{"id":"pro-fin-budget-review-actions","audience":"finance","category":"meetings","technique":"grounding","title":"Capture budget review action items with the right dollar amounts","free":false,"task":"You're the FP&A analyst who took notes at the department budget review. You want exactly 4 numbered action items, each as Owner - task with dollar amount - due date, under 70 words, plain text. Where a number was revised during the meeting, use the revised one, and turn 'end of next week' into a real date. Write a prompt that gets you exactly that.","materialLabel":"Your meeting notes (attached to your prompt automatically)","material":"Budget review - Operations dept - Wed Nov 12\nPresent: Hal (CFO), Rita (ops director), Sam (FP&A, me), Joon (facilities)\n\n- Ops 2026 budget request: $1.42M. Hal wants it cut to $1.35M. Rita to send a revised budget by end of next week.\n- Warehouse lighting upgrade: Joon asked for $15,000. Hal approved... then Joon said \"actually make that $12,000, the rebate came through.\" Hal: \"Fine, $12,000.\" Joon to sign the contractor quote by Nov 21.\n- Overtime is running 20% over plan. Rita to send an overtime reduction plan by Dec 1.\n- Software renewals: Sam (me) to list all ops software renewals over $5,000 by Nov 19.\n- Hal mentioned the board meeting is Dec 9, he'll present the full budget then.\n- Long tangent about the holiday party budget. No action.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":70},{"type":"plainText"}],"mistakes":[{"title":"Using the first number","why":"The $15,000 request appears first, and the revision is in a quick aside.","fix":"Add: \"Where a number changed in the meeting, use the revised one.\"","checks":["r1"]},{"title":"Keeping relative dates","why":"The AI writes 'end of next week', which is vague a week later.","fix":"Add: \"The meeting was Wed Nov 12, so end of next week is Fri Nov 21.\"","checks":["r0"]},{"title":"Including non-actions","why":"The AI lists the board meeting as a task.","fix":"Add: \"Only action items with owners.\"","checks":["r2"]},{"title":"Letting the AI pick the layout","why":"The AI writes minutes with headings.","fix":"Be exact: \"Exactly 4 numbered lines, 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 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(4|four)\\b"]},{"label":"Uses revised numbers","patterns":["revis","changed","12,?000","final (number|amount)"]},{"label":"Converts the date","patterns":["nov(ember)? 21","real date","calendar date","end of next week"]},{"label":"Gives the line format","patterns":["owner","due date","amount"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Numbers change mid-meeting. Tell the AI to use revised amounts, turn vague dates into real ones, and give the line shape.","rubricLabels":["Each of the 4 lines gives an owner, a task and a calendar due date, with Rita's revised budget due Nov 21 (end of next week), not 'end of next week'","The lighting upgrade is $12,000 (the revised amount), not $15,000, and Rita's budget target is $1.35M","Includes Sam's software renewal list (over $5,000, Nov 19) and Rita's overtime plan (Dec 1) or Joon's quote, and leaves out the board meeting and holiday party"]}