How to Visualize Your MarTech Stack with Claude: Process Diagrams, Data Flows, and Architecture Maps

Claude creates MarTech architecture diagrams, data flow maps, and attribution models in minutes. Not rough sketches. Production-ready visuals with proper connections, brand colors, and professional layouts. Marketing Architecture teams spend 4-8 hours manually documenting tech stack integrations. Claude reduces this to 15-minute prompt sessions with exportable outputs.

MarTech Ops teams managing 50+ tools need visual documentation. Where does lead data flow? Which systems sync with the CRM? What breaks when the enrichment API fails? This guide provides four visualization methods, complete skills for each, and MarTech-specific templates. By the end, you will have working diagrams showing your entire marketing technology ecosystem.

TL;DR

Claude creates professional diagrams by writing code: Mermaid syntax for quick renders, Excalidraw JSON for hand-drawn style, draw.io XML for corporate presentations. Mermaid renders directly in Claude artifacts with zero token overhead. Use brand color skills to match your company visual identity. MarTech-specific templates cover tech stack architecture, lead data flow, attribution models, and campaign orchestration workflows.

Key Takeaways

• Mermaid diagrams render directly in Claude with zero export steps and minimal tokens
• Excalidraw produces hand-drawn aesthetics but consumes 3-5x more tokens than Mermaid
• Draw.io XML exports to Lucidchart, Visio, and enterprise diagramming tools
• Brand color skills ensure all visuals match your company style guide
• MarTech data flow diagrams reveal integration failures before they corrupt campaign data
• Attribution model visualizations help stakeholders understand multi-touch complexity
• Tech stack architecture maps enable faster onboarding and troubleshooting

What Are the Four Visualization Methods and When Should You Use Each?

Claude supports four primary visualization formats. Each serves different use cases for MarTech teams. Choosing the right format depends on your output requirements, token budget, and collaboration needs.

Mermaid: Best for Quick Documentation and Claude Artifacts

Mermaid diagrams render directly in Claude’s artifact panel. Zero export required. Write a prompt, get a visual. Mermaid syntax is lightweight, consuming 80-90% fewer tokens than Excalidraw JSON. Use Mermaid for internal documentation, quick architecture sketches, and diagrams embedded in markdown files.

Mermaid supports flowcharts, sequence diagrams, state diagrams, Gantt charts, and entity relationship diagrams. Mermaid Chart provides a dedicated editor with AI features. Mermaid.live offers free rendering for quick testing.

Excalidraw: Best for Hand-Drawn Aesthetics and Presentations

Excalidraw produces visuals that look hand-sketched. The style feels approachable and less intimidating for non-technical stakeholders. Use Excalidraw for executive presentations, workshop materials, and customer-facing documentation.

Token cost is significant. A 30-element diagram consumes 5,000-8,000 tokens in Excalidraw JSON versus 500-1,000 tokens in Mermaid. Budget accordingly. Excalidraw is free and open-source.

Draw.io: Best for Enterprise Collaboration and Complex Diagrams

Draw.io XML exports to Lucidchart, Visio, and enterprise tools. Your IT team already uses these platforms. Draw.io diagrams integrate into existing documentation workflows. Use draw.io for multi-page business maps, official architecture documentation, and cross-team collaboration.

Token efficiency sits between Mermaid and Excalidraw. XML compresses better than JSON for complex diagrams. Draw.io is free with VS Code integration available.

Figma/FigJam: Best for Design Team Collaboration

Figma provides real-time collaboration with designers. Claude generates Figma-compatible SVG exports. Use FigJam templates for tech stack diagrams when working alongside UX teams. Figma requires paid plans for full functionality.

Format	Token Cost	Export Needed	Best For
Mermaid	Low	No (renders in Claude)	Documentation, quick diagrams
Excalidraw	High	Yes (.excalidraw file)	Presentations, workshops
Draw.io	Medium	Yes (.drawio XML)	Enterprise, complex diagrams
Figma SVG	Medium	Yes (.svg file)	Design collaboration

Action item: Test all four formats with a simple 10-element flowchart. Note token usage and export friction for your workflow.

How Do You Create Mermaid Diagrams That Render Directly in Claude?

Mermaid diagrams appear instantly in Claude’s artifact panel. No downloading. No external tools. Ask Claude to create a Mermaid diagram and it renders visually in the conversation. This zero-friction workflow accelerates documentation by 10x.

Mermaid Skill for Professional MarTech Diagrams

Add this skill to your Claude project for consistent, professional Mermaid outputs:

# Mermaid MarTech Visualization Skill

## Purpose
Generate professional Mermaid diagrams optimized for marketing technology documentation.

## When to Use
- Tech stack architecture diagrams
- Lead and data flow maps
- Campaign orchestration workflows
- Attribution model visualizations
- Integration dependency charts

## Diagram Type Selection

### Flowchart (flowchart TD or flowchart LR)
Use for: Process flows, decision trees, campaign workflows
Direction: TD (top-down) for vertical, LR (left-right) for horizontal

### Sequence Diagram (sequenceDiagram)
Use for: API call sequences, system interactions, data sync flows

### State Diagram (stateDiagram-v2)
Use for: Lead lifecycle stages, campaign states, approval workflows

### Entity Relationship (erDiagram)
Use for: Data model documentation, CRM object relationships

## MarTech Color Palette

Apply these colors consistently across all diagrams:

style NodeName fill:#4A90D9,stroke:#1e3a5f,color:#ffffff

- Primary (CRM/Core): #4A90D9 (blue)
- Secondary (Analytics): #7C8DB5 (gray-blue)
- Automation: #50E3C2 (teal)
- AI/ML: #9013FE (purple)
- Manual/Human: #F5A623 (orange)
- Warning/Error: #D0021B (red)
- Success/Output: #7ED321 (green)

## Node Styling Rules

### Shape Selection
- Rectangles [text]: Standard processes
- Rounded ((text)): Start/end points
- Diamonds {text}: Decision points
- Cylinders [(text)]: Databases
- Parallelograms [/text/]: Inputs/outputs

### Labeling Standards
- 3-5 words maximum per node
- Use title case
- Avoid technical jargon for stakeholder diagrams
- Include system names for technical diagrams

## Subgraph Organization

Group related systems into subgraphs:

subgraph CRM ["CRM Systems"]
  HubSpot
  Salesforce
end

## Example Templates

### Tech Stack Architecture
flowchart TD
  subgraph Acquisition ["Acquisition Layer"]
    Ads[Paid Ads]
    SEO[Organic Search]
    Social[Social Media]
  end
  
  subgraph Engagement ["Engagement Layer"]
    Web[Website]
    Email[Email Platform]
    Chat[Chat Widget]
  end
  
  subgraph CRM ["CRM Layer"]
    HubSpot[(HubSpot)]
    Salesforce[(Salesforce)]
  end
  
  Acquisition --> Engagement
  Engagement --> CRM

### Data Flow Pattern
sequenceDiagram
  participant Form as Web Form
  participant GTM as Google Tag Manager
  participant GA4 as GA4
  participant CRM as HubSpot
  participant Sales as Salesforce
  
  Form->>GTM: Form Submit Event
  GTM->>GA4: Conversion Event
  GTM->>CRM: Lead Data
  CRM->>Sales: Qualified Lead Sync

## Validation Checklist
- [ ] Appropriate diagram type selected
- [ ] Color palette applied consistently
- [ ] Nodes labeled clearly (3-5 words)
- [ ] Subgraphs organize related systems
- [ ] Flow direction is intuitive (top-down or left-right)
- [ ] No orphan nodes (all connected)

Ready-to-Use MarTech Stack Prompt

Copy this prompt to generate your tech stack architecture:

SYSTEM: You are a MarTech architect creating Mermaid diagrams.

<context>
Company: {{COMPANY_NAME}}
Industry: {{INDUSTRY}}
Tech stack categories:
- Advertising: {{AD_PLATFORMS}}
- Analytics: {{ANALYTICS_TOOLS}}
- CRM: {{CRM_SYSTEMS}}
- Email: {{EMAIL_PLATFORMS}}
- Automation: {{AUTOMATION_TOOLS}}
</context>

Create a Mermaid flowchart showing the complete MarTech stack architecture.

MUST include:
1. Subgraphs for each category (Acquisition, Engagement, Conversion, Analytics)
2. Data flow arrows between systems
3. Color coding using the MarTech palette
4. Clear labels for each tool

MUST use flowchart TD format.
MUST apply styling to each node.

Output: Complete Mermaid code block that renders in Claude artifacts.

Example filled in:

SYSTEM: You are a MarTech architect creating Mermaid diagrams.

<context>
Company: SaaS Growth Co
Industry: B2B Software
Tech stack categories:
- Advertising: Google Ads, LinkedIn Ads, Meta Ads
- Analytics: GA4, Mixpanel, Hotjar
- CRM: HubSpot, Salesforce
- Email: Customer.io, Mailchimp
- Automation: Zapier, n8n, Make
</context>

Create a Mermaid flowchart showing the complete MarTech stack architecture.

MUST include:
1. Subgraphs for each category (Acquisition, Engagement, Conversion, Analytics)
2. Data flow arrows between systems
3. Color coding using the MarTech palette
4. Clear labels for each tool

MUST use flowchart TD format.
MUST apply styling to each node.

Output: Complete Mermaid code block that renders in Claude artifacts.

The diagram renders instantly in Claude. Click “Copy” on the artifact to paste into documentation. Click “Open in new tab” for full-screen editing.

Action item: Generate your MarTech stack diagram using the prompt above. Share with your team for feedback on missing integrations.

How Do You Create Data Flow Diagrams for Lead and Attribution Tracking?

Data flow diagrams reveal where lead information travels, transforms, and potentially breaks. MarTech Ops teams troubleshoot API errors faster with visual documentation. A lead data flow diagram shows the complete journey from form submission to closed-won opportunity.

Lead Data Flow Sequence Diagram Prompt

SYSTEM: You are a MarTech data architect documenting lead flow.

<context>
Lead sources: {{LEAD_SOURCES}}
Form platform: {{FORM_TOOL}}
Tag manager: {{TAG_MANAGER}}
Analytics: {{ANALYTICS}}
CRM: {{CRM}}
Sales system: {{SALES_TOOL}}
Enrichment: {{ENRICHMENT_TOOL}}
</context>

Create a Mermaid sequence diagram showing complete lead data flow.

MUST show:
1. Initial lead capture (form/chat/demo request)
2. Tag manager event firing
3. Analytics conversion tracking
4. CRM record creation
5. Enrichment data append
6. Sales system sync
7. Error handling paths

MUST use sequenceDiagram format.
MUST include participant aliases for readability.
MUST show async operations with activate/deactivate.

Output: Complete Mermaid sequence diagram.

Example output structure:

sequenceDiagram
    participant User as Website Visitor
    participant Form as Typeform
    participant GTM as Google Tag Manager
    participant GA4 as GA4
    participant Pixel as Meta Pixel
    participant CRM as HubSpot
    participant Enrich as Clearbit
    participant Sales as Salesforce

    User->>Form: Submit Demo Request
    activate Form
    Form->>GTM: Form Submit Event
    GTM->>GA4: generate_lead Event
    GTM->>Pixel: Lead Event
    Form->>CRM: Create Contact
    deactivate Form
    
    activate CRM
    CRM->>Enrich: Enrichment Request
    Enrich-->>CRM: Company Data
    CRM->>CRM: Lead Scoring
    alt Score >= 80
        CRM->>Sales: Sync as MQL
    else Score < 80
        CRM->>CRM: Nurture Sequence
    end
    deactivate CRM

Attribution Model Visualization Prompt

Multi-touch attribution confuses stakeholders. Visualize the model to explain how credit distributes across touchpoints:

SYSTEM: You are a marketing analytics expert visualizing attribution.

<context>
Attribution model: {{MODEL_TYPE}} (first-touch/last-touch/linear/time-decay/position-based)
Typical touchpoints: {{TOUCHPOINT_LIST}}
Conversion event: {{CONVERSION_DEFINITION}}
</context>

Create a Mermaid flowchart showing how attribution credit flows.

MUST show:
1. Each touchpoint in the customer journey
2. Credit percentage allocated to each touchpoint
3. Visual weight indicating attribution value
4. Final conversion event

MUST use flowchart LR format for left-to-right journey.
MUST include percentage labels on connections.

Output: Complete Mermaid attribution model diagram.

Action item: Document your lead data flow using the sequence diagram prompt. Identify the three riskiest integration points.

How Do You Apply Brand Colors to Claude-Generated Diagrams?

Generic diagrams look unprofessional in executive presentations. Brand-aligned visuals demonstrate attention to detail. Claude applies your brand colors consistently when you provide a color skill with hex codes and usage rules.

Brand Color Skill Template

Customize this skill with your company’s brand colors:

# Brand Visual Identity Skill for Diagrams

## Purpose
Ensure all Claude-generated diagrams match company brand guidelines.

## Brand Color Palette

### Primary Colors
- Brand Primary: {{PRIMARY_HEX}} (use for main elements, headers)
- Brand Secondary: {{SECONDARY_HEX}} (use for supporting elements)

### Accent Colors
- Accent 1: {{ACCENT1_HEX}} (use for highlights, CTAs)
- Accent 2: {{ACCENT2_HEX}} (use for secondary highlights)

### Neutral Colors
- Dark: {{DARK_HEX}} (use for text, borders)
- Light: {{LIGHT_HEX}} (use for backgrounds)
- Gray: {{GRAY_HEX}} (use for disabled states)

### Semantic Colors
- Success: {{SUCCESS_HEX}} (use for positive outcomes)
- Warning: {{WARNING_HEX}} (use for caution states)
- Error: {{ERROR_HEX}} (use for failures, blocks)

## Application Rules

### Mermaid Styling
Apply colors using style declarations:

style NodeName fill:{{PRIMARY_HEX}},stroke:{{DARK_HEX}},color:#ffffff

### Category Color Mapping
- Customer/User actions: {{PRIMARY_HEX}}
- AI/Automated actions: {{ACCENT1_HEX}}
- Manual/Human actions: {{SECONDARY_HEX}}
- System/Integration: {{GRAY_HEX}}
- Errors/Warnings: {{ERROR_HEX}}

### Excalidraw Color Mapping
backgroundColor: "{{PRIMARY_HEX}}"
strokeColor: "{{DARK_HEX}}"

### Draw.io Style Mapping
fillColor={{PRIMARY_HEX}};strokeColor={{DARK_HEX}};fontColor=#ffffff;

## Font Standards
- Headers: Bold, 14-16px
- Labels: Regular, 12px
- Annotations: Italic, 10px

## Logo Usage
When including company logo, place in top-left corner of multi-page documents.

## Validation
- [ ] Primary brand color used for main elements
- [ ] No colors outside approved palette
- [ ] Sufficient contrast for text readability
- [ ] Consistent styling across all nodes

Example brand skill filled in:

# Acme Corp Visual Identity Skill

## Brand Color Palette

### Primary Colors
- Brand Primary: #2563EB (Acme Blue)
- Brand Secondary: #1E40AF (Acme Navy)

### Accent Colors
- Accent 1: #F59E0B (Acme Orange)
- Accent 2: #10B981 (Acme Teal)

### Neutral Colors
- Dark: #1F2937 (Charcoal)
- Light: #F9FAFB (Off-white)
- Gray: #6B7280 (Slate)

### Semantic Colors
- Success: #10B981
- Warning: #F59E0B
- Error: #EF4444

Action item: Extract your brand colors from your style guide. Create a brand skill file for your Claude project.

How Do You Document Your Complete MarTech Architecture?

MarTech architecture documentation serves multiple audiences: executives need high-level views, operations teams need integration details, and new hires need onboarding materials. A multi-layer approach addresses all needs.

Layer 1: Executive Overview (Mermaid Flowchart)

SYSTEM: You are creating an executive-level MarTech overview.

<context>
Company: {{COMPANY}}
Primary revenue model: {{REVENUE_MODEL}}
Key metrics: {{TOP_3_KPIS}}
Major systems: {{TOP_5_SYSTEMS}}
</context>

Create a simplified Mermaid flowchart showing:
1. Customer acquisition sources (2-3 boxes)
2. Engagement touchpoints (2-3 boxes)
3. Conversion path (2-3 boxes)
4. Revenue outcome (1 box)

MUST use maximum 10 elements total.
MUST avoid technical jargon.
MUST show clear left-to-right progression.

Output: Executive-friendly Mermaid diagram.

Layer 2: Integration Architecture (Draw.io)

SYSTEM: You are documenting MarTech integrations for operations.

<context>
All systems: {{COMPLETE_TOOL_LIST}}
Integration methods: {{API_NATIVE_ZAPIER_MANUAL}}
Data sync frequency: {{REALTIME_HOURLY_DAILY}}
Critical paths: {{MUST_NOT_FAIL_INTEGRATIONS}}
</context>

Create a draw.io XML diagram showing:
1. Every system as a node
2. Integration connections with method labels (API/Webhook/Native/Manual)
3. Data flow direction arrows
4. Sync frequency annotations
5. Color coding by criticality (red=critical, yellow=important, gray=nice-to-have)

MUST organize into logical layers (Acquisition, Engagement, Conversion, Analytics, Data)
MUST include legend explaining colors and symbols.

Output: Complete draw.io XML for integration architecture.

Layer 3: Specific Workflow Detail (Sequence Diagrams)

Create individual sequence diagrams for each critical workflow:

• Lead capture and routing
• Email automation triggers
• Sales handoff process
• Attribution data collection
• Reporting data aggregation

Each workflow gets its own diagram with step-by-step data movement.

Action item: Create Layer 1 executive overview first. Present to stakeholders for feedback before building detailed layers.

How Do You Use Claude Code for Interactive Diagram Editing?

Claude Code with VS Code extensions enables live diagram editing. Generate a visual, adjust elements, ask Claude Code to update colors or add steps. No downloading and re-uploading between tools. Diagrams stay in your project repository alongside code.

VS Code Extension Setup

Install these extensions for full visualization capability:

1. Mermaid Preview: Search “Mermaid” in VS Code extensions. Install “Mermaid Preview” for live .mmd file rendering.

2. Excalidraw: Search “Excalidraw” for .excalidraw file editing directly in VS Code.

3. Draw.io Integration: Search “Draw.io Integration” (Hediet) for .drawio file editing.

Claude Code Diagram Commands

With extensions installed, use these commands:

# Generate new Mermaid diagram
Claude Code, create a Mermaid flowchart for our lead scoring process. Save as docs/diagrams/lead-scoring.mmd

# Update existing diagram
Claude Code, add a "Manual Review" step between "AI Scoring" and "Sales Assignment" in lead-scoring.mmd

# Change styling
Claude Code, update all nodes in lead-scoring.mmd to use our brand colors from the brand-colors.md skill

# Convert formats
Claude Code, convert lead-scoring.mmd to draw.io XML format for the enterprise documentation

Git-Tracked Diagram Workflow

Store diagrams in your repository for version control:

/docs
  /diagrams
    /mermaid
      tech-stack.mmd
      lead-flow.mmd
      attribution.mmd
    /drawio
      architecture.drawio
      integrations.drawio
    /excalidraw
      workshop-slides.excalidraw
  /skills
    mermaid-skill.md
    brand-colors.md

Version control tracks diagram changes alongside code. Pull requests include visual documentation updates. New team members clone the repo and have complete MarTech documentation.

Action item: Create a /docs/diagrams folder structure in your main project repository.

What MarTech-Specific Diagram Templates Should Every Team Have?

Marketing Architecture teams need standardized templates for common documentation needs. These templates accelerate new diagram creation and ensure consistency across the organization.

Template 1: Tech Stack Inventory

Document every tool with its category, owner, and integration status:

SYSTEM: You are creating a tech stack inventory diagram.

<context>
Tools by category:
- Advertising: {{AD_TOOLS}}
- Analytics: {{ANALYTICS_TOOLS}}
- CRM: {{CRM_TOOLS}}
- Email: {{EMAIL_TOOLS}}
- Automation: {{AUTOMATION_TOOLS}}
- Data: {{DATA_TOOLS}}
- Content: {{CONTENT_TOOLS}}

For each tool, specify:
- Owner (team/person)
- Integration status (integrated/standalone/deprecated)
- Criticality (critical/important/nice-to-have)
</context>

Create a Mermaid flowchart with subgraphs for each category.

MUST color-code by integration status:
- Integrated: green
- Standalone: yellow
- Deprecated: red

MUST include tool count in subgraph labels.

Output: Complete tech stack inventory diagram.

Template 2: Campaign Orchestration Flow

Document how campaigns execute across channels:

SYSTEM: You are documenting campaign orchestration.

<context>
Campaign type: {{CAMPAIGN_TYPE}}
Channels: {{CHANNEL_LIST}}
Trigger: {{CAMPAIGN_TRIGGER}}
Segments: {{AUDIENCE_SEGMENTS}}
Content assets: {{CONTENT_TYPES}}
Success metrics: {{KPIS}}
</context>

Create a Mermaid flowchart showing:
1. Campaign trigger event
2. Audience segmentation logic
3. Channel-specific execution paths
4. Content asset deployment
5. Measurement touchpoints
6. Optimization feedback loops

MUST show parallel channel execution.
MUST include decision points for segmentation.
MUST end with measurement/optimization.

Output: Campaign orchestration flowchart.

Template 3: Data Privacy Compliance Flow

Document how personal data moves through your stack for GDPR/CCPA compliance:

SYSTEM: You are documenting data privacy compliance.

<context>
Personal data collected: {{PII_FIELDS}}
Collection points: {{COLLECTION_SOURCES}}
Storage systems: {{STORAGE_LOCATIONS}}
Processing purposes: {{DATA_USES}}
Third-party sharing: {{THIRD_PARTIES}}
Retention periods: {{RETENTION_RULES}}
</context>

Create a Mermaid flowchart showing:
1. Data collection points
2. Consent capture mechanism
3. Data storage locations
4. Processing activities
5. Third-party transfers
6. Deletion/retention logic

MUST highlight consent gates.
MUST show data subject request paths.
MUST indicate retention periods on storage nodes.

Output: GDPR-compliant data flow diagram.

Action item: Generate all three templates for your organization. Store in your shared documentation system.

How Do You Extract Workflows from Your Head into Diagrams?

MarTech Ops professionals execute complex workflows on autopilot. The knowledge lives in muscle memory, not documentation. The Business X-Ray interview extracts this implicit knowledge into explicit, visualizable processes.

Business X-Ray Interview Prompt for MarTech

SYSTEM: You are a MarTech process analyst conducting a workflow extraction interview.

<context>
Role: {{JOB_TITLE}}
Primary systems: {{MAIN_TOOLS}}
Team size: {{TEAM_SIZE}}
</context>

Interview me to extract my MarTech workflows. Ask questions ONE AT A TIME about:

1. LEAD CAPTURE: How do leads enter your system?
   - What forms/tools capture leads?
   - What data fields are required vs optional?
   - Where does data route first?

2. DATA ENRICHMENT: How do you enhance lead data?
   - What enrichment tools do you use?
   - When does enrichment trigger?
   - What fields get appended?

3. LEAD ROUTING: How do leads get assigned?
   - What scoring criteria exist?
   - How do assignment rules work?
   - What happens to unqualified leads?

4. NURTURE AUTOMATION: How do you nurture leads?
   - What sequences exist?
   - What triggers enrollment?
   - What triggers exit?

5. SALES HANDOFF: How do leads transfer to sales?
   - What qualifies as sales-ready?
   - How does notification work?
   - What data syncs to sales tools?

6. REPORTING: How do you measure performance?
   - What reports run regularly?
   - What dashboards exist?
   - Who receives what data?

For each area, dig into:
- What triggers this process?
- What steps happen in sequence?
- What tool performs each step?
- What can go wrong?
- How long does it typically take?

After completing the interview, output:
1. Summary of all workflows discovered
2. Mermaid diagram for complete lead lifecycle
3. List of undocumented processes needing attention
4. Recommended automation opportunities

MUST ask only one question at a time.
MUST wait for my response before continuing.

Run this interview in a dedicated Claude conversation. Answer thoroughly. Claude synthesizes your responses into structured workflow documentation with diagrams.

Action item: Schedule 30 minutes to complete the Business X-Ray interview. Do it at end of day when you have mental bandwidth.

What Common Mistakes Break MarTech Diagrams?

Diagram failures waste time and create confusion. Avoid these common mistakes MarTech teams make when creating visualizations.

Mistake 1: Too Much Detail in One Diagram

Diagrams with 50+ elements become unreadable. Stakeholders cannot identify the key message. Split complex architectures into layers: executive overview (10 elements), department view (20 elements), process detail (30 elements). Link layers with consistent naming.

Mistake 2: Inconsistent Naming Across Diagrams

“HubSpot” in one diagram, “HS” in another, “CRM” in a third. Readers cannot connect information across documents. Create a naming standard skill and enforce it across all visualizations.

Mistake 3: Missing Error Paths

Happy-path diagrams hide failure modes. When the enrichment API fails, what happens? When the CRM sync breaks, who gets notified? Document error handling in sequence diagrams with alt/else blocks.

Mistake 4: No Version Control

Diagrams live in random Google Drive folders. Updates happen without tracking. Nobody knows which version is current. Store diagrams in git repositories. Use pull requests for changes. Timestamp diagram files.

Mistake 5: Generic Colors Without Meaning

Random colors make diagrams pretty but not informative. Assign semantic meaning to colors. Blue = CRM. Green = automated. Red = manual. Document the legend and apply consistently.

Action item: Audit your existing MarTech diagrams for these five mistakes. Prioritize fixes by stakeholder impact.

Final Takeaways

Claude creates professional MarTech diagrams by writing Mermaid, Excalidraw, or draw.io code. Choose format based on output needs and token budget.

Mermaid diagrams render directly in Claude artifacts with zero export steps. Use for quick documentation and internal team communication.

Brand color skills ensure all visualizations match your company identity. Create once, apply to every diagram automatically.

MarTech-specific templates for tech stack inventory, campaign orchestration, and data compliance accelerate documentation by 10x.

The Business X-Ray interview extracts undocumented workflows from your head into structured, visualizable processes.