{"id":"cs-cutover-weekend-checklist","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Turn cutover notes into a six-line weekend checklist","free":false,"task":"Write the cutover checklist for Priya, the customer admin. Exactly 6 lines, each starting with \"- [ ]\", then the owner in brackets as [Priya] or [Us], then the step and its day and time. Put the steps in time order and leave out any step that was cancelled. Plain text, with nothing before or after the list.","materialLabel":"Your material (attached to your prompt automatically)","material":"CUTOVER NOTES - Brightwater Dental Group - moving from their old CRM to ours (Nov 13-16)\n\nFri Nov 13, 5pm: Priya freezes all edits in the old CRM.\nSat 9am: Hana (our migration lead) exports contacts and appointments.\nSat 1pm: Hana loads the export into production.\nSat 4pm: Priya spot-checks 20 contact records against the old CRM.\nSat 6pm: we switch on the email sync. UPDATE from Friday: moved to Mon Nov 16, 8am, because Brightwater IT has to approve the mailbox access first.\nSun 10am: dry run of the appointment screen with two front-desk staff. CANCELLED, the staff are unavailable.\nSun 2pm: we send Priya the load report with record counts.\n\nPriya likes plain times such as \"Sat 1pm\". Hana's cell is 555-0142 and Priya's office line is 555-0177.\nBrightwater has 11 clinics and about 9,400 contact records.","rules":[{"type":"plainText"},{"type":"maxBullets","max":6}],"mistakes":[{"title":"Listing the cancelled step","why":"The AI includes everything in the notes, even the cancelled dry run.","fix":"Say: \"Leave out any step that was cancelled.\"","checks":["r1"]},{"title":"Using the old sync time","why":"The AI reads the Saturday 6pm line and misses the update.","fix":"Say: \"Use the latest time; the email sync is Mon 8am.\"","checks":["r1"]},{"title":"Skipping owners","why":"The AI writes steps without saying who does them.","fix":"Say: \"Start each line with - [ ] then [Priya] or [Us].\"","checks":["r0","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 bullet count open","why":"The AI keeps adding bullets until every detail is covered.","fix":"Name the cap: \"at most N bullets, nothing else\".","checks":["maxBullets"]}],"promptHints":[{"label":"Gives the line format","patterns":["\\[ \\]","\\[priya\\]","owner"]},{"label":"Says to drop cancelled steps","patterns":["cancel","leave out","latest"]},{"label":"Fixes the line count","patterns":["6 lines","six lines","exactly 6"]},{"label":"Asks for time order","patterns":["time order","chronolog"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]}],"hint":"A checklist people tick off needs one line per step, an owner on each and no cancelled items. Give the exact line shape.","mission":"Give Priya a six-step checklist for the weekend cutover.","musts":["Time order","Skip cancelled steps","Owner tag Priya or Us"],"rubricLabels":["The output has exactly 6 lines, each starting with \"- [ ]\" followed by [Priya] or [Us], and nothing before or after the list","The steps are in time order, the email sync is on Mon 8am (not Sat 6pm), and the cancelled Sunday dry run is not listed","Priya owns the Friday freeze and the Saturday spot-check, and [Us] owns the export, the load, the load report and the email sync"]}