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Plan a monthly review of your team's AI meeting notes

Practice: Setting limits and rules. About 5 minutes.

About this exercise

You have 2 hours a month to review the AI notes your team's meetings produce, at 4 minutes per set of notes. Write exactly 4 numbered lines: Capacity (the math), Always review (the high-risk groups from the data, with their total), Random sample (how many of the rest, drawn across all teams), and Sample rate (the math as a percent). Plain text, under 100 words.

Common mistakes when you ask AI for this

  • Reviewing only your own team. The AI accepts last month's habit of reading only Onboarding notes. Try: Say: "Random sample drawn across all teams."
  • Forgetting the must-review notes. The AI samples at random and misses client meetings and flagged notes. Try: Add: "Always review the high-risk groups first, then sample the rest."
  • Hiding the math. The AI says 'about 30' or '10%' without showing how. Try: Say: "Show the math on each line, like 2 x 60 / 4 = 30."
  • A long review policy. The AI writes a review process with roles and tools. Try: Be exact: "Exactly 4 numbered lines: Capacity, Always review, Random sample, Sample rate."

What a strong prompt includes

  • Asks for the math
  • Reviews high-risk notes first
  • Samples across teams
  • Says exactly how many
  • Asks for plain text

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