{"id":"cs-call-actions-csv-resolved-dates","audience":"managers","category":"support-work","technique":"constraints","track":"support","level":"advanced","title":"Extract agreed actions to CSV with real due dates","free":false,"task":"Turn the call notes into one CSV code block with the header \"owner,action,due\". Include only actions that were agreed with an owner and a deadline. Convert relative deadlines to real dates using the calendar in the notes, written like Nov 13. At most 6 lines, nothing outside the block.","materialLabel":"Your material (attached to your prompt automatically)","material":"CALL NOTES: Grove Logistics, Thursday Nov 5\nPresent: Priya (Grove IT), Dr. Hale (Grove sponsor), Kai (our CSM).\n- Priya will send the SSO vendor contact by end of next week.\n- Kai will share the usage export by Monday.\n- Dr. Hale agreed to name an executive sponsor for the rollout by Dec 1.\n- Someone should maybe look at a custom report some time. (No owner, no date.)\n- Kai will update the CRM after the call. (Internal.)\n- Priya wants a call next quarter about training. (Wish, not agreed.)\n\nCALENDAR: Nov 5 is Thursday. Next Monday is Nov 9. 'End of next week' means Friday Nov 13. Dec 1 is a Tuesday.","rules":[{"type":"codeBlocks","count":1},{"type":"maxCodeLines","max":6}],"mistakes":[{"title":"Keeping relative dates","why":"The AI writes 'end of next week' or 'Monday' in the due column.","fix":"Say: \"Convert to real dates using the calendar.\"","checks":["r1"]},{"title":"Including maybes and internal tasks","why":"The AI lists every bullet as an action.","fix":"Say: \"Only agreed actions with an owner and a deadline.\"","checks":["r2"]},{"title":"Wrong shape","why":"The AI adds a heading and prose.","fix":"Say: \"One CSV code block, header owner,action,due.\"","checks":["r0"]},{"title":"Skipping the code block shape","why":"The AI splits output into several code blocks or none.","fix":"Say \"exactly one code block and nothing else\".","checks":["codeBlocks"]},{"title":"Letting the code sprawl","why":"The AI adds extra lines and comments.","fix":"Say \"at most N lines of code\".","checks":["maxCodeLines"]}],"promptHints":[{"label":"Asks for one code block","patterns":["code block","```"]},{"label":"Caps the code length","patterns":["lines"]},{"label":"Gives the header","patterns":["owner,action,due"]},{"label":"Resolves the dates","patterns":["real dates","calendar","convert"]}],"hint":"Action lists need only agreed items and real dates. Give the CSV shape, the filter and the date rule.","rubricLabels":["The output is a single CSV code block with the header owner,action,due and exactly three data rows, and nothing outside the block","The rows are Priya (SSO vendor contact, Nov 13), Kai (usage export, Nov 9) and Dr. Hale (name an executive sponsor, Dec 1)","The custom report idea, the internal CRM update and the training wish are not included"]}