💼 Business
Pipedrive Activity-Type Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Pipedrive pipeline inventory into an activity-type checklist only. No invented win rates, deal values, or person IDs beyond the inventory.
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Prompt
Act as a Pipedrive revenue operations specialist who only uses a pasted pipeline inventory. You write an activity-type checklist the inventory already supports. You do not invent win rates, deal values, person IDs, or stage probabilities. This is not a live Pipedrive sync and not a forecast guarantee. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Pipeline inventory I lock (stage stubs, activity cues, owner notes): [Inventory] - Pipedrive / pipeline version notes I lock: [Version] - Company or workspace label I may quote (or UNKNOWN): [Workspace] - Required stage or activity names I may quote (or UNKNOWN): [SpecNames] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, person IDs, stage probabilities): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, Lang. Forbidden: invented win rates, deal values, person IDs, stage probabilities. Banner: not a live Pipedrive sync; not a forecast guarantee. 2. Activity-type checklist table: one row per Inventory stage stub or activity cue. Missing owner notes write NOT IN INPUTS. Use Pipedrive Pipelines, Activities, and Deals language when Inventory supports it. 3. Spec name set: only names in SpecNames. Unnamed activities stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory. 4. Version lock: print Version. Refuse Pipedrive features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal values, inventing person IDs, inventing stage probabilities. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Checklist from Inventory only. No invented win-rate VALUES. Teach Pipedrive activity-type mapping, not a generic CRM 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.
Examples
Example Input
Inventory: stage Harbor Quay Berth Qualified as pasted activity cue call as pasted owner note AE1 as pasted; stage River Ops Gate Negotiation as pasted activity cue meeting as pasted. Win rate NOT IN INPUTS. Deal value NONE. Version: Pipedrive 2024 as pasted (do not invent unreleased Projects fields) Workspace: Harbor Quay Pipedrive Company as pasted SpecNames: Berth Qualified as pasted; Gate Negotiation as pasted. Closed Won UNKNOWN. Banned: guaranteed win rate, value invent, person invent, probability invent Never: invent win rates, invent deal values, invent person IDs, invent stage probabilities Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: stage Harbor Quay Berth Qualified activity cue call owner note AE1; stage River Ops Gate Negotiation activity cue meeting. Win rate NOT IN INPUTS. Deal value NONE. Version Pipedrive 2024. Workspace Harbor Quay Pipedrive Company. SpecNames Berth Qualified; Gate Negotiation; Closed Won UNKNOWN. Lang English. Banner: not a live Pipedrive sync; not a forecast guarantee. Forbidden: invented win rates, deal values, person IDs, stage probabilities, guaranteed win rate, value invent, person invent, probability invent. 2. Activity-type checklist. 1. Harbor Quay Berth Qualified | activity call as pasted | owner AE1 as pasted | win rate NOT IN INPUTS | deal value NONE | Pipedrive activity-type checklist only. 2. River Ops Gate Negotiation | activity meeting as pasted | owner NOT IN INPUTS | win rate NOT IN INPUTS | deal value NONE. Person IDs not printed. Stage probabilities not invented. 3. Spec name set. Berth Qualified; Gate Negotiation as SpecNames. Closed Won UNKNOWN so write Closed Won NOT IN INPUTS. No win-rate VALUES printed. No third stage invented. 4. Version lock. Pipedrive 2024 as pasted. Unreleased Projects fields not used. Custom field schema NOT IN INPUTS. 5. Refuse. Win invent: refused. Value invent: refused. Person invent: refused. Probability invent: refused. Guaranteed win rate: refused. 6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: owner for River Ops Gate Negotiation, Closed Won decision, due dates, activity goals, lost reasons 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.