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Merge two reps' notes and flag where they disagree

  • For Sales and customer success
  • You practice Catching mistakes and made-up facts
  • Time about 5 minutes
  • Level Advanced

About this exercise

Nia and Ollie both took notes on the same Nova Freight call. Merge them in plain text. Line 1 starts "Agreed:" and lists facts both notes state. Then one line per disagreement, each exactly like "CONFLICT - Topic: Nia says X; Ollie says Y". Do not guess which is right. The last line is exactly "Confirm conflicts with the customer before updating the CRM." Under 130 words.

Common mistakes when you ask AI for this

  • Picking a side. The AI writes 'the budget is probably $60,000'. Try: Add: "Do not guess which note is right."
  • Merging silently. The AI blends the notes and hides the disagreements. Try: Add: "One CONFLICT line per disagreement: CONFLICT - Topic: Nia says X; Ollie says Y."
  • Putting disputed facts under Agreed. The AI lists the budget or timeline as agreed. Try: Add: "Agreed: only facts both notes state."
  • Wrong ending or length. The AI adds recommendations and long text. Try: Add: "End with the exact line; plain text under 130 words."

What a strong prompt includes

  • Agreed line
  • Conflict format
  • No guessing
  • Exact last line
  • Plain text and cap

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