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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-016 — Spreadsheet category suggestions
Business area: Data entry
Best-fit audience: Growing teams
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Manual categorization varies between employees.

Approved input
Copy of a spreadsheet with stable row IDs

AI role
Suggest categories in a new column

Human checkpoint
Data owner approves changes and verifies formulas

Failure and stop path
Preserve source file and reject unknown categories

Data classification
Depends on spreadsheet contents

Measurement
Accepted categories; formula damage

Safe first test
Use a synthetic copy with known expected categories

PROMPT DRAFT
You are assisting with spreadsheet category suggestions. Use only the approved information provided. Suggest categories in a new column. 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: Suggest categories in a new column.
5. Route the result to the named owner for this checkpoint: Data owner approves changes and verifies formulas.
6. If anything fails or remains uncertain: Preserve source file and reject unknown categories.
7. Record the result using: Accepted categories; formula damage.
8. Keep the manual process available and stop the test if risk or correction effort increases.