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Pull action items from People Team meeting notes

  • For HR and recruiting
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Beginner

About this exercise

Pull the action items from the meeting notes into a list in plain text. Each line is "Owner - action - due date" with the first name of the owner and the date in Month Day form. At most 6 lines. Include only actions someone agreed to. Do not list ideas, opinions or things said as maybes. No intro line.

Common mistakes when you ask AI for this

  • Listing maybes. The AI includes the exit survey and party lunch. Try: Say: "Only actions someone agreed to."
  • Missing the format. The AI uses sentences. Try: Say: "Each line: Owner - action - due date."
  • Missing items. The AI forgets Hana's headcount report. Try: Say: "Include every agreed action with an owner and a date."
  • Too long. The AI adds a summary. Try: Say: "At most 6 lines, no intro."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each part instead, for example: "each line under 15 words."
  • Markdown. The AI bolds words or adds headings. Try: Say: "Plain text, no bold, no headings."

What a strong prompt includes

  • Line format
  • Agreed only
  • Cap
  • First names
  • No intro

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