{"id":"exec-report-summary-for-cfo-three-sentences","audience":"executives","category":"leadership-work","track":"leadership","technique":"audience","level":"beginner","title":"Summarize a long vendor report in three sentences for the CFO","free":false,"task":"Your CFO, Abena, only cares about cost, payback and risk. Summarize this automation report for her in at most 3 sentences, plain text. Lead with the payback period, and use the revised costs from the errata.","materialLabel":"Report excerpt (attached to your prompt automatically)","material":"Warehouse Automation Assessment - Final Report (excerpt)\nPrepared for: Coldbrook Distribution | By: Meridian Ops Advisors\n\nExecutive overview\nColdbrook's Atlanta site picks 18,000 order lines a day with 64 pickers. We assessed three options: goods-to-person robots, pick-to-light, and voice picking. Our team spent four weeks on site, ran 22 interviews and timed 1,400 picks.\n\nFindings\nPick accuracy is 99 percent today. Peak-season temp labor costs $1,100,000 a year. Pickers walk an average of 9 miles per shift, and the team said morale suffers in peak season.\n\nRecommendation\nGoods-to-person robots. Upfront cost $3,200,000, annual savings $1,600,000, payback 2 years. Installation takes 7 months, with a 6-week period of reduced output during cutover. Main risk: the vendor has installed only four systems this size.\n\nOther options\nPick-to-light: $900,000 upfront, $400,000 annual savings. Voice picking: $350,000 upfront, $150,000 annual savings.\n\nErrata (issued 2 weeks after the report)\nThe robot vendor's final quote is $4,000,000 upfront, not $3,200,000. Annual savings are unchanged at $1,600,000, so payback is 2 and a half years, not 2.\n\nAppendix: interview list, time study method, site maps.","rules":[{"type":"maxSentences","max":4},{"type":"plainText"}],"mistakes":[{"title":"Not naming the reader","why":"The AI writes a balanced summary for anyone, with method and morale.","fix":"Say: \"For our CFO, who cares only about cost, payback and risk.\"","checks":["r2"]},{"title":"Burying the payback","why":"The AI follows the report's order and starts with background.","fix":"Add: \"Sentence 1 is the payback period.\"","checks":["r0"]},{"title":"Missing the errata","why":"The correction is at the end, so the AI uses the original numbers.","fix":"Add: \"Use the revised figures from the errata.\"","checks":["r0","r1"]},{"title":"No length limit","why":"The AI writes a full paragraph or a bulleted summary.","fix":"Say: \"At most 3 sentences, plain text.\"","checks":["maxSentences","plainText"]}],"promptHints":[{"label":"Names the reader","patterns":["cfo","abena","finance"]},{"label":"Leads with payback","patterns":["payback","first sentence","lead with"]},{"label":"Uses the errata","patterns":["errata","revised","correct"]},{"label":"Limits the length","patterns":["\\b(3|three)\\b.{0,10}sentence","sentences"]},{"label":"Asks for plain text","patterns":["plain","no bullets","no bold"]}],"hint":"Say who will read it, what she cares about, and what comes first. Also tell the AI to check the end of the report for corrections.","rubricLabels":["The first sentence gives the payback period, and it is the revised 2 and a half years (not 2)","Uses the revised $4,000,000 upfront cost, not $3,200,000, if it gives the upfront cost","Mentions at least one risk (the vendor's limited track record or the 6-week drop in output) and leaves out the morale and walking-distance details"]}