Prompt template

CRM Automation Workflow Generator

Design CRM or back-office workflow automations with triggers, actions, exceptions, and operational safeguards.

Workflow GoalSystems InvolvedTrigger ConditionsActionsConstraintsEdge Cases
chatgptthinking_mediuminteractive
chatgpt variant
Claude-optimized prompt structure shaped for chatgpt.
# Task Design a CRM or admin workflow automation. # Inputs Workflow goal: Workflow Goal Systems involved: Systems Involved Trigger conditions: Trigger Conditions Actions: Actions Constraints: Constraints Edge cases: Edge Cases # Instructions If key workflow details are missing, ask up to 3 clarifying questions first. Design the flow so it is practical, auditable, and resilient to edge cases. Highlight exceptions, failure points, and handoffs clearly. # Output Return: 1. Workflow overview 2. Trigger-action logic 3. Exceptions or edge cases 4. Operational safeguards 5. Implementation notes
claudethinking_mediuminteractive
claude variant
Claude-optimized prompt structure shaped for claude.
<task>Design a CRM or admin workflow automation.</task> <context> <workflow_goal>Workflow Goal</workflow_goal> <systems_involved>Systems Involved</systems_involved> <trigger_conditions>Trigger Conditions</trigger_conditions> <actions>Actions</actions> <constraints>Constraints</constraints> <edge_cases>Edge Cases</edge_cases> </context> <instructions> If key workflow details are missing, ask up to 3 clarifying questions first. Design the flow so it is practical, auditable, and resilient to edge cases. Highlight exceptions, failure points, and handoffs clearly. </instructions> <output> Return workflow overview, trigger-action logic, exceptions or edge cases, operational safeguards, and implementation notes. </output>
geminithinking_mediuminteractive
gemini variant
Claude-optimized prompt structure shaped for gemini.
Design a CRM or admin workflow automation. Inputs: - Workflow goal: Workflow Goal - Systems involved: Systems Involved - Trigger conditions: Trigger Conditions - Actions: Actions - Constraints: Constraints - Edge cases: Edge Cases If key workflow details are missing, ask up to 3 clarifying questions first. Return: - Workflow overview - Trigger-action logic - Exceptions or edge cases - Operational safeguards - Implementation notes

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