AI Assistant Tips: From Meetings To Actions

Introduction

Introduction

In this article, we will explore some effective tips on how to utilize Craft's AI assistant for managing your meetings and open tasks more efficiently. Whether you need to organize your notes, identify action items, or prioritize your tasks, this guide will walk you through a practical example to help you get the most out of Craft's AI capabilities.

Meeting Example

Imagine you are in a meeting, and you have a document filled with notes, participants, action items, additional points, and random discussions. The information is present but somewhat scattered. To transform this into a more structured format, you can leverage Craft’s AI assistant.

Listing Tasks

Start by opening the AI assistant using the common return shortcut. You need a clear overview of all the open or potential tasks. Use the prompt:

List all the tasks

The assistant will scan your notes and list all the tasks along with their respective owners, if mentioned. You can then insert this organized list into your document.

Inserting Tasks

You will now have a detailed list of the main tasks and some additional points to consider. To convert these items into actionable tasks, use the forward slash ("/") shortcut:

/todo or /task

This will quickly turn your points into a structured to-do list within your daily notes.

Creating a Prioritization Table

If you need help with prioritizing these tasks, you can prompt the AI to create a table based on impact and severity. Highlight the section you need to organize and use the command:

Create a table to prioritize these tasks based on impact and severity

The AI assistant will create a framework table for you, which includes columns for task names, responsible persons, impact, severity, and calculated priority.

Sorting by Priority

With your tasks prioritized, you can further organize them by sorting. Highlight the table, fix the header row, and sort the tasks based on the priority score. This ensures that you know exactly where to start and how to tackle your tasks efficiently.

Conclusion

By following these steps, you can turn unstructured meeting notes into organized action items, prioritize your tasks with ease, and get a clear understanding of your workflow. We hope you find these tips useful for your own meetings and encourage you to share your own use cases with us.

Happy crafting!

Keywords

• AI assistant
• Craft
• Meeting notes
• Open tasks
• Action items
• Task prioritization
• Impact and severity
• Task sorting

FAQ

What is Craft’s AI assistant?

Craft’s AI assistant is a tool that helps automate and organize tasks, notes, and other details from meetings, making it easier to manage and prioritize work.

How do I list tasks in Craft?

You can list tasks by using the AI assistant's prompt: "List all the tasks." This will gather and categorize all tasks mentioned in your notes.

How can I turn notes into actionable tasks?

Use the forward slash ("/") shortcut followed by "todo" or "task" to convert points in your notes into actionable tasks.

How do I prioritize tasks?

You can prioritize tasks by asking the AI assistant to create a table based on impact and severity. Use the command: "Create a table to prioritize these tasks based on impact and severity."

How can I sort tasks by priority?

After creating a prioritization table, fix the header row and sort the table based on the priority score to organize the tasks effectively.

These guidelines should help you harness the power of Craft's AI assistant to streamline your meeting notes and task management. Happy crafting!