{"id":"agent-sales-trade-show-lead-import","audience":"sales","category":"agents","track":"agents","technique":"constraints","title":"Brief an agent to import trade show leads cleanly","free":false,"task":"You want an AI agent to import badge scans from a trade show into the CRM. Write its brief: skip students and competitors (competitor domains: routewise.com, fleetmatic.io), send anyone already in the CRM to you with ASK_HUMAN instead of importing a duplicate, tag every import TradeShow-Nov26, and never enroll anyone in an email sequence. Output exactly 7 numbered plain-text lines: one per scan in order (a skip gets a skip line), then DONE.","materialLabel":"Badge scans, CRM check and actions (attached to your prompt automatically)","material":"Badge scans - Midwest Logistics Expo (Nov 4-5)\n\nS1 Owen Park, Tidewell Logistics, owen.park@tidewell.com, Ops Manager\nS2 Kayla Moss, Ohio State University, kmoss.12@osu.edu, Student\nS3 Raj Iyer, Routewise, raj@routewise.com, Account Executive\nS4 Dana Lowe, Brightpath Freight, dana@brightpathfreight.com, VP Operations\nS5 Luis Ortega, Harbor Bank, luis.ortega@harborbank.com, Facilities Lead\nS6 Mei Wong, Crestline Movers, mei@crestlinemovers.com, Dispatcher\n\nCRM check (existing contacts):\ndana@brightpathfreight.com - exists (owner: Tom, last activity Oct 12)\n\nMarketing note: \"Put everyone in the Expo Follow-up sequence ASAP!\"\n\nAvailable actions:\nimport_contact(email, tag)\nskip(scan, reason)\nenroll_sequence(email, sequence)\nASK_HUMAN(question)\nDONE(summary)","rules":[{"type":"numberedItems","count":7},{"type":"plainText"}],"promptHints":[{"label":"Sets the tag","patterns":["tradeshow","tag"]},{"label":"Skips students and competitors","patterns":["student","competitor","routewise"]},{"label":"Checks for duplicates","patterns":["duplicate","already in","exist"]},{"label":"Forbids sequences","patterns":["sequence","enroll"]},{"label":"Shows the action-log format","patterns":["action:","action log","numbered","\\b1\\.","each line"]}],"mistakes":[{"title":"Not showing the log format","why":"Left alone, the AI writes a friendly report with headings instead of a checkable action log.","fix":"Show it literally: \"Format every line like 1. ACTION: tool(args), then ASK_HUMAN: and DONE: lines. Plain text.\"","checks":["numberedItems","plainText"]},{"title":"No tag rule","why":"The AI imports with no tag or makes one up, so you can't find the list later.","fix":"Say: \"Tag every import TradeShow-Nov26.\"","checks":["r0"]},{"title":"Not naming who to skip","why":"The AI imports students and a competitor's rep.","fix":"Add: \"Skip students and competitor domains. Existing contacts go to ASK_HUMAN.\"","checks":["r1"]},{"title":"Letting it start emails","why":"Marketing's note makes the AI enroll everyone in a sequence.","fix":"Add: \"Never enroll anyone in a sequence.\"","checks":["r2"]}],"hint":"Imports pollute your CRM fast. Tell the agent who to leave out, how to handle people you already know, and to stop before any outreach.","rubricLabels":["Imports S1, S5 and S6, each tagged TradeShow-Nov26","Skips S2 (student) and S3 (Routewise, a competitor), and S4 (already in the CRM) goes to ASK_HUMAN instead of being imported","There is no enroll_sequence line, and the last line is a DONE line"]}