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Expert Dossiers
Projects and ideas

Task Extraction

Extract concrete tasks from notes, emails, meetings, or project memory while preserving source evidence.

Purpose

Create reviewable tasks that can be synced into a task system or left as a proposed checklist.

When to use it

  • A document or meeting contains scattered next actions.
  • You need a task list before execution.

Inputs

  • Source text
  • Known owners
  • Project context

Outputs

  • Tasks
  • Owners
  • Due dates
  • Evidence

Steps

  1. Identify verbs of commitment, request, review, and waiting.
  2. Normalize each task to one owner and one outcome when possible.
  3. Keep missing owners or dates explicit.
  4. Separate tasks from decisions and ideas.

Quality checks

  • Every task has evidence.
  • The task can be completed or verified.

Failure modes

  • A broad goal is listed as a task.
  • The agent creates a task from a rejected idea.

Privacy notes

  • Tasks may contain sensitive customer or internal data.
  • Review before creating tasks in shared systems.

Example prompt

Extract concrete tasks from this source. Include owner, due date, evidence, and missing information. Do not include rejected ideas.

Example structured output

{"tasks":[{"title":"Rebuild workbook with vendor cycle field","owner":"Shawn","due":null,"evidence":"note:12"}]}