{"id":"sales-merge-two-reps-call-notes-flag-conflicts","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Merge two reps' notes and flag where they disagree","free":false,"task":"Nia and Ollie both took notes on the same Nova Freight call. Merge them in plain text. Line 1 starts \"Agreed:\" and lists facts both notes state. Then one line per disagreement, each exactly like \"CONFLICT - Topic: Nia says X; Ollie says Y\". Do not guess which is right. The last line is exactly \"Confirm conflicts with the customer before updating the CRM.\" Under 130 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"NIA'S NOTES (Nov 5 call, Nova Freight)\n- Attendees: Maya Reid (COO), Sam Ito (IT), Pri Nair (ops). \n- Budget: $60,000 approved for this year.\n- Timeline: wants to go live by Dec 1.\n- Competitors: none mentioned.\n- Next step: demo for the full team on Nov 12 at 2:00 p.m.\n- Pain: dispatchers use three spreadsheets.\n\nOLLIE'S NOTES (same call)\n- Attendees: Maya Reid (COO), Sam Ito (IT), Pri Nair (ops), and Dev Rao (CFO) joined for the last 10 minutes.\n- Budget: \"somewhere between 40 and 60 thousand,\" not yet approved.\n- Timeline: hopes to be live in Q1.\n- Competitors: mentioned looking at Orbit.\n- Next step: demo for the full team on Nov 12 at 2:00 p.m.\n- Pain: dispatchers use three spreadsheets.","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"mistakes":[{"title":"Picking a side","why":"The AI writes 'the budget is probably $60,000'.","fix":"Add: \"Do not guess which note is right.\"","checks":["r2"]},{"title":"Merging silently","why":"The AI blends the notes and hides the disagreements.","fix":"Add: \"One CONFLICT line per disagreement: CONFLICT - Topic: Nia says X; Ollie says Y.\"","checks":["r1"]},{"title":"Putting disputed facts under Agreed","why":"The AI lists the budget or timeline as agreed.","fix":"Add: \"Agreed: only facts both notes state.\"","checks":["r0"]},{"title":"Wrong ending or length","why":"The AI adds recommendations and long text.","fix":"Add: \"End with the exact line; plain text under 130 words.\"","checks":["r2","plainText","maxWords"]}],"promptHints":[{"label":"Agreed line","patterns":["agreed:","both notes"]},{"label":"Conflict format","patterns":["conflict - topic","nia says","ollie says"]},{"label":"No guessing","patterns":["do not guess","not say which"]},{"label":"Exact last line","patterns":["confirm conflicts with the customer","exactly"]},{"label":"Plain text and cap","patterns":["plain text","under 130 words"]}],"hint":"Define the Agreed line, give the exact CONFLICT format, ban guessing and give the closing line.","rubricLabels":["Line 1 starts \"Agreed:\" and lists only facts both notes state (the Nov 12 2:00 p.m. demo, the three spreadsheets, and the attendees Maya Reid, Sam Ito and Pri Nair)","Has exactly four CONFLICT lines in the form \"CONFLICT - Topic: Nia says X; Ollie says Y\" for attendees (Dev Rao), budget, timeline and competitors, with each side's version accurate","Does not say which version is right, and the last line is exactly \"Confirm conflicts with the customer before updating the CRM.\""]}