Reference · How-to · ~8 min
How to extract action items from a transcript
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Pull owners and due dates only when stated — mark everything else TBD.
Pull owners and due dates only when stated — mark everything else TBD.
#Steps
1. Redact sensitive client/HR content if needed.
2. Ask for **Decisions / Action items / Open questions / Unclear**.
3. Require `Owner — task — due` only when present in the transcript.
4. You assign missing owners; never invent names.
5. Send the draft to attendees for correction before it becomes the record.
#Copy-paste prompt
From this transcript, list action items.
Format: - [ ] Owner — task — due date
Rules: If owner or date was not said, write TBD.
Do not invent decisions. Quote a short evidence phrase per item.
Transcript:
[paste]