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Summarize a supplier's financial snapshot into facts, flags and asks

  • For Procurement
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Advanced

About this exercise

Procurement is deciding whether to give a supplier a larger contract. Write a prompt for plain text with exactly four lines: "Facts:", "Flags:", "Ask the supplier:" and "Decision owner:". Show the revenue change as math. Report what the snapshot says and flag it; do not predict whether the supplier will fail and do not give a credit opinion. Under 110 words.

Common mistakes when you ask AI for this

  • Predicting trouble or safety. The AI says the supplier is at risk of failing or looks fine. Try: Say: "Do not predict failure or give a credit opinion."
  • Believing the delivery record. The AI says finances are probably fine because delivery is good. Try: Say: "Flag financial items on their own; delivery record is separate."
  • Revenue change without math. The AI says revenue 'declined'. Try: Say: "Show the revenue change as math: 8.4 - 10.5 = -2.1 = -20.0%."
  • Wrong lines. The AI writes a risk report. Try: Quote the four labels.
  • Markdown extras and long output. AI adds bold, headings and bullets by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings" and cap each line, for example "each line under 15 words".

What a strong prompt includes

  • Quotes the four labels
  • Asks for the revenue math
  • Notes unaudited data
  • Bans predictions
  • Asks for plain text

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