action-item-extractor

Extract action items with owners, deadlines, and priorities from meeting content

Action Item Extractor

Description

Parses Teams meeting chat messages for action-oriented language — commitments, assignments, and deadlines. Cross-references owners against the attendee list and assigns priority levels. Outputs a structured table ready for downstream recipes.

Prerequisites

Requirement	Details
WorkIQ CLI	User profile, meeting details, chat messages (read queries via `ask`)

Required Inputs

Input	Type	Description
meeting_identifier	string	Meeting title, keyword, or "latest"
date	string (optional)	Target date (defaults to today)

Execution Steps

Step 1: Retrieve User Profile, Meeting Details, and Attendees

workiq-ask (
  question: "What is my profile including display name and time zone? Also find the meeting matching '<meeting_identifier>' on <date> and list all attendees with their names and email addresses."
)

Extract: displayName, time zone, attendee list with names and emails.

Step 2: Pull Teams Meeting Chat Messages

workiq-ask (
  question: "Get all chat messages from the Teams meeting '<meeting subject>' held on <date>, including sender names and timestamps."
)

Step 3: Parse for Action-Oriented Language

Scan messages for:

Explicit assignments: "[name] will...", "AI: [person] to..."
Commitments: "I'll handle...", "Let me take care of..."
Deadlines: "by Friday", "end of sprint", "before next meeting"
Urgency markers: "ASAP", "urgent", "blocker", "critical"

Step 4: Cross-Reference Owners Against Attendee List

Match extracted owner names to attendees[] from Step 1. Flag any unresolved names.

Step 5: Assign Priority

P1 (High): Contains urgency markers, blocker language, or executive requests
P2 (Medium): Standard commitments with deadlines
P3 (Low): Nice-to-haves, "when you get a chance" items

Step 6: Format Action Items Table

#	Description	Owner	Due Date	Priority
1	...	...	...	P1/P2/P3

Step 7: Output Structured Data

Return action items as structured data, plus inline display for the user.

Error Handling

Error	Solution
No chat messages	Report "No meeting content found"
Unresolved owner names	List as "[Unresolved: partial name]" for user clarification
No deadlines mentioned	Mark all due dates as "TBD"

Output

Returns: structured action item list with owners, due dates, and priorities. Usable as input for downstream recipes.

Instructions

This skill is invoked by recipes or orchestration agents — not directly by end users. To invoke it, supply the required inputs and ensure authentication is configured.

Set the meeting identifier: Pass a meeting title keyword (e.g., "sprint planning"), a partial title, or "latest" to target the most recent meeting.
Optionally specify a date: Provide an ISO date string (e.g., "2026-03-03") to scope the calendar lookup. Omit to default to today.
Invoke the skill: Pass meeting_identifier (and optionally date) as inputs. The skill will execute Steps 1–7 automatically.
Consume the output: The structured action item table is returned as data and is also rendered inline for the user.

Examples

Example 1: Extract items from today's sprint planning meeting

{
  "meeting_identifier": "sprint planning",
  "date": "2026-03-03"
}

Output (sample):

#	Description	Owner	Due Date	Priority
1	Update API docs with new endpoint schema	Firstname1 Lastname1	2026-03-07	P2
2	Fix login blocker bug before release	Firstname2 Lastname2	2026-03-04	P1
3	Review UX mocks when you get a chance	[Unresolved: Firstname3]	TBD	P3

Example 2: Extract items from the latest meeting (no date specified)

{
  "meeting_identifier": "latest"
}

The skill resolves today's date from the user profile time zone, finds the most recently concluded meeting, and parses its chat transcript for action items.

Example 3: Target a specific meeting by keyword on a past date

{
  "meeting_identifier": "Q1 budget review",
  "date": "2026-02-28"
}

The skill searches calendar events on February 28 for a meeting matching "Q1 budget review", fetches its Teams chat, and returns all commitments made — including any flagged with "ASAP" or "before end of quarter" language as P1 items.