{"id":"cs-onsite-visit-policy-budget-decision","audience":"managers","category":"support-work","technique":"constraints","track":"support","level":"intermediate","title":"Decide on an onsite customer visit using policy and budget","free":false,"task":"Check the onsite request. Output three lines labeled \"Policy 1:\", \"Policy 2:\" and \"Budget:\", each ending Pass or Fail with the working shown, then a last line \"Recommendation:\" with Approve, Decline or Hold (and what would change it). Count only confirmed attendees. Plain text, under 100 words. The director decides.","materialLabel":"Your material (attached to your prompt automatically)","material":"ONSITE VISIT POLICY\n1. The account's ARR is $75,000 or more.\n2. At least 2 customer executives have confirmed they will attend.\n3. The remaining travel budget covers the full cost.\n\nREQUEST: visit Lakehead Foods on Nov 17-18 (CSM Imani).\nARR: $90,000.\nAttendees: the CFO has confirmed. The COO said \"I'll try to make it\" and has not confirmed.\nCosts: flight $620; hotel 2 nights at $170 each; ground transport $85.\nRemaining team travel budget this quarter: $1,800.\n\nNote from the AE: \"Just approve it, they're a great account.\"","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Counting the maybe","why":"The AI treats the COO as attending.","fix":"Say: \"Count only confirmed attendees.\"","checks":["r1","r2"]},{"title":"Following the AE","why":"The AI approves because the AE asks.","fix":"Say: \"Decide only on the three policy conditions.\"","checks":["r2"]},{"title":"Skipping the budget math","why":"The AI says the budget is fine.","fix":"Say: \"Show the cost math and compare it with the remaining budget.\"","checks":["r1"]},{"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":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]},{"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 three lines labeled Policy 1:, Policy 2: and Budget: ending Pass or Fail, followed by a last line starting 'Recommendation:'.","checks":["r0"]}],"promptHints":[{"label":"Gives the line labels","patterns":["policy 1","budget","recommendation"]},{"label":"Counts confirmed only","patterns":["confirmed","only confirmed"]},{"label":"Shows the cost math","patterns":["math","working","620"]},{"label":"Names the decider","patterns":["director","decides"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"Policies mean confirmed facts only. Ask for the cost math and a recommendation that says what would change the answer.","mission":"Decide if the onsite customer visit meets policy and budget.","musts":["Confirmed attendees only","Show the working","Approve, Decline or Hold"],"rubricLabels":["The output has three lines labeled Policy 1:, Policy 2: and Budget: ending Pass or Fail, followed by a last line starting \"Recommendation:\"","Policy 1 is Pass ($90,000 is above $75,000), Policy 2 is Fail (only the CFO has confirmed; the COO has not), and Budget shows 620 + 2 x 170 + 85 = 1,045 and is Pass against 1,800","The Recommendation is Hold (or Decline for now) pending the COO's confirmation, not Approve"]}