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Extract competitor mentions from a transcript into a CSV

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

About this exercise

Extract every mention of a competitor by a buyer into one fenced CSV with header competitor,speaker,context. Include only mentions by buyers (not the rep). context is under 8 words with no commas. One row per mention in order of appearance. At most 8 words outside the code block.

Common mistakes when you ask AI for this

  • Including the rep's mention. The AI adds Hamid's Pedalpoint line. Try: Add: "Only mentions by buyers."
  • Merging repeats. The AI lists each competitor once. Try: Add: "One row per mention in order."
  • Commas in context. Context cells contain commas. Try: Add: "No commas in context, under 8 words."
  • Extra text. The AI adds a table. Try: Add: "One code block, at most 8 words outside."

What a strong prompt includes

  • Names the header
  • Limits to buyers
  • One row per mention
  • Limits context
  • Limits outside text

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