{"id":"acct-quarter-end-owner-checklist","audience":"small-business","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Turn quarter-end notes into a dated checklist for a small business","free":false,"task":"You're the bookkeeper preparing the owner's quarter-end task list. Write a prompt for a checklist of at most 5 lines, each formatted \"- [ ] Date - task - owner\", sorted by date, with only the tasks that are part of the quarter-end close. Leave out personal reminders and ideas. Plain text, under 90 words.","materialLabel":"Messy quarter-end notes (attached to your prompt automatically)","material":"Notes from Beth, Oct 30, for the Q3 close at Maple Row Hardware (quarter ends Oct 31)\n\n- Nov 2: physical inventory count in the stockroom, Jorge and Beth.\n- Nov 4: reconcile the checking and the card accounts, Beth.\n- Nov 5: send Joan the list of customers who owe us, Beth.\n- Nov 6: print the payroll reports for the quarter, Dana.\n- Nov 12: Joan meets the accountant to go over the numbers (Joan).\n- Order more receipt paper for the register (me, sometime).\n- Maybe look into a new POS system next year.\n- Joan's birthday cake on the 9th!\n\nAlso: the due dates above are in November 2026 and are already in the order I'd like them done.","rules":[{"type":"plainText"},{"type":"maxWords","max":90},{"type":"maxBullets","max":5}],"promptHints":[{"label":"Gives the line format","patterns":["- \\[ \\]","date - task - owner"]},{"label":"Sets the count","patterns":["5 lines","at most 5"]},{"label":"Sorts by date","patterns":["sorted","date order"]},{"label":"Leaves out extras","patterns":["leave out.*(reminders|personal)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Including the cake and POS ideas","why":"The AI lists every bullet from the notes.","fix":"Add: \"Include only the dated close tasks; leave out reminders, ideas and personal items.\"","checks":["r2"]},{"title":"Missing owners","why":"The AI lists tasks without who does them.","fix":"Say: \"Each line ends with the owner.\"","checks":["r1"]},{"title":"Wrong shape","why":"The AI writes a table or bold dates.","fix":"Say: 'Exactly: - [ ] Nov 2 - task - owner.'","checks":["r0"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText","maxBullets"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"Only dated close tasks belong on the list. Give the line format and what to leave out.","rubricLabels":["Checklist has exactly five lines starting \"- [ ]\" in the form Date - task - owner, in date order Nov 2, Nov 4, Nov 5, Nov 6, Nov 12","Owners are shown (Jorge and Beth, Beth, Beth, Dana, Joan) and each task matches the close tasks in the notes","Receipt paper, the POS idea and the birthday cake aren't included"]}