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Expert Dossiers
Meetings

Action Item Extraction

Extract commitments, owners, due dates, dependencies, and uncertainty from meeting content.

Purpose

Turn meeting language into reviewable tasks without inventing ownership.

When to use it

  • A meeting ends with scattered next steps.
  • Owners or deadlines are implied but not explicit.
  • You need follow-up drafts or task creation inputs.

Inputs

  • Transcript segments
  • Speaker verification
  • Calendar context

Outputs

  • Action items
  • Owners
  • Due dates
  • Uncertainty flags

Steps

  1. Scan for commitments, requests, blockers, and decision-dependent next steps.
  2. Tie each item to speaker evidence when possible.
  3. Separate owner, helper, approver, and waiting-on person.
  4. Mark missing dates and ambiguous owners for human review.

Quality checks

  • Every task has source evidence.
  • Ambiguous owners are not silently assigned.
  • Dates are normalized and source wording is preserved.

Failure modes

  • A participant volunteers someone absent.
  • A suggested action is mistaken for an agreed commitment.

Privacy notes

  • Tasks may contain sensitive customer or personnel details.
  • Review before syncing into shared task systems.

Example prompt

Extract action items with owner, due date, evidence segment, and uncertainty. Do not create tasks for ideas that were not accepted.

Example structured output

{"actions":[{"task":"Send v2 order guide","owner":"Dana","due":"2026-06-05","evidence":"s44","confidence":"high"}]}