{"id":"data2-template-metric-request-intake","audience":"analysts","category":"data","track":"data","technique":"format","level":"intermediate","title":"Fill in a metric request intake template from a messy ask","free":false,"task":"A stakeholder dropped a vague data request in Slack and you need to log it. Fill in this template with exactly these 7 labeled lines in plain text, under 100 words: Requester, Question, Metric, Time range, Segments, Deadline, Missing. Write 'Not stated' for anything the message doesn't say, and put the questions you must still ask on the Missing line.","materialLabel":"Slack message (attached to your prompt automatically)","material":"Slack - #data-requests - Thursday Nov 6\n\nHannah Boyd (Head of Partnerships), 4:12 pm:\nhey team, quick one. We're meeting with Torvald Retail on the 19th and I want to show them how our partner program is doing. Can someone pull how many orders came through partners lately and whether it's growing? Ideally split by the big partners vs everyone else. Last time Chad built something in the BI tool, a little chart was fine, doesn't need to be fancy.\n\nHannah, 4:20 pm:\noh and don't include the pilot with Marlow, that one's messy\n\nNotes from the data team's intake doc:\n- \"Partner orders\" in the warehouse means orders with a partner_id; two definitions of \"big partner\" exist (top 5 by revenue, or partners above $50k a quarter).\n- Orders attributed to a partner after a 30-day cookie window are tagged differently (attribution = 'late').\n\nToday is Thursday Nov 6.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Inventing a time range","why":"The AI fills 'last quarter' because it sounds sensible.","fix":"Add: \"Write 'Not stated' where the message doesn't say.\"","checks":["r0"]},{"title":"Dropping the exclusion","why":"The AI forgets the late 'don't include Marlow' message.","fix":"Add: \"Segments: big partners vs everyone else, excluding the Marlow pilot.\"","checks":["r1"]},{"title":"No follow-up questions","why":"The AI leaves gaps unresolved.","fix":"Add: \"Missing: the 2 or 3 questions we must ask her, separated by semicolons.\"","checks":["r2"]},{"title":"Leaving the format to chance","why":"The AI picks its own length and layout unless told the exact shape.","fix":"Add: \"Plain text, no bold or headings.\"","checks":["plainText"]},{"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 part instead, for example \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the seven labels","patterns":["requester:","time range:","missing:"]},{"label":"Says mark gaps","patterns":["not stated","don.t invent"]},{"label":"Asks for the exclusion","patterns":["marlow","exclud"]},{"label":"Asks for questions","patterns":["questions","missing:"]},{"label":"Caps length","patterns":["under \\d+ words","exactly 7"]}],"hint":"Intake works when you tell the AI to mark gaps as gaps and turn them into questions.","mission":"Fill out a request form from this message.","musts":["Seven labeled lines","Not stated for gaps","Missing line lists questions"],"rubricLabels":["Requester is Hannah Boyd (Head of Partnerships), Question is about partner-program orders and whether they are growing, and Deadline is tied to the meeting on the 19th (Nov 19) with Torvald Retail","Segments says big partners versus everyone else, excluding the Marlow pilot, and Time range says Not stated (or 'lately' unspecified) rather than inventing dates","The Missing line asks at least two real open questions (such as which time period, which definition of big partner, or whether late-attributed orders count), and the reply has exactly 7 lines starting with the labels in order"]}