{"id":"dat-fin-ar-aging-buckets","audience":"finance","category":"data","technique":"context","title":"Sum open invoices into aging buckets after a late payment","free":false,"task":"Your controller wants the AR aging summary as of Nov 30. Halvorsen paid INV-1042 yesterday, after this export ran. Write exactly 4 numbered lines (0-30, 31-60, 61-90, 90+ days), each showing the invoice amounts added up, then one unnumbered last line: Total open: $X. Plain text, under 70 words.","materialLabel":"Open invoices export (attached to your prompt automatically)","material":"OPEN INVOICES - export run Nov 29, aged as of Nov 30\n\nInvoice | Customer | Amount | Days outstanding\nINV-1025 | Weller Inc | $900 | 110\nINV-1031 | Brandt Ltd | $1,200 | 76\nINV-1036 | Rook & Sons | $1,500 | 63\nINV-1038 | Tillman Co | $2,400 | 20\nINV-1040 | Rook & Sons | $1,800 | 41\nINV-1042 | Halvorsen | $3,000 | 56\nINV-1044 | Tillman Co | $600 | 8\n\nNotes:\n- Weller is disputing $200 of INV-1025. Still open in full until resolved.\n- Rook & Sons asked for statements by email, not mail.\n- Credit card fees went up 0.3% this month.","rules":[{"type":"numberedItems","count":4},{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Not mentioning the payment","why":"The export ran before Halvorsen paid, so the AI keeps $3,000 open.","fix":"Add: \"INV-1042 was paid yesterday. Leave it out.\"","checks":["r0","r2"]},{"title":"Not asking to see the work","why":"Your controller can't tie bare bucket totals to invoices.","fix":"Add a line to copy: \"1. 0-30 days: 2,400 + 600 = $3,000\"","checks":["numberedItems","r1"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 12 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in a controller's email.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Mentions the payment","patterns":["1042","halvorsen","paid"]},{"label":"Names the buckets","patterns":["0-30|0 to 30","31-60","90\\+|over 90"]},{"label":"Asks to show the math","patterns":["show (the |your )?(math|work)","x \\$|\\bx\\b.{0,10}=","calculation","step"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"The export is a day old and misses a payment. Tell the AI, and ask it to show which amounts are in each bucket.","rubricLabels":["31-60 days is $1,800 only (Halvorsen's $3,000 INV-1042 left out as paid)","0-30 is 2,400 + 600 = $3,000, 61-90 is 1,200 + 1,500 = $2,700, and 90+ is $900 (Weller kept in full)","The last line gives Total open: $8,400, with no intro or collection advice"]}