{"id":"sales-meeting-recap-actions-table-dates","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Turn meeting notes into an action table with real dates","free":false,"task":"Write the recap email for a customer meeting held today (Nov 6 2026, a Friday). Plain text, under 130 words, start \"Hi team,\". Include an action table as a markdown table with columns Owner | Action | Due, with each due date written as an actual date like Nov 13 instead of \"next Friday\". Include only actions that someone clearly agreed to; list unclear items in one final line starting \"Open:\".","materialLabel":"Meeting notes (attached to your prompt automatically)","material":"Meeting: Bellmore Logistics x Tandem Software, Nov 6 2026 (Friday). Attendees: Raul (Bellmore ops), Sheila (Bellmore IT), Kofi (Tandem AE), Mara (Tandem SE).\n\nNotes:\n- Kofi will send the revised quote \"by Tuesday.\"\n- Sheila will share the API test credentials \"early next week\" - she said Monday or Tuesday, not sure.\n- Mara will run the integration walkthrough \"next Friday\" at 11 am.\n- Raul will get the CFO's feedback on pricing \"sometime before Thanksgiving\" - nobody committed to a date. (Thanksgiving is Nov 26.)\n- Someone asked about a data-residency question; nobody was assigned to answer it.\n\nCalendar: Tuesday = Nov 10. Next Friday = Nov 13. Mon = Nov 9.\n\nThe recap goes to all four attendees. Do not include internal Tandem comments: Kofi's note said \"Raul seems lukewarm\" - leave that out.","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"mistakes":[{"title":"Relative dates","why":"The AI copies 'by Tuesday' into the table.","fix":"Add: \"Convert every due date to an actual date.\"","checks":["r1"]},{"title":"Firm dates for soft commitments","why":"The AI invents Monday for Sheila.","fix":"Add: \"Unclear items go on the Open: line.\"","checks":["r2"]},{"title":"Leaking internal comments","why":"The AI includes 'Raul seems lukewarm'.","fix":"Add: \"Leave out internal comments.\"","checks":["r2"]},{"title":"Wrong format","why":"The AI adds headings and a long intro.","fix":"Add: \"Plain text, starts Hi team,, under 130 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Sets the opener","patterns":["hi team"]},{"label":"Asks for a table","patterns":["table","owner","action","due"]},{"label":"Converts dates","patterns":["actual date","convert","nov(ember)? 1[03]"]},{"label":"Handles unclear items","patterns":["open:","unclear","not (clearly )?agreed"]},{"label":"Leaves out internal notes","patterns":["internal","lukewarm","leave out"]}],"hint":"Say how dates must be written, which actions count and where unclear items go.","rubricLabels":["Starts with \"Hi team,\" and has a markdown table with columns Owner, Action and Due","The table lists Kofi's revised quote due Nov 10 and Mara's walkthrough due Nov 13, with real dates and no \"Tuesday\" or \"next Friday\" in the Due column","Sheila's credentials, Raul's CFO feedback and the data-residency question are not given firm dates in the table and appear in a final line starting \"Open:\", and the email does not mention Raul seeming lukewarm"]}