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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-017 — Document collection checklist
Business area: Operations
Best-fit audience: Consulting firms
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Teams repeatedly determine which documents are missing.

Approved input
Service type and approved intake record

AI role
Compare received items with controlled requirements

Human checkpoint
Staff confirms sensitivity, necessity and communication channel

Failure and stop path
Stop rather than requesting unnecessary or confidential documents

Data classification
Potentially confidential documents

Measurement
Complete packets; unnecessary requests

Safe first test
Use filenames and synthetic metadata before document contents

PROMPT DRAFT
You are assisting with document collection checklist. Use only the approved information provided. Compare received items with controlled requirements. 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: Compare received items with controlled requirements.
5. Route the result to the named owner for this checkpoint: Staff confirms sensitivity, necessity and communication channel.
6. If anything fails or remains uncertain: Stop rather than requesting unnecessary or confidential documents.
7. Record the result using: Complete packets; unnecessary requests.
8. Keep the manual process available and stop the test if risk or correction effort increases.