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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-015 — Invoice intake validation
Business area: Data entry
Best-fit audience: Small finance teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Invoices arrive incomplete or cannot be matched.

Approved input
Approved invoice and purchase reference

AI role
Extract fields and explain missing matches

Human checkpoint
Finance approves coding, amounts and next step

Failure and stop path
Hold unmatched or conflicting invoices; never release payment

Data classification
Financial and vendor information

Measurement
Complete first review; unmatched rate

Safe first test
Use fictional invoices including a duplicate and missing PO

PROMPT DRAFT
You are assisting with invoice intake validation. Use only the approved information provided. Extract fields and explain missing matches. 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 fields and explain missing matches.
5. Route the result to the named owner for this checkpoint: Finance approves coding, amounts and next step.
6. If anything fails or remains uncertain: Hold unmatched or conflicting invoices; never release payment.
7. Record the result using: Complete first review; unmatched rate.
8. Keep the manual process available and stop the test if risk or correction effort increases.