{"id":"sales-transcript-next-steps-owner-date-table","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Pull next steps from a transcript into an owner-and-date table","free":false,"task":"From the call transcript, make a markdown table with columns Owner | Action | Date and one row per commitment someone clearly made. Convert relative dates using today's date (Fri Nov 6 2026) to real dates like Nov 10. Skip ideas nobody committed to and write \"No date given\" when a commitment has no date. No bold, nothing outside the table, under 90 words.","materialLabel":"Call transcript (attached to your prompt automatically)","material":"Call: Redfern Veterinary Group and Dispatchly, Fri Nov 6 2026. Present: Jo (rep), Idris (SE), Leona (practice manager), Hal (IT).\n\nJo: I'll send the revised quote by Tuesday.\nLeona: Great. Hal, can you check whether our IT policy allows cloud tools?\nHal: Yes, I'll check and tell you by next Friday.\nIdris: I can set up a test account for Hal. Maybe we could also look at a mobile demo sometime.\nLeona: That would be nice. We should probably involve the owner, Dr. Amari, at some point.\nJo: I'll send you the security overview too, no date yet.\nIdris: I'll create the test account on Monday.\n\nCalendar: Monday = Nov 9; Tuesday = Nov 10; next Friday = Nov 13.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Including ideas","why":"The AI adds the mobile demo and Dr. Amari.","fix":"Add: \"Only clear commitments; skip ideas.\"","checks":["r2"]},{"title":"Relative dates left","why":"The AI writes Tuesday.","fix":"Add: \"Convert to real dates using today's date.\"","checks":["r1"]},{"title":"Inventing a date","why":"The AI sets a date for the security overview.","fix":"Add: \"Write No date given when none was given.\"","checks":["r1"]},{"title":"Extra text","why":"The AI adds a summary.","fix":"Add: \"Only the table, no bold.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["owner","action","date"]},{"label":"Limits to commitments","patterns":["clearly","commit","skip ideas"]},{"label":"Converts dates","patterns":["real dates","convert","today.s date"]},{"label":"Handles missing dates","patterns":["no date given"]},{"label":"Table only","patterns":["no bold","nothing outside"]}],"hint":"Define what counts as a commitment, ask for real dates and the phrase for missing dates.","rubricLabels":["Is a table with columns Owner, Action and Date with exactly 5 rows for the clear commitments (Jo quote, Hal IT policy check, Idris test account, Jo security overview, and Leona does not appear as an owner)","Dates are Jo's quote Nov 10, Hal's check Nov 13, Idris's test account Nov 9, and Jo's security overview shows No date given","The mobile demo idea and involving Dr. Amari are not in the table, and there is no bold or text outside the table"]}