{"id":"exec-minutes-actions-csv","audience":"project-managers","category":"leadership-work","track":"leadership","technique":"format","level":"beginner","title":"Pull meeting actions into a CSV your tracker can import","free":false,"task":"Your project tracker imports actions from CSV. From these meeting notes, output one code block of CSV with exactly the header owner,action,due and one row per action that was actually agreed. Nothing outside the code block except at most one short line.","materialLabel":"Raw meeting notes (attached to your prompt automatically)","material":"Ops leadership sync - Nov 12 - notes typed live by Gwen\n\nAttendees: Hal (CFO), Gwen (PMO), Ricardo (IT), Simone (Facilities)\n\n- Hal: Q4 budget freeze still on. No new hires until Jan.\n- Ricardo will get three quotes for replacing the badge readers by Nov 22.\n- Discussed moving the help desk to the vendor Tessaro. Simone liked it. Hal worried about cost.\n- Gwen to send the revised project calendar to all leads by Friday Nov 15.\n- Idea floated: an all-hands in December. Nobody owns it yet, parked.\n- Simone will book the fire-safety inspection for the Denver site by Nov 30.\n- Back to Tessaro: after looking at the numbers, decided NOT to switch. We stay with the current help desk vendor through 2027. Ricardo to tell Tessaro by Nov 19.\n- Hal said someone should look at parking passes, no owner, no date.\n- Next sync Nov 26.","rules":[{"type":"codeBlocks","count":1},{"type":"maxProseWords","max":20}],"mistakes":[{"title":"Not asking for CSV","why":"The AI writes nicely formatted minutes with headings, which a tracker can't import.","fix":"Say: \"Output one CSV code block, header owner,action,due.\"","checks":["codeBlocks","r0"]},{"title":"Letting it explain","why":"The AI wraps the data in an intro and a summary of the meeting.","fix":"Add: \"Nothing outside the code block.\"","checks":["maxProseWords"]},{"title":"Keeping the first version of a decision","why":"The notes first discuss switching to Tessaro, then reverse it, and the AI can list the wrong one.","fix":"Add: \"Use the final decision if the notes change their mind.\"","checks":["r1"]},{"title":"Including ideas with no owner","why":"The AI turns parked ideas into actions.","fix":"Add: \"Only actions with a named owner and a due date.\"","checks":["r2"]}],"promptHints":[{"label":"Asks for CSV","patterns":["csv","comma"]},{"label":"Gives the exact header","patterns":["owner,\\s*action,\\s*due"]},{"label":"Only real actions","patterns":["owner and (a )?(due )?date","agreed","no owner","skip"]},{"label":"Uses the final decision","patterns":["final","reversed","changed","latest"]},{"label":"Nothing else","patterns":["only the (csv|code)","nothing (else|outside)","no (intro|explanation)"]}],"hint":"Tools need exact formats. Give the header, say what counts as an action, and say nothing else should be in the reply.","rubricLabels":["The CSV's first line is exactly owner,action,due","Has the four agreed actions with their owners and dates: Ricardo badge-reader quotes by Nov 22, Gwen calendar by Nov 15, Simone Denver inspection by Nov 30, Ricardo tells Tessaro (not switching) by Nov 19","Has no row for the parked all-hands idea, the parking passes, or a switch to Tessaro"]}