Prepare the notes
Remove material you are not permitted to share with your chosen tool. Include corrections separately.
OPERATIONS / WORKFLOW 03
Extract decisions, owners, and unresolved questions from the notes you provide.
Remove material you are not permitted to share with your chosen tool. Include corrections separately.
Ask the model to identify the evidence for each decision and action.
Require explicit labels when an owner or deadline is absent.
Review the summary against the notes and confirm disputed items before assigning work.
IN PRACTICE / ILLUSTRATIVE EXAMPLE
Illustrative input: notes say 'Maya will prepare a draft; maybe Friday.' The action summary should assign the draft to Maya, mark Friday as an unconfirmed date, and keep the timing question open.
Use this checklist while reviewing the response from your chosen tool. Checks stay in this tab and reset when the page reloads.
MAKE IT FIT YOUR TASK