{"id":"pro-fin-audit-request-checklist","audience":"finance","category":"planning","technique":"grounding","title":"Turn an auditor's request list into a team checklist by due date","free":false,"task":"Your external auditors sent their document request list, and you're assigning it to your accounting team. You want exactly 5 numbered lines sorted by due date, each as due date - document - owner, under 70 words, plain text. Drop the item the auditors said they no longer need, and use the new owner where someone was swapped. Write a prompt that gets you exactly that.","materialLabel":"Auditor's list and your notes (attached to your prompt automatically)","material":"From: Hale & Moreno CPAs - Year-end audit request list - Bellweather Supply\nFieldwork starts Jan 12.\n\n1. Bank statements + reconciliations, all accounts, Dec - due Jan 5\n2. Fixed asset rollforward with additions over $5,000 - due Dec 19\n3. AR aging as of Dec 31 - due Jan 6\n4. Inventory count sheets from Dec 30 count - due Jan 7\n5. Debt agreements and covenant calculations - due Dec 22\n6. Payroll registers, Q4 - due Jan 8\n\nMy assignments:\n- Bank: Kevin\n- Fixed assets: Ana\n- AR: Kevin\n- Inventory: Marcus\n- Debt: me (Rachel)\n- Payroll: Ana\n\nEmail from auditor Lisa Moreno (Dec 10):\n\"Good news - we already have the debt agreements from last year and nothing changed, so you can skip item 5 this year.\"\n\nTeams message from Kevin: \"I'm out Jan 2-9 for my wedding, can someone take AR?\"\nMe: \"Marcus, can you take AR?\" Marcus: \"Yep.\"\n\nReminder: holiday party Dec 18, Kevin's wedding gift collection.","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":70},{"type":"plainText"}],"mistakes":[{"title":"Keeping the skipped item","why":"The debt item is in the official list, so the AI keeps it.","fix":"Add: \"Drop item 5, the auditor said to skip it.\"","checks":["r2"]},{"title":"Missing the swap","why":"Kevin is assigned AR in your notes, and the swap is in a chat below.","fix":"Add: \"Marcus took over AR from Kevin.\"","checks":["r1"]},{"title":"Not sorting by date","why":"The AI keeps the auditor's numbering.","fix":"Add: \"Sort by due date, earliest first.\"","checks":["r0"]},{"title":"Letting the AI pick the layout","why":"The AI makes a table with bold headers.","fix":"Be exact: \"Exactly 5 numbered lines like '1. Dec 19 - Fixed asset rollforward - Ana'. Plain text.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 70 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 9 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(5|five)\\b"]},{"label":"Sorts by due date","patterns":["due date","sort","earliest"]},{"label":"Drops the skipped item","patterns":["skip","no longer","debt","drop"]},{"label":"Uses the new owner","patterns":["marcus","swap","took over|takes over","new owner"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"The auditor's list changed after it was sent. Tell the AI what was dropped, who swapped, and how to sort.","rubricLabels":["Lines are sorted by due date (Dec 19, Jan 5, Jan 6, Jan 7, Jan 8), each giving the date, the document and an owner","AR aging (due Jan 6) is owned by Marcus, not Kevin","Leaves out the debt agreements (auditor said skip) and the party and gift reminders, with no intro or closing line"]}