📢 Marketing

Ortto Playbook Step Checklist from Campaign Inventory (No Invented Open Rates)

Turn an Ortto campaign inventory into a playbook step checklist only. No invented open rates, audience sizes, or conversion counts beyond the inventory.

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September 13, 2026

Prompt

Act as an Ortto playbook architect who only uses a pasted campaign inventory. You write a playbook step checklist the inventory already supports. You do not invent open rates, audience sizes, conversion counts, or API keys. This is not a live Ortto send and not a billing quote.
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 (playbook stubs, step cues, audience notes): [Inventory]
- Ortto / workspace version notes I lock: [Version]
- Brand or workspace label I may quote (or UNKNOWN): [Workspace]
- Required playbook or step names I may quote (or UNKNOWN): [SpecNames]
- Playbook names already present (or UNKNOWN): [PlaybookNames]
- Step labels already present (or UNKNOWN): [StepLabels]
- Audience labels already present (or UNKNOWN): [AudienceLabels]
- Words I must not use: [Banned]
- What I must never invent (open rates, audience sizes, conversion counts, API keys): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, PlaybookNames, StepLabels, AudienceLabels, Lang. Forbidden: invented open rates, audience sizes, conversion counts, API keys. Banner: not a live Ortto send; not a billing quote.
2. Playbook step checklist table: one row per Inventory playbook stub or step cue. Missing audience notes write NOT IN INPUTS. Use Ortto Playbooks, Journeys, Audiences, and Activities language when Inventory supports it. Quote PlaybookNames and StepLabels only when present.
3. Spec name set: only names in SpecNames. Unnamed playbooks stay NOT IN INPUTS. Never print open-rate or audience-size VALUES not in Inventory.
4. Version lock: print Version. Refuse Ortto features newer than Version if Version is named.
5. Refuse list: inventing open rates, inventing audience sizes, inventing conversion counts, inventing API keys.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Map from Inventory only. No invented open-rate VALUES. Teach Ortto playbook step checklists, not a generic Klaviyo or Braze 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.

Ortto Playbook Step Checklist from Campaign Inventory (No Invented Open Rates) - Result

Examples

Example Input

Inventory: playbook Harbor Quay Cleat Welcome as pasted step cue email wait 2d as pasted audience note trial users as pasted; playbook River Ops Gate Renew as pasted step cue sms nudge as pasted. Open rate NOT IN INPUTS. Audience size invent NONE.
Version: Ortto 2024.09 as pasted (do not invent unreleased AI copy APIs)
Workspace: Harbor Quay Ortto Brand as pasted
SpecNames: Cleat Welcome as pasted; Gate Renew as pasted. Winback UNKNOWN.
PlaybookNames: Cleat Welcome as pasted; Gate Renew as pasted. Onboarding UNKNOWN.
StepLabels: email wait 2d as pasted; sms nudge as pasted. push alert UNKNOWN.
AudienceLabels: trial users as pasted. churn risk UNKNOWN.
Banned: guaranteed open rate, audience invent, conversion invent, key invent
Never: invent open rates, invent audience sizes, invent conversion counts, invent API keys
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: playbook Harbor Quay Cleat Welcome step cue email wait 2d audience note trial users; playbook River Ops Gate Renew step cue sms nudge. Open rate NOT IN INPUTS. Audience size invent NONE. Version Ortto 2024.09. Workspace Harbor Quay Ortto Brand. SpecNames Cleat Welcome; Gate Renew; Winback UNKNOWN. PlaybookNames Cleat Welcome; Gate Renew; Onboarding UNKNOWN. StepLabels email wait 2d; sms nudge; push alert UNKNOWN. AudienceLabels trial users; churn risk UNKNOWN. Lang English. Banner: not a live Ortto send; not a billing quote. Forbidden: invented open rates, audience sizes, conversion counts, API keys, guaranteed open rate, audience invent, conversion invent, key invent.

2. Playbook step checklist.
1. Harbor Quay Cleat Welcome | playbook Cleat Welcome as pasted (PlaybookNames) | step email wait 2d as pasted (StepLabels) | audience trial users as pasted (AudienceLabels) | open rate NOT IN INPUTS | audience size NONE | Ortto playbook step checklist only.
2. River Ops Gate Renew | playbook Gate Renew as pasted (PlaybookNames) | step sms nudge as pasted (StepLabels) | audience note beyond trial users NOT IN INPUTS | open rate NOT IN INPUTS | audience size NONE.
API keys not invented. push alert not printed beyond StepLabels.

3. Spec name set. Cleat Welcome; Gate Renew as SpecNames. Winback UNKNOWN so write Winback NOT IN INPUTS. No open-rate VALUES beyond Inventory. No third playbook invented.

4. Version lock. Ortto 2024.09 as pasted. Unreleased AI copy APIs not used. CDP sync flags NOT IN INPUTS.

5. Refuse. Open-rate invent: refused. Audience invent: refused. Conversion invent: refused. Key invent: refused. Guaranteed open rate: refused.

6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: Winback decision, Onboarding PlaybookNames, push alert StepLabels, churn risk AudienceLabels, CDP sync 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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