Prompt: pull due dates from CRM notes without guessing
Turn free-text follow-up notes into a clean action list. Clear dates become ISO dates; “next Friday” and 10/11/2026 are left blank and flagged instead of guessed.
Works with: ChatGPT, Claude, Copilot, Gemini
The task
Turn follow-up notes into one row per action with a due date, without the AI guessing what an ambiguous date means.
Extract one row per record with columns id, action, due_date, needs_clarification. Preserve IDs exactly. Use ISO dates only when the note contains an unambiguous calendar date. Do not interpret slash-formatted dates or relative weekdays. Leave due_date blank and explain the ambiguity in needs_clarification. Synthetic records: C01: Send the catalogue on 2026-10-15. C02: Call next Friday. C03: Renew on 10/11/2026.
How to use it
- Run it with the three synthetic records to check the behaviour.
- Paste your own notes (a short export, IDs included) in place of the synthetic records.
- Settle every row with a needs_clarification note before the dates go into your CRM or calendar.
What you get
One row per note. Only unambiguous dates are filled in (as YYYY-MM-DD); relative days and slash dates stay blank with the reason.
| id | action | due_date | needs_clarification | |---|---|---|---| | C01 | Send the catalogue | 2026-10-15 | | | C02 | Call | | "Next Friday" is a relative weekday. The actual date depends on when the note was written, and "next" could mean the coming Friday or the one after. Please give the exact date. | | C03 | Renew | | "10/11/2026" uses a slash format, so it could be October 11, 2026 (MM/DD) or November 10, 2026 (DD/MM). Please confirm which. |
Where should you start with AI?
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