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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-010 — CRM completeness check
Business area: CRM
Best-fit audience: Growing teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Incomplete records create reporting and follow-up gaps.

Approved input
CRM fields and controlled validation rules

AI role
Explain missing context and suggest a next-action note

Human checkpoint
Record owner approves additions; AI never fabricates a value

Failure and stop path
Create an exception without overwriting the original record

Data classification
Business contact and activity history

Measurement
Required-field completeness; invented-value incidents

Safe first test
Test a copied synthetic dataset with deliberate gaps

PROMPT DRAFT
You are assisting with crm completeness check. Use only the approved information provided. Explain missing context and suggest a next-action note. 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: Explain missing context and suggest a next-action note.
5. Route the result to the named owner for this checkpoint: Record owner approves additions; AI never fabricates a value.
6. If anything fails or remains uncertain: Create an exception without overwriting the original record.
7. Record the result using: Required-field completeness; invented-value incidents.
8. Keep the manual process available and stop the test if risk or correction effort increases.