Quick Reference - Momentum

Documentation Index

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A prompt-building cheat sheet. Keep this open while writing your first prompts.

When to use structured vs. natural language

Use structured format when… Use natural language when…
The task has multiple conditions or edge cases The task is simple and unambiguous
Output format must be exact (picklist, date, score) Detection or extraction is self-evident
You need precise silence and attribution rules You’re iterating quickly and testing scope
You’re configuring a Summary or Coaching competency You’re writing a Signal trigger or Smart Tag

Silence patterns — by feature

Feature When nothing is found…
Autopilot (CRM field) Return nothing. Silence = no write. Never fill with placeholders. If Momentum is the only writer to that field, output an explicit value (e.g. N/A) so you can validate the prompt ran.
Signal trigger Output FALSE. Zero explanation.
Signal follow-up Output an explicit “No [X] found.” — confirms the prompt ran and prevents a blank Slack block.
Summary section Output a defined fallback (e.g. None identified). Never skip or leave a section blank.
Coaching competency Note that the call was too short or lacked sufficient context to evaluate.

Word precision cheat sheet

Weak phrasing Stronger alternative Why it matters
_”You should…" "You MUST…” Suggestions can be overridden by the AI when uncertain. Hard constraints cannot.
_”Summarize" "Extract” Summarize invites paraphrase and interpretation. Extract pulls what’s explicitly stated.
_”Look for" "Identify only” Look for is a broad search that surfaces tangential mentions. Identify only narrows scope and reduces false positives.
_”If not found, say nothing" "Complete silence is the correct output. Outputting any text when no qualifying data exists is a critical error.” Weak silence rules are routinely ignored. Raising the stakes forces compliance.

The five most common prompting mistakes

Mistake Fix
Trigger prompt extracts content instead of TRUE/FALSE Rewrite as binary detection. Output TRUE or FALSE only.
No silence rule defined Add: “If [condition] not present, output nothing.” Or define an explicit value if intentional (see Silence Patterns above).
Picklist allows freeform output List exact allowed values. State: return one value only, character-for-character.
Summary sections do too much One extraction goal per section. Split complex ones in two. Keep to 4–7 sections total.
Coaching rubric uses vague language Define observable behaviors — specific actions the rep took or didn’t take, not subjective impressions.