{"id":"cs-crm-line-cleanup-five-numbered","audience":"revops","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Clean five messy CRM lines into one standard format","free":false,"task":"Clean the five entries into exactly 5 numbered lines in this format: \"1. Company - Stage - Mon D\". Use Title Case for the company, with no periods but keeping an ampersand, the exact stage names from the list, and dates like \"Nov 20\" (no year). Keep the entries in the order given. Plain text.","materialLabel":"Your material (attached to your prompt automatically)","material":"STAGE LIST (use exactly): Proposal, Negotiation, Closed won, Closed lost\n\nRAW ENTRIES FROM THE CRM EXPORT\nacme corp.; stage = 'negotiation'; close 11/20/26\nBOLT industries - Renewal Stage: Proposal sent - closes Dec 3rd 2026\ncedar & co, stage: closed won, 2026-10-30\nDelta labs, Stage=Negotiating, expected close 12/15\nember, stage: closed lost; date 10/9/2026\n\nNotes: dates in the export are US month/day/year. \"Proposal sent\" and \"Negotiating\" are old labels from before the stage list was set. The export came from the revenue team's weekly pull on Monday Nov 2 and will be loaded into the new forecast sheet, which sorts text, so consistent spelling matters. Ember's full legal name is not in the export, so keep the name as given.","rules":[{"type":"plainText"},{"type":"numberedItems","count":5}],"mistakes":[{"title":"Keeping the old stage labels","why":"The AI writes \"Proposal sent\" and \"Negotiating\".","fix":"Say: \"Use the exact stage names from the list.\"","checks":["r1"]},{"title":"Wrong date format","why":"The AI keeps 11/20/26 or adds the year.","fix":"Say: \"Dates like Nov 20, no year.\"","checks":["r2"]},{"title":"Leaving the casing","why":"The AI keeps lowercase or capitals from the export.","fix":"Say: \"Company in Title Case, no periods, keep the ampersand.\"","checks":["r2"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Leaving the item count open","why":"The AI adds or drops items to feel complete.","fix":"Say \"exactly N numbered lines, nothing else\".","checks":["numberedItems"]},{"title":"Leaving a requirement unstated","why":"The AI follows its own defaults unless the prompt spells this out.","fix":"State it plainly in your prompt: the output has exactly 5 numbered lines in the format 'N. Company - Stage - Mon D', in the order given.","checks":["r0"]}],"promptHints":[{"label":"Shows the line format","patterns":["company - stage","1\\.","format"]},{"label":"Exact stage names","patterns":["exact","stage list","closed won"]},{"label":"Date format","patterns":["nov 20","no year","mon d"]},{"label":"Title Case","patterns":["title case"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets the exact item count","patterns":["exactly \\d+","\\d+\\s*(numbered|lines|items|steps)","numbered"]}],"hint":"Cleanup prompts need one example of the target line and a rule for each field.","mission":"Clean five messy CRM entries into one standard format.","musts":["Title Case, keep ampersand","Exact stage names","Dates like Nov 20"],"rubricLabels":["The output has exactly 5 numbered lines in the format \"N. Company - Stage - Mon D\", in the order given","The stages are Negotiation, Proposal, Closed won, Negotiation and Closed lost, using the exact names from the list","The companies are Acme Corp, Bolt Industries, Cedar & Co, Delta Labs and Ember without periods, and the dates are Nov 20, Dec 3, Oct 30, Dec 15 and Oct 9"]}