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Call Action Items

From this call transcript: {transcript} (e.g., a customer call to an HVAC company in Round Rock, TX), list every action item as a checklist: the task, who owns it (us or the customer), and the due date if one was mentioned. Mark anything unclear as 'confirm with customer'.

Tip: fill in the {brackets}

Swap every highlighted bit for your real details before you paste. The more specific you are, the less generic the answer.

What it does

Extracts every action item from a call transcript into a checklist with the task, whether your business or the customer owns it, and any mentioned due date. Marks unclear details as 'confirm with customer'.

When to use it

Use it after a call to separate responsibilities and identify details that still need confirmation.

Example result

Example inputs: Illustrative scenario, not a real customer interaction. - transcript (invented, short): Caller [customer name], a Round Rock homeowner, says the upstairs AC runs constantly and the bedrooms sit at 80°F. The system is about 11 years old. The office offers a diagnostic visit Thursday between 8 and 10am; the service fee is explained and the caller agrees. The caller asks whether replacing the system makes more sense, and is told the tech will advise after diagnosis. The caller worries about cost and asks about financing; the office says it will send information [CHECK]. The caller asks for a text when the tech is on the way. Mood: frustrated but polite. Example output: ☐ Dispatch a tech for the diagnostic visit. Owner: us. Due: Thursday, 8–10am. ☐ Text the customer when the tech is en route. Owner: us. Due: Thursday morning. ☐ Send financing information. Owner: us. Due: confirm with customer (no date given). ☐ Advise on repair vs replacement after diagnosis. Owner: us (technician). Due: Thursday visit. ☐ Be home and give access to the upstairs unit and thermostat. Owner: customer. Due: Thursday, 8–10am. ☐ Service fee amount. Owner: us. Due: confirm with customer (discussed, but the amount isn't in the transcript).

FAQ

How are tasks assigned?

Each task is labeled as belonging to your business or the customer, based on the transcript. Unclear ownership should be marked for confirmation.

Will every task receive a due date?

Only dates mentioned in the transcript should be included. Unclear timing should be marked 'confirm with customer' rather than given an invented deadline.

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