01
Extract Every Commitment
Separate firm tasks, client tasks, decisions, document requests, and unresolved questions from the review notes.
Made for Financial Advisors
Keep Review Action Items Moving
Also useful for: people in Finance
25 min
Intermediate
Financial Organization
Finish What You Started
Track every review commitment from agreement through confirmed completion.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Prevent review decisions from disappearing into notes.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Resolve Ownership and Timing Gaps
Identify missing owners, deadlines, dependencies, approvals, and completion standards before reminders are scheduled.
03
Build the Action Log
Place every confirmed commitment into a single tracker that can be transferred to the approved task system.
04
Confirm Commitments With the Client
Send a short record of client-facing commitments before memory or expectations drift.
05
Schedule Reminders and Escalations
Set proportionate reminders for open items and define what happens when a deadline passes.
06
Close and Document Each Item
Confirm that the promised result occurred and preserve enough evidence to support the client record.
Make Your Play
Keep Review Action Items Moving
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter the date of the completed client review.
Enter a non-sensitive client reference, such as initials or an internal nickname.
Paste redacted notes covering decisions, requests, open questions, and next steps.
0/10000
List commitments already identified, including known owners and deadlines.
0/10000
Select the approved channel for confirming commitments with the client.
Enter the preferred number of business days before a due date for the first reminder.
Describe approved wording, recordkeeping rules, escalation steps, or communication limits.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Extract Every Commitment
Separate firm tasks, client tasks, decisions, document requests, and unresolved questions from the review notes.
02
Resolve Ownership and Timing Gaps
Identify missing owners, deadlines, dependencies, approvals, and completion standards before reminders are scheduled.
03
Build the Action Log
Place every confirmed commitment into a single tracker that can be transferred to the approved task system.
04
Confirm Commitments With the Client
Send a short record of client-facing commitments before memory or expectations drift.
05
Schedule Reminders and Escalations
Set proportionate reminders for open items and define what happens when a deadline passes.
06
Close and Document Each Item
Confirm that the promised result occurred and preserve enough evidence to support the client record.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Replace each placeholder with your review details. Remove account numbers, government identifiers, and other sensitive information before using the prompt. Check every extracted item against the original notes before sending a message or updating a client record.
Advanced instructions
Add your firm’s approved status labels, reminder rules, recordkeeping requirements, and communication language. After reviewing the output, move confirmed items into the approved client relationship or task system rather than maintaining a separate unofficial record.
Use this when
You just finished a client review with several follow-ups, decisions, document requests, or next steps that need coordination.
You'll need
- Review date
- Client reference
- Review notes
- Known action items
- Follow-up channel
- Reminder lead time
- Firm requirements
You'll get
- Every confirmed commitment recorded
- Every action item assigned an owner or marked for confirmation
- Every due date recorded or marked for confirmation
- Client-facing commitments confirmed in writing
- Reminders scheduled for every open item
- Completion evidence recorded for every closed item
By the end of this playbook
You will have:
- Every confirmed commitment recorded
- Every action item assigned an owner or marked for confirmation
- Every due date recorded or marked for confirmation
- Client-facing commitments confirmed in writing
- Reminders scheduled for every open item
- Completion evidence recorded for every closed item
Examples
Progress 1 of 6