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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-003 — Missed-call follow-up draft
Business area: Sales
Best-fit audience: Local services
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Missed callers receive slow or inconsistent follow-up.

Approved input
Missed-call event and approved transcription

AI role
Draft a short acknowledgement and missing-information question

Human checkpoint
Verify recipient, consent, facts and business hours before sending

Failure and stop path
Create an internal task; never send when identity is uncertain

Data classification
Contact details and call transcript

Measurement
Review time; wrong-recipient incidents

Safe first test
Use five fictional voicemails with one unclear caller

PROMPT DRAFT
You are assisting with missed-call follow-up draft. Use only the approved information provided. Draft a short acknowledgement and missing-information question. 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: Draft a short acknowledgement and missing-information question.
5. Route the result to the named owner for this checkpoint: Verify recipient, consent, facts and business hours before sending.
6. If anything fails or remains uncertain: Create an internal task; never send when identity is uncertain.
7. Record the result using: Review time; wrong-recipient incidents.
8. Keep the manual process available and stop the test if risk or correction effort increases.