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Triage meeting requests against your executive's rules in a table

  • For Executive assistants
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Apply your executive's calendar rules to the six requests below. Output a markdown table with columns Request, Priority (P1, P2 or P3), Action (accept, decline or propose time) and Reason (under 10 words, naming the rule). Mark every decline as "draft only - needs approval" in the Action column. Use only the rules and the facts given.

Common mistakes when you ask AI for this

  • Wrong table. The AI invents columns or skips the priority labels. Try: Say: "Columns exactly: Request, Priority, Action, Reason."
  • Using the old 90-day rule. The AI accepts DataLynx because 90 days applies. Try: Say: "The vendor rule is 60 days."
  • Acting without approval. The AI says 'declined' as if sent. Try: Say: "Mark every decline as 'draft only - needs approval'."
  • Missing a rule. The AI misses the Tuesday-morning or Friday rule. Try: Say: "Check every request against R1 to R5."
  • 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 reason: "each reason under 10 words."
  • 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 12 words."

What a strong prompt includes

  • Names columns
  • Gives the choices
  • Flags approvals
  • Cites rules
  • Uses updated rule

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