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Rewrite a messy CRM note into four fields and mark what's missing
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Beginner
About this exercise
Rewrite the messy note into exactly 4 plain-text lines starting Contact:, Date:, Topic:, Next step:. Use only facts in the note; for anything the note doesn't give, write "Not stated". Each line under 14 words. Convert 'yesterday' using today's date. The Next step line must start with "Send" and the Topic line must start with "Moving to".
Common mistakes when you ask AI for this
- Pulling in CRM facts. The AI adds Alan Pierce and 18 minutes. Try: Add: "Use only what the note says."
- Stating a guess as fact. The AI writes 'budget cycle is January'. Try: Add: "Guesses are not facts; leave them out or mark them."
- Wrong date. The AI writes Nov 6. Try: Add: "Convert yesterday to Thu Nov 5."
- Wrong structure. The AI writes a paragraph. Try: Add: "Four labeled lines under 14 words."
What a strong prompt includes
- Lists the four labels
- Uses only the note
- Marks gaps
- Converts yesterday
- Limits length
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