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Turn a rep's message into a commission-question intake with routing

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

About this exercise

Fill in an intake record from the rep's message using exactly these 6 labeled lines in plain text: Rep:, Deal:, Pay period:, Expected:, Received:, Question:. Use "Not stated" for anything the message doesn't say. Then add a final line exactly: "Route to: Payroll team via the Commission Questions form." Do not answer the question or say whether the payout is right.

Common mistakes when you ask AI for this

  • Answering the question. The AI explains the 75/25 split. Try: Add: "Do not answer or say whether the payout is correct."
  • Using outside data. The AI adds the plan rate or split from elsewhere. Try: Add: "Use only the message; Not stated for gaps."
  • Missing the routing line. The AI offers advice. Try: Add: "End with the exact Route to line."
  • Wrong shape. The AI writes paragraphs. Try: Add: "Six labeled lines plus the routing line, plain text."

What a strong prompt includes

  • Lists the six labels
  • Uses Not stated
  • Uses only the message
  • Gives the routing line
  • Bans answering

Practice this now ↑

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