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Turn call notes into tasks with a date or without one
Works with any AI
What it's for It turns the call into tasks and separates the ones with a date from the ones without.
What you get Tasks with a date, tasks without a date, and what was not a task.
Example result
With a date - Luis sends the tracking note on Friday. No date
The prompt (copy it and paste it into your assistant)
Help me turn this call into tasks. I took notes and you separate them. Two lists: tasks with a date and tasks without a date. If someone only commented and nothing was left open, do not turn it into a task: put it under "comment". Owner only if the name is in the note. Do not write to that person. Notes: [paste the call here]
When you hang up, the dated task gets mixed with the comment.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.Luis said he will send the tracking note on Friday. Mara commented that the shop looks good. Confirming the color stayed open, with no date and no owner.
You write
Luis said he will send the tracking note on Friday. Mara commented that the shop looks good. Confirming the color stayed open, with no date and no owner.
You get back
With a date - Luis sends the tracking note on Friday. No date - Confirm the color. No owner. Comment - Mara: the shop looks good. Not a task. This stays with you so you can correct it before anyone else sees it. I did not send it.
In three steps
- Separate with a date and without one.
- Send comments to another block.
- Owner only if the name is there.
A tip A kind comment is not a task.