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Triage an inbound NDA green, yellow or red

  • For Legal teams
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Beginner

About this exercise

Triage the NDA extract for sales rep Marcus Obi, using the playbook in the material. Plain text, under 100 words. Line 1 must be exactly TRIAGE: GREEN, TRIAGE: YELLOW or TRIAGE: RED. Then one line for each item that sits outside the standard. The last line must be exactly Legal review: needed or Legal review: not needed. Do not say whether any term is enforceable or give legal advice.

Common mistakes when you ask AI for this

  • Trusting the sales note. The AI repeats that it is a standard form so it must be fine. Try: Say: "Judge only against the playbook in the material."
  • Missing the one-way clause. The AI reads the title and assumes the NDA is mutual. Try: Say: "Check who is bound by each clause."
  • No fixed first line. The AI writes a paragraph before the verdict. Try: Say: "Line 1 exactly TRIAGE: RED, YELLOW or GREEN."
  • Giving legal opinions. The AI says a term is enforceable or risky in law. Try: Say: "No legal advice; end with Legal review: needed or not needed."
  • Trusting the AI to count words. AI is bad at counting and usually runs long. Try: Say: "Each line under 15 words."
  • Markdown. The AI bolds the verdict or adds headings. Try: Say: "Plain text, no bold."

What a strong prompt includes

  • Names the reader
  • Fixed first line
  • Uses the playbook
  • Fixed last line
  • Word cap

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