{"id":"cs-kickoff-agenda-customer-version-lines","audience":"customer-success","category":"support-work","technique":"audience","track":"support","level":"beginner","title":"Make the customer version of a kickoff agenda","free":false,"task":"Make the customer-facing agenda from the internal one. Exactly four lines formatted \"10:00-10:10 | Topic\", starting at 10:00 with no gaps, then a last line \"Ends 11:00\". Leave out internal-only items. Plain text, under 50 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"INTERNAL KICKOFF AGENDA (Harlan Dental, Tuesday Nov 10, 60 minutes, starts 10:00)\n9:45  Internal pre-meeting (CSM + implementation lead): agree who speaks first. [internal]\n10:00 Welcome and introductions: 10 min\n10:10 Goals and success measures: 15 min\n10:25 Rollout plan, owners and dates: 20 min\n10:45 Questions and next steps: 15 min\n11:00 End.\nInternal only: upsell options for the analytics add-on (not discussed with the customer). [internal]\nInternal only: note that the customer's budget owner may join late. [internal]\n\nCustomer attendees: Dr. Harlan, Tina (office manager). Our team: Mo (CSM), Raj (implementation).","rules":[{"type":"plainText"},{"type":"maxWords","max":50}],"mistakes":[{"title":"Including the internal items","why":"The AI copies the pre-meeting and the upsell.","fix":"Say: \"Leave out internal-only items.\"","checks":["r2"]},{"title":"Time gaps","why":"The AI misstates the ranges.","fix":"Say: \"No gaps: 10:00-10:10 | Topic ... then Ends 11:00.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes a table or bullet list.","fix":"Show the line format and the last line.","checks":["r0"]},{"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":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands well over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Shows the line format","patterns":["\\d\\d:\\d\\d-\\d\\d:\\d\\d","\\| topic"]},{"label":"Excludes internal items","patterns":["internal","leave out"]}],"hint":"A customer agenda is the internal one with the internal parts removed. State the line format, the last line and the exclusions.","rubricLabels":["The output has exactly four lines formatted time range | topic, followed by the last line \"Ends 11:00\"","The times are 10:00-10:10, 10:10-10:25, 10:25-10:45 and 10:45-11:00 with topics welcome and introductions, goals and success measures, rollout plan, and questions and next steps","The internal pre-meeting, the upsell and the budget owner note are not included"]}