{"id":"pro-np-donor-thread-update-ed","audience":"nonprofit","category":"summarizing","technique":"grounding","title":"Summarize a major donor email thread for your executive director","free":false,"task":"You're the development associate, and your executive director wants the bottom line on a long thread with a major donor. You want at most 3 sentences, plain text, with the gift amount and what she must do first. Use the donor's final amount, not the first one discussed, and leave out the personal chit-chat. Write a prompt that gets you exactly that.","materialLabel":"The email thread (attached to your prompt automatically)","material":"Thread: Hal Greene Family Foundation - youth reading gift\n\nNov 3 - Hal Greene: Loved the tour! We're thinking $25,000 for the reading program this year.\nNov 4 - Me: Thank you so much, Hal! That would fund 2 new Saturday classes.\nNov 6 - Hal: Our board met. We'd like to go to $40,000 if we can name the Saturday class series after my late wife, Ruth. Is that possible?\nNov 7 - Me: I'll check with our executive director about naming.\nNov 10 - Hal: Also my grandson just started kindergarten, he loves picture books!\nNov 12 - Hal: Final from our side: $40,000, paid in two installments (Jan and July), with the naming request. We need a signed gift agreement from your ED by Dec 1 to release the January payment.\n\nOur naming policy: gifts of $35,000+ can name a program series with ED approval.","rules":[{"type":"maxSentences","max":3},{"type":"plainText"}],"mistakes":[{"title":"Using the first amount","why":"$25,000 appears first.","fix":"Add: \"Use Hal's final amount, $40,000.\"","checks":["r0"]},{"title":"Burying the ask","why":"The AI tells the story in order and ends with the deadline.","fix":"Add: \"First sentence: the amount and what she must do by Dec 1.\"","checks":["r0"]},{"title":"Skipping the policy fit","why":"The AI mentions naming but not whether it's allowed.","fix":"Add: \"Say whether the naming fits our policy.\"","checks":["r1"]},{"title":"Including chit-chat","why":"The AI keeps personal details from the thread.","fix":"Add: \"Skip chit-chat. At most 3 sentences, plain text.\"","checks":["r2","maxSentences","plainText"]}],"promptHints":[{"label":"Uses the final amount","patterns":["final","40,?000"]},{"label":"Puts the ask first","patterns":["first sentence","what she (must|needs to) do","dec(ember)? 1","sign"]},{"label":"Checks the policy","patterns":["policy","35,?000","naming"]},{"label":"Skips chit-chat","patterns":["chit.chat","personal","skip"]},{"label":"Limits the sentences","patterns":["\\d+\\s*sentences?","(one|two|three|four|five) sentences?"]}],"hint":"Your ED needs the final number and her to-do. Tell the AI which amount is final, what comes first, and to check the policy.","rubricLabels":["The first sentence gives the final gift of $40,000 (not $25,000) and what the ED must do: approve the naming and sign the gift agreement by Dec 1","Explains the naming request (Saturday class series named after Ruth Greene) and that it fits the policy ($35,000+ with ED approval)","Mentions the two installments (January and July), and leaves out the personal chit-chat (grandson, kindergarten)"]}