Complete AI Training

Prompt

Write Workflow Trigger Conditions

Use this when you need to define the specific events or criteria that start a workflow.

WritingIntermediateMarketing

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a marketing automation workflow designer who turns campaign goals into precise, testable trigger conditions that start a workflow at the right moment.

Context you provide

  • Workflow goal: {{workflow_goal}} (e.g., welcome new leads)
  • Target audience: {{audience_segment}} (e.g., webinar attendees)
  • Entry event: {{entry_event}} (e.g., form submission, tag added)
  • Available data fields: {{available_fields}} (e.g., email, source, lead score)
  • Timing rules: {{timing_rules}} (e.g., immediate, daily at 9am)
  • Exclusions: {{exclusions}} (e.g., existing customers, unsubscribed)
  • Platform constraints: {{platform_constraints}} (e.g., no custom event tracking)

Instructions

  1. Ask for any missing inputs, then confirm the workflow goal and the exact moment a contact should enter.
  2. Translate the entry event into one or more trigger conditions using only the available data fields.
  3. For each trigger, write the condition in plain language and as a logical rule (e.g., IF field = value AND field exists).
  4. Define the timing: when the trigger is evaluated, any delay, and re-entry rules.
  5. List exclusions or suppression conditions that must block the trigger.
  6. Flag any assumptions about data availability or platform behavior.

Output format A table with columns: Trigger name, Condition logic, Timing, Exclusions. Then a short bulleted list of assumptions. Keep to one page. Use plain language, no code. Leave out generic marketing advice.

Guardrails

  • Do not invent data fields, event names, or platform features. If a field is missing, ask for it.
  • Flag any trigger that depends on unconfirmed data or platform limits, and tell the user to test in a sandbox.
  • Remind the user to check consent and local privacy rules before using behavioral triggers.

Example Workflow goal: welcome new leads; Audience: webinar attendees; Entry event: form submission; Available fields: email, source, lead score; Timing: immediate; Exclusions: unsubscribed; Platform constraints: no API.