# Action-item verification checklist

From the AssociationAI.ai tutorial "From Committee Notes to Action Items, Verified Line by Line."

Print one per meeting. Nothing ships until every box is checked.

## Stage 1 — notes ready

- [ ] Raw notes copied to a working document; original untouched as the record
- [ ] Member details the tool should not see stripped first
- [ ] Notes pasted under the extraction prompt (see extraction-prompt.md)

## Stage 2 — extracted with receipts

- [ ] Every item has all four fields: Action, Owner, Deadline, Source quote
- [ ] "Unassigned" and "none stated" counted — they show what the meeting left undecided

## Stage 3 — verified line by line

- [ ] Each quoted line found word for word in the notes
- [ ] Invented owners corrected to "unassigned" or the item cut
- [ ] Unstated deadlines corrected to "none stated"
- [ ] Drifted quotes reworded to match the notes

## Stage 4 — signed off and sent

- [ ] Chair approved the checked list; nothing changed after approval
- [ ] List emailed to the committee and filed where the next agenda will find it

## The five-line audit (run on the finished list)

1. Every item names an owner or says "unassigned."
2. Every item names a deadline or says "none stated."
3. Every item carries an exact quote, and every quote appears in the notes.
4. Nothing in the list came from outside the notes: no invented owners, no invented deadlines, no borrowed context.
5. The chair approved the list, and a copy sits in the meeting folder.

Any failing line sends you back to the stage that owns it.