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Brief a research agent to prep you for a sales call
- For Sales and customer success
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
About this exercise
You have a call tomorrow and want an AI research agent to pull talking points from the sources below. Write its brief: use only sources from 2025 or later, never present a rumor as fact, give exactly 4 notes of under 20 words each, each tagged with its source like [S1], and never email or connect with anyone at the company. Output exactly 5 numbered plain-text lines: 4 notes, then DONE.
Common mistakes when you ask AI for this
- Not showing the log format. Left alone, the AI writes a friendly report with headings instead of a checkable action log. Try: Show it literally: "Format every line like 1. ACTION: tool(args), then ASK_HUMAN: and DONE: lines. Plain text."
- No length or sourcing rule. The AI writes long notes with no way to check where a claim came from. Try: Say: "4 notes under 15 words, each ending with its source tag like [S1]."
- Trusting stale or shaky sources. The AI repeats a 2022 contract and an anonymous rumor as current facts. Try: Add: "Only sources from 2025 on. Never state a rumor as fact."
- Letting it reach out. Given email and LinkedIn actions, the AI warms up the contact for you. Try: Add: "Never email or connect with anyone."
What a strong prompt includes
- Sets a date cut-off
- Handles rumors
- Asks for source tags
- Forbids outreach
- Shows the action-log format
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