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Pick the relevant dispute evidence and sort it by date

  • For Small business owners
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

A customer disputed a $129 charge, saying the item never arrived. Make a checklist of exactly 5 lines, each formatted "[ ] Document - date - reason" with the reason 5 words or fewer. Include only documents that show the order and the delivery. Sort by date, earliest first, with the undated item last. Plain text. This is an admin summary; leave the final decision to the bank process.

Common mistakes when you ask AI for this

  • Including irrelevant files. The AI adds the newsletter or manual to look thorough. Try: Say: "Only documents that show the order and the delivery."
  • Wrong order. The AI sorts by importance. Try: Say: "Sort by date, earliest first, undated last."
  • Wrong line format. The AI writes paragraphs. Try: Show: [ ] Document - date - reason.
  • Getting markdown back. AI adds bold and headings by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings, no asterisks".

What a strong prompt includes

  • Asks for plain text
  • Shows the line format
  • Sets the sort order

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