Meeting-to-Action-Items Agent Workflow
Design a workflow that turns a transcript into owners, dates and follow-ups.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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Design a workflow for an agent that converts meeting notes or transcripts into action items. Meeting types: [MEETING_TYPES]. Where transcripts appear and in what format: [TRANSCRIPT_SOURCE]. Where tasks should end up (task tool, email, shared document): [TASK_DESTINATION]. Who attends and who owns decisions: [ROLES]. Define the stages: ingest, clean the transcript, extract decisions, extract actions with owner and due date, flag ambiguity, produce a recap, and send for human confirmation before anything is posted. For each stage give the input, the prompt text the agent would use, the output format as JSON with fields (action, owner, due, source_quote, confidence), and the check that catches errors. Include rules for actions with no owner (ask, do not guess), relative dates such as 'next Friday' (convert using [MEETING_DATE] and state the resulting date), and statements that sound like actions but are opinions. Add a sample run on this short invented transcript fragment: 'Priya: I can send the revised budget by next Friday. Tom: We should probably look at vendors. Priya: Let's decide at the next meeting.' Show the JSON the workflow would produce and the questions it would ask.
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{"meeting_date": "2025-06-13", "actions": [{"action": "Send the revised budget to the team", "owner": "Priya", "due": "2025-06-20", "source_quote": "I can send the revised budget by next Friday", "confidence": "high"}, {"action": "Review vendor options", "owner": null, "due": null, "source_quote": "We should probably look at vendors", "confidence": "low"}], "questions": ["Who will review vendor options and by when?", "Is 'next Friday' 20 June (the Friday after the meeting date)?"], "decisions": [{"decision": "Decide on vendors at the next meeting", "source_quote": "Let's decide at the next meeting"}]}
The 'next Friday' conversion uses the meeting date 13 June; the workflow asks before posting anything.Illustrative only, made-up data. Your results will differ and must be reviewed.