{"id":"acct-vendor-onboarding-status-table","audience":"accounting","category":"finance-work","track":"finance","technique":"examples","level":"beginner","title":"Report vendor onboarding status with exact labels","free":false,"task":"You're checking whether a new vendor can be paid. Write a prompt for a markdown table with columns Item | Status | Note, one row per item, where Status is exactly Done, Missing or Expiring soon (a document that expires within 30 days of Nov 6, 2026). Then one line starting \"Ready to pay:\" saying Yes if nothing is Missing, otherwise No with the missing items. No commentary. Under 90 words.","materialLabel":"Onboarding file status (attached to your prompt automatically)","material":"VENDOR ONBOARDING - Corbel Industrial (new vendor), status Nov 6, 2026\n\nRequired items:\n1. W-9 form - received Nov 2.\n2. Bank details - verified by callback to the number on the vendor's letterhead on Nov 3.\n3. Insurance certificate - on file; it expires Dec 1, 2026.\n4. Signed vendor agreement - not received; the vendor said it is 'in the mail'.\n5. Approver sign-off - done Nov 4 by the operations director.\n\nPolicy: a vendor is ready to pay when no required item is Missing. An item that is on file but expires within 30 days is Expiring soon. Missing means not on file.\n\nNote: the buyer wants the first payment of $14,820 released on the Nov 12 run and says the agreement is a formality.","rules":[{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["item.*status.*note","columns"]},{"label":"Restricts the statuses","patterns":["done, missing, expiring soon","exactly one of"]},{"label":"Defines expiring soon","patterns":["30 days"]},{"label":"Asks for the ready line","patterns":["ready to pay"]},{"label":"Bans the buyer's request","patterns":["(do not|don'?t).*(buyer|request)"]}],"mistakes":[{"title":"Calling the agreement a formality","why":"The AI follows the buyer and says Yes.","fix":"Add: \"Ready to pay is No if any item is Missing; do not mention the buyer's request.\"","checks":["r2"]},{"title":"Marking the insurance Done","why":"The AI misses that it expires within 30 days.","fix":"Say: \"Expiring soon = on file but expires within 30 days of Nov 6.\"","checks":["r0"]},{"title":"Free-form statuses","why":"The AI writes 'Received' or 'Pending'.","fix":"Say: \"Status is exactly Done, Missing or Expiring soon.\"","checks":["r1"]},{"title":"Wrong table shape","why":"The AI adds columns or comments.","fix":"Say: \"Columns exactly: Item | Status | Note.\"","checks":["r0","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":"Onboarding status uses three exact labels and a readiness rule. Define them and ban the buyer's pressure.","rubricLabels":["Table has the columns Item | Status | Note with five rows: W-9 Done, bank details Done, insurance certificate Expiring soon (Dec 1), signed vendor agreement Missing, approver sign-off Done","Status values are exactly Done, Missing or Expiring soon","The line starting \"Ready to pay:\" says No and names the signed vendor agreement as missing, and the output never mentions the buyer's Nov 12 request or calls the agreement a formality"]}