Numbers
Recalculate totals and percentages. Check that each number describes the right work and time period.
Training and enablement
From rough notes to
a reliable team update.
Help a leader see what is done, what needs attention, and what still needs an answer. Practice three checks before sharing an AI-assisted draft.
Start the short lessonThe experience behind this lesson
I wrote and taught a thirty-minute Copilot pilot for a small group of leaders, creating reusable prompts and job aids for recurring reports.
1 · Learn the method
Three checks before you share.
An AI-assisted draft is a starting point. Compare it with the notes you supplied, using these three checks.
Commitments
Check dates and promises against confirmed information. A likely outcome is not a commitment.
Missing information
Keep unknowns visible. If a result was not supplied, flag it for follow-up instead of filling the gap.
2 · Try it
Would you send this update?
You are preparing a weekly update for a customer-support team leader. Compare the fictional notes with each draft sentence. Select the sentences you would change before sending.
Your source notes
- 24 requests received this week; 18 of those closed and 6 still open.
- 2 of the 6 open requests are waiting for a vendor response.
- No completion dates are confirmed for the open requests.
- No customer satisfaction results were supplied.
See the reasoning and a corrected update
Why these changes matter
Numbers: 18 ÷ 24 is 75%, not 80%. A small calculation error changes the picture of progress.
Commitments: Friday is not supported by the notes. Even “we expect” introduces a forecast that was not supplied.
Missing information: No satisfaction results were supplied, so an improving trend cannot be stated.
Keep: Six open requests and two waiting on a vendor both match the notes.
A reliable update
Completed: We closed 18 of the 24 requests received this week (75%).
Open: Six remain open, including two waiting for a vendor response.
To confirm: Completion dates and customer satisfaction results were not supplied. These need follow-up before we report a timeline or trend.
3 · Reuse the approach
Start with a clearer prompt.
Supply the facts, name the audience, and tell the tool how to handle gaps. Then apply the same three checks to its response.
Write a weekly update for our team leader using only the notes below. Keep it under 80 words, with sections for Completed, Open, and To confirm. Do not add dates, forecasts, owners, or results that are not in the notes. Mark missing information for follow-up.
Notes: 24 requests received this week; 18 of those closed; 6 open. Two open requests await a vendor response. Completion dates are not confirmed. Customer satisfaction results were not supplied.
This is a reusable prompt, not a live AI tool. Clear instructions help; the person sharing the update still needs to check it.