Action Item Extractor

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.