{"id":"exec-expense-approval-routing-thresholds-table","audience":"executive-assistants","category":"leadership-work","track":"leadership","level":"intermediate","technique":"constraints","title":"Route expense requests to the right approver by threshold","free":false,"task":"Route each request to the approver in a table with the header Request | Amount | Approver, one row per request in the listed order. Rules: up to and including $1,000 goes to the department manager; over $1,000 up to and including $10,000 goes to the director; over $10,000 goes to the CFO; any capital purchase (equipment lasting more than a year) goes to the CFO regardless of amount. Use the latest amounts. Plain text, under 100 words. Last line exactly: Approvers confirm before payment.","materialLabel":"Expense requests (attached to your prompt automatically)","material":"Requests received (department: Operations)\n\n1. Team lunch for an offsite: $640.\n2. A new forklift battery pack (equipment, lasts about 5 years): $2,400.\n3. Software subscription for one year: first quoted $9,500; updated quote $10,400 on Nov 6.\n4. Conference registration for two people: $1,000.\n5. Replacement desk chairs for the office (office furniture, lasts about 7 years): $850.\n6. Contractor invoice for warehouse repairs: $1,001.\n\nNote: the director said she would \"approve anything under $12,000\". That is not the rule.","rules":[{"type":"maxWords","max":100},{"type":"plainText"}],"mistakes":[{"title":"Using the old quote","why":"The AI routes the subscription to the director.","fix":"Say: \"Use the latest amounts.\"","checks":["r1"]},{"title":"Missing the capital rule","why":"The AI routes the forklift battery by amount.","fix":"Say: \"Capital purchases go to the CFO regardless of amount.\"","checks":["r1","r2"]},{"title":"Boundary errors","why":"The AI sends $1,000 to the director.","fix":"Say: \"Up to and including $1,000 goes to the manager.\"","checks":["r2"]},{"title":"Following the director's comment","why":"The AI sends items under $12,000 to her.","fix":"Say: \"Apply only the stated rules.\"","checks":["r1"]},{"title":"Wrong table","why":"The AI adds columns.","fix":"Say: \"Exactly this header and six rows.\"","checks":["r0"]},{"title":"Markdown","why":"The AI bolds approvers.","fix":"Say: \"Plain text.\"","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":"Gives the header","patterns":["request \\|","amount","approver"]},{"label":"States thresholds","patterns":["\\$1,000","\\$10,000"]},{"label":"Capital rule","patterns":["capital","regardless"]},{"label":"Latest amounts","patterns":["latest"]},{"label":"Closing line","patterns":["approvers confirm before payment"]}],"hint":"Give the header, all four routing rules including boundaries and the capital rule, and the closing line.","rubricLabels":["Has the header Request | Amount | Approver and exactly six rows in the listed order","The approvers are manager for request 1, CFO for request 2 (capital purchase) and CFO for request 3 ($10,400 is over $10,000)","Request 4 ($1,000) goes to the manager, request 5 (office furniture lasting more than a year, a capital purchase) goes to the CFO, request 6 ($1,001) goes to the director, and the last line is exactly \"Approvers confirm before payment.\""]}