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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-011 — Duplicate-record candidate list
Business area: CRM
Best-fit audience: Growing teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Duplicate contacts fragment history and ownership.

Approved input
Stable IDs, contact fields and dates

AI role
Rank likely duplicate pairs

Human checkpoint
Authorized owner decides whether any records merge

Failure and stop path
Leave both records unchanged when evidence is weak

Data classification
Contact information

Measurement
Precision of candidates; incorrect merge count

Safe first test
Plant five duplicates among 30 synthetic records

PROMPT DRAFT
You are assisting with duplicate-record candidate list. Use only the approved information provided. Rank likely duplicate pairs. 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: Rank likely duplicate pairs.
5. Route the result to the named owner for this checkpoint: Authorized owner decides whether any records merge.
6. If anything fails or remains uncertain: Leave both records unchanged when evidence is weak.
7. Record the result using: Precision of candidates; incorrect merge count.
8. Keep the manual process available and stop the test if risk or correction effort increases.