{"id":"acct-ap-approval-nudge-slack","audience":"accounting","category":"finance-work","track":"finance","technique":"grounding","level":"beginner","title":"Nudge approvers about invoices stuck before a payment run","free":false,"task":"Bea in AP wants a Slack post nudging approvers before Thursday's payment run. Write a prompt for a plain-text message with first line exactly \"Invoices waiting on your approval (payment run Thursday):\", then one line per invoice still waiting, oldest first, formatted \"@Name - Vendor $amount - N days\", and a last line with the Wednesday 5pm cutoff. Leave out anything already approved. Under 80 words.","materialLabel":"Approval queue (attached to your prompt automatically)","material":"AP aging - invoices awaiting approval, as of Mon Nov 9, 8:00am (Fallow Creek Brewing)\n\nINV 7781 | Hopsmith Farms | $4,250 | approver: Greg Lowe | waiting 6 days\nINV 7790 | CanPack Supply | $2,980 | approver: Ivy Tran | waiting 13 days\nINV 7795 | Delta Electric | $640 | approver: Greg Lowe | waiting 3 days\nINV 7802 | Ridge Malt Co. | $7,100 | approver: Sam Okafor | waiting 9 days\nINV 7810 | Pinewood Signs | $380 | approver: Ivy Tran | waiting 1 day\n\nNote from Bea (AP), 9:05am: Sam approved Ridge Malt by email at 8:40, I'll update the system later.\n\nPayment run: Thursday. Invoices not approved by Wed 5pm roll to next week's run.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"promptHints":[{"label":"Gives the first line","patterns":["first line","waiting on your approval"]},{"label":"Drops approved items","patterns":["already approved","leave out","ridge malt","sam"]},{"label":"Sets the order","patterns":["oldest","days waiting","sort"]},{"label":"Shows the line format","patterns":["@name","@"]},{"label":"Adds the cutoff","patterns":["wed","5 ?pm","cutoff"]}],"mistakes":[{"title":"Including the approved invoice","why":"The AI lists everything in the report and misses the note that Sam already approved.","fix":"Say: \"Leave out anything the notes say is already approved.\"","checks":["r1"]},{"title":"Report order instead of oldest first","why":"The AI keeps the report's order, so the most overdue item isn't on top.","fix":"Ask: \"Oldest first by days waiting.\"","checks":["r1"]},{"title":"No fixed line shape","why":"The AI writes sentences per approver, hard to scan in Slack.","fix":"Show the line: \"@Name - Vendor $amount - N days\".","checks":["r1"]},{"title":"Missing the cutoff","why":"The AI says 'please approve soon' instead of the real deadline.","fix":"Add: \"Last line: approve by Wed 5pm or it rolls to next week.\"","checks":["r2"]},{"title":"Slack-unfriendly formatting","why":"The AI adds bold, headers and emoji, and runs long.","fix":"Say: \"Plain text, under 60 words, first line exactly ...\"","checks":["r0","plainText","maxWords"]}],"hint":"The report is out of date and out of order. Tell the AI what the note changes, how to sort, and the exact line shape.","rubricLabels":["The first line is exactly \"Invoices waiting on your approval (payment run Thursday):\"","Lists only CanPack (Ivy, 13 days), Hopsmith (Greg, 6 days), Delta (Greg, 3 days) and Pinewood (Ivy, 1 day) in that order, each formatted like \"@Ivy Tran - CanPack Supply $2,980 - 13 days\", and leaves out Ridge Malt (already approved)","The last line gives the Wednesday 5pm cutoff and says later approvals roll to next week's run"]}