{"id":"cs-kickoff-recap-three-actions-numbered","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Send a kickoff recap with three numbered actions","free":false,"task":"Write the kickoff recap email. Line 1 is exactly \"Subject: Kickoff recap and next steps\". Line 2 is exactly \"Hi team,\". Then exactly 3 numbered actions formatted \"1. Owner - action - date\", agreed actions only. Last line exactly \"Nia, Customer Success\". Plain text, under 70 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"KICKOFF NOTES, Alder Pharmacy Group (Nov 5)\nAGREED ACTIONS\n- Teo (customer IT) shares the user list as a CSV by Nov 13.\n- Jo (our trainer) books the training sessions for Nov 17 to 19.\n- Priya (customer operations) confirms the SSO vendor contact by Nov 16.\nNOT AGREED: 'maybe set up SMS reminders next quarter' (no owner, no date).\nINTERNAL (do not include): Nia updates the CRM; renewal risk is low.\nTone: short and clear; all attendees will read it on their phones.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"}],"mistakes":[{"title":"Including the maybe","why":"The notes list a possible SMS idea.","fix":"Say: \"Agreed actions only.\"","checks":["r2"]},{"title":"Missing owners or dates","why":"The AI writes actions as sentences.","fix":"Say: \"Format: 1. Owner - action - date.\"","checks":["r1"]},{"title":"Wrong first or last lines","why":"The AI writes its own subject and sign-off.","fix":"Give the three exact lines.","checks":["r0"]},{"title":"Leaving the list shape open","why":"The AI picks its own number of items and its own layout.","fix":"Show the shape: \"exactly N numbered lines like: 1. Label: detail\".","checks":["numberedItems"]},{"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"]}],"promptHints":[{"label":"Fixes the number of lines","patterns":["\\b\\d+\\b.{0,15}(lines|items|numbered)","numbered","exactly \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Shows the action format","patterns":["owner - action","1\\."]},{"label":"Limits to agreed","patterns":["agreed","only"]}],"hint":"A kickoff recap records only agreed actions with owners and dates. Give the exact lines and the format.","rubricLabels":["Line 1 is exactly \"Subject: Kickoff recap and next steps\", line 2 is exactly \"Hi team,\", and the last line is exactly \"Nia, Customer Success\"","Has exactly 3 numbered actions formatted Owner - action - date: Teo (user CSV, Nov 13), Jo (book training, Nov 17 to 19) and Priya (SSO vendor contact, Nov 16)","Leaves out the SMS reminders idea and the internal items (CRM update, renewal risk)"]}