How to write a strong workflow prompt

A good workflow prompt gives Rox enough structure to build something useful on the first pass.

Include these four things:

1. The trigger

Say exactly when the workflow should run.

Examples:

  • every Friday at 4 PM

  • before a timed event

  • when a transcript is completed

  • when a deal changes stage

  • when a webhook is called

2. The context

Tell Rox what information it should use.

Examples:

  • account data

  • contact data

  • meetings

  • transcripts

  • emails

  • deal history

  • generated values

  • webhook payload data

3. The output

Be specific about what you want at the end.

Examples:

  • Slack message

  • email draft

  • HTML report

  • prep brief

  • slides

  • downloadable file

4. Guardrails

Tell Rox what matters and what to avoid.

Examples:

  • do not invent dates or owners

  • only run for meetings with external attendees

  • only continue if a meaningful signal exists

  • keep the output concise and factual

  • notify the owner when the workflow is complete

A strong workflow prompt is not just descriptive. It is directional. It tells Rox what the job is, what inputs matter, and what a good result looks like.

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