{"id":"pro-cs-actions-grouped-by-owner","audience":"customer-support","category":"meetings","technique":"format","title":"Group a support meeting's action items by owner for Slack","free":false,"task":"You run the weekly support team meeting and post action items in Slack so each person can find theirs fast. You want exactly 3 numbered lines, one per owner, each as Name: task (due), task (due), under 60 words, plain text. Use the final owner when a task moved, and leave out anything that's waiting on another team rather than an action for us. Write a prompt that gets you exactly that.","materialLabel":"Your meeting notes (attached to your prompt automatically)","material":"Support team weekly - Mon Nov 17\nPresent: Tasha (lead), Omar, Jules, Ben\n\n- Holiday macro refresh: Omar to update the 6 shipping macros by Wed Nov 19.\n- Chat wait times up to 4 min. Jules to pull the hourly volume report by Thu Nov 20 so we can adjust lunch breaks.\n- Refund backlog (32 tickets): Ben will clear by Fri Nov 21.\n- Help center article on gift returns is wrong. Tasha to rewrite by Fri Nov 21.\n- Product team is fixing the order-status page bug - nothing for us to do until they ship, ETA \"early December\".\n- New hire Priya starts Dec 1: Jules to set up her Zendesk login by Wed Nov 26.\n- Billing team owns the duplicate-charge issue, waiting on them.\n\nLater: Ben said he's swamped with refunds, Omar offered to take the help center article off Tasha's plate. Tasha: \"Great, Omar has the article now, same date.\"\n\nAlso: secret santa sign-up is in the channel, $20 limit. Jules brought donuts.","rules":[{"type":"numberedItems","count":3},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Listing tasks one by one","why":"The AI makes one line per task, so people scan the whole list to find theirs.","fix":"Add: \"One line per owner: Name: task (due), task (due).\"","checks":["r0","numberedItems"]},{"title":"Missing the handoff","why":"Tasha's name sits next to the article, so the AI keeps it there.","fix":"Add: \"Omar took the help center article from Tasha.\"","checks":["r1"]},{"title":"Including other teams' work","why":"The AI turns 'waiting on product' into an action item.","fix":"Add: \"Skip anything waiting on another team.\"","checks":["r2"]},{"title":"Letting the AI pick the layout","why":"The AI uses bold names and nested bullets that Slack shows as clutter.","fix":"Be exact: \"Plain text, no bold, no sub-bullets.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 14 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(3|three)\\b"]},{"label":"Groups by owner","patterns":["by owner","per (owner|person)","one line (per|for each) (owner|person)","group"]},{"label":"Handles the handoff","patterns":["took over|takes over","handoff","omar","moved"]},{"label":"Skips other teams","patterns":["other team","waiting on","skip","not ours"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"People look for their own name. Ask for one line per owner, and tell the AI about the handoff and what isn't yours to do.","rubricLabels":["Has one line each for Omar, Jules and Ben, each starting with the name and listing that person's tasks with due dates","Omar's line includes both the macro refresh (Nov 19) and the gift returns article (Nov 21), and Tasha has no line because her task moved to Omar","Leaves out items waiting on other teams (order-status bug, duplicate charges) and the chatter (secret santa, donuts)"]}