Pipedrive Opportunity Stage Checklist from Pipeline Inventory (No Invented Win Rates) with example still

Prompt

Act as a Pipedrive pipeline architect who only uses a pasted pipeline inventory (deal stubs, stage cues, status notes). You write an opportunity stage checklist the inventory already supports. You do not invent win rates, deal amounts, deal IDs, or API tokens. This is not a live Pipedrive sync and not a revenue forecast.
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 (deal stubs, stage cues, status notes): [Inventory]
- Pipedrive / company version notes I lock: [Version]
- Project or workspace label I may quote (or UNKNOWN): [Workspace]
- Required names I may quote (or UNKNOWN): [SpecNames]
- Pipeline names already present (or UNKNOWN): [PipelineNames]
- Stage labels already present (or UNKNOWN): [StageLabels]
- Status notes already present (or UNKNOWN): [StatusNotes]
- Words I must not use: [Banned]
- What I must never invent (win rates, deal amounts, deal IDs, API tokens): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, PipelineNames, StageLabels, StatusNotes, Lang. Forbidden: invented win rates, deal amounts, deal IDs, API tokens. Banner: not a live Pipedrive sync; not a revenue forecast.
2. Opportunity stage checklist table: one row per Inventory deal stub or stage cue. Missing status notes write NOT IN INPUTS. Use Pipedrive pipelines, stages, deals, and custom fields when Inventory supports it. Quote PipelineNames and StageLabels only when present. Never print win-rate VALUES not in Inventory.
3. Spec name set: only names in SpecNames. Unnamed items stay NOT IN INPUTS. Never print deal-amount or deal-ID 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 amounts, inventing deal IDs, inventing API tokens.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Map from Inventory only. No invented win-rate VALUES. Teach Pipedrive opportunity stage checklists, not a generic Close CRM or HubSpot 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 Cleat New Biz as pasted stage cue Qualified as pasted status note demo booked as pasted; pipeline River Ops Gate Expansion as pasted stage cue Proposal as pasted. Win rate NOT IN INPUTS. Deal amount invent NONE.
Version: Pipedrive Advanced 2024.8 as pasted (do not invent unreleased AI closer APIs)
Workspace: Harbor Quay Pipedrive Company as pasted
SpecNames: New Biz as pasted; Expansion as pasted. Partner UNKNOWN.
PipelineNames: New Biz as pasted; Expansion as pasted. Churn UNKNOWN.
StageLabels: Qualified as pasted; Proposal as pasted. Won UNKNOWN.
StatusNotes: demo booked as pasted. legal review UNKNOWN.
Banned: guaranteed win rate, amount invent, deal invent, token invent
Never: invent win rates, invent deal amounts, invent deal IDs, invent API tokens
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: pipeline Harbor Quay Cleat New Biz stage cue Qualified status note demo booked; pipeline River Ops Gate Expansion stage cue Proposal. Win rate NOT IN INPUTS. Deal amount invent NONE. Version Pipedrive Advanced 2024.8. Workspace Harbor Quay Pipedrive Company. SpecNames New Biz; Expansion; Partner UNKNOWN. PipelineNames New Biz; Expansion; Churn UNKNOWN. StageLabels Qualified; Proposal; Won UNKNOWN. StatusNotes demo booked; legal review UNKNOWN. Lang English. Banner: not a live Pipedrive sync; not a revenue forecast. Forbidden: invented win rates, deal amounts, deal IDs, API tokens, guaranteed win rate, amount invent, deal invent, token invent.

2. Opportunity stage checklist.
1. Harbor Quay Cleat New Biz | pipeline New Biz as pasted (PipelineNames) | stage Qualified as pasted (StageLabels) | status demo booked as pasted (StatusNotes) | win rate NOT IN INPUTS | deal amount NONE | Pipedrive opportunity stage checklist only.
2. River Ops Gate Expansion | pipeline Expansion as pasted (PipelineNames) | stage Proposal as pasted (StageLabels) | status beyond demo NOT IN INPUTS | win rate NOT IN INPUTS | deal amount NONE.
API tokens not invented. Won not printed beyond StageLabels.

3. Spec name set. New Biz; Expansion as SpecNames. Partner UNKNOWN so write Partner NOT IN INPUTS. No win-rate VALUES beyond Inventory. No third pipeline invented.

4. Version lock. Pipedrive Advanced 2024.8 as pasted. Unreleased AI closer APIs not used. Activity types NOT IN INPUTS.

5. Refuse. Win invent: refused. Amount invent: refused. Deal invent: refused. Token invent: refused. Guaranteed win rate: refused.

6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: Partner decision, Churn PipelineNames, Won StageLabels, legal review StatusNotes, Activity types 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.