# Organize Action Items from Documents

Important follow-ups are easy to miss in long notes, reports, and audits. This skill extracts tasks, priorities, owners, locations, and estimates into trackable markdown checklists.

## Install

```bash
npx skillstore add joseph obrien/89jobrien-action-item-organizer
```

## Metadata

- Status: approved
- Slug: 89jobrien-action-item-organizer
- Version: 1.0.1
- Author version: 1.0.1
- Skillstore revision: r1
- Version status: valid
- Tree hash: bd7441735305a1e1179efb98f61cc8255f6e303a6f4c9210fea606568d0707a4
- Author: Joseph OBrien
- GitHub username: 89jobrien
- License: MIT
- Repository: https://github.com/89jobrien/steve/tree/main/steve/skills/action-item-organizer
- Ref: c4037264bbd363c572662d6154a3ab28f5ca4f53
- Supported tools: Claude, Codex, Claude Code
- Audit status: complete
- Agent install advisory: allowed
- Manual install advisory: allowed
- Artifact signature: available
- Audit attestation: unavailable
- Human verification: not\_verified
- Risk factors: external\_commands, env\_access
- Quality score: 79
- Quality tier: bronze
- Public page: https://skillstore.pages.dev/skills/89jobrien-action-item-organizer
- Manifest: https://skillstore.pages.dev/api/skills/89jobrien-action-item-organizer/manifest

## Capabilities

- Extracts actionable tasks from meeting notes, reviews, reports, and audit documents.
- Classifies tasks into P0, P1, P2, and P3 priority levels.
- Preserves source context, owners, estimates, tracking IDs, and file locations when available.
- Builds nested markdown checklists for complex or multi-step work.
- Summarizes item counts, estimated effort, and completion progress by priority.

## Use Cases

- Convert Meeting Notes: Turn scattered follow-ups into clear owners, priorities, and next steps after a planning meeting.
- Organize Review Findings: Convert code review or design review comments into prioritized remediation tasks with source locations.
- Track Audit Remediation: Group audit findings by severity and produce a checklist that teams can execute and monitor.

## Prompt Templates

### Create a Basic Checklist

```
Use the action-item-organizer skill to extract every action item from this document. Group the results by priority and include owners when named.
```

### Add Metadata and Context

```
Extract action items from this report. Preserve file paths, line numbers, owners, estimates, tracking IDs, and the original reason for each task.
```

### Prioritize Ambiguous Work

```
Organize these notes into P0 through P3 sections. Explain the priority choice in the context field when the source is ambiguous.
```

### Consolidate Multiple Sources

```
Combine these documents into one deduplicated action item checklist. Preserve source references and nest dependent tasks under the main deliverable.
```

## Limitations

- It depends on the source document for accurate owners, estimates, and deadlines.
- It does not connect to project management tools by itself.
- It may need human review when priorities conflict or context is missing.
- It produces markdown guidance, not automated task creation.

## Best Practices

- Provide the full source document so the skill can preserve context and dependencies.
- Review inferred priorities when the source does not provide severity or urgency.
- Keep source references in the checklist so teams can trace each task back to evidence.

## Anti Patterns

- Do not ask for a checklist from partial notes when missing sections contain action items.
- Do not remove source context from high-risk tasks or audit findings.
- Do not treat inferred owners, estimates, or priorities as final without review.

## Security Audit

- Audited at: 2026-07-05T10:59:45.287\+00:00
- Summary: All static findings were adjudicated as false positives. The flagged shell execution, secret, system, and network reconnaissance patterns appear only in markdown examples, inline file-path formatting, or priority guidance. No prompt injection text or malicious intent was found in the reviewed cited files.

## Stats

- Views: 315
- Downloads: 14
- Favorites: 0
- Popularity score: 0