{"id":"pro-re-office-meeting-agent-actions","audience":"real-estate","category":"meetings","technique":"context","title":"Turn a brokerage sales meeting into agent action items","free":false,"task":"You're the office admin at a real estate brokerage and post action items after each Tuesday sales meeting. You want exactly 4 numbered lines, each as Agent - task - due date (month and day), under 60 words, plain text. Turn 'before next sales meeting' into the real date, and use the agent who took over a task. Write a prompt that gets you exactly that.","materialLabel":"Meeting notes (attached to your prompt automatically)","material":"Harbor & Pine Realty - sales meeting - Tue Nov 11\nPresent: Gail (broker), Marcus, Tina, Devon, Sophie, me (admin)\n\n- Holiday open house tour for the Elm Park listings: Tina to book the trolley by Nov 14.\n- New listing at 5 Cedar Row: Marcus to upload photos to MLS before next sales meeting.\n- Client appreciation event Dec 6: Devon to get 3 caterer quotes by Nov 21.\n- Year-end market report for the newsletter: Sophie to draft by Nov 25.\n- Gail reminded everyone: continuing education credits due Dec 31 (each agent's own responsibility, not an action item).\n- Later: Devon said he's slammed with closings. Sophie offered to take the caterer quotes, Gail said ok, same date. Devon will take the market report draft instead, same Nov 25 date.\n\nCoffee machine is fixed. Parking lot repaving Saturday.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Keeping relative dates","why":"The AI writes 'before next sales meeting'.","fix":"Add: \"Meetings are Tuesdays; the next one is Nov 18.\"","checks":["r0"]},{"title":"Missing the swap","why":"The original owners are listed first.","fix":"Add: \"Sophie and Devon swapped caterer quotes and the market report.\"","checks":["r1"]},{"title":"Including reminders","why":"The AI lists the education credits as an action.","fix":"Add: \"Only action items, not reminders.\"","checks":["r2"]},{"title":"Letting the AI pick the layout","why":"The AI adds headings and bold names.","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 60 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 10 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(4|four)\\b"]},{"label":"Converts the date","patterns":["nov(ember)? 18","next (sales )?meeting","calendar date","real date"]},{"label":"Handles the swap","patterns":["swap","took over|takes over","sophie","devon"]},{"label":"Gives the line format","patterns":["agent","due date","task"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Swaps and vague dates make action lists wrong. Tell the AI the next meeting's date, who swapped, and the line shape.","rubricLabels":["Each line gives an agent, a task and a calendar date, and Marcus's MLS photo upload is due Nov 18 (the next Tuesday sales meeting)","Caterer quotes belong to Sophie (Nov 21) and the market report draft belongs to Devon (Nov 25), reflecting the swap","Leaves out the continuing education reminder, coffee machine and repaving, with no intro"]}