Write a vendor recommendation summary for a CFO who reads three lines

About this exercise

Write a summary for CFO Rita Okonkwo, who reads only three lines, in plain text. Exactly 3 lines labeled Pick:, Why:, Watch:. Each line is under 25 words. Pick names one vendor with its 3-year cost as a sum. Why gives the one strongest reason using the notes. Watch gives the one risk to monitor. Use the corrected quote, and never recommend a vendor whose security review is incomplete.

Common mistakes when you ask AI for this

• Recommending an incomplete review. The AI picks Ledgerly for cost. Try: Say: "Never recommend a vendor whose security review is incomplete."
• Skipping the sum. The AI says 'about $50k'. Try: Say: "Show the 3-year cost as a sum."
• Using the first quote. The AI compares Ledgerly at $11,000. Try: Say: "Use the corrected Ledgerly quote."
• Wrong structure. The AI writes a table. Try: Say: "Exactly three labeled lines."
• Markdown. The AI bolds labels. Try: Say: "Plain text."
• 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 line: "each under 25 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

• Labels
• Three lines
• Sum
• Security rule
• Corrected

Practice this now ↑

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