Unit 2: Stop it inventing · Lesson 1 of 4 · about 6 min

Prep for a meeting in one screen

You own a bakery. You meet a cafe owner tomorrow about a wholesale bread order. The email thread is long. You want one screen: what is agreed, what is open, and anything in your calendar that clashes.

You're practising: Separating what is agreed from what is still open, without your AI answering questions only you can answer.

The mistake to catch: AI fills gaps with confident guesses: an answer only you know, "done" for unfinished work, one number when sources disagree.

← Your learning path

1. Open the prompt

Open Prep for meetings from the right email threadand copy its prompt into your AI. Any AI works.

2. Give it this sample data

Meeting: Tue Nov 3, 2:00-3:00 PM with Rosa (Corner Cup Cafe)

Email thread so far:
- Rosa wants 40 loaves a week: sourdough and rye.
- You quoted $6.00 per sourdough loaf and $5.50 per rye loaf.
- Rosa accepted, with Tuesday deliveries starting Nov 10.
- Rosa asked for ingredient lists for her allergen signs.
- Rosa asked whether your rye uses caraway.
- Rosa copied her manager Luis to confirm the Tuesday delivery window.

Your calendar on Nov 3:
- 2:00-2:30 PM: Delivery drop-off at Main St Market

Your task: Ask your AI for a one-screen prep note: what is agreed, open questions, and any calendar conflict. It must not answer questions only you can answer.

3. Paste your AI's answer

Checked in your browser with plain rules. Your answer isn't sent or stored anywhere.

+20 XP · 1-day streak

Passed. Here's one answer that also passes, to compare

Meeting: Rosa (Corner Cup Cafe), Tue Nov 3, 2:00-3:00 PM

Agreed
- 40 loaves a week, sourdough and rye
- $6.00 sourdough, $5.50 rye
- Tuesday deliveries starting Nov 10

Open
- Send ingredient lists for her allergen signs
- Answer: does your rye have caraway? (your call)
- Luis to confirm the Tuesday delivery window

Conflict
- You have a Main St Market drop-off 2:00-2:30 PM, the same time as this meeting. Move one of them.

Next: Turn rough notes into a status update

Ready to use it for real? Set up Prep for meetings from the right email thread.

Challenge a coworker: can their AI pass it too?

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Prep for a meeting in one screen

1. Open the prompt

2. Give it this sample data

3. Paste your AI's answer

Passed. Here's one answer that also passes, to compare

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