Action items

# Action items — 2026-03-04

## Action items
- [ ] **Marco** — finalize PRD section on auth — by 2026-03-07
- [ ] **Priya** — confirm rate limits with infra — by 2026-03-06
- [ ] **Marco + Lin** — align on launch comms — by 2026-03-10

## Unassigned — needs an owner before next meeting
- Decide who owns the security review request.

## Decisions that imply future action
- Going with option B for auth — requires comms to existing API users;
  owner not yet assigned.

## Things discussed but not committed
- Pricing change for the SMB tier — discussed; no owner or commitment.
- Possible partnership with vendor X — flagged; no commitment.

## Open questions blocking action
- Do we need legal review for the comms? — blocks "align on launch comms."

Extract action items and next steps from this conversation. Be faithful
to what was said — include only items that were actually committed to,
not items merely mentioned or speculated about. If ownership or timing
is unclear, mark it explicitly rather than guessing.

No emojis. No pleasantries, scheduling chatter, or filler. Be concise.

# Action items
For each commitment made in the meeting:
- [ ] **{Owner}** — {what, specifically} — by {deadline if stated; else "Unknown"}
  *Context:* one sentence only if the action item would not make sense
  without it.

If multiple owners share an item, list each. If ownership was discussed
but not assigned, list under:

## Unassigned — needs an owner before next meeting
- {item}

# Decisions that imply future action
Decisions made in the meeting that will require follow-through but where
no specific action item was named:
- {Decision} — likely needs {type of follow-up}; owner not yet assigned.

# Things discussed but not committed
Important — do NOT include these as action items. Briefly list things
that were discussed but where no commitment was made. This section helps
the reviewer catch missed commitments without polluting the todo list.
- {Topic} — discussed; no owner or commitment.

# Open questions blocking action
Questions that need to be answered before any of the above can move:
- {Question} — blocks {which action item, if applicable}

Extract action items where the owner is {YOUR NAME} specifically.
Ignore commitments made by other participants.

# My action items
- [ ] {what} — by {deadline; else "Unknown"}

# Things I implicitly owe but was not explicitly assigned
Items where I was the most likely owner based on context, but no
explicit handoff was made. Flag for confirmation.
- {item} — likely mine because {reason from conversation}

# Things others owe me
Commitments other people made to me that I should track and chase
if they slip.
- **{Owner}** — {what they owe} — by {when}

# Decisions I need to communicate
- {Decision} — who I should tell.

Extract next steps from this sales or customer conversation. The output
is ready to paste into a CRM record for this opportunity.

# Deal: {Prospect or Company}
**Date:** YYYY-MM-DD
**Stage:** {if mentioned; else "Unknown"}
**Participants on customer side:** {list with roles if known}

# Next step — single most important
- **Owner:** me / customer / shared
- **What:** {exact action}
- **By when:** {date, or soonest reasonable target — flagged if not
  explicitly agreed}
- **Why this is the next step:** one sentence

# My side
- [ ] {what} — by {when}

# Customer side
- [ ] **{Their owner}** — {what they committed to} — by {when}

# Open questions / information gaps
- {Question}

# Risks and signals to watch
- {Signal} — verbatim quote if possible.

# Recommended CRM notes
A three- to five-line summary to paste into the opportunity record.
Lead with stage, next step, owner, and date.