{"id":"cs-sponsor-call-notes-decided-open-next","audience":"customer-success","category":"support-work","technique":"grounding","track":"support","level":"intermediate","title":"Summarize a sponsor call into decided, open and next","free":false,"task":"Summarize the call notes for the account team in exactly three lines starting \"Decided:\", \"Open:\" and \"Next:\". Decided lists only agreed items. Next names an owner and a date for each action. Plain text, under 65 words. Leave out small talk.","materialLabel":"Your material (attached to your prompt automatically)","material":"CALL NOTES, Dr. Hale (sponsor, Brightfield Schools), Nov 6, with CSM Kai\n- Chatted about the marathon and her new puppy.\n- AGREED: go-live for the 3 pilot schools stays Dec 1. Training for teachers will run Nov 17 and Nov 19.\n- AGREED: Brightfield will send the staff list for the 3 pilot schools by Nov 12 (owner: Dr. Hale).\n- NOT DECIDED: whether to include the 4th school in the pilot; Dr. Hale needs to check with the principal.\n- NOT DECIDED: whether to purchase extra training sessions; no price discussed.\n- AGREED: Kai will send the training invites by Nov 9.\n- Dr. Hale said she might want a custom report some day (idea only).\nOther: the next check-in is Nov 20 at 3 PM.\nNo pricing was discussed; do not add any.","rules":[{"type":"plainText"},{"type":"maxWords","max":65}],"mistakes":[{"title":"Listing undecided items as decided","why":"The AI treats the 4th school as agreed.","fix":"Say: \"Decided = agreed items only. Undecided items go under Open.\"","checks":["r1"]},{"title":"Missing owners and dates","why":"The AI writes 'send the list'.","fix":"Say: \"Next: owner and date for each action.\"","checks":["r2"]},{"title":"Including small talk or ideas","why":"The AI adds the marathon and the custom report.","fix":"Say: \"Leave out small talk and ideas.\"","checks":["r0","r2"]},{"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 labels","patterns":["decided:","open:","next:"]},{"label":"Separates agreed from open","patterns":["agreed","not decided","open"]}],"hint":"Call summaries must separate decisions from open questions and give owners and dates. State the three lines and the filter.","rubricLabels":["The output is exactly three lines starting Decided:, Open: and Next:","Decided includes the Dec 1 go-live for the 3 pilot schools and training on Nov 17 and Nov 19, and Open names the 4th school and the extra training question","Next gives Dr. Hale the staff list by Nov 12 and Kai the training invites by Nov 9, and the custom report idea and small talk are not included"]}