# Workflow AI step prompts

Short prompts for HighLevel workflow AI actions, custom webhooks with LLM steps, or n8n AI nodes that sit *inside* a workflow — not customer-facing chat.

---

## Summarise inbound form submission

```
Summarise this form submission for a CRM note. Output:
- Intent (one line)
- Urgency (low/normal/high)
- Missing info (bullets, or "none")
- Suggested next action (one line)

Form data:
{{custom_values}}

Rules: British English. No preamble. Max 120 words.
```

## Classify support ticket

```
Classify this support message.

Categories: billing, workflow, integration, deliverability, user_access, other
Severity: low, normal, high, critical

Message:
{{message}}

Output JSON only:
{"category":"","severity":"","one_line_summary":""}
```

## Draft internal handoff (not customer-facing)

```
Write an internal handoff note for a HighLevel admin.

Contact: {{contact.name}}
Channel: {{trigger.channel}}
Conversation:
{{conversation.transcript}}

Include: problem, what was tried, open questions, suggested priority.
Max 150 words. No greeting.
```

## Personalise follow-up SMS (human review recommended)

```
Write one SMS follow-up (max 320 chars, British English).

Contact first name: {{contact.first_name}}
Last action: {{workflow.last_event}}
Goal: {{campaign.goal}}

Rules: no emojis unless brand allows; include opt-out only if template requires; do not invent offers.
```

## Extract structured fields from free text

```
From the message below, extract:
- company_name (or null)
- uses_highlevel (yes/no/unknown)
- desired_outcome (one sentence)

Message:
{{message}}

Output JSON only. Use null for unknown.
```