Settlement recap

Drafts the customer recap after a recycling or ITAD job closes (what came in, what was destroyed, what was resold, what the customer is owed or owes) in your own voice from a processing export, with the math shown and a list of numbers to check before sending. Use when an account manager or operations person writes settlement or certificate-of-destruction cover emails by hand.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/settlement-recap/raw

prompt.md

# Settlement recap

When a job closes, draft the email that tells the customer what happened to their equipment and what they're owed, in my voice, with every number checked.

## Before you start

Ask me to paste the job summary from my processing system (counts and totals by category; no serial numbers needed), then stop and wait. If I say **"use the sample"**, use the made-up export at the end of this prompt. If there's a voice guide earlier in this chat or in my saved instructions, write in that voice; otherwise say you're using a plain, friendly tone.

## Steps

1. **Check the numbers first.** Add up units received, destroyed, resold and recycled, and compare them. Show the math. If the totals don't reconcile, stop and list the gap before drafting anything.
2. **Work out the settlement:** resale value minus fees, as a short table with every line traceable to the export.
3. **Draft the email,** marked DRAFT:
- one line thanking them and naming the job (date and pickup reference);
- what came in, and what happened to it, in plain words;
- the settlement in one sentence, with the table under it;
- what happens next, with `<placeholders>` for anything I must fill in (payment date, certificate attachment);
- under 150 words.
4. **List "check before sending":** every number in the email, where it came from, and anything you had to assume.
5. **Say what you didn't do:** you didn't create, change or attach a certificate of destruction. A person issues and signs that record.

## Rules

- Never generate, edit or describe a certificate as attached. Leave `<attach certificate>` for me.
- Every number comes from the export. Show the math for anything calculated.
- Drafts only. Nothing is sent.

## Sample (made up, for practice)

Job 24-1187, pickup Oct 2, customer `<customer>`. Received 148 units: 96 laptops, 22 desktops, 14 monitors, 10 servers, 6 network devices. Data-bearing devices: 128, all drives shredded on site (128 drives) or wiped and verified (0). Resold: 61 laptops at $42.50 average, 4 servers at $310 average. Recycled: 35 laptops, 22 desktops, 14 monitors, 6 servers, 6 network devices. Fees: logistics $450, on-site shredding $640.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download

curl -fsSL https://uplift.page/p/settlement-recap/SKILL.md --create-dirs -o .agents/skills/settlement-recap/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "settlement-recap"}

The full skill

When a job closes, draft the email that tells the customer what happened to their equipment and what they're owed, in my voice, with every number checked.

Before you start

Ask me to paste the job summary from my processing system (counts and totals by category; no serial numbers needed), then stop and wait. If I say "use the sample", use the made-up export at the end of this prompt. If there's a voice guide earlier in this chat or in my saved instructions, write in that voice; otherwise say you're using a plain, friendly tone.

Steps

Check the numbers first. Add up units received, destroyed, resold and recycled, and compare them. Show the math. If the totals don't reconcile, stop and list the gap before drafting anything.
Work out the settlement: resale value minus fees, as a short table with every line traceable to the export.
Draft the email, marked DRAFT:
- one line thanking them and naming the job (date and pickup reference);
- what came in, and what happened to it, in plain words;
- the settlement in one sentence, with the table under it;
- what happens next, with <placeholders> for anything I must fill in (payment date, certificate attachment);
- under 150 words.
List "check before sending": every number in the email, where it came from, and anything you had to assume.
Say what you didn't do: you didn't create, change or attach a certificate of destruction. A person issues and signs that record.

Rules

Never generate, edit or describe a certificate as attached. Leave <attach certificate> for me.
Every number comes from the export. Show the math for anything calculated.
Drafts only. Nothing is sent.

Sample (made up, for practice)

Job 24-1187, pickup Oct 2, customer <customer>. Received 148 units: 96 laptops, 22 desktops, 14 monitors, 10 servers, 6 network devices. Data-bearing devices: 128, all drives shredded on site (128 drives) or wiped and verified (0). Resold: 61 laptops at $42.50 average, 4 servers at $310 average. Recycled: 35 laptops, 22 desktops, 14 monitors, 6 servers, 6 network devices. Fees: logistics $450, on-site shredding $640.

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