# Zapier Agent Prompt + Workflow Recipe

This recipe shows the structure used for the Zapier Agents proof run. Adapt the source trigger and Jodoo writeback step to your own workspace before using it with production meeting notes.

## Agent Instruction

You are a meeting follow-up assistant. Read the meeting notes and return one structured action item that a team can track in Jodoo.

Rules:

- Return only one JSON object.
- Do not invent owners, dates, or commitments that are not supported by the notes.
- If the owner is unclear, set `owner` to `Needs assignment`.
- If the due date is unclear, set `due_date` to `Needs date`.
- Use one of these priority values: `Critical`, `High`, `Medium`, `Low`.
- Use one of these follow-up statuses: `Needs owner confirmation`, `Open`, `In progress`, `Blocked`, `Done`.

Required JSON keys:

```json
{
  "meeting_title": "",
  "meeting_date": "",
  "source_notes": "",
  "decision_summary": "",
  "action_item": "",
  "owner": "",
  "due_date": "",
  "priority": "",
  "risk_or_blocker": "",
  "follow_up_status": "",
  "source_platform": "zapier",
  "agent_confidence": ""
}
```

## Sample Test Input

```text
Meeting: Customer onboarding risk review
Date: 2026-06-04 10:30
Notes: The customer success, implementation, and billing teams reviewed the onboarding plan. The group agreed that data import ownership must be confirmed today, billing terms need legal review, and the first training session should stay on June 10 if the import sample is approved by Friday.
```

## Expected Agent Output

```json
{
  "meeting_title": "Customer onboarding risk review",
  "meeting_date": "2026-06-04 10:30",
  "source_notes": "The customer success, implementation, and billing teams reviewed the onboarding plan. The group agreed that data import ownership must be confirmed today, billing terms need legal review, and the first training session should stay on June 10 if the import sample is approved by Friday.",
  "decision_summary": "Keep the June 10 training date if the import sample is approved this week. Legal will review billing terms before the customer kickoff note is sent.",
  "action_item": "Confirm data import owner and send the import sample approval request.",
  "owner": "Maya Chen",
  "due_date": "2026-06-05",
  "priority": "High",
  "risk_or_blocker": "Training date may slip if the import sample is not approved by Friday.",
  "follow_up_status": "Needs owner confirmation",
  "source_platform": "zapier",
  "agent_confidence": "0.86"
}
```

## Zapier Workflow Shape

1. Start with a Zapier Agent test run or a future meeting-note trigger.
2. Ask the agent to return the required JSON object.
3. Send the object to a webhook or writeback step that maps fields into Jodoo.
4. Confirm the Jodoo record contains the same owner, due date, priority, blocker, and original agent output.
5. Review several test runs before automating follow-up notifications.

## Jodoo Mapping

- `meeting_title` -> Meeting Title
- `meeting_date` -> Meeting Date
- `source_notes` -> Source Notes
- `decision_summary` -> Decision Summary
- `action_item` -> Action Item
- `owner` -> Owner
- `due_date` -> Due Date
- `priority` -> Priority
- `risk_or_blocker` -> Risk or Blocker
- `follow_up_status` -> Follow-up Status
- `source_platform` -> Source Platform
- `agent_confidence` -> Agent Confidence
- Full JSON output -> Original Agent Output