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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-005 — Quote specification checker
Business area: Sales
Best-fit audience: Print and sign shops
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Quotes stall when dimensions, material or installation details conflict.

Approved input
Structured quote request

AI role
Flag missing specifications and draft clarification questions

Human checkpoint
Estimator approves specifications, assumptions, price and commitment

Failure and stop path
Return the request to clarification; never invent dimensions or price

Data classification
Business contact and job specifications

Measurement
Time to quote-ready brief; clarification rate

Safe first test
Use the CSLM synthetic print-and-sign demonstration

PROMPT DRAFT
You are assisting with quote specification checker. Use only the approved information provided. Flag missing specifications and draft clarification questions. 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: Flag missing specifications and draft clarification questions.
5. Route the result to the named owner for this checkpoint: Estimator approves specifications, assumptions, price and commitment.
6. If anything fails or remains uncertain: Return the request to clarification; never invent dimensions or price.
7. Record the result using: Time to quote-ready brief; clarification rate.
8. Keep the manual process available and stop the test if risk or correction effort increases.