{"id":"cs-qbr-recap-email-three-actions","audience":"customer-success","category":"support-work","technique":"constraints","track":"support","level":"intermediate","title":"Send a QBR recap with only the agreed actions","free":false,"task":"Write the recap email to the customer. Line 1 is \"Subject:\" with 7 words or fewer. One thank-you sentence. Then exactly three lines formatted \"Owner - action - date\" for the agreed actions only. Last line exactly \"Kai, Customer Success\". Plain text, under 90 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"QBR NOTES (Nov 5), Alder Clinics. Attendees: Dr. Hale (sponsor), Priya (IT), Kai (our CSM).\nDISCUSSED AND AGREED:\n1. Priya shares the contact at their SSO vendor by Nov 20.\n2. Kai sends the usage export by Nov 14.\n3. Dr. Hale names an executive sponsor for the rollout by Dec 1.\nDISCUSSED, NOT AGREED:\n4. 'Maybe explore a custom report next quarter.' No owner, no date.\nINTERNAL (not for the customer):\n5. Kai updates the CRM and flags renewal risk as medium.\n\nOther notes: Dr. Hale was unhappy about the August outage; we reviewed the RCA. The room was warm. Next QBR: Feb 4.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Including the maybe","why":"The AI adds the custom report as a fourth action.","fix":"Say: \"Agreed actions only. Leave out the custom report.\"","checks":["r2"]},{"title":"Including internal tasks","why":"The AI lists the CRM update.","fix":"Add: \"Customer-facing: leave out internal items.\"","checks":["r2"]},{"title":"Missing owner or date","why":"The AI writes actions as sentences.","fix":"Say: \"Format: Owner - action - date.\"","checks":["r1","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 action format","patterns":["owner - action","date"]},{"label":"Limits to agreed","patterns":["agreed","only"]}],"hint":"A recap should record only what was agreed. Show the line format, and say what to leave out.","rubricLabels":["Line 1 begins with \"Subject:\" with 7 words or fewer, and the last line is exactly \"Kai, Customer Success\"","Has exactly three action lines formatted Owner - action - date for Priya (SSO vendor contact, Nov 20), Kai (usage export, Nov 14) and Dr. Hale (executive sponsor, Dec 1)","Leaves out the custom report idea and the internal CRM item"]}