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Comptes rendus vers tâches avec MCP : extraire les actions et créer les suivis

Transform meeting notes into actionable tasks in Corcava using MCP. This guide shows you how to extract action items from pasted meeting notes, structure them as tasks, assign owners and due dates, and create tasks with a preview mode and confirmation step.

Ce que ce workflow permet

Meeting notes to tasks workflow automates follow-up creation:

Résultats clés

  • Action extraction: Automatically identify action items from meeting notes
  • Task creation: Convert action items into structured Corcava tasks
  • Assignment: Assign tasks to appropriate team members
  • Due dates: Set realistic due dates based on meeting context
  • Follow-up tracking: Ensure meeting decisions become actionable work

Prérequis

Before using this workflow, ensure you have:

Workflow pas à pas

Step 1: Paste Meeting Notes

Start by providing your meeting notes to the AI assistant:

Meeting Notes Input Prompt

"I have meeting notes from today's standup. Extract action items and create tasks: [Paste meeting notes here] Identify all action items, who they're assigned to, and any due dates mentioned. Show me the structured action items first before creating any tasks."

What the AI does:

  1. Analyzes meeting notes text
  2. Identifies action items (tasks, follow-ups, decisions)
  3. Extracts assignees and due dates from context
  4. Structures action items as task proposals
  5. Presents structured list for review (no creation yet)

Step 2: Review Extracted Action Items

Review the extracted action items and refine them:

Action Item Refinement Prompt

"For the action items you extracted, I want to make these changes: - Merge 'Task A' and 'Task B' into one task - Split 'Task C' into two separate tasks - Remove 'Task D' as it's not needed - Add due date to 'Task E': [Date] Update the action items list and show me the revised version."

What the AI does:

  1. Modifies action items based on feedback
  2. Shows updated list
  3. Waits for approval before creating tasks

Step 3: Preview Tasks Before Creation

⚠️ Always Preview Before Creating

Never let AI create tasks without showing what will be created. Use this pattern:

  • Preview Mode: Show all tasks with details before creation
  • Confirmation Token: Require "CONFIRM ALL" for batch creation
  • Review Details: Display title, description, assignee, due date, project for each task
  • Verify Assignments: Confirm assignees are correct

Preview and Confirm Prompt

"Now create tasks from the action items. But first: 1. Show me exactly what you'll create (all tasks with title, description, assignee, due date, project) 2. Confirm which project these tasks will be created in 3. Wait for me to type CONFIRM ALL 4. Only then create the tasks If I don't type CONFIRM ALL, don't create anything."

What the AI does:

  1. Shows complete task list with all details
  2. Confirms project name and ID
  3. Waits for "CONFIRM ALL"
  4. Only after confirmation, calls create_task for each action item
  5. Confirms each task was created successfully

Complete Workflow Prompts

Here are complete, copy-paste ready prompts:

Full Meeting Notes to Tasks Workflow

"Extract action items from these meeting notes and create tasks: [Paste meeting notes] 1. Identify all action items 2. Extract assignees and due dates from context 3. Structure each action item as a task proposal 4. Show me the task list with: title, description, assignee, due date 5. Wait for my review 6. After I approve, show me what you'll create 7. Wait for CONFIRM ALL 8. Create all tasks in project [Project Name] Important: Don't create any tasks until I type CONFIRM ALL."

Use this when: You want a complete workflow with full control

Quick Action Item Extraction

"From these meeting notes, extract action items and show me the task list. Don't create anything yet—just show me what tasks would be created: [Paste meeting notes]"

Use this when: You want to review before deciding to create tasks

Workflow Variants

Variant 1: Assignee Detection

Let AI infer assignees from meeting notes:

"From these meeting notes, extract action items. For each action item, identify who should be assigned based on the context. Show me the tasks with inferred assignees: [Paste meeting notes]"

What happens: AI analyzes context to suggest appropriate assignees

Variant 2: Due Date Inference

Extract due dates from meeting context:

"Extract action items and infer due dates from the meeting notes. If a due date is mentioned (e.g., 'by Friday', 'next week'), use that. Otherwise, suggest reasonable due dates based on task complexity."

What happens: AI extracts explicit dates or infers from context

Variant 3: Decision Documentation

Also capture decisions as comments:

"From these meeting notes, extract: 1. Action items (create as tasks) 2. Decisions made (add as comments to relevant tasks) Show me both the tasks and the decision comments before creating anything."

What happens: AI creates tasks and drafts decision comments

Example: Complete Meeting Notes to Tasks Session

Here's a real example of how a meeting notes to tasks session flows:

User Prompt

"Extract action items from these meeting notes: 'Standup Notes - March 20, 2026 - John: Working on login feature, will finish by Friday - Sarah: Need to review API design doc, blocking frontend work - Mike: Will set up CI/CD pipeline this week - Decision: Using OAuth 2.0 instead of OAuth 1.0 - Action: Follow up with client about requirements by next Monday' Create tasks, but show me the list first and wait for CONFIRM ALL."

AI Response (Task List Preview)

Extracted Action Items (4 tasks):

  • Task 1: Finish login feature
    Assignee: John | Due: Friday, March 24, 2026 | Project: [Current Project]
  • Task 2: Review API design doc
    Assignee: Sarah | Due: This week | Project: [Current Project]
    Note: Blocking frontend work
  • Task 3: Set up CI/CD pipeline
    Assignee: Mike | Due: This week | Project: [Current Project]
  • Task 4: Follow up with client about requirements
    Assignee: [To be assigned] | Due: Monday, March 27, 2026 | Project: [Current Project]

Decision to document: Using OAuth 2.0 instead of OAuth 1.0 (can be added as comment to relevant task)

Ready to create? Type CONFIRM ALL to create all 4 tasks.

Safety Patterns

⚠️ Confirmation Rules for Task Creation

When creating tasks from meeting notes:

  • Always preview: Show complete task list with all details before creating
  • Require explicit confirmation: Use "CONFIRM ALL" for batch creation
  • Review assignments: Verify assignees are correct
  • Check due dates: Ensure due dates are reasonable
  • Verify project: Confirm tasks go to the correct project

En savoir plus sur les workflows d'écriture sécurisés →

Troubleshooting

No Action Items Found

Symptom: AI reports no action items in meeting notes

Possible causes:

  • Meeting notes don't contain clear action items
  • Action items are phrased ambiguously
  • Notes are too brief or unstructured

Fix: Provide more context or explicitly ask AI to identify action items: "What are the action items in these notes?"

Incorrect Assignee Detection

Symptom: Tasks assigned to wrong people

Possible causes:

  • Meeting notes don't clearly state assignees
  • AI inferred assignee incorrectly

Fix: Review task list before confirming, or explicitly specify assignees: "Assign all tasks to [Person] unless otherwise noted"

Related Tools

This workflow uses these Corcava MCP tools:

create_task

Create tasks from extracted action items

list_projects

Find project IDs for task creation

add_task_comment

Add decision documentation as comments

Related Use Cases

Standup Automation

Generate standup summaries from tasks

Project Kickoff

Set up new projects with starter tasks

Turn Meeting Notes into Tasks

Connect your AI assistant to Corcava and automate follow-up creation

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