{"id":"prod2-sales-followup-from-notetaker","audience":"sales","category":"meetings","track":"productivity","technique":"grounding","title":"Write a client follow-up without the notetaker's mistake","free":false,"task":"Write the follow-up email to Fernvale Clinics after today's demo, using the AI notetaker's output and the transcript snippet. Start with a 'Subject:' line, then a short thanks, then exactly 3 numbered next steps written as 'Owner - action - date', and sign off as Jordan. Plain text, under 130 words. Only promise what was actually said on the call.","materialLabel":"Notetaker output and a transcript snippet (attached to your prompt automatically)","material":"AI NOTETAKER - Demo call with Fernvale Clinics (Tue)\nAttendees: Jordan (us), Amara Osei (Fernvale ops director), Luis (Fernvale IT)\n\nSummary: Fernvale liked the scheduling module, especially the SMS reminders. Main concern is moving data from their old system. Pricing discussed.\n\nAction items:\n- Jordan to send the data-migration guide by Thursday\n- Luis to share a sample export file by Friday\n- Jordan to confirm a 20% multi-site discount\n- Amara to book a follow-up with the 3 clinic managers next week\n\nTRANSCRIPT SNIPPET (pricing)\nAmara: Is there any discount for 3 sites?\nJordan: I can't promise a number today. Let me check with my manager and get back to you by Friday.\nAmara: That's fine.\nLuis: I'll pull a sample export for you, should have it Friday.\nAmara: And I'll get our three clinic managers on a call with you next week, probably Wednesday.\n","rules":[{"type":"numberedItems","count":3},{"type":"maxWords","max":130},{"type":"plainText"}],"mistakes":[{"title":"Trusting the notetaker","why":"The action list says 20% discount, and the AI promises it to the client.","fix":"Add: \"The transcript wins: no discount was promised, only a check with my manager by Friday.\"","checks":["r1"]},{"title":"No subject line","why":"The AI often starts with 'Hi Amara' and leaves the subject for you.","fix":"Add: \"First line: Subject: ...\"","checks":["r0"]},{"title":"Vague next steps","why":"The AI writes 'we'll be in touch' instead of who does what by when.","fix":"Show the shape: \"1. Owner - action - date\"","checks":["r2","numberedItems"]},{"title":"Markdown email","why":"The AI bolds headings and adds a signature block with placeholders.","fix":"Add: \"Plain text, sign off as Jordan.\"","checks":["plainText","r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting words, so a total word cap usually lands over.","fix":"Cap the parts: \"thanks under 25 words, each step under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Checks the transcript","patterns":["transcript","only promise","actually said"]},{"label":"Handles the discount","patterns":["discount","20"]},{"label":"Shows the next-step shape","patterns":["owner","who.{0,10}what.{0,10}when"]},{"label":"Asks for a subject line","patterns":["subject"]},{"label":"Caps the length","patterns":["\\d+\\s*words"]}],"hint":"AI notetakers sometimes turn 'I'll check' into a promise. Tell the AI which source wins and how you want the next steps written.","rubricLabels":["The first line starts with 'Subject:' and the email ends with the sign-off Jordan","It does not promise or mention a 20% discount; on pricing it says Jordan will check with a manager and reply by Friday","The 3 numbered next steps are each written as Owner - action - date and match the transcript (for example Luis - sample export - Friday)"]}