{"id":"cs-renewal-tasks-grouped-by-owner","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Group messy renewal tasks by owner","free":false,"task":"Group the renewal tasks by owner into exactly three lines starting \"CSM:\", \"AE:\" and \"Legal:\". Within a line, separate tasks with semicolons and put each task's date in brackets. Leave out tasks the customer owns. Plain text, under 80 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"RENEWAL TASK DUMP, Halvorsen Group (renews Jan 31)\n- Review usage and prepare a one-page results summary [CSM] by Dec 4\n- Send the renewal proposal [AE] by Dec 11\n- Customer's procurement to return the vendor form [customer] by Dec 18\n- Legal reviews the order form changes [Legal] by Dec 15\n- Schedule an executive check-in call [CSM] by Nov 20\n- Negotiate multi-year pricing within approved discount limits [AE] by Dec 18\n- Customer's CFO to approve budget [customer] by Jan 8\n- Confirm contract dates and the notice window with Legal [Legal] by Dec 1\n\nOwner tags are in square brackets. Dates are due dates.\nNote: 'AE' is the account executive. Keep each task name short.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Including customer tasks","why":"The AI lists every task.","fix":"Say: \"Leave out tasks the customer owns.\"","checks":["r2"]},{"title":"Missing dates","why":"The AI lists tasks without dates.","fix":"Say: \"Put each date in brackets.\"","checks":["r2"]},{"title":"Wrong grouping","why":"The AI groups by date or mixes owners.","fix":"Say: \"Three lines: CSM:, AE:, Legal:.\"","checks":["r0","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":"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":"Names the owner labels","patterns":["csm:","ae:","legal:"]},{"label":"Excludes customer tasks","patterns":["customer","leave out"]}],"hint":"Grouping needs the owner labels, the separator, the date style and what to skip.","rubricLabels":["The output is exactly three lines starting CSM:, AE: and Legal:","CSM lists the executive check-in (Nov 20) and the results summary (Dec 4); AE lists the proposal (Dec 11) and the pricing negotiation (Dec 18); Legal lists the notice window (Dec 1) and the order form review (Dec 15)","The customer's tasks (vendor form, budget approval) are not included, and each task has its date in brackets"]}