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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-013 — CRM note normalization
Business area: CRM
Best-fit audience: Growing teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Free-text notes are inconsistent and hard to search.

Approved input
Approved note and controlled vocabulary

AI role
Propose a summary and category in new fields

Human checkpoint
Owner verifies nuance and sensitive content

Failure and stop path
Preserve the original and reject low-confidence proposals

Data classification
Business correspondence

Measurement
Accepted suggestions; search success

Safe first test
Normalize 20 synthetic notes without overwriting originals

PROMPT DRAFT
You are assisting with crm note normalization. Use only the approved information provided. Propose a summary and category in new fields. 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: Propose a summary and category in new fields.
5. Route the result to the named owner for this checkpoint: Owner verifies nuance and sensitive content.
6. If anything fails or remains uncertain: Preserve the original and reject low-confidence proposals.
7. Record the result using: Accepted suggestions; search success.
8. Keep the manual process available and stop the test if risk or correction effort increases.