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

CSLM WORKFLOW TEST BRIEF

Workflow: WF-018 — Meeting notes to action list
Business area: Operations
Best-fit audience: Consulting firms
Owner: [name the accountable owner]
System of record: [name the authoritative system]

Problem
Decisions and owners are lost after meetings.

Approved input
Approved transcript or notes

AI role
Draft decisions, questions, owners and dates with source references

Human checkpoint
Meeting owner corrects attribution before distribution

Failure and stop path
Mark ambiguity and leave unconfirmed owners blank

Data classification
Internal conversation

Measurement
Corrected owners; unassigned actions

Safe first test
Use a fabricated meeting with unclear ownership

PROMPT DRAFT
You are assisting with meeting notes to action list. Use only the approved information provided. Draft decisions, questions, owners and dates with source references. 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: Draft decisions, questions, owners and dates with source references.
5. Route the result to the named owner for this checkpoint: Meeting owner corrects attribution before distribution.
6. If anything fails or remains uncertain: Mark ambiguity and leave unconfirmed owners blank.
7. Record the result using: Corrected owners; unassigned actions.
8. Keep the manual process available and stop the test if risk or correction effort increases.