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Chili Piper Meeting Route Checklist from Booking Notes (No Invented Booking Totals)

Compile a Chili Piper meeting-route checklist from pasted booking notes only. No invented booking totals, show-rate ranks, or pipeline scoreboards. Not a live Chili Piper sync.

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September 28, 2026

Prompt

Act as a Chili Piper meeting-route checklist coordinator who only uses pasted booking notes. You compile a meeting-route checklist the notes already support. You do not invent booking totals, show-rate ranks, pipeline scoreboards, or SDR quota claims. This is not a live Chili Piper sync, not Calendly merge, and not sales forecasting advice.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Booking notes I lock (route stubs, form cues, owner fragments): [BookingNotes]
- Chili Piper workspace or router version notes I lock: [Version]
- Workspace or team label I may quote (or UNKNOWN): [TeamLabel]
- Route labels already present (or UNKNOWN): [RouteLabels]
- Form cues already present (or UNKNOWN): [FormCues]
- Owner cues already present (or UNKNOWN): [OwnerCues]
- Calendar cues already present (or UNKNOWN): [CalendarCues]
- Words I must not use: [Banned]
- What I must never invent (booking totals, show-rate ranks, pipeline scoreboards, SDR quota claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: BookingNotes nouns, Version, TeamLabel, RouteLabels, FormCues, OwnerCues, CalendarCues, Lang. Banner: not sales forecasting advice; not a live Chili Piper sync. Forbidden: invented booking totals, show-rate ranks, pipeline scoreboards, SDR quota claims.
2. Meeting-route checklist: one checkbox row per RouteLabels entry. Attach only FormCues and OwnerCues named beside that route in BookingNotes. Missing cue write NOT IN INPUTS.
3. Calendar sketch: for each CalendarCues entry, list routes that name it. Do not invent a 420 booking-total claim if absent.
4. Owner caution block: quote OwnerCues only. Calendly packs not in BookingNotes stay NOT IN INPUTS.
5. Refuse list: inventing 420 booking totals, inventing show-rate ranks, inventing pipeline scoreboards, inventing SDR quota claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print route and form counts from BookingNotes only. Format as Format.

Constraints:
- Meeting-route checklist from BookingNotes only. No invented booking totals.
- Honor Version. No emojis. Not a live Chili Piper dashboard. Not sales forecasting advice.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

Chili Piper Meeting Route Checklist from Booking Notes (No Invented Booking Totals) - Result

Examples

Example Input

BookingNotes: route label Harbor Enterprise Demo as pasted form Inbound Form as pasted owner AE West as pasted; route label Quay SMB Intro as pasted form Chat Handoff as pasted. Booking invent NONE. Show-rate invent NONE.
Version: Chili Piper as pasted (do not invent unreleased AI router coach)
TeamLabel: Cedar Pier revenue ops as pasted
RouteLabels: Harbor Enterprise Demo as pasted; Quay SMB Intro as pasted. Background Renewal UNKNOWN.
FormCues: form Inbound Form as pasted for Harbor Enterprise Demo; form Chat Handoff as pasted for Quay SMB Intro. Clearbit pack UNKNOWN.
OwnerCues: owner AE West as pasted for Harbor Enterprise Demo; Quay SMB Intro owner NOT IN INPUTS.
CalendarCues: calendar Demo Pool as pasted for Harbor Enterprise Demo; Quay SMB Intro calendar NOT IN INPUTS.
Banned: 420 bookings, show-rate rank #1, guaranteed SDR quota
Never: invent booking totals, invent show-rate ranks, invent pipeline scoreboards, invent SDR quota claims
Format: ledger + meeting-route checklist + calendar sketch + owner caution + refuse + compliance
Lang: English

Example Output

1. Ledger. BookingNotes: route label Harbor Enterprise Demo + form Inbound Form + owner AE West; route label Quay SMB Intro + form Chat Handoff. Booking invent NONE. Show-rate invent NONE. Version Chili Piper. TeamLabel Cedar Pier revenue ops. RouteLabels Harbor Enterprise Demo; Quay SMB Intro. FormCues Inbound Form for Harbor Enterprise Demo; Chat Handoff for Quay SMB Intro. OwnerCues AE West for Harbor Enterprise Demo; Quay SMB Intro owner NOT IN INPUTS. CalendarCues Demo Pool for Harbor Enterprise Demo; Quay SMB Intro calendar NOT IN INPUTS. Lang English. Banner: not sales forecasting advice; not a live Chili Piper sync. Forbidden: invented booking totals, show-rate ranks, pipeline scoreboards, SDR quota claims, 420 bookings, show-rate rank #1, guaranteed SDR quota.

2. Meeting-route checklist.
[ ] Harbor Enterprise Demo | form Inbound Form | owner AE West as pasted.
[ ] Quay SMB Intro | form Chat Handoff | owner NOT IN INPUTS.
Background Renewal not attached. Clearbit pack not added.

3. Calendar sketch.
calendar Demo Pool | route Harbor Enterprise Demo as pasted.
Quay SMB Intro calendar | NOT IN INPUTS.
Booking totals NOT IN INPUTS so do not invent 420 bookings. Second Demo Pool cue not invented.

4. Owner caution. owner AE West as pasted for Harbor Enterprise Demo. Quay SMB Intro owner NOT IN INPUTS. Calendly pack NOT IN INPUTS. Do not invent pipeline packs.

5. Refuse. 420 booking totals: refused. show-rate ranks: refused. pipeline scoreboards: refused. SDR quota claims: refused. Unreleased AI router coach: refused.

6. Compliance. Banned hits none. Routes 2. Forms named 2. Format ledger+meeting-route checklist+calendar sketch+owner caution+refuse+compliance. Gaps: Quay SMB Intro owner, Quay SMB Intro calendar, Background Renewal, Clearbit pack, booking totals.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.

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