{"id":"revops-data-export-request-allowed-fields-reply","audience":"revops","category":"sales-work","technique":"constraints","track":"sales","level":"intermediate","title":"Reply to a CRM export request using the allowed-field list","free":false,"task":"Tessa from Marketing asked for a full contact export. Write a plain-text reply from RevOps under 90 words. List the five fields you can export now, state that email and phone need Security sign-off, and that the free-text Notes field is never exported. Ask one question that covers both the purpose and the needed-by date. Don't promise a delivery date.","materialLabel":"Your notes (attached to your prompt automatically)","material":"EXPORT POLICY (CRM data, v2)\n- Allowed in a standard export: Name, Company, Title, Region, Lifecycle Stage.\n- Email and Phone: only with written Security sign-off tied to a stated purpose.\n- Notes (free-text): never exported, for any reason.\n- Exports run Tue and Thu; the turnaround is set by the data team after the request is complete.\n\nREQUEST from Tessa Baird (Marketing), Nov 5: \"Can you send me a full export of all contacts, with emails, phones and the notes, by Friday? I need it for a campaign.\"\n\nContext: the CRM has 38,400 contacts. Tessa is a Marketing manager and has CRM read access. The campaign is planned for the week of Nov 30.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Promising Friday","why":"The AI agrees to deliver the full export by Friday.","fix":"Add: \"Don't promise a delivery date.\"","checks":["r1"]},{"title":"Exporting notes","why":"The AI offers the Notes field 'with care'.","fix":"Add: \"Notes are never exported.\"","checks":["r1"]},{"title":"Missing allowed list","why":"The AI says 'standard fields' without naming them.","fix":"Add: \"List the five allowed fields by name.\"","checks":["r0"]},{"title":"Many questions","why":"The AI asks several follow-ups.","fix":"Add: \"One question that covers both purpose and needed-by date.\"","checks":["r2"]},{"title":"Long reply","why":"The AI writes a long policy explanation.","fix":"Add: \"Plain text, under 90 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Lists the fields","patterns":["five","name, company","lifecycle stage"]},{"label":"Security sign-off","patterns":["security sign-off","email and phone"]},{"label":"Notes rule","patterns":["notes","never"]},{"label":"No date promise","patterns":["don't promise","no delivery","promise"]},{"label":"One question","patterns":["one question","purpose"]}],"hint":"List the five fields, state the two restrictions, and ask one combined question.","rubricLabels":["Lists exactly the five allowed fields: Name, Company, Title, Region and Lifecycle Stage","States that Email and Phone need written Security sign-off and that the Notes field is never exported, and does not promise to send the export by Friday","Asks one question covering both the purpose and the needed-by date, and is plain text under 90 words signed RevOps"]}