Prompts

Store prompts here when they are reusable, owned, testable, and connected to a real workflow. Include required inputs, the expected output, constraints, and at least one example or evaluation method.

Spreadsheet enrichment workflows

The enrich_o package preserves the source row grain, uses explicit row statuses, stops failed rows at controlled gates, and writes results to a new workbook. Stage 1 reads the full export locally and creates a compact working workbook containing only the minimum source fields required by the downstream stages. The full export is never sent to later model prompts.

Stages and statuses

Full source workbook (unchanged)
              |
              v
+--------------------------------------+
| Stage 1: CHECK + COMPACT             |
| Reads full file locally              |
| Creates compact file and adds status |
+------------------+-------------------+
                   |
       +-----------+-----------+
       |                       |
       v                       v
     ready              bad_data [STOP]
       |                   error [STOP/retry]
       v
+--------------------------------------+
| Stage 2: VALIDATE                    |
| Resolve one real company             |
+------------------+-------------------+
                   |
       +-----------+-----------+
       |                       |
       v                       v
     valid                invalid [STOP]
       |                    error [STOP/retry]
       +----> [STOP when no enrichment applies]
       |
       v
+--------------------------------------+
| Enrichment 1                         |
| Required input: valid                |
+------------------+-------------------+
                   |
       +-----------+-----------+
       |                       |
       v                       v
  enriched_1 [STOP]       error [STOP/retry]

Statuses move forward only. bad_data and invalid are terminal. error is retryable only when the selected orchestrator enables retries. The pipeline stops after enriched_1 and can resume later from the compact working workbook.

enrich_o: lean routing enrichment

enrich_o separates basic readiness, semantic validation, and enrichment into pure stage prompts. The enrich_o orchestrator is the only workbook writer and enforces legal transitions, field ownership, resumability, and the max_enrich_steps limit. Its Stage 1 output retains 13 compact ZoomInfo identity and routing fields, adds enrichment_status, and becomes the state store for validation and enrichment.

The current registry supports max_enrich_steps: 1. Its first enrichment step owns only:

• market_motion
• motion_priority
• vertical
• m1_current_scope
• sub_vertical
• sub_vertical_candidates
• segment_priority
• segment_operating_status
• proof_transfer_rule
• vertical_membership
• classification_status

Sample run prompt

<grounding>
[enrich_o orchestrator](docs/prompts/enrich_o/orchestrator.md)
</grounding>

<settings>
input_file: sample-data/owner1.xlsx
output_file: sample_data/owner1_enriched_o.xlsx
max_enrich_steps: 1
source_sheet: null
retry_errors: false
resume_existing: true
</settings>

<task>
Run the enrich_o pipeline exactly as specified by the orchestrator. Preserve
all source rows and create the compact Stage 1 working workbook without
modifying the source export. Continue through the configured gates and return
the compact enriched workbook with final counts by enrichment_status.
</task>