Prep sheet for a visit
What it's for From those notes, it leaves a sheet for the visit: what they want, what you are bringing, and which question is still open.
Example reply
Sheet for tomorrow's visit. It does not send itself. Who: doña Iris, bakery. What she wants: the Sunday orders put in order.
The prompt (copy it and paste it into your assistant)
I am going to paste what follows. From those notes, it leaves a sheet for the visit: what they want, what you are bringing, and which question is still open. Do not invent facts. Do not confirm the appointment. Do not invent hours. Do not send the sheet. Answer in this order: 1. What I asked for, using only the details I pasted 2. Anything missing, left blank, if it was not in the text 3. The text ready for me to copy. Do not send it Here it is: [paste this here: Who you are visiting]
You see a customer tomorrow and what you know is in three loose notes.
How to use it
- Press Copy, or the button for the app you use.
- Paste the text into the chat.
- Write what you need, with your own details. For example:Tomorrow I visit doña Iris's bakery. She wants the Sunday orders put in order. I am bringing a sample sheet. I do not know if the shop opens at 7 or at 8.
You write
Tomorrow I visit doña Iris's bakery. She wants the Sunday orders put in order. I am bringing a sample sheet. I do not know if the shop opens at 7 or at 8.
You get back
Sheet for tomorrow's visit. It does not send itself. Who: doña Iris, bakery. What she wants: the Sunday orders put in order. What you bring: a sample sheet. Open question: whether the shop opens at 7 or at 8. Do not pick one. Ask when you arrive. You go. This sheet does not confirm the appointment.
In three steps
- Write that doña Iris wants the Sunday orders put in order.
- Note that you are bringing a sample sheet.
- Leave the opening hour blank until you ask it when you arrive.
A tip If the opening hour is not in your notes, do not fill it in.