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Output a CSV of CRM cleanup actions for stale opportunities

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

About this exercise

Produce one fenced CSV block with header opp_id,action,reason and one row per opportunity listed. Action must be exactly one of: close_lost, update_next_step, keep. An opportunity with no activity in 60 or more days and close date in the past is close_lost; no activity 30 to 59 days is update_next_step; anything else is keep. Reason is under 8 words with no commas. Today is Nov 6 2026. At most 10 words outside the code block.

Common mistakes when you ask AI for this

  • Inventing actions. The AI writes actions like "follow up" or "review". Try: Add: "Action must be exactly one of close_lost, update_next_step, keep."
  • Ignoring the day counts. The AI judges by gut feeling instead of counting days from Nov 6. Try: Add: "Count days since last activity from Nov 6 2026."
  • Commas breaking the CSV. Reasons contain commas. Try: Add: "Reasons under 8 words with no commas."
  • Extra text and tables. The AI adds a markdown table and commentary. Try: Add: "One code block, at most 10 words outside it."

What a strong prompt includes

  • Names the header
  • Lists the three actions
  • States the day thresholds
  • Gives today's date
  • Bans commas in reasons

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