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Attendees from your notes, not its imagination

Lesson 2 of 6 · Meeting Packets

1 · Learn the move · Verified-data override

Ask AI who someone is and it answers, fluently, and some of it is invented, a title they never held, a school they never attended, a deal that never closed. Biographies are the easiest thing in the world to fabricate because a true one and a false one sound identical. So the override is absolute: your CRM notes are the only source. If your notes don't say where somebody worked, the line reads [NEEDS: ...]. A brief that puts a fake credential in your executive's mouth costs you more than a brief with a blank in it.

Build the attendee block for a meeting brief. You know nothing about these people except what I paste. Fields per person: NAME / TITLE AND COMPANY / HOW WE KNOW THEM / LAST INTERACTION with date / WHAT THEY CARE ABOUT / ONE THING NOT TO SAY. No career history, education, tenure, or personal detail unless it's in my notes. Uncovered fields render [NEEDS: ...]. End with WHAT I DID NOT GUESS listing every flag.
[CRM notes + thread]

2 · Your turn. You write the prompt

Last month Ray told a visitor it was good to have another clinician in the room. The man is an accountant. The line came from an AI-written attendee block, not from your CRM notes, and Ray found out in front of him. Write a prompt that makes your notes the only source an attendee line can come from.

Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.

Optional. These shape the output when you run your prompt below, not your score.