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List the decisions needed from the board with dates
- For FP&A and financial analysts
- You practice Keeping the AI to your sources
- Time about 5 minutes
- Level Beginner
About this exercise
You're drafting the board decisions list from the CFO's notes. Write a prompt for exactly 3 numbered lines formatted "1. Decision - date - owner", in date order, earliest first. Include only items that need a board vote; leave out FYI items and ideas. Use only dates and owners from the notes. Plain text, under 80 words.
Common mistakes when you ask AI for this
- Including FYI items. The AI adds the Q3 results and lease updates. Try: Add: "Include only items needing a board vote; leave out FYI items and ideas."
- Wrong order. The AI lists in the notes' order or by importance. Try: Say: "Order by date, earliest first."
- Missing owners or dates. The AI writes decisions without dates and owners. Try: Say: "Each line ends with date - owner from the notes."
- Wrong format. The AI writes bullets with bold. Try: Say: "Exactly 3 numbered lines starting with 1."
- Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each line short.
What a strong prompt includes
- Shows the line format
- Sets the count
- Excludes FYI and ideas
- Orders by date
- Caps length
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