Turn a brokerage sales meeting into agent action items

About this exercise

You're the office admin at a real estate brokerage and post action items after each Tuesday sales meeting. You want exactly 4 numbered lines, each as Agent - task - due date (month and day), under 60 words, plain text. Turn 'before next sales meeting' into the real date, and use the agent who took over a task. Write a prompt that gets you exactly that.

Common mistakes when you ask AI for this

• Keeping relative dates. The AI writes 'before next sales meeting'. Try: Add: "Meetings are Tuesdays; the next one is Nov 18."
• Missing the swap. The original owners are listed first. Try: Add: "Sophie and Devon swapped caterer quotes and the market report."
• Including reminders. The AI lists the education credits as an action. Try: Add: "Only action items, not reminders."
• Letting the AI pick the layout. The AI adds headings and bold names. Try: Be exact: "Exactly 4 numbered lines, plain text."
• Trusting the AI to count words. AI is bad at counting. Ask for "under 60 words" and it often lands well over. Try: Cap each part instead: "each line under 10 words."

What a strong prompt includes

• Says how many lines
• Converts the date
• Handles the swap
• Gives the line format
• Sets a word limit

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