Operations Meeting Notes Data Extraction

Extract Action Items From Meeting Notes

Decisions actually made, commitments actually given — extracted from fragmentary meeting notes that never label their action items.

Overview

Meeting notes are the messiest extraction source there is: fragmentary, unordered, and full of discussion that sounds like decisions. This setup extracts meeting_date, attendees, decisions, action_items, owners, and next_meeting — with the two field descriptions doing the heavy lifting: decisions means "decisions actually made — not topics discussed", and the reading guidance warns that commitments hide in sentences like "Sara will send the deck". Skip Field keeps the output lean: a meeting with no decisions simply has no decisions key, instead of a row of nulls.

How to use this resource

  1. Paste the notes raw

    No cleanup needed — the source guidance expects fragments, bullets, and half-sentences.

  2. Trust the decisions filter

    "Decisions actually made — not topics discussed" is the line that keeps debate out of the record.

  3. Mind the Skip Field behavior

    Absent fields are omitted entirely — downstream consumers should check key existence, not null.

Why This Works

  • Commitment-aware guidance catches the action items notes never label
  • The decided-vs-discussed distinction lives in the field description, where the model reads it per-field
  • One-entry-per-item list rules make follow-ups countable and assignable

Best for

  • Recurring meetings whose notes pile up unprocessed
  • Teams that lose action items phrased conversationally
  • Follow-up workflows keyed on owners and next-meeting dates

Not for

  • Producing meeting minutes or a narrative summary — that's the Structured Summary Prompt
  • Judging whether decisions were good ones — extraction reports, it doesn't review

Use cases

  • Turning raw meeting notes into a decisions-and-actions record
  • Catching commitments phrased as "X will…" instead of labeled tasks
  • Listing owners separately so follow-ups have a name attached

FAQ

How do the owners and action_items fields differ when the same person appears in both?

They record different layers of the same commitment. action_items holds each concrete follow-up as a full entry with the owner inline when stated, like 'Send the revised proposal — Jane, by Friday'. owners is a separate deduplicated roster of responsible people — the example lists 'Jane Smith' and 'Marco Ruiz' there, so you can key reminders on a name without re-parsing every task string.

Why does next_meeting sometimes come back as a phrase instead of a YYYY-MM-DD date?

Because next_meeting is defined as a 'Date or trigger', not strictly a calendar date. Its rule applies ISO format (YYYY-MM-DD) only when the date can be determined; otherwise it takes the text as written. A note like 'next sync after the launch' returns that trigger phrase, and the MISSING DATA rule blocks the prompt from inventing a date to force ISO.

How does the extracted JSON keep debate and discussion out of the decisions field?

It leans on the decisions field description — 'Decisions actually made — not topics discussed' — so unresolved back-and-forth is meant to stay out. Extraction reports what the notes state rather than judging whether a decision was sound, so after running the generated prompt in the assistant you use, confirm each listed item was actually settled.

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