{"id":"exec-investor-update-fields-template","audience":"executives","category":"leadership-work","track":"leadership","level":"beginner","technique":"format","title":"Fill a monthly investor update template from your notes","free":false,"task":"Fill this monthly investor update template in plain text, one field per line: Headline, Revenue, Cash, Biggest win, Biggest problem, Ask. Use only the notes and the correct figures. Each field is under 20 words. Ask must be one specific request, and nothing else may follow it.","materialLabel":"Your notes (attached to your prompt automatically)","material":"October update notes - Lumo Labs (fictional)\n\n- Revenue: $212,000 in October. Early in the month I wrote $230,000 from the pipeline, but the actual closed number is $212,000.\n- Cash: $1.1M at Oct 31.\n- Win: signed Kestrel Logistics, our first customer over $50k a year.\n- Problem: two engineers quit; hiring replacements takes about 8 weeks.\n- Employee morale: fine.\n- Ask: we want introductions to people at regional grocery chains. Specifically any contact at Hartwell Foods.\n- Not for investors: we are talking to another company about a possible acquisition, very early, nothing decided.","rules":[{"type":"maxWords","max":120},{"type":"plainText"}],"mistakes":[{"title":"Using the pipeline number","why":"The AI uses $230,000.","fix":"Say: \"Revenue is the closed number, $212,000.\"","checks":["r1"]},{"title":"Leaking confidential talks","why":"The AI mentions the possible acquisition.","fix":"Say: \"Leave out the acquisition talks.\"","checks":["r2"]},{"title":"Wrong fields","why":"The AI adds a morale line or renames fields.","fix":"Say: \"Use the six labels only, in order.\"","checks":["r0"]},{"title":"Markdown","why":"The AI bolds the labels.","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 field: \"each field under 20 words.\"","checks":["maxWords"]},{"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 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the fields","patterns":["headline","revenue","cash","biggest win"]},{"label":"Order","patterns":["in this order","order"]},{"label":"Correct figure","patterns":["actual","closed","correct"]},{"label":"Ask last","patterns":["ask","last line","nothing (else )?after"]},{"label":"Leaves out sensitive","patterns":["acquisition","leave out","don'?t mention"]}],"hint":"List the six labels, say which revenue figure counts, and what stays out.","rubricLabels":["Has the six labels Headline, Revenue, Cash, Biggest win, Biggest problem and Ask in that order on separate lines","Revenue says $212,000 (not $230,000) and Cash says $1.1M","Ask is a single request for introductions to regional grocery chains such as Hartwell Foods, it is the last line, and nothing mentions an acquisition"]}