capturing-meeting-actions

Capturing Meeting Actions

Converts unstructured discussion into structured, traceable tasks. Every action item should end up with an owner, a due date, and a link back to where it came from — that traceability is what makes the output trustworthy.

Workflow

1. Read the source and extract candidate actions

   Pull every commitment, decision-with-follow-up, and "someone should…" out of the notes. For each, capture:

   • A clear task title (imperative: "Send the revised quote to Acme")
   • The owner named or implied in the text
   • A due date if stated or inferable ("by Friday", "before launch")
   • The source line, so the task traces back to the discussion

   Ignore pure status updates and discussion that produced no commitment.

2. Resolve owners to workspace members

   For each named owner, resolve to a real member with astravue_get_member_by_email (if an email is given) or astravue_get_workspace_members (to match by name). Flag any owner you can't resolve rather than guessing.

3. Pick the target project

   Confirm which project the tasks belong to. Use astravue_list_projects if unclear.

4. Present the action list and confirm

   Show a table: title | owner | due date | source. Mark rows missing an owner or due date so the user can fill them. Ask for approval before creating anything.

5. Create after approval

   • astravue_bulk_create_tasks — create the confirmed action items in one call
   • astravue_add_task_comment — optionally attach the source line as a comment for context

   Report which tasks were created, and re-list any items that were skipped because they lacked an owner or due date.

Important

• Every action item needs an owner and a due date — flag the ones that don't rather than creating orphan tasks.
• Resolve owners against real members; never assign to an unverified name.
• Don't invent due dates the notes don't support — leave them empty and flag instead.
• Capture commitments, not status chatter.