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Map call notes into CRM fields as JSON

  • For Revenue operations
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Convert the call notes into a single JSON object in one code block with keys next_step, next_step_date, amount, competitors, close_date_confirmed. next_step_date is an ISO date or null. amount is a number or null (null if only a range is given). competitors is an array of vendor names the buyer said they evaluated. close_date_confirmed is true only if the buyer committed to a date. Outside the block write at most one line of 10 words or fewer.

Common mistakes when you ask AI for this

  • Picking a number from the range. The AI sets amount to 45000. Try: Add: "amount is null if only a range is given."
  • Treating hope as commitment. The AI sets close_date_confirmed to true. Try: Add: "true only if the buyer committed to a date."
  • Listing every tool. The AI includes Zapier as a competitor. Try: Add: "competitors: vendors the buyer evaluated, not other tools they used."
  • Wrong keys or prose. The AI adds keys and explains. Try: Add: "Exactly these keys; one code block; at most one line of 10 words outside it."

What a strong prompt includes

  • Names the keys
  • Sets null rule
  • Confirms rule
  • Competitor rule
  • One code block

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