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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-012 — Stalled-opportunity alert
Business area: CRM
Best-fit audience: Consulting firms
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Deals remain idle without an explicit next action.

Approved input
Stage, owner, activity date and next-action field

AI role
Summarize why a record triggered exact aging rules

Human checkpoint
Seller confirms status and chooses the action

Failure and stop path
Keep a visible alert until resolved or dismissed with a reason

Data classification
Business relationship history

Measurement
Time to ownership; false-alert rate

Safe first test
Run exact rules on a synthetic pipeline snapshot

PROMPT DRAFT
You are assisting with stalled-opportunity alert. Use only the approved information provided. Summarize why a record triggered exact aging rules. 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 why a record triggered exact aging rules.
5. Route the result to the named owner for this checkpoint: Seller confirms status and chooses the action.
6. If anything fails or remains uncertain: Keep a visible alert until resolved or dismissed with a reason.
7. Record the result using: Time to ownership; false-alert rate.
8. Keep the manual process available and stop the test if risk or correction effort increases.