{"id":"hr-phone-screen-handoff","audience":"hr","category":"summarizing","track":"productivity","technique":"constraints","title":"Hand off phone screen notes without protected details","free":false,"task":"You screened a candidate by phone and are handing off to the hiring manager. Write exactly 4 lines labeled Experience:, Pay expectation:, Availability: and Concern:, each under 20 words, plain text. Include only job-related facts, using what the candidate clarified later in the call, and leave out anything personal or protected that came up.","materialLabel":"Your phone screen notes (attached to your prompt automatically)","material":"Phone screen - Daniela Cruz, Dispatch Supervisor role, Thu Mar 5 (30 min)\n\n- 7 years in freight dispatch; last 3 supervising a team of 6 dispatchers at Swiftway.\n- Uses two dispatch software tools daily; never used ours but similar.\n- Pay: first said \"around $70k.\" Later in the call: \"Actually, with my current bonus, I'd need $75k base to move.\"\n- Our range: $68-78k. Within range.\n- Availability: 2 weeks' notice, could start Mar 30.\n- She mentioned she's 5 months pregnant and asked about parental leave. (Protected. Do NOT pass to hiring manager. Leave questions go to benefits.)\n- Mentioned she goes to church on Sunday mornings. (Not job-related; role is Mon-Fri.)\n- Concern: no experience with refrigerated freight, which is 30% of our loads. She said she's willing to learn and did a 1-day cold-chain course last year.\n\nMy take: strong, move to panel.","rules":[{"type":"maxWords","max":80},{"type":"plainText"}],"mistakes":[{"title":"Asking to 'summarize the call'","why":"The AI writes a narrative recap with headings, including everything she said.","fix":"Be exact: \"4 lines labeled Experience:, Pay expectation:, Availability:, Concern:. Plain text.\"","checks":["r0","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 instead: \"each line under 16 words.\"","checks":["maxWords"]},{"title":"Using the first number","why":"She gave two pay numbers, and the AI may report the first.","fix":"Add: \"Use her clarified number, $75k base.\"","checks":["r1"]},{"title":"Passing on protected details","why":"The AI includes everything from the call, including pregnancy or religion.","fix":"Add: \"Job-related facts only. Nothing about pregnancy, leave or religion.\"","checks":["r2"]}],"promptHints":[{"label":"Shows the labels","patterns":["experience:?","pay expectation","availability:?","concern:?"]},{"label":"Uses the clarified pay","patterns":["75","clarif","later","updated"]},{"label":"Job-related only","patterns":["job.related","protected","pregnan","personal","religio"]},{"label":"Says who reads it","patterns":["hiring manager","handoff"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"A handoff should carry only what the hiring manager may use. Give the AI the four labels, the clarified number, and what must stay out.","rubricLabels":["Has exactly 4 lines labeled Experience:, Pay expectation:, Availability: and Concern:, in that order","Pay expectation is $75k base (the clarified number, not $70k), Availability is 2 weeks' notice / start Mar 30, and Concern is no refrigerated freight experience (her 1-day cold-chain course may appear)","Mentions nothing about pregnancy, parental leave, church or religion, and adds no intro or extra lines"]}