Workflows
Steps you can hand to a teammate.
A workflow names the trigger, the steps, the source the model may use, and the person who still owns it after the vendor call.
01Account research04Usage policy
Pull public changes, compare them to your notes, write three questions for the call.
02Campaign briefOffer, audience, proof, then a draft. The list is chosen separately, by a person.
03Renewal noteThe fields that mean risk, the draft of the note, and the owner who keeps or rewrites it.
What may be pasted into a tool, what may be sent, and who reviews a miss.
Trigger, steps, owner
If a new teammate cannot run it from the page, it is not a workflow. It is a memory of a demo.
Empty source, no draft
The step says what the model must do when the record has no notes. Silence is better than a guess.
A workflow has a name on it.
A prompt is not a process.