{"id":"sheet-np-clean-donor-name-column-steps","audience":"nonprofit","category":"spreadsheets","track":"data","technique":"constraints","title":"Plan how to split a messy donor name column","free":false,"task":"Your mailing house needs donor names split into First name and Last name columns in normal capitals, like Ana Lee. Ask for exactly 5 numbered cleanup steps, each one plain sentence: keep the original column, drop titles like Dr. and Mr., flip \"Last, First\" names, and flag couples and organizations for a person to check instead of splitting them. Plain text, under 140 words.","materialLabel":"Your donor name column (attached to your prompt automatically)","material":"Donor list - column B \"Donor name\" (first 12 of 2,140 rows)\n\nSMITH, JOHN\nana lee\nDr. Rafael Ortiz\nMr & Mrs Kim Park\nGRACE O'NEILL\nLin, Mei\n  tomas  reyes\nHillside Rotary Club\nMs. Dana Fox\nPriya and Raj Mehta\nWALKER, ben\nThe Larsen Family Trust\n\nNotes:\n- Some cells have double spaces or spaces at the start\n- About 90 rows are couples, families or organizations\n- The mailing house rejects files with blank last names\n- Year-end appeal letters print Dec 1","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":140},{"type":"plainText"}],"mistakes":[{"title":"Editing the original column","why":"The AI rewrites names in place, so you can't check its work.","fix":"Add: \"Keep the original column; work in new ones.\"","checks":["r0"]},{"title":"Leaving formats unstated","why":"The AI misses titles and Last, First names.","fix":"Add: \"Drop titles, flip Last, First, fix capitals.\"","checks":["r1"]},{"title":"Splitting couples and groups","why":"The AI turns Hillside Rotary Club into first name Hillside, last name Club.","fix":"Add: \"Flag couples and organizations for a person to check.\"","checks":["r2"]},{"title":"Long or formatted output","why":"AI writes nested formulas and bold headings.","fix":"Add: \"Exactly 5 numbered steps, each one plain sentence.\"","checks":["numberedItems","maxWords","plainText"]}],"promptHints":[{"label":"Keeps the original","patterns":["original","new column","copy"]},{"label":"Lists the fixes","patterns":["title","last, first","capital","spaces"]},{"label":"Flags couples and groups","patterns":["couple","organi[sz]ation","flag"]},{"label":"Sets the number of steps","patterns":["\\b(5|five)\\b.{0,20}steps","exactly"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown"]}],"hint":"Name cleanup goes wrong on the rows that aren't one person. Tell the AI what to fix and what to hand to a human.","rubricLabels":["A step says to work in new columns (or a copy) so the original Donor name column stays unchanged, and a step removes extra spaces","Steps drop titles (Dr., Mr., Ms.), flip \"Last, First\" names like SMITH, JOHN, and fix capitals so names look like John Smith","A step flags couples, families and organizations (like Mr & Mrs Kim Park, Priya and Raj Mehta, Hillside Rotary Club, The Larsen Family Trust) for a person to check instead of splitting them"]}