LearnCase triageSelect a small, observable and reversible case.4 · Prompt structure levelsTemplate / DemoOpen promptRun inChat · selected sources
Before copying
- When to use it
- Before defining mission or permissions.
- Example
- Case: organize authorized source notes for a weekly summary. Selection: organize 32 personal notes as Action, Reference, or Archive using a local copy. Rejected: email automation. Boundary: do not move, delete, send, or publish.
- Evidence
- A verdict for every candidate.; The case keeps a personal boundary.
- Limit
- Does not authorize design or execution. Stop when data or authority is missing.
candidate process listSuitability matrixWhat you need to replace 4
<USE_CASE>work that an agent might handleExample: classify notes · Required<IMPACT>expected outcome and affected peopleExample: reduce manual review · Required<RISKS>events that may derail the planExample: scope change · Required<PERSONAL_AUTHORITY>actions you may approve or revokeExample: read only on a copy · Required
LENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Objective: Select a small, observable and reversible case. The final decision and evidence remain under your responsibility.Data: USE_CASE=[USE_CASE · work that an agent might handle · e.g.: classify notes]; IMPACT=[IMPACT · expected outcome and affected people · e.g.: reduce manual review]; RISKS=[RISKS · events that may derail the plan · e.g.: scope change]; PERSONAL_AUTHORITY=[PERSONAL_AUTHORITY · actions you may approve or revoke · e.g.: read only on a copy].Apply: Suitability matrix; Reversible pilot; Reversibility.Order: List candidates and intended results. → Return the artifact, next step and any open gap.Deliver: Suitability matrix; A verdict for every candidate.Boundary: Reject payments, publishing, sending and sensitive decisions.[State the missing fact that would change the decision.]
Demo · Level 1 · Direct
Objective: Select a small, observable and reversible case. The final decision and evidence remain under your responsibility.Data: USE_CASE=classify 32 notes in a local copy; IMPACT=pre-classify notes for a person to confirm each result; RISKS=scope change or delayed legal review; PERSONAL_AUTHORITY=read only and preview on a local copy; final human decision; Available synthetic data: DEMO_ARTIFACT=Case: organize authorized source notes for a weekly summary. Selection: organize 32 personal notes as Action, Reference, or Archive using a local copy. Rejected: email automation. Boundary: do not move, delete, send, or publish.Apply: Suitability matrix; Reversible pilot; Reversibility.Order: List candidates and intended results. → Return the artifact, next step and any open gap.Deliver: Suitability matrix; A verdict for every candidate.Boundary: Reject payments, publishing, sending and sensitive decisions.State the missing fact that would change the decision.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required# INPUTSUSE_CASE = [USE_CASE · work that an agent might handle · e.g.: classify notes]IMPACT = [IMPACT · expected outcome and affected people · e.g.: reduce manual review]RISKS = [RISKS · events that may derail the plan · e.g.: scope change]PERSONAL_AUTHORITY = [PERSONAL_AUTHORITY · actions you may approve or revoke · e.g.: read only on a copy]# Optional adjustments[State the missing fact that would change the decision.]# TaskSelect a small, observable and reversible case.# FRAMEWORKS AND BEST PRACTICES- Suitability matrix- Reversible pilot- Reversibility · safe output and tested recovery# Workflow1. List candidates and intended results.2. Assess stability, impact and recovery.3. Recommend one and reject the others with reasons.4. Check evidence, boundaries and consistency before closing.5. Return the artifact, next step and any open gap.# Boundaries- Reject payments, publishing, sending and sensitive decisions.- Authorize no external effects and invent no evidence.- Do not treat an approved plan as authority to create external effects.- Do not delegate a judgment that belongs to you to AI.- Does not authorize design or execution. Stop when data or authority is missing.# Expected output- Suitability matrix- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required# INPUTSUSE_CASE = classify 32 notes in a local copyIMPACT = pre-classify notes for a person to confirm each resultRISKS = scope change or delayed legal reviewPERSONAL_AUTHORITY = read only and preview on a local copy; final human decisionAvailable synthetic data: DEMO_ARTIFACT = Case: organize authorized source notes for a weekly summary. Selection: organize 32 personal notes as Action, Reference, or Archive using a local copy. Rejected: email automation. Boundary: do not move, delete, send, or publish.# Optional adjustmentsState the missing fact that would change the decision.# TaskSelect a small, observable and reversible case.# FRAMEWORKS AND BEST PRACTICES- Suitability matrix- Reversible pilot- Reversibility · safe output and tested recovery# Workflow1. List candidates and intended results.2. Assess stability, impact and recovery.3. Recommend one and reject the others with reasons.4. Check evidence, boundaries and consistency before closing.5. Return the artifact, next step and any open gap.# Boundaries- Reject payments, publishing, sending and sensitive decisions.- Authorize no external effects and invent no evidence.- Do not treat an approved plan as authority to create external effects.- Do not delegate a judgment that belongs to you to AI.- Does not authorize design or execution. Stop when data or authority is missing.# Expected output- Suitability matrix- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: Before defining mission or permissions.# PARAMETERSLENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required# INPUTSUSE_CASE = [USE_CASE · work that an agent might handle · e.g.: classify notes]IMPACT = [IMPACT · expected outcome and affected people · e.g.: reduce manual review]RISKS = [RISKS · events that may derail the plan · e.g.: scope change]PERSONAL_AUTHORITY = [PERSONAL_AUTHORITY · actions you may approve or revoke · e.g.: read only on a copy]# Optional adjustments[State the missing fact that would change the decision.]## P — Purpose and scopeExpert role: Act as a module specialist. Do not invent evidence or replace human judgment.Deliverable: Suitability matrixInclude: Select a small, observable and reversible case.Exclude: Does not authorize design or execution. Stop when data or authority is missing.## E — Standards and execution### FRAMEWORKS AND BEST PRACTICES- Suitability matrix- Reversible pilot- Reversibility · safe output and tested recoverySteps:1. List candidates and intended results.2. Assess stability, impact and recovery.3. Recommend one and reject the others with reasons.4. Check evidence, boundaries and consistency before closing.5. Return the artifact, next step and any open gap.### Edge cases- No case is recoverable.- Impact depends on a missing source.- Ambiguous authority: stop design and request an accountable owner.## C — Verifiable criteria# Expected output:- Suitability matrix- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.Observable criteria:- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.# Definition of Done: A verdict for every candidate.; The case keeps a personal boundary.; Version, authority, checkpoint and stop condition match.; You can explain what you decided, the evidence used and what you will review next.Trade-off: A simpler case teaches control before breadth.## Provenance- Case data- Declared authorities: module04-s9-masterclass, m04-mission-brief-defines-contract## Metadata- module: 04- prompt: prompt-01- surface: chatReturn conclusions, evidence and auditable metadata; do not expose private reasoning or chain of thought.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: Before defining mission or permissions.# PARAMETERSLENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required# INPUTSUSE_CASE = classify 32 notes in a local copyIMPACT = pre-classify notes for a person to confirm each resultRISKS = scope change or delayed legal reviewPERSONAL_AUTHORITY = read only and preview on a local copy; final human decisionAvailable synthetic data: DEMO_ARTIFACT = Case: organize authorized source notes for a weekly summary. Selection: organize 32 personal notes as Action, Reference, or Archive using a local copy. Rejected: email automation. Boundary: do not move, delete, send, or publish.# Optional adjustmentsState the missing fact that would change the decision.## P — Purpose and scopeExpert role: Act as a module specialist. Do not invent evidence or replace human judgment.Deliverable: Suitability matrixInclude: Select a small, observable and reversible case.Exclude: Does not authorize design or execution. Stop when data or authority is missing.## E — Standards and execution### FRAMEWORKS AND BEST PRACTICES- Suitability matrix- Reversible pilot- Reversibility · safe output and tested recoverySteps:1. List candidates and intended results.2. Assess stability, impact and recovery.3. Recommend one and reject the others with reasons.4. Check evidence, boundaries and consistency before closing.5. Return the artifact, next step and any open gap.### Edge cases- No case is recoverable.- Impact depends on a missing source.- Ambiguous authority: stop design and request an accountable owner.## C — Verifiable criteria# Expected output:- Suitability matrix- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.Observable criteria:- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.# Definition of Done: A verdict for every candidate.; The case keeps a personal boundary.; Version, authority, checkpoint and stop condition match.; You can explain what you decided, the evidence used and what you will review next.Trade-off: A simpler case teaches control before breadth.## Provenance- Synthetic demo- Declared authorities: module04-s9-masterclass, m04-mission-brief-defines-contract## Metadata- module: 04- prompt: prompt-01- surface: chatReturn conclusions, evidence and auditable metadata; do not expose private reasoning or chain of thought.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemAct as a module specialist. Do not invent evidence or replace human judgment.# FRAMEWORKS AND BEST PRACTICES- Suitability matrix- Reversible pilot- Reversibility · safe output and tested recovery# Boundaries- Reject payments, publishing, sending and sensitive decisions.- Authorize no external effects and invent no evidence.- Do not treat an approved plan as authority to create external effects.- Do not delegate a judgment that belongs to you to AI.- Does not authorize design or execution. Stop when data or authority is missing.# Definition of DoneA verdict for every candidate.; The case keeps a personal boundary.; Version, authority, checkpoint and stop condition match.; You can explain what you decided, the evidence used and what you will review next.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required# INPUTSUSE_CASE = [USE_CASE · work that an agent might handle · e.g.: classify notes]IMPACT = [IMPACT · expected outcome and affected people · e.g.: reduce manual review]RISKS = [RISKS · events that may derail the plan · e.g.: scope change]PERSONAL_AUTHORITY = [PERSONAL_AUTHORITY · actions you may approve or revoke · e.g.: read only on a copy]# Optional adjustments[State the missing fact that would change the decision.]# TaskSelect a small, observable and reversible case.# Workflow1. List candidates and intended results.2. Assess stability, impact and recovery.3. Recommend one and reject the others with reasons.4. Check evidence, boundaries and consistency before closing.5. Return the artifact, next step and any open gap.# Expected output- Suitability matrix- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.
Demo · Level 4 · Orchestrated
# systemAct as a module specialist. Do not invent evidence or replace human judgment.# FRAMEWORKS AND BEST PRACTICES- Suitability matrix- Reversible pilot- Reversibility · safe output and tested recovery# Boundaries- Reject payments, publishing, sending and sensitive decisions.- Authorize no external effects and invent no evidence.- Do not treat an approved plan as authority to create external effects.- Do not delegate a judgment that belongs to you to AI.- Does not authorize design or execution. Stop when data or authority is missing.# Definition of DoneA verdict for every candidate.; The case keeps a personal boundary.; Version, authority, checkpoint and stop condition match.; You can explain what you decided, the evidence used and what you will review next.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short table + verdictDEPTH = executiveAPPROVAL = human required# INPUTSUSE_CASE = classify 32 notes in a local copyIMPACT = pre-classify notes for a person to confirm each resultRISKS = scope change or delayed legal reviewPERSONAL_AUTHORITY = read only and preview on a local copy; final human decisionAvailable synthetic data: DEMO_ARTIFACT = Case: organize authorized source notes for a weekly summary. Selection: organize 32 personal notes as Action, Reference, or Archive using a local copy. Rejected: email automation. Boundary: do not move, delete, send, or publish.# Optional adjustmentsState the missing fact that would change the decision.# TaskSelect a small, observable and reversible case.# Workflow1. List candidates and intended results.2. Assess stability, impact and recovery.3. Recommend one and reject the others with reasons.4. Check evidence, boundaries and consistency before closing.5. Return the artifact, next step and any open gap.# Expected output- Suitability matrix- A verdict for every candidate.- The case keeps a personal boundary.- Version, authority, checkpoint and stop condition match.- You can explain what you decided, the evidence used and what you will review next.
Why it worksAcceptance criteria
Acceptance criteria
- A verdict for every candidate.
- The case keeps a personal boundary.
- Version, authority, checkpoint and stop condition match.
- You can explain what you decided, the evidence used and what you will review next.
Edge cases
- No case is recoverable.
- Impact depends on a missing source.
- Ambiguous authority: stop design and request an accountable owner.
Trade-offs
- A simpler case teaches control before breadth.
Assumptions
- The declared inputs, permissions and sources represent the case under review.
Limits
- Does not authorize design or execution. Stop when data or authority is missing.