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Granola action item roundup
Report

Round up action items from your Granola meetings

For project managers who need to know who promised what, just by asking their AI assistant to scan a date range of meetings.

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Granola action item roundup
List the action items from my meetings between 1 and 15 October with Northwind in the title.
Found 7 action items across 3 Northwind meetings. - Priya Nair: send the revised quote, Northwind kickoff, 2 Oct, due Friday, stated - Sam Patel: book the data review, Northwind check-in, 9 Oct, inferred - Raj Iyer: share the training plan, Northwind check-in, 9 Oct, stated - No clear owner: confirm the go-live date Want the other 3 items?
Granola
Sample figures. Your results come from your own account.
granola-get-note
granola-get-transcript

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Granola
Run it on your own Granola data.

Connect Granola, pick your AI tool and paste the prompt.

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The problem

Commitments are buried across dozens of meetings

Commitments are spread across many meetings, and nobody tracks who promised what. Pulling them together means rereading notes and transcripts for I will or follow up, then sorting them by person.

Without PopdockAI

  • Open each meeting in the date range
  • Reread summaries and transcripts for commitments
  • Copy each one into a list
  • Sort the list by owner by hand

With PopdockAI

  • Up to 25 recent meeting summaries are read
  • Transcripts are searched for commitments the summaries missed
  • Actions are grouped by owner, inferred ones marked
  • Repeats are listed once, and nothing is marked done

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** List the action items and commitments from meetings between `{from-date}` and `{to-date}` (optional, defaults to today), narrowed to meetings whose title contains `{title-filter}` if given.

**Step 1: Find the meetings**

Call `granola-get-note` with `created.from` set to `{from-date}`, `created.to` set to `{to-date}` and, if `{title-filter}` is given, `title.contains` set to it. Record each note `id`, title and date. If nothing matches, say so and stop. If more than 25 notes match, process the 25 most recent and say how many were left out.

**Step 2: Find the commitments**

For each note, read the `summary` first. Then call `granola-get-transcript` with that `note-id` and `text.contains` set to phrases such as "I will", "action item", "follow up", "by Friday", "next step", one call per phrase, to catch commitments the summary missed. Attribute each to the `speaker`.

**Step 3: Report**

A table grouped by owner: action, meeting title and date, due date if stated, and whether it was stated outright or inferred. Finish with a list of items with no clear owner.

**Rules & Guidelines:**

* Read-only. Only call `granola-get-note` and `granola-get-transcript`.
* Mark inferred items as inferred; never present a guess as a commitment.
* Do not mark items done or not done; the notes do not say.

**Validation:**

* If `{from-date}` is missing, ask for it.
* If the same action appears in several meetings, list it once with all the meeting dates.

Who it's for

One answer, three teams that use it

Project managers

Track who owes what across meetings

One table by owner, with due dates where stated, replaces rereading every meeting.

List the action items from my meetings between 1 and 30 September with Fabrikam in the title.

Team leads

Review the team's open commitments

Items with no clear owner are listed last, so you can assign them.

What did people commit to in our planning meetings over the last two weeks?

Chiefs of staff

Keep follow-through visible

Stated and inferred actions are labelled, so you know which to confirm.

Round up action items from all my Contoso meetings this month, grouped by owner.

How it works

What PopdockAI does when you ask

You give a date range and your AI assistant gathers every action item from your Granola meetings by owner. Guesses are clearly marked, and nothing is changed.

01

Ask

You give a date range and, if you like, a word the meeting title must contain.

Your AI tool

02

Find

It lists the matching Granola meetings, up to the 25 most recent.

granola-get-note

03

Scan

It reads each summary and searches transcripts for commitment phrases.

granola-get-note
granola-get-transcript

04

Report

You get a table by owner, with inferred items marked and unowned items last.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Granola and one secure connection to your AI tool. No code, no exports.

get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-transcript

Returns Granola transcript lines with speaker and timing for a meeting note.
Read only.Nothing in Granola Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Everyone's commitments in one list

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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