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How to Extract Action Items with OpenAI on Mac

Action Items+OpenAI

Use Echoo with OpenAI to pull structured action items from meeting notes, email threads, and documents instantly. Select messy notes, press a shortcut, and get a clean task list with owners and deadlines.

Why This Combination Works

GPT-4o excels at parsing unstructured text and identifying implicit tasks — the kind that aren't explicitly stated but are clearly implied by the conversation. It reliably extracts who is responsible, what the deliverable is, and when it's due, even when that information is scattered across paragraphs of meeting notes. Its structured output capabilities make formatting the results as a clean checklist effortless.

Recommended Model

GPT-4o — its strong instruction-following and structured output capabilities make it the most reliable choice for extracting organized action items from messy, unstructured text.

Example Prompt

prompt
Extract all action items, owners, and deadlines from these meeting notes. Format as a numbered list with this structure: "[Owner] — [Task] — [Deadline or "No deadline mentioned"]". Include implicit action items that are clearly implied but not explicitly stated.

Setup Steps

  1. Download Echoo

    Install Echoo from echoo.ai. It works across every app on your Mac — perfect for meeting notes in any tool.

  2. Add your OpenAI API key

    Open Echoo settings, navigate to AI Providers, select OpenAI, paste your API key, and choose GPT-4o.

  3. Create an action items command

    Set up a command: "Extract all action items from this text. Include the responsible person, specific task, and deadline. Format as a clean numbered list. Include implicit tasks that are clearly implied." Bind to a hotkey.

  4. Use the keyboard shortcut

    Select your meeting notes, email thread, or document text. Press your hotkey and get a structured action item list ready to paste into your project management tool.

Frequently Asked Questions

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