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Pull next steps from a transcript into an owner-and-date table
- For Sales and customer success
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Intermediate
About this exercise
From the call transcript, make a markdown table with columns Owner | Action | Date and one row per commitment someone clearly made. Convert relative dates using today's date (Fri Nov 6 2026) to real dates like Nov 10. Skip ideas nobody committed to and write "No date given" when a commitment has no date. No bold, nothing outside the table, under 90 words.
Common mistakes when you ask AI for this
- Including ideas. The AI adds the mobile demo and Dr. Amari. Try: Add: "Only clear commitments; skip ideas."
- Relative dates left. The AI writes Tuesday. Try: Add: "Convert to real dates using today's date."
- Inventing a date. The AI sets a date for the security overview. Try: Add: "Write No date given when none was given."
- Extra text. The AI adds a summary. Try: Add: "Only the table, no bold."
What a strong prompt includes
- Names the columns
- Limits to commitments
- Converts dates
- Handles missing dates
- Table only
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