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How to write a strong workflow prompt

A good workflow prompt gives Rox enough structure to build something useful on the first pass.

Include these four things:

1. The trigger

Say exactly when the workflow should run.

Examples:

  • every Friday at 4 PM
  • before a timed event
  • when a transcript is completed
  • when a deal changes stage
  • when a webhook is called

2. The context

Tell Rox what information it should use.

Examples:

  • account data
  • contact data
  • meetings
  • transcripts
  • emails
  • deal history
  • generated values
  • webhook payload data

3. The output

Be specific about what you want at the end.

Examples:

  • Slack message
  • email draft
  • HTML report
  • prep brief
  • slides
  • downloadable file

4. Guardrails

Tell Rox what matters and what to avoid.

Examples:

  • do not invent dates or owners
  • only run for meetings with external attendees
  • only continue if a meaningful signal exists
  • keep the output concise and factual
  • notify the owner when the workflow is complete

A strong workflow prompt is not just descriptive. It is directional. It tells Rox what the job is, what inputs matter, and what a good result looks like.



Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103