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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-014 — Receipt field extraction
Business area: Data entry
Best-fit audience: Small finance teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Staff retype vendor, date, total, tax and currency.

Approved input
Approved receipt image

AI role
Extract five fields beside the source

Human checkpoint
Bookkeeper verifies every amount, category and duplicate

Failure and stop path
Reject unreadable documents; never trigger payment

Data classification
Financial document; potentially sensitive

Measurement
Field accuracy; review minutes

Safe first test
Use synthetic receipts with blur, tax and currency variations

PROMPT DRAFT
You are assisting with receipt field extraction. Use only the approved information provided. Extract five fields beside the source. 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: Extract five fields beside the source.
5. Route the result to the named owner for this checkpoint: Bookkeeper verifies every amount, category and duplicate.
6. If anything fails or remains uncertain: Reject unreadable documents; never trigger payment.
7. Record the result using: Field accuracy; review minutes.
8. Keep the manual process available and stop the test if risk or correction effort increases.