{"id":"sales-transcript-to-crm-tasks-csv","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Turn a call transcript into CRM tasks as a CSV block","free":false,"task":"You want to import the next steps from today's call (Tuesday, Nov 11, 2026) into your CRM, which takes CSV. Put them in exactly 1 code block with the header owner,action,due_date, one row per commitment, dates as YYYY-MM-DD. The kickoff moved during the call, so use the final date. Keep any text outside the block under 20 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"TRANSCRIPT EXCERPT - Brightwell Property Management x Tallyhome, Tue Nov 11 2026\nAttendees: Sam Okoye (Tallyhome AE), Nadia Fenn (Brightwell, Ops Director), Chris Albee (Brightwell, IT)\n\nSam: So to recap, I'll send over the revised quote with the 220 units by Thursday.\nNadia: Great. And I need to get our owner, Mr. Haskell, to look at it. I'll have his feedback to you by the 21st.\nChris: I'll send you our SSO details, our Okta info, by end of day Friday.\nSam: Perfect. I'll also loop in our implementation lead, Joy, and get her to send a kickoff agenda by Monday the 17th.\nNadia: For kickoff, let's say Tuesday the 25th?\nChris: Can't do the 25th, I'm out. Wednesday the 26th works.\nNadia: Fine, the 26th then.\nSam: Booked for the 26th. Oh, and I'll check if we can do the Spanish tenant portal, I'll get back to you on that by Friday too.\nNadia: Sounds good. My kids have a recital that week so mornings only for me.","rules":[{"type":"codeBlocks","count":1},{"type":"maxProseWords","max":20}],"mistakes":[{"title":"Getting a prose recap","why":"The AI writes a friendly summary with bullets instead of rows you can import.","fix":"Say: \"Output exactly 1 code block of CSV with the header owner,action,due_date.\"","checks":["codeBlocks","r0"]},{"title":"Leaving dates as words","why":"The AI writes \"by Thursday\" or \"the 21st\", which a CRM import can't read.","fix":"Add: \"Convert every date to YYYY-MM-DD. Today is Tuesday 2026-11-11.\"","checks":["r1"]},{"title":"Missing the moved kickoff","why":"The AI may keep the first date mentioned (the 25th) instead of the final one.","fix":"Add: \"Use the final kickoff date agreed in the call.\"","checks":["r1"]},{"title":"Adding explanation around the block","why":"The AI adds an intro and notes that you'd have to delete before importing.","fix":"Add: \"Text outside the block under 20 words.\"","checks":["maxProseWords"]},{"title":"Skipping small commitments","why":"Side promises like checking the Spanish portal get dropped from summaries.","fix":"Add: \"One row per commitment, including small ones.\"","checks":["r2"]}],"promptHints":[{"label":"Asks for CSV","patterns":["csv","code block"]},{"label":"Gives the header","patterns":["owner,action,due_date","header"]},{"label":"Sets the date format","patterns":["yyyy-mm-dd","iso"]},{"label":"Gives today's date","patterns":["nov(ember)? 11","2026-11-11","today is"]},{"label":"Limits the extra text","patterns":["outside the (code )?block","no (other )?(text|explanation)","only the (csv|block)"]}],"hint":"A CRM import needs exact columns and real dates. Give the header, the date format and today's date, and tell the AI to keep the extra text tiny.","rubricLabels":["The CSV header row is exactly owner,action,due_date","Every due date is in YYYY-MM-DD format, and the kickoff row uses 2026-11-26 (not 2026-11-25)","Includes a row for each commitment: Sam's revised quote, Nadia's owner feedback, Chris's SSO details, Joy's kickoff agenda, Sam's Spanish portal answer, and the kickoff meeting"]}