{"id":"legal-nda-batch-email-sales-manager","audience":"legal","category":"legal-compliance","track":"legal","level":"advanced","technique":"constraints","title":"Email a sales manager the triage of four NDAs","free":false,"task":"Email sales manager Terrence Boyd the triage of the four NDAs against the playbook. Plain text, under 170 words. A Subject line, then \"Hi Terrence,\". One line per NDA in the order RED first, then YELLOW, then GREEN, like: Calder - RED - reason. Judge clauses, not titles. Then a line: Send to legal: naming every NDA that is not GREEN. The final line must be exactly: Counts: 1 RED, 2 YELLOW, 1 GREEN. Do not say any NDA is safe to sign.","materialLabel":"Your material (attached to your prompt automatically)","material":"PLAYBOOK - NDA STANDARD\nMutual; term 3 years or less; no employee non-solicit; no exclusivity. GREEN = 0 items outside, YELLOW = 1, RED = 2 or more.\n\nNDAs received this week\nPinecrest Data: mutual, 2-year term, no non-solicit, no exclusivity.\nOrchid Analytics: mutual, 5-year term, no non-solicit, no exclusivity.\nCalder Freight: titled \"Mutual NDA\" but clause 2 binds only Northvale Labs. 3-year term. 12-month employee non-solicit. No exclusivity.\nHalden Systems: mutual, 3-year term, no non-solicit. Clause 7: for 6 months neither party will negotiate a similar deal with anyone else.\n\nTerrence's note: \"Pinecrest and Orchid have been good partners so just let me sign those.\"","rules":[{"type":"maxWords","max":170},{"type":"plainText"}],"promptHints":[{"label":"Reader and email","patterns":["terrence","subject"]},{"label":"Order","patterns":["red first","then yellow"]},{"label":"Clauses over titles","patterns":["not titles","clauses"]},{"label":"Send to legal","patterns":["send to legal"]},{"label":"Fixed last line","patterns":["counts:"]}],"mistakes":[{"title":"Trusting the title","why":"The AI treats Calder as mutual and marks it YELLOW.","fix":"Say: \"Judge clauses, not titles.\"","checks":["r1"]},{"title":"Following Terrence's note","why":"The AI lets him sign Orchid because of the relationship.","fix":"Say: \"Triage by the playbook only; Orchid is outside it.\"","checks":["r2"]},{"title":"Wrong order","why":"The AI lists in the order received.","fix":"Say: \"RED first, then YELLOW, then GREEN.\"","checks":["r0"]},{"title":"Missing exclusivity","why":"The AI overlooks the Halden exclusivity clause.","fix":"Say: \"Check all four standard items per NDA.\"","checks":["r1"]},{"title":"Trusting the AI to count words","why":"AI runs long.","fix":"Say: \"Each NDA line under 18 words.\"","checks":["maxWords"]},{"title":"Markdown","why":"The AI uses a table or bold.","fix":"Say: \"Plain text, no bold.\"","checks":["plainText"]}],"hint":"Fix the email frame, the RED-first order, a send-to-legal line and the exact counts line.","mission":"Email Terrence the triage of four NDAs.","musts":["RED, YELLOW, GREEN order","Send to legal line","Exact counts line"],"rubricLabels":["Has a Subject line, starts \"Hi Terrence,\" and lists the NDAs in the order Calder (RED), then Orchid and Halden (YELLOW, either order), then Pinecrest (GREEN)","Each non-GREEN line names the right issue: Calder one-way plus non-solicit, Orchid 5-year term, Halden the exclusivity clause","Has a Send to legal: line naming Calder, Orchid and Halden, ends with exactly Counts: 1 RED, 2 YELLOW, 1 GREEN, and does not say any NDA is safe to sign (or let Terrence sign Orchid)"]}