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Lesson 3 of 5 · 7 min read · Beginner

Extract information and action items

Turn meeting notes or a report into a structured list of who does what by when. Ask for a format — a table or JSON — and the answer becomes something you can paste into a spreadsheet or a to-do app.

In this lesson you will

  • Extract action items with owner and deadline from a document
  • Ask for structured output (a table or JSON) instead of prose
  • Verify the extraction against the source in one pass

Prose answers make you the last step in your own process — you still have to read them and type the tasks somewhere. Ask for a structure and that step disappears. A table pastes into a spreadsheet; JSON pastes into almost anything. The model is good at this because extraction is finding, not inventing.

The extraction prompt, piece by piece

  1. 1

    Say what to find

    "Every action item" is clearer than "the important bits". Define it: a task someone agreed to do.

  2. 2

    Say the fields

    Owner, task, deadline. If a field is missing in the source, tell the model to write "not stated" rather than guess.

  3. 3

    Say the format

    A table with named columns, or JSON with named keys. Name them and the model will use them.

  4. 4

    Forbid additions

    "Use only what the notes say." Extraction goes wrong when the model completes a task that was left open.

Try it

Action items from meeting notes, as JSON

Three free runs a day on the site key. Add your own key for unlimited runs.
  • Did it work? Valid JSON with four items. Now do the one-pass check: read the notes once, top to bottom, and tick each action as you meet it. Ben's quotes, Priya's email fix, Aisha's terms, Tom's letter. Four ticks, done.
  • The trap: the weekday discount. It was *discussed* and *carried over* — nobody agreed to do anything. If it appears as an action item, the model turned a topic into a task. The instruction *"do not include decisions that were deferred"* is there to stop exactly that.
What a correct extraction looks like. Compare yours line by line.
OwnerTaskDeadline
BenGet two quotes for a replacement committee-room heaterBefore the next meeting (14 October)
PriyaSpeak to the web provider about confirmation emails going to spamFriday 19 September
AishaMove the deposit to $250 in the terms document and circulate it16 September
TomWrite to the three regular hirers about the rate changeBefore 30 September

Knowledge check

The extraction includes: {"owner": "Ben", "task": "Set up a weekday discount", "deadline": "not stated"}. What went wrong?

Lesson FAQ

Can AI extract action items from meeting notes?

Yes, reliably, if you tell it what an action item is, which fields you want, and to use only the notes. Ask for a table or JSON so the result pastes straight into a to-do list or spreadsheet.

Why ask for JSON instead of a list?

JSON has named fields, so every item has an owner, a task and a deadline in the same place. It pastes into spreadsheets, task apps and scripts without retyping. For a human-only read, a table does the same job.

How do I check an extraction is complete?

Read the source once, top to bottom, ticking each item as you meet it in the extraction. Anything unticked in the source was missed; anything in the extraction you did not tick was added. One pass, a minute for a page of notes.

Finished reading?

Mark it done to track your progress through the course.

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