{"id":"cs-renewal-dates-messy-to-csv","audience":"revops","category":"support-work","technique":"format","track":"support","level":"intermediate","title":"Clean three people's renewal notes into one CSV","free":false,"task":"Return one code block with CSV using the header customer,renewal_date,arr_usd. Dates in the notes are US month/day/year. Euro amounts convert at 1 EUR = 1.10 USD. Write dates as YYYY-MM-DD, ARR as whole dollars with no $ or commas, and leave a value empty when it is unknown. Drop churned customers and sort by renewal date, with unknown dates last. Write no more than 6 words outside the block.","materialLabel":"Your material (attached to your prompt automatically)","material":"Renewal notes pasted from Ben, Cara and Dev (raw):\n\n- Ardent Tools, renews 3/14/27, ARR $84k\n- Bramble Co | 11/30/2026 | $120,500\n- Calloway Ltd, renews Jan 9 2027, ARR 56.5k\n- Dovetail: renewal date TBD, ARR $30k\n- Eastgate, 12/01/26, ARR: $210,000\n- Gault GmbH, renews 2/1/27, ARR €50k\n- Fenwick - churned Oct 2026, ARR was $44k\n\nCara's note: \"Ardent might upsize by 20% but not signed - leave ARR as is.\"\nDev's note: \"Eastgate's date is the contract end date; renewal is the same day.\"","rules":[{"type":"codeBlocks","count":1},{"type":"maxCodeLines","max":7},{"type":"maxProseWords","max":6}],"mistakes":[{"title":"Wrong header or row count","why":"The AI adds columns such as status or sorts the header away.","fix":"Say: \"Header exactly customer,renewal_date,arr_usd, then one row per live customer.\"","checks":["r0"]},{"title":"Keeping the churned customer","why":"The AI includes every name in the list.","fix":"Say: \"Drop churned customers.\"","checks":["r2"]},{"title":"Guessing the unknown date","why":"The AI invents a date for Dovetail.","fix":"Say: \"Leave unknown values empty; never guess.\"","checks":["r1"]},{"title":"Applying the maybe upsell","why":"The AI raises Ardent's ARR by 20%.","fix":"Say: \"Use the current ARR only.\"","checks":["r1"]},{"title":"Chatting around the block","why":"The AI adds an explanation of changes.","fix":"Say: \"One code block and at most 6 words outside it.\"","checks":["codeBlocks","maxProseWords"]},{"title":"Letting the block sprawl","why":"The AI pretty-prints and adds extra lines.","fix":"Say \"keep the block under N lines\".","checks":["maxCodeLines"]}],"promptHints":[{"label":"Gives the header","patterns":["customer,renewal_date","header"]},{"label":"Fixes date and ARR formats","patterns":["yyyy-mm-dd","whole dollars","no \\$"]},{"label":"Handles unknowns and churn","patterns":["empty","drop","churn"]},{"label":"Sets the sort","patterns":["sort","unknown dates last","last"]},{"label":"Asks for one code block","patterns":["code block","json","csv"]},{"label":"Keeps the block short","patterns":["lines","one line","compact"]},{"label":"Limits text outside the block","patterns":["no (intro|notes|text|words)","only the","nothing (else|outside)"]}],"hint":"Data cleanup needs the exact header, formats, a rule for unknowns and the sort order.","mission":"Merge three people's renewal notes into one clean renewal list.","musts":["One CSV code block","Euro at 1.10","Drop churned customers"],"rubricLabels":["The code block has the header customer,renewal_date,arr_usd and exactly six data rows","The values are Bramble Co 2026-11-30 120500, Eastgate 2026-12-01 210000, Calloway Ltd 2027-01-09 56500, Gault GmbH 2027-02-01 55000 (euros converted), Ardent Tools 2027-03-14 84000 (not upsized), and Dovetail with an empty date and 30000","The order is Bramble, Eastgate, Calloway, Gault, Ardent, Dovetail (unknown date last) and Fenwick is not included"]}