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Extract agreed actions to CSV with real due dates

  • For Managers and team leads
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Advanced

About this exercise

Turn the call notes into one CSV code block with the header "owner,action,due". Include only actions that were agreed with an owner and a deadline. Convert relative deadlines to real dates using the calendar in the notes, written like Nov 13. At most 6 lines, nothing outside the block.

Common mistakes when you ask AI for this

  • Keeping relative dates. The AI writes 'end of next week' or 'Monday' in the due column. Try: Say: "Convert to real dates using the calendar."
  • Including maybes and internal tasks. The AI lists every bullet as an action. Try: Say: "Only agreed actions with an owner and a deadline."
  • Wrong shape. The AI adds a heading and prose. Try: Say: "One CSV code block, header owner,action,due."
  • Skipping the code block shape. The AI splits output into several code blocks or none. Try: Say "exactly one code block and nothing else".
  • Letting the code sprawl. The AI adds extra lines and comments. Try: Say "at most N lines of code".

What a strong prompt includes

  • Asks for one code block
  • Caps the code length
  • Gives the header
  • Resolves the dates

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