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Draft a reconciliation SOP from an old policy and a newer email

  • For Accountants
  • You practice Showing an example of what you want
  • Time about 5 minutes
  • Level Advanced

About this exercise

You're writing the balance sheet reconciliation SOP from an old policy and a newer controller email. Write a prompt for exactly 6 numbered steps in plain text, each starting with a verb and under 28 words. Where the two sources conflict, use the email. Include the deadlines by business day, the explanation threshold, the preparer and reviewer rule, and where evidence is stored. Under 190 words.

Common mistakes when you ask AI for this

  • Using the old policy. The AI mixes in BD10 and the $5,000 threshold. Try: Say: "Use Rae's Oct 2 email only; ignore the 2024 policy's numbers."
  • Dropping the threshold or roles. The AI covers deadlines but not the $1,000/1% rule or preparer/reviewer split. Try: List them: "threshold, preparer and reviewer rule, sign-off timing."
  • Wrong format. The AI adds sub-bullets and a title. Try: Say: "Exactly 6 numbered steps starting with 1."
  • Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each line short.

What a strong prompt includes

  • Sets six numbered steps
  • Uses the email only
  • Lists the key rules
  • Includes the folder and escalation
  • Caps length

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