{"id":"prod2-sales-crm-note-from-notetaker","audience":"sales","category":"meetings","track":"productivity","technique":"verification","title":"Fill CRM fields from a call without the notetaker's errors","free":false,"task":"Log yesterday's discovery call in the CRM. Write exactly 5 numbered lines labeled Stage, Budget, Decision maker, Next step, Risk. The notetaker summary got two facts wrong, so check every field against the transcript. Plain text, under 80 words.","materialLabel":"The notetaker summary and transcript (attached to your prompt automatically)","material":"AI NOTETAKER - Discovery call: Quillon Logistics (Mia Brandt, ops manager)\n- Budget: $50k approved for a routing tool this year.\n- Decision maker: Mia Brandt.\n- Pain: drivers re-route by hand, 2 hours lost per driver per week.\n- Next step: demo for the dispatch team.\n\nTRANSCRIPT (excerpt)\nMia: We've requested about fifty thousand for this, but it's not approved yet. Finance decides in March.\nRep: Who signs off in the end?\nMia: I recommend, but Victor Hale, our COO, signs anything over twenty-five thousand.\nRep: Got it. What's the pain today?\nMia: Our drivers re-route by hand. Maybe two hours per driver each week.\nRep: Next step?\nMia: Let's do a demo for the dispatch team, Tuesday the 14th at 10.\nMia: Oh, and we're also talking to RouteHawk. They're cheaper.\n","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":80},{"type":"plainText"}],"mistakes":[{"title":"Trusting the notetaker","why":"The summary says 'approved' and 'Mia decides', and the AI copies both.","fix":"Add: \"Check each field against the transcript; it wins.\"","checks":["r1"]},{"title":"Missing the competitor","why":"The AI skips RouteHawk because the notetaker didn't mention it.","fix":"Add: \"Risk: anything in the transcript that could lose the deal.\"","checks":["r2"]},{"title":"Free-form notes","why":"The AI writes a paragraph instead of the fields you need.","fix":"Say: \"Exactly 5 numbered lines: Stage, Budget, Decision maker, Next step, Risk.\"","checks":["r0","numberedItems"]},{"title":"Markdown formatting","why":"The AI bolds the labels, which looks messy in the CRM.","fix":"Add: \"Plain text, no bold.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting words, so a total word cap usually lands over.","fix":"Cap each line: \"each line under 14 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Checks the transcript","patterns":["transcript"]},{"label":"Names the fields","patterns":["decision maker","next step","stage"]},{"label":"Asks about risk","patterns":["risk","competitor"]},{"label":"Sets the line count","patterns":["\\b(5|five)\\b"]},{"label":"Caps the length","patterns":["\\d+\\s*words"]}],"hint":"CRM notes drive forecasts, so 'requested' vs 'approved' matters. Tell the AI the fields and that the transcript wins over the summary.","rubricLabels":["The 5 lines are labeled, in this order: Stage, Budget, Decision maker, Next step, Risk","Budget says about $50k requested but not approved (finance decides in March), and Decision maker names Victor Hale (COO) as the signer","Next step is the dispatch team demo on Tuesday the 14th at 10, and Risk mentions the competitor RouteHawk"]}