Workflow Playbooks — Prompt Chains

Source: Notion — Prompt Chains


How prompts and skills connect into end-to-end workflows. Use as daily/weekly playbooks.

Daily Cert Pipeline

The core daily workflow from triage to delivery:

① Cert Pipeline Status Check → surfaces ready vs. blocked
  ↓ if gaps found
② Missing Info Request → chase email to contractor
  ↓ once data complete
③ Pre-Inspection Data Check → confirm everything in place
  ↓ after inspection
④ Generate Certification Package → build full cert
  ↓ cert complete
⑤ Cert Delivery Email → send to contractor
  ↓ cert delivered
⑥ Create Stripe Invoice → generate and send invoice

Morning routine: Start with ① to see your queue. Chase ② on anything blocked. Run ③ for tomorrow’s inspections. Then ④ → ⑤ → ⑥ for anything ready.

Legacy Cert Flow

Same pipeline, adjusted for pre-Jan 2026 projects in blkhse.PMS:

① SmartSuite Project Lookup → pull project data
  ↓
② Production Day Estimator → sanity check pier count vs. days
  ↓ confirm with user
③ Legacy Certify → generate cert via legacy-certify skill
  ↓
④ Cert Delivery Email → send deliverables
  ↓
⑤ Create Stripe Invoice → invoice through Stripe

Key difference: Legacy flow uses Production Day Estimator because legacy data may not have explicit production day counts. Always confirm before invoicing.

Weekly Ops Review (Monday Morning)

① Weekly Cert Turnaround Report → delivery speed, flag slow ones
② Invoice Aging Summary → who owes money, flag >30 days
③ Contractor Status Update Email → batch update for multi-project contractors

Run ① and ② for numbers. Then ③ for any contractor with open items or aged invoices — combine into one email.

Monthly Business Review

① Monthly Volume by Contractor → count, product mix, revenue
② Invoice Aging Summary → outstanding AR snapshot
③ Weekly Cert Turnaround Report (full month) → turnaround trends

Data Integrity Chain

For catching and fixing data problems:

① Dual-System Sync Audit → compare sources for a project
  ↓ if mismatches
② Contradiction Finder → dig deeper into conflicts
  ↓ once identified
③ Bulk Field Update → fix data with confirmation

Use before certifying or invoicing any Jan 2026+ project. Also for periodic data hygiene.

Quick Reference

SituationChain
Morning cert triagePipeline Status → Missing Info → Pre-Inspection Check
Cert ready to shipGenerate Cert → Delivery Email → Stripe Invoice
Monday ops reviewTurnaround Report + Aging Summary + Status Emails
Before a big decisionAssumption Extractor → Role Collision → Pre-Mortem
Reviewing code/automationEdge Case Stress Test → Failure Audit → Dependency Map
Data smells offSync Audit → Contradiction Finder → Bulk Update
Stuck on a problem80/20 Triage → Constraint Flip → Rubber Duck