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Sort recurring close tasks into a dated checklist for October

  • For Accountants
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Beginner

About this exercise

You're building the October close checklist for the team. Write a prompt for plain text with one line per task in this form: "[ ] Day N: task (owner)", sorted by day then in the order listed, followed by a last line starting "Skipped:" naming any task that does not apply to October. Use the latest due days. Under 110 words.

Common mistakes when you ask AI for this

  • Using the old utilities day. The AI keeps Day 3. Try: Say: "Use the latest due days, including the controller's change."
  • Including the quarterly task. The AI lists all eight tasks. Try: Add: "Skip tasks that do not apply to October and list them on a Skipped line."
  • Wrong line shape. The AI writes a table or bullets. Try: Add: "Each line like: [ ] Day 1: Payroll accrual (Sam)."
  • Markdown extras. The AI adds bold labels, headings and a closing note. Try: Say: "Plain text, no bold. Output only the lines asked for."
  • 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 part short.

What a strong prompt includes

  • Shows the line format
  • Uses the change
  • Asks for Skipped
  • Sorts by day
  • Caps length

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