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Turn meeting notes into an action table with real dates

  • For Sales and customer success
  • You practice Giving the right context
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write the recap email for a customer meeting held today (Nov 6 2026, a Friday). Plain text, under 130 words, start "Hi team,". Include an action table as a markdown table with columns Owner | Action | Due, with each due date written as an actual date like Nov 13 instead of "next Friday". Include only actions that someone clearly agreed to; list unclear items in one final line starting "Open:".

Common mistakes when you ask AI for this

  • Relative dates. The AI copies 'by Tuesday' into the table. Try: Add: "Convert every due date to an actual date."
  • Firm dates for soft commitments. The AI invents Monday for Sheila. Try: Add: "Unclear items go on the Open: line."
  • Leaking internal comments. The AI includes 'Raul seems lukewarm'. Try: Add: "Leave out internal comments."
  • Wrong format. The AI adds headings and a long intro. Try: Add: "Plain text, starts Hi team,, under 130 words."

What a strong prompt includes

  • Sets the opener
  • Asks for a table
  • Converts dates
  • Handles unclear items
  • Leaves out internal notes

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