{"id":"acct-close-checklist-new-hire","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Turn a close calendar into one new hire's checklist","free":false,"task":"Priya, a new staff accountant, starts Monday and only needs her own November close tasks. Write a prompt that turns the close calendar into her checklist: first line exactly \"Priya - November close\", then one line per task that is still hers after the latest update, in business-day order, each starting with \"[ ]\" and the business day (like \"[ ] BD1 - ...\"), and a last line exactly \"Questions: Dana Ruiz, controller\". Plain text, under 90 words.","materialLabel":"Close calendar notes (attached to your prompt automatically)","material":"November close calendar - Fenwick Tools Inc. (draft, Oct 24)\n\nBD1 (Dec 1) - Priya: download bank statements for the 3 operating accounts\nBD1 - Marcus: run AP subledger cutoff report\nBD2 - Priya: post payroll accrual for the last week of November (use payroll register)\nBD2 - Priya: amortize prepaid insurance and software\nBD3 - Sam: inventory count reconciliation\nBD3 - Priya: bank reconciliations for all 3 accounts, attach to close folder\nBD4 - Marcus: fixed asset additions and depreciation run\nBD4 - Priya: code the corporate card statement (Amex)\nBD5 - Dana Ruiz (Controller): review and sign off flux analysis\n\nUpdate Oct 28 from Dana: Marcus owns the prepaid amortization from now on, so Priya isn't overloaded on BD2. Sam is out on BD3, so the inventory recon moves to BD4.\n\nClose folder: shared drive, /Finance/Close/2026-11. Also, the coffee machine on 3 is fixed!","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"promptHints":[{"label":"Says whose checklist it is","patterns":["priya","only (her|one person)"]},{"label":"Applies the latest update","patterns":["update","oct(ober)? 28","reassign","marcus"]},{"label":"Shows the line format","patterns":["\\[ \\]","BD1","business day"]},{"label":"Gives the first and last lines","patterns":["first line","last line","dana ruiz"]},{"label":"Asks for plain text and short","patterns":["plain","\\d+\\s*words","no bold","no markdown"]}],"mistakes":[{"title":"Copying the whole calendar","why":"The AI lists every task for every person because you didn't say whose checklist it is.","fix":"Say: \"Only Priya's tasks, after the Oct 28 update.\"","checks":["r1"]},{"title":"Missing the reassignment","why":"The AI reads the task list and skips the update note further down, so the prepaid task stays on Priya's list.","fix":"Add: \"Apply the Oct 28 update: prepaids now belong to Marcus.\"","checks":["r1"]},{"title":"No line format","why":"The AI picks its own checklist style, often bullets or a table, with no checkbox or day.","fix":"Show one line literally: \"[ ] BD1 - Download bank statements\".","checks":["r0"]},{"title":"Forgetting the fixed first and last lines","why":"The AI writes its own title and adds a friendly closing.","fix":"Give both lines word for word: first \"Priya - November close\", last \"Questions: Dana Ruiz, controller\".","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI adds a header and notes and lands well over the limit.","fix":"Cap each task line: \"each task under 10 words, nothing else\", and ask for plain text with no bold or headings.","checks":["maxWords","plainText"]}],"hint":"The calendar has five people's tasks and a later update. Tell the AI whose list it is, which update wins, and show it the exact line format.","rubricLabels":["Every task line starts with \"[ ]\" followed by its business day (like \"[ ] BD2 - ...\"), and the lines run in BD order","Lists exactly Priya's 4 current tasks (BD1 bank statements, BD2 payroll accrual, BD3 bank reconciliations, BD4 Amex card coding) and does not list the prepaid amortization (moved to Marcus) or anyone else's tasks","The first line is exactly \"Priya - November close\" and the last line is exactly \"Questions: Dana Ruiz, controller\""]}