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Report training completion from an export for the CCO

  • For Compliance and risk
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write a short report for Chief Compliance Officer Dana Whitfield from the training export. Plain text, three parts. Line 1 is exactly: Completion: X of Y (Z%), counting each person once, leaving out people on leave, and rounding to a whole percent. Then Overdue: with one dash line per overdue person as "Name (Department), due date". The last line starts Excluded: and names the people on leave. No advice about discipline. Under 90 words.

Common mistakes when you ask AI for this

  • Counting the duplicate. The AI counts Pilar Gomez twice or as overdue. Try: Say: "Count each person once, using the latest row."
  • Wrong denominator. The AI includes people on leave in the total. Try: Say: "Leave out people on leave from the total."
  • Missing last line. The AI skips the exclusions or adds advice. Try: Say: "Last line: Excluded: names of people on leave. No advice."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each part instead, for example: "each line under 15 words."
  • Markdown. The AI bolds words or adds headings. Try: Say: "Plain text, no bold, no headings."

What a strong prompt includes

  • Exact first line
  • Count each once
  • Leave out leave
  • Overdue format
  • Named reader

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