{"id":"exec-minutes-circulation-version-confidential-removed","audience":"project-managers","category":"leadership-work","track":"leadership","level":"advanced","technique":"constraints","title":"Prepare circulation minutes that leave out confidential items","free":false,"task":"Prepare the version of the minutes that goes to the whole department. Plain text, under 150 words, headings Decisions, Actions, Next meeting on their own lines. Include only items marked for circulation. Never include anything marked confidential or discussed in the closed session, and do not mention that a closed session happened. Each action reads Owner - task - date.","materialLabel":"Full meeting notes (attached to your prompt automatically)","material":"Leadership meeting, Nov 7. [C] = confidential; [OK] = fine to circulate.\n\n1. [OK] Decision: adopt the new travel policy effective Dec 1. Owner for rollout: Lena, announce by Nov 15.\n2. [OK] Decision: move the monthly all-hands to the first Thursday. Owner: Ana, update calendars by Nov 12.\n3. [C] Closed session: discussed the possible acquisition of Brightfield Inc. and the CFO's retirement timing.\n4. [OK] Action: Sam to publish the Q4 hiring plan summary by Nov 22.\n5. [C] Salary adjustments for the data team. Decision made, not for circulation.\n6. [OK] Open: whether to rent a booth at the March expo. Revisit next meeting.\n7. Next meeting: Thursday Dec 5, 9:30 am, Conference Room 2. (Earlier invite said Dec 4; the correct date is Dec 5.)","rules":[{"type":"maxWords","max":150},{"type":"plainText"}],"mistakes":[{"title":"Leaking confidential items","why":"The AI includes salaries or the acquisition.","fix":"Say: \"Exclude everything marked [C], and don't mention a closed session.\"","checks":["r2"]},{"title":"Old meeting date","why":"The AI uses Dec 4.","fix":"Say: \"Next meeting is Dec 5.\"","checks":["r2"]},{"title":"Missing headings","why":"The AI writes a narrative.","fix":"Say: \"Use Decisions, Actions, Next meeting.\"","checks":["r0"]},{"title":"Wrong action format","why":"The AI skips owners or dates.","fix":"Say: \"Owner - task - date.\"","checks":["r1"]},{"title":"Markdown","why":"The AI bolds headings.","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 line: \"each line 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":"Headings","patterns":["decisions","actions","next meeting"]},{"label":"Exclude confidential","patterns":["confidential","[c]","exclude"]},{"label":"Closed session","patterns":["closed session"]},{"label":"Action format","patterns":["owner - task - date"]},{"label":"Plain","patterns":["plain text"]}],"hint":"Name the headings, exclude marked items and the closed session, and give the action format.","rubricLabels":["Has the headings Decisions, Actions and Next meeting on their own lines, with Decisions listing the travel policy (Dec 1) and the all-hands move to the first Thursday","Actions list Lena, Ana and Sam in the form Owner - task - date (Nov 15, Nov 12, Nov 22) and the booth question appears as open or deferred if included","Nothing about the acquisition, the CFO, salary adjustments or a closed session appears, and Next meeting is Thursday Dec 5 at 9:30 am in Conference Room 2 (not Dec 4)"]}