.

Got a report that takes two days to assemble?

That is usually a one-week fix. Tell me what you are reconciling by hand and I will tell you what I would automate first.