6-lesson course · about 2 hours

Stop AI from Inventing Owners and Deadlines in Action Lists

For Consultants, project leads, managers and professionals who turn information into plans, decisions and client work

Everything for Professionals

Set up a drafting routine that marks every owner and date as confirmed or proposed, ensuring unconfirmed commitments are vetted before they reach your clients.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

Distinguish real commitments from AI inferencesApply a rigorous test to your meeting records to separate agreed-upon actions from AI assumptions. Use this in your initial review to ensure no suggestion is mistaken for a commitment.
Write briefs that force AI labelingConstruct a specific drafting brief that requires your AI to mark owners and dates as confirmed or proposed. This ensures every claim in your action list is linked to a verifiable source.
Set up a pre-circulation confirmation stepCreate a routing process that sends proposed items to the named person for approval before the list circulates. Use this to prevent unvetted deadlines from reaching your clients.
Review and correct AI draftsImplement a pre-send checklist to audit AI-drafted lists against the actual meeting transcript. You will learn to catch and correct overstatements of agreement before they leave your desk.
Manage unconfirmed follow-upsDevelop a decision framework for when to send a list with marked proposed items and when to wait. Learn to handle missing replies without turning silence into a binding agreement.
Repair accidental commitmentsDraft professional corrections for unconfirmed commitments that have already reached a client. You will learn the correct order of communication to maintain trust and set clear next steps.

How it works

A tutor that meets you where you are

  1. Adaptive lessonsCourse material is not one-size-fits-all. The content adjusts to your current knowledge and skill level as you move through each module to keep the pace effective.
  2. One-on-one AI tutoringYou have a dedicated AI tutor available at all times. You can ask for clarifications, deeper examples, or feedback using either typed text or voice commands.
  3. Active recall toolsEvery lesson is paired with targeted quizzes and digital flashcards. These tools help you move concepts from short-term memory into a reliable professional habit.
  4. Progress trackingFollow your journey with a visual map of your completed lessons. Once you have mastered all the modules, you will receive a certificate of completion.
  5. Practical applicationThe learning process focuses on concrete outputs. You will move from theoretical understanding to creating actual briefs and checklists you can use in your current role.

Curriculum

The curriculum

This course is divided into two modules focused on the shift from trusting AI summaries to managing them as drafts.

Module 1Confirmed or Proposed: Seeing What Was Actually Agreed3 lessons

  1. 1Why AI Summaries Invent Commitments
    • Explain in plain terms why AI summaries present suggestions and assumptions as stated commitments
    • Spot the common patterns by which an owner or deadline gets inferred rather than agreed
    • Describe the risk when an inferred commitment reaches a client or colleague
  2. 2Testing Each Owner and Date Against What Was Said
    • Apply the 'did the named person agree themselves' test to each owner and deadline in a meeting record
    • Classify owners and dates separately as confirmed or proposed
    • Identify actions that have no owner or no date at all
  3. 3Briefing the AI to Label and Source Every Item
    • Write an action-list format that labels owner and date separately as confirmed or proposed, with a source for each
    • Write a follow-up drafting brief that tells an AI assistant to apply the convention and not fill in missing owners or dates
    • Test the brief on a meeting record and adjust it where the output still overstates agreement

Module 2Confirm Before It Circulates3 lessons

  1. 4Pre-Send Review of an AI-Drafted Action List
    • Use a pre-send checklist to review an AI-drafted action list against the meeting record
    • Correct items that the draft presents as confirmed without a matching source
    • Check that a client-facing version keeps the confirmed and proposed labels
  2. 5Routing Proposed Items and Deciding What Can Go Out
    • Send a short confirmation request for each proposed item to the named person before the follow-up circulates
    • Handle a disagreement or a missing reply without turning silence into agreement
    • Decide whether a given follow-up can go out with proposed items clearly marked or must wait for confirmation
  3. 6Correcting a Commitment That Has Already Been Sent
    • Write a short correction to a client or colleague for an unconfirmed commitment that was already sent
    • Order the steps so the named person hears first and the client gets a clear next step
    • Add the fix to the follow-up routine so the same gap does not recur

Who it’s for

Made for you if…

Made for: Consultants, project leads, managers and professionals who turn information into plans, decisions and client work

Project Leads

You run high-stakes client meetings where a single misstated deadline can damage trust. You need a reliable way to ensure that every action item sent to a stakeholder is actually agreed upon, not just inferred by a tool.

External Consultants

Your reputation depends on the precision of your handovers. You use AI to handle the volume of meeting notes, but you cannot risk a 'fluent' AI draft turning a suggestion into a formal commitment that you have to walk back later.

Operations Managers

You coordinate internal teams where 'Sarah to deliver by Friday' might be an AI assumption rather than a promise. You need a workflow that routes these proposed tasks to the team member for confirmation before they become official project records.

Agency Account Managers

You sit between a client's requests and your team's capacity. This course helps you stop the cycle of sending AI-generated summaries that accidentally expand scope or assign owners without their knowledge.

Questions

Good to know

Do I need to use a specific AI tool to take this course?

No. The material is designed for project leads and managers who already use any AI assistant or meeting-summary tool to draft their notes and follow-ups.

What exactly is an 'inferred commitment' in an AI summary?

An inferred commitment happens when an AI turns a suggestion or an assumption into a stated fact, such as writing 'Sarah to deliver by Friday' even though Sarah never explicitly agreed to that date.

Will this teach me how to facilitate or run my meetings better?

No. This course focuses specifically on the drafting routine after the meeting is over, not on the facilitation skills used during the meeting itself.

How does the 'confirmed vs proposed' labeling system work?

You will learn to write briefs that instruct the AI to mark every owner and date as either confirmed or proposed, based on whether the person explicitly agreed in the record, and to provide the source for that claim.

What happens if a colleague doesn't reply to a confirmation request?

The course provides a method for handling missing replies or disagreements so that silence is not mistaken for agreement before the action list circulates.

Can I use this if I've already sent an incorrect AI summary to a client?

Yes. One of the core outcomes is learning how to write a professional correction to a client or colleague for an unconfirmed commitment that has already been sent.

Is there a way to ensure these mistakes don't happen again after the course?

The curriculum teaches you how to build a pre-send review checklist and a routine for routing proposed items, which you then integrate into your follow-up process to close the gap.

Build a reliable follow-up routine

$47

One payment · lifetime access

  • Techniques to spot inferred commitments in AI summaries
  • Drafting briefs for labeling owners and dates as confirmed or proposed
  • A pre-send review checklist for AI action lists
  • Workflows for routing proposed items for confirmation
  • Templates for correcting unconfirmed commitments sent to clients

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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