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Prioritize a prospect list in a CSV and skip do-not-call accounts

  • For Sales and customer success
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Produce one fenced CSV with header account,priority,reason and one row for each account that can be contacted. Priority is 1, 2 or 3 using the rules (check in order). Skip any account marked do not contact. reason is under 7 words with no commas. Sort rows by priority (1 first), keeping the original order within a priority. At most 10 words outside the code block.

Common mistakes when you ask AI for this

  • Including do-not-contact. The AI adds Harbor Metals. Try: Add: "Skip any account marked do not contact."
  • Applying rules out of order. The AI makes Bluewater priority 3 for size. Try: Add: "First matching rule wins, in the order listed."
  • Wrong sort. The AI keeps the list order. Try: Add: "Sort by priority, original order within a priority."
  • Commas and extra text. Reasons contain commas and the AI adds prose. Try: Add: "No commas in reasons; at most 10 words outside the block."

What a strong prompt includes

  • Names the header
  • States first match wins
  • Skips do-not-contact
  • Sorts by priority
  • Bans commas in reasons

Practice this now ↑

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