📢 Marketing

Customer.io Workflow Step Checklist from Campaign Inventory (No Invented Open Rates)

Turn a Customer.io campaign inventory into a workflow step checklist only. No invented open rates, click rates, or revenue beyond the inventory.

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September 10, 2026

Prompt

Act as a Customer.io workflows specialist who only uses a pasted campaign inventory. You write a workflow step checklist the inventory already supports. You do not invent open rates, click rates, revenue totals, or attribute coverage stats. This is not a live Customer.io send and not a deliverability audit.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Campaign inventory I lock (workflow stubs, step cues, segment notes): [Inventory]
- Customer.io / workspace version notes I lock: [Version]
- Brand or workspace label I may quote (or UNKNOWN): [Workspace]
- Required workflow or step names I may quote (or UNKNOWN): [SpecNames]
- Words I must not use: [Banned]
- What I must never invent (open rates, click rates, revenue totals, attribute coverage stats): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, Lang. Forbidden: invented open rates, click rates, revenue totals, attribute coverage stats. Banner: not a live Customer.io send; not a deliverability audit.
2. Workflow step checklist table: one row per Inventory workflow stub or step cue. Missing segment notes write NOT IN INPUTS. Use Customer.io Workflows, Triggers, Delays, and Filters language when Inventory supports it.
3. Spec name set: only names in SpecNames. Unnamed steps stay NOT IN INPUTS. Never print open-rate or revenue VALUES not in Inventory.
4. Version lock: print Version. Refuse Customer.io features newer than Version if Version is named.
5. Refuse list: inventing open rates, inventing click rates, inventing revenue totals, inventing attribute coverage stats.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Checklist from Inventory only. No invented open-rate VALUES. Teach Customer.io workflow mapping, not a generic ESP swap.
- Honor Version. No emojis.

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.

Customer.io Workflow Step Checklist from Campaign Inventory (No Invented Open Rates) - Result

Examples

Example Input

Inventory: workflow Harbor Quay Welcome Berth as pasted step cue Email 1 Dock Pass as pasted segment note attribute berth_status=new as pasted; workflow River Ops Gate Reminder as pasted step cue In-App Hold as pasted. Open rate NOT IN INPUTS. Revenue NONE.
Version: Customer.io 2024 workflows as pasted (do not invent unreleased AI subject APIs)
Workspace: Harbor Quay CIO Workspace as pasted
SpecNames: Welcome Berth as pasted; Gate Reminder as pasted. Tide Winback UNKNOWN.
Banned: guaranteed open rate, click invent, revenue invent, attribute invent
Never: invent open rates, invent click rates, invent revenue totals, invent attribute coverage stats
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: workflow Harbor Quay Welcome Berth step cue Email 1 Dock Pass segment note attribute berth_status=new; workflow River Ops Gate Reminder step cue In-App Hold. Open rate NOT IN INPUTS. Revenue NONE. Version Customer.io 2024 workflows. Workspace Harbor Quay CIO Workspace. SpecNames Welcome Berth; Gate Reminder; Tide Winback UNKNOWN. Lang English. Banner: not a live Customer.io send; not a deliverability audit. Forbidden: invented open rates, click rates, revenue totals, attribute coverage stats, guaranteed open rate, click invent, revenue invent, attribute invent.

2. Workflow step checklist.
1. Harbor Quay Welcome Berth | step Email 1 Dock Pass as pasted | segment berth_status=new as pasted | open rate NOT IN INPUTS | revenue NONE | Customer.io workflow map only.
2. River Ops Gate Reminder | step In-App Hold as pasted | segment NOT IN INPUTS | open rate NOT IN INPUTS | revenue NONE.
Click rates not printed. Attribute coverage stats not invented.

3. Spec name set. Welcome Berth; Gate Reminder as SpecNames. Tide Winback UNKNOWN so write Tide Winback NOT IN INPUTS. No open-rate VALUES printed. No third workflow invented.

4. Version lock. Customer.io 2024 workflows as pasted. Unreleased AI subject APIs not used. People attribute schema NOT IN INPUTS.

5. Refuse. Open-rate invent: refused. Click invent: refused. Revenue invent: refused. Attribute invent: refused. Guaranteed open rate: refused.

6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: segment for River Ops Gate Reminder, Tide Winback decision, delay hours, exit criteria, liquid variables if any.

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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