The history in five lines
Lesson 3 of 6 · Meeting Packets
1 · Learn the move · Context + audience
"We've worked with them before" is not history. History is: signed in June, first review in September clean, escalated in November over late deliveries, quiet since. Five lines, dated, in order. Paste the thread and tell the AI who's reading it and why, an executive who has to walk in knowing which conversation they're continuing. The audience line matters as much as the context, because a history written for a salesperson lists opportunities and a history written for your executive lists what got promised and by whom.
Turn this thread into a five-line relationship history for my executive, who has to walk in knowing which conversation they're continuing. One line per event, each dated, oldest first, each naming who did what. No adjectives, no interpretation. Anything the thread doesn't date renders [NEEDS: date]. Facts come from the thread only. [paste thread]
2 · Your turn. You write the prompt
Ray is meeting Northgate Health System Thursday and asks where the two of you left it. The answer is 61 emails long, spans fourteen months, and includes a promise nobody has closed. Write a prompt that renders it as five dated lines.
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.