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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-008 — Complaint timeline summary
Business area: Support
Best-fit audience: Customer-support teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Managers spend time reconstructing long conversations.

Approved input
Conversation linked to the correct record

AI role
Summarize events, statements, prior actions and unresolved items

Human checkpoint
Manager reads original sources and decides the response

Failure and stop path
Stop on identity mismatch, missing messages or unsupported conclusions

Data classification
Sensitive customer correspondence

Measurement
Omitted facts; manager preparation time

Safe first test
Use a fabricated thread with one contradictory message

PROMPT DRAFT
You are assisting with complaint timeline summary. Use only the approved information provided. Summarize events, statements, prior actions and unresolved items. 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: Summarize events, statements, prior actions and unresolved items.
5. Route the result to the named owner for this checkpoint: Manager reads original sources and decides the response.
6. If anything fails or remains uncertain: Stop on identity mismatch, missing messages or unsupported conclusions.
7. Record the result using: Omitted facts; manager preparation time.
8. Keep the manual process available and stop the test if risk or correction effort increases.