Prompt Card Higher Risk Client Notes

# Prompt Card - Draft From Client Meeting Notes (Higher Risk)

*Shows human-in-the-loop guardrails for sensitive data.*

| Field | Value |
|---|---|
| **Use case** | Turn internal notes from a client meeting into a draft for the team, not for the client. |
| **Target user** | Consultant preparing internal follow-up. |
| **Required inputs** | Internal meeting notes. |
| **Risk level** | High. Client-facing or confidential material requires approved tools, human review, and appropriate data handling. |
| **Prompt text** | "You are an internal drafting assistant. From these internal notes, produce a draft for the team's review only, not client-facing: (1) themes, (2) open questions, (3) suggested internal next steps. Do not generate client-facing recommendations. Cite which note each point comes from and flag any uncertainty. End with: 'Requires human review before any client use.' If the notes contain personal or confidential data, note the risk and recommend anonymization or use of an approved environment." |
| **Expected output** | Internal draft with themes, questions, and next steps; cited; uncertainty flagged; review notice included. |
| **Acceptance criteria** | Internal-only; cited; flags uncertainty; no client-facing recommendations; personal/confidential data risk noted. |
| **Source requirements** | Use only the provided notes; cite each point. |
| **Test cases** | Normal notes; notes with a name or personal data, which must be flagged; ambiguous note, which must be flagged. |
| **Known failure modes** | Jumps to client recommendations; leaks personal/confidential data; overconfident; no citations. |
| **Human-review point** | Mandatory human review before any client use. |
| **Escalation triggers** | Any client-facing use; personal/confidential data; regulated, legal, HR, or financial recommendations. |
| **Version / date** | v1; synthetic example |