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Post a stage-aging alert listing only deals over the limit

  • For Managers and team leads
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Beginner

About this exercise

Write a Slack alert for managers in plain text, no emoji, under 80 words. Start with "Deals past stage limit:" then one line per over-limit deal in the form "Deal - Stage - N days (limit L) - over by D", sorted by days over (most first). Calculate days in stage from the entered date to today, Nov 6 2026. List only deals over their limit. End with the line "Update next steps by Wed Nov 11."

Common mistakes when you ask AI for this

  • Listing deals within limit. The AI lists all five deals. Try: Add: "List only deals over their limit."
  • Wrong limit applied. The AI uses one limit for all stages. Try: Add: "Use each stage's own limit."
  • Wrong order. The AI lists in CRM order. Try: Add: "Sort by days over, most first."
  • Slack clutter. The AI adds emoji and a chatty intro. Try: Add: "Plain text, no emoji, under 80 words."

What a strong prompt includes

  • Gives the opener
  • Gives the line pattern
  • Limits to over-limit deals
  • Sorts by days over
  • Gives the closing line

Practice this now ↑

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