{"id":"cs-weekly-onboarding-status-customer-facing","audience":"customer-success","category":"support-work","technique":"audience","track":"support","level":"intermediate","title":"Send a customer-facing onboarding status in four labeled lines","free":false,"task":"Write the weekly status for Jasper, the customer's IT admin. Exactly four lines starting \"Done:\", \"Next:\", \"Risk:\" and \"Need from you:\". Give dates. Keep internal matters out. Need from you is one item with an owner and a date. Plain text, under 80 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ONBOARDING STATUS - Tomlin Dairy - week of Nov 9 (customer admin: Jasper Qureshi)\nDone this week:\n- Data import finished Tue Nov 10 (all 4,200 records).\n- Training session 1 held Wed Nov 11 (8 attendees).\nPlanned next:\n- Training session 2 on Thu Nov 19.\n- SSO test login after we receive the metadata.\nRisk: SSO cannot start until Jasper sends the identity-provider metadata URL; go-live is still Dec 1.\nNeed: Jasper to send the metadata URL by Wed Nov 18.\n\nINTERNAL (not for the customer): the sponsor was short with us on Monday's call; the AE is negotiating a discount on the add-on; our trainer is unavailable Nov 20.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Leaking internal notes","why":"The AI mentions the discount or the sponsor's mood.","fix":"Say: \"Keep internal matters out.\"","checks":["r2"]},{"title":"Vague need","why":"The AI writes \"please send the information\".","fix":"Say: \"Need from you: one item with owner and date.\"","checks":["r2"]},{"title":"Dropping dates","why":"The AI writes \"this week\" and \"next week\".","fix":"Say: \"Give exact dates.\"","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 exactly four lines starting 'Done:', 'Next:', 'Risk:' and 'Need from you:'.","checks":["r0"]}],"promptHints":[{"label":"Names the four labels","patterns":["done:","next:","risk:","need from you"]},{"label":"Dates and owner","patterns":["date","owner","jasper"]},{"label":"Keeps internal out","patterns":["internal","keep out","leave out"]},{"label":"Caps the length","patterns":["under 80","80 words"]},{"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":"A customer-facing status has fixed labels, exact dates and one clear ask. Say what internal content to keep out.","mission":"Update Jasper on onboarding progress without internal matters.","musts":["Dates throughout","One ask, owner and date","Keep internal matters out"],"rubricLabels":["The output has exactly four lines starting \"Done:\", \"Next:\", \"Risk:\" and \"Need from you:\"","Done gives the Nov 10 import and Nov 11 training; Next gives the Nov 19 training session and the SSO test login; Risk says SSO cannot start without the metadata URL and go-live is still Dec 1","Need from you is Jasper sending the metadata URL by Nov 18, and nothing internal appears (no sponsor mood, discount or trainer availability)"]}