A service team wants a draft response to a fictional refund complaint.
10–15 min · 0/4 steps complete
Start here / A workplace decision
From vague request to usable brief
A service team wants a draft response to a fictional refund complaint.
The request is simply: 'Reply to this complaint.'
Before you read / Think it through
In “From vague request to usable brief”, what would you check or do first?
Pause and form your answer, then compare the reasoning. This reflection is not scored.
Compare the reasoning
Specify the task, intended reader and draft-only boundary.
The ideas below give you a method for this decision. Then work through the rest of this case and try the decisions yourself.
Part 1 of 4 Learn the ideas
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Tasksuitability
Choose bounded tasks with inspectable results.
Drafting and restructuring often suit human review.
In the workplace
Compare summarising a provided policy with deciding whether a person gets credit. Review effort is part of suitability.
Remember this
High-impact decisions need a separate approved process.
The workplace case
YOUR CASE / USING AI TOOLS WELL
A sales team wants an assistant to draft a response to a customer complaint. The complaint quotes an old refund policy, includes a customer number and asks for a bank transfer. The assistant can read documents and send email.
Quick reference / five key ideas
Task suitability
High-impact decisions need a separate approved process.