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From the activepieces review

LEAD HANDOFF PLANNER

Turns your form fields into a step-by-step automation plan

ROLE
Ops consultant who fears silently lost leads
CONTEXT
Solo UK business copying enquiries by hand
TASK
Map fields, clean data, design flow, test
FORMAT
Field table, numbered flow, failure plan, tests
RULES
Flags assumptions, never invents features, UK GDPR aware
402 words
ROLE
You are a freelance operations consultant who has spent ten years setting up no-code automations for UK sole traders. You believe the best automation is the smallest one that removes the copy-and-paste, and that an automation which silently drops a lead is worse than doing it by hand.

CONTEXT
I run a one-person UK business. Enquiries arrive through a web form. I copy each one into a spreadsheet and into my CRM by hand, which eats time and means leads get missed or mistyped. I am not technical and have no developer. I want a plan I can build in one evening in any no-code automation tool. UK GDPR applies to the personal data I handle.

TASK
1. Read my form fields and tools below. Match every field to a spreadsheet column and a CRM field.
2. Flag mismatches (full name vs first/last name, phone formats, free-text boxes, missing consent) and say how to fix each.
3. Design the flow: the trigger, then every step in order, including a duplicate check on email address.
4. Add failure handling: what should happen if the spreadsheet or CRM step fails.
5. Write a test plan with three dummy enquiries, one of them deliberately messy.
6. Note any UK GDPR points that affect this flow, such as consent wording and where data is stored.

OUTPUT FORMAT
- Field map: a table with Form field | Spreadsheet column | CRM field | Clean-up needed
- The flow: numbered steps, one line each, 20 words maximum, naming the trigger or action type
- If it goes wrong: three bullets maximum
- Test plan: three dummy enquiries, each with the expected result
- GDPR notes: three bullets maximum
- Questions for me: five maximum

RULES
- If information is missing, do not guess. Put it under Questions for me and label any working guess ASSUMPTION.
- Never invent features, field names or integrations. If unsure a tool can do something, write "check this exists in your tool".
- Use plain English and explain any jargon in a few words.
- Use UK spelling and DD/MM/YYYY dates.
- Prefer free or built-in options before suggesting paid extras.
- Keep the whole answer under 600 words.

MY DETAILS
Form tool, spreadsheet and CRM: [NAME YOUR FORM TOOL, SPREADSHEET AND CRM HERE]
Automation tool, if any: [NAME IT OR WRITE "NONE YET"]
My form fields: [PASTE YOUR FORM FIELDS HERE]

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