Use AI to tag every requirement in your notes as agreed, assumed or missing, trace each one to its source, and send focused follow-up questions before the gaps turn into rework.
What you will be able to do
- Brief an AI to audit, not invent: Write a brief that sets out what to pull from your meeting notes and request documents, which columns to fill, and how to handle gaps. It tells the AI not to supply owners, dates or values that aren't in your sources.
- Build a requirements list you can trace: Link every requirement to who said it, in which meeting or document, and where. Tag each one as agreed, assumed or missing, and record the evidence for that tag. Compound statements get split so each part can be confirmed on its own.
- Catch inferred owners, deadlines and scope: Spot the 'Sam will handle it by the 15th' lines that nobody actually committed to. Have the AI list every owner, date and scope boundary with its evidence, and explain why each inferred one puts delivery at risk.
- Check the AI's work before anyone else sees it: Check quotes and attributions against your sources. Fix items marked as more agreed than the evidence supports, and find the requirements, people and dates the AI missed. Keep your own judgment in a separate column from the source evidence.
- Send follow-up questions people can answer: Write one specific question for each assumed or missing item. Group the questions by the person who can confirm them, put them in order of delivery impact, and update the list with new evidence and a date when the answers come back.
- Keep confidential information out of the wrong tools: Check whether a tool is approved for client or employee information. Mask sensitive details with consistent placeholders so the notes stay usable, and unmask the questions in an approved environment before you send them.
Taught at learn.m-a-s-t-e-r.ai: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
