Action item extractor

Created by
Relay.app logoRelay.app Team
Relay.app screenshot of: Action item extractor
Relay.app screenshot of: Action item extractor

Steps in this workflow

1
Google Calendar logo
Event ends
2
Google Docs logo
Find document(s)
3
OpenAI logo
Extract with GPT-4o-mini
Relay.app logo
Iterator
4
OpenAI logo
Extract with GPT-4o-mini
5
Todoist logo
Create task

Automatically extract action items assigned to you from the meeting notes and add them as a task to Todoist.

1
Google Calendar logo
Event ends
Relay.app screenshot of: Trigger
Trigger Event ends
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
2
Google Docs logo
Find document(s)
Relay.app screenshot of: Step 2: Find document(s)
Documentation
descriptionActions 101
3
OpenAI logo
Extract with GPT-4o-mini
Relay.app screenshot of: Step 3: Extract with GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Prompt used
Extract the action items that are assigned to me. Remove my name from the action item. For example 'Jeroen - Call back the customer' should become 'Call back the customer'. Certain action items might be annotated as 'AI Jeroen'. Include these as well. My name is Jeroen. Ignore action items for other people.
Iterator
Relay.app screenshot of: Iterator
Iterators let you perform a single action or multiple actions for each item in a list.
Documentation
4
OpenAI logo
Extract with GPT-4o-mini
Relay.app screenshot of: Step 4: Extract with GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Prompt used
Extract the date it the text contains a date. If not, leave it empty
5
Todoist logo
Create task
Relay.app screenshot of: Step 5: Create task
Documentation
descriptionActions 101

See this workflow in action

Author picture (Jeroen Jillissen)

If you are in a lot of meetings you'll likely have action items assigned to you all over the place. This workflow waits for the meeting to end, automatically extracts all action items assigned to you and adds them as a task in Todoist.
This way no action item will slip through the cracks!

Jeroen Jillissen
Designer