Turn one workflow idea into a test brief, prompt, and SOP.

CSLM WORKFLOW TEST BRIEF

Workflow: WF-002 — Lead routing recommendation
Business area: Sales
Best-fit audience: Growing teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Requests wait because ownership is unclear.

Approved input
Validated inquiry, location, service and timing

AI role
Classify ambiguous request text after exact territory rules

Human checkpoint
Approve unclear, sensitive or high-value assignments

Failure and stop path
Leave the request unassigned with a named queue owner

Data classification
Business contact information

Measurement
Time to valid assignment; reassignment rate

Safe first test
Compare recommendations with 15 previously resolved synthetic cases

PROMPT DRAFT
You are assisting with lead routing recommendation. Use only the approved information provided. Classify ambiguous request text after exact territory rules. Identify missing or conflicting information instead of guessing. Do not send, publish, pay, delete, merge, approve, or make a commitment. Return: (1) proposed result, (2) source fields used, (3) uncertainties, and (4) items for the human reviewer.

SOP DRAFT
1. Confirm the request is in scope and the input is approved.
2. Preserve the original source and stable record identifier.
3. Run exact validation rules before the AI step.
4. Use AI only for: Classify ambiguous request text after exact territory rules.
5. Route the result to the named owner for this checkpoint: Approve unclear, sensitive or high-value assignments.
6. If anything fails or remains uncertain: Leave the request unassigned with a named queue owner.
7. Record the result using: Time to valid assignment; reassignment rate.
8. Keep the manual process available and stop the test if risk or correction effort increases.