{"id":"fpa-budget-kickoff-email-owners","audience":"fpa","category":"finance-work","track":"finance","technique":"audience","level":"beginner","title":"Email budget owners the three dates and the template to use","free":false,"task":"You're kicking off the FY27 budget with department heads. Write a prompt for a plain-text email under 110 words that lists exactly three dated lines (submission due, review meetings, final to the CFO), names the current template version, says what must be attached for any new vendor, and signs off exactly \"Ravi, FP&A\". Use the latest dates.","materialLabel":"Source material (attached to your prompt automatically)","material":"FY27 BUDGET CALENDAR\n\nVersion 1 (sent Oct 20): submissions due Tue Dec 1; review meetings Dec 7 to 9; final to CFO Dec 14.\nUpdate (sent Nov 4): submissions moved to Fri Dec 4 because the finance close runs through Dec 2. Review meetings are now Dec 8 to 10. The date for the final package to the CFO is unchanged.\n\nTemplate: use \"FY27 Budget Template v3\" from the shared drive. Version 2 has a formula error in the People tab and must not be used.\n\nRules for submissions: headcount goes in the People tab; any new vendor spend over $5,000 needs a written quote attached.\n\nDepartments: Sales, Marketing, Support, Engineering, G&A. Owners are the five department heads. The CFO, Mei Tan, will review each submission before the meeting. Questions can be sent to the FP&A mailbox.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"promptHints":[{"label":"Asks for three dates","patterns":["three","dec(ember)? 4","dates"]},{"label":"Uses the latest dates","patterns":["latest","update","nov 4"]},{"label":"Names template v3","patterns":["v3","template"]},{"label":"Sets the sign-off","patterns":["ravi","sign off","sign-off"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Using the old dates","why":"The AI mixes Dec 1 and Dec 7 to 9 from version 1.","fix":"Say: \"Use the latest dates from the Nov 4 update.\"","checks":["r0"]},{"title":"Forgetting the template version","why":"The AI says to use the budget template.","fix":"Add: \"Name FY27 Budget Template v3.\"","checks":["r1"]},{"title":"Wrong sign-off","why":"The AI adds Best regards and a title.","fix":"Add: \"End exactly with: Ravi, FP&A.\"","checks":["r2"]},{"title":"Missing the vendor rule","why":"The AI leaves out the quote requirement.","fix":"Add: \"Say a quote must be attached for new vendor spend over $5,000.\"","checks":["r1"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each part short.","checks":["maxWords"]}],"hint":"A kickoff email lives or dies on the dates. Tell the AI which version of the calendar is current.","rubricLabels":["The email has exactly three dated lines: submissions due Fri Dec 4, review meetings Dec 8 to 10, and final to the CFO Dec 14 (not the superseded Dec 1 or Dec 7 to 9)","It names \"FY27 Budget Template v3\" as the template to use and says a written quote must be attached for any new vendor over $5,000","It ends with exactly \"Ravi, FP&A\" and has no subject line or text after the sign-off"]}