Library › Sales AI › Managers and team leads
Post a pipeline meeting recap with decisions, owners and dates
- For Managers and team leads
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Beginner
About this exercise
Write a Slack recap in plain text with exactly 3 dash bullets, one per decision made, each in the form "Decision - Owner - Date" with a real date (today is Fri Nov 6 2026). Include only decisions that were agreed, not ideas discussed. No emoji and under 60 words.
Common mistakes when you ask AI for this
- Including ideas. The AI lists weekly audits and the discount tier. Try: Add: "Only decisions that were agreed."
- Relative dates. The AI writes 'Tuesday'. Try: Add: "Use real dates; today is Fri Nov 6."
- Wrong format. The AI writes paragraphs and emoji. Try: Add: "Exactly 3 dash bullets, no emoji."
What a strong prompt includes
- Fixes 3 bullets
- Gives the form
- Only agreed items
- Real dates
- No emoji
Related exercises
- Accept the buyer's counteroffer on three stated conditions (Sales AI · Sales and customer success)
- Adapt one ad image to 3 sizes with Midjourney (Image & Video AI · Marketing and content)
- Age open requisitions as of today and flag the old ones (Finance AI · FP&A and financial analysts)
- Announce a discount-approval process change in three bullets (Sales AI · Managers and team leads)
- Announce a new win in Slack without revealing the price (Sales AI · Sales and customer success)