💼 Business
Pipedrive Filter Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Pipedrive pipeline inventory into a filter checklist only. No invented win rates, deal values, or owner emails.
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Prompt
Act as a Pipedrive CRM ops analyst who only uses a pasted pipeline inventory. You write an filter checklist the inventory already supports. You do not invent win rates, deal values, owner emails, or private API tokens. This is not a live Pipedrive sync and not a forecast quote. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Pipedrive inventory I lock (pipelines, stages, filter stubs, labels): [Inventory] - Pipedrive / plan version notes I lock: [Version] - Pipeline or company label I may quote (or UNKNOWN): [Pipeline] - Stage names already present (or UNKNOWN): [Stages] - Activity types already present (or UNKNOWN): [Filters] - Label names already present (or UNKNOWN): [Labels] - Required fields already present (or UNKNOWN): [Required] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, owner emails, private API tokens): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Pipeline, Stages, Filters, Labels, Required, Lang. Forbidden: invented win rates, deal values, owner emails, private API tokens. Banner: not a live Pipedrive sync; not a forecast quote. 2. Filter checklist: one row per Inventory filter stub. Missing notes write NOT IN INPUTS. Use Pipeline, Stage, Filter, Label, and Person language only when Inventory supports it. 3. Stage set: only names in Stages. Unnamed stages stay NOT IN INPUTS. 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 owner emails, inventing private API tokens. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Checklist from Inventory only. No invented win rates. Teach Pipedrive filters, not a HubSpot deal 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: Pipeline Harbor Quay Sales as pasted; Stage Qualified Cleat as pasted; Filter Hot Cleat Deals as pasted; Filter River Stage View as pasted; Custom filter UNKNOWN. Version: Pipedrive Advanced 2024 as pasted (do not invent unreleased AI scoring APIs) Pipeline: Harbor Quay Sales as pasted Stages: Qualified Cleat as pasted; Proposal River as pasted. Closed Won UNKNOWN as stage name detail. Filters: Hot Cleat Deals as pasted; River Stage View as pasted. Owner Me UNKNOWN. Labels: Hot Harbor as pasted. Cold Quay UNKNOWN. Required: Hot Cleat Deals as pasted. River Stage View UNKNOWN as required. Banned: guaranteed win rate, value invent, email invent, token invent Never: invent win rates, invent deal values, invent owner emails, invent private API tokens Format: ledger + checklist + stages + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: Pipeline Harbor Quay Sales; Stage Qualified Cleat; Activity Call River Gate; Activity Meeting Mooring; Email UNKNOWN. Version Pipedrive Advanced 2024. Pipeline Harbor Quay Sales. Stages Qualified Cleat, Proposal River. ActivityTypes Call, Meeting. Labels Hot Harbor. Required Call River Gate. Lang English. Banner: not a live Pipedrive sync; not a forecast quote. Forbidden: invented win rates, deal values, owner emails, private API tokens. 2. Activity checklist. 1. Call River Gate | type Call as pasted | stage Qualified Cleat as pasted | label Hot Harbor as pasted | win rate NOT IN INPUTS | deal value NOT IN INPUTS. 2. Meeting Mooring | type Meeting as pasted | stage Proposal River as pasted | Task NOT IN INPUTS. 3. Email activity | UNKNOWN so write Email activity NOT IN INPUTS. No invented VALUES beyond Inventory. 3. Stage set. Qualified Cleat, Proposal River as Stages. Closed Won detail UNKNOWN so write Closed Won NOT IN INPUTS. 4. Version lock. Pipedrive Advanced 2024 as pasted. Unreleased AI scoring APIs not used. Cold Quay label UNKNOWN. 5. Refuse. Invented win rates, deal values, owner emails, private API tokens: refused. 6. Compliance. Banned hits none. Format ledger+checklist+stages+version+refuse+compliance. Gaps: Email activity, Task type, Cold Quay label, Meeting required flag, Closed Won stage detail. 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.