The meeting agreed that Chen would deliver the training slides by 5 p.m. on Wednesday. After the meeting he wrote in the team chat, “I'm only free on Thursday. Can we move the deadline?” Which day should go in the tracker?
In this exercise, WorkBuddy reads three sample records and reconciles them into four action items. Review the preview in the conversation, then save an Excel tracker. The slides keep their confirmed Wednesday deadline, while Thursday appears as a proposed change. You will also update a completed item and identify a new task that still needs an owner.
You need the WorkBuddy desktop app, a signed-in account with enough credits to run a task, and a spreadsheet viewer or WorkBuddy's own file preview. Use the sample records below. They describe a fictional customer training event. WorkBuddy first task guide · Credits and plans · Office document tools
Prepare three plain text files
Create an empty folder for this exercise. Use Notepad on Windows or TextEdit in plain text mode on macOS. Save each block as its own file and check that the three names end in .txt.
Save as 01-meeting-notes.txt.
Fictional project: customer training. Meeting date: 2026-11-16.
M01 | Chen Chen owns the training slides. Confirmed deadline: 2026-11-18 17:00.
M02 | Li Ning owns venue confirmation. Confirmed deadline: 2026-11-17 12:00.
M03 | Zhou Yue owns sending the training notice. Confirmed deadline: 2026-11-18 12:00.
Save as 02-team-chat.txt.
Fictional project: customer training. Message date: 2026-11-16.
G01 | 14:10 Chen Chen: I'm only free Thursday, November 19. Can we move the slide deadline to Thursday?
G02 | 14:16 Zhou Yue: I sent the training notice to all attendees.
G03 | 14:22 Lin Ke: We need to reserve 20 seats. Who can take this?
Save as 03-old-tracker.txt.
Fictional project: customer training. Snapshot: 2026-11-16 12:00.
ID | Task | Owner | Confirmed deadline | Status
T01 | Deliver training slides | Chen Chen | 2026-11-18 17:00 | In progress
T02 | Confirm venue | Li Ning | 2026-11-17 12:00 | In progress
T03 | Send training notice | Zhou Yue | 2026-11-18 12:00 | Not started
Create a task and request a preview
Open a new desktop task. If WorkBuddy shows several work modes, choose the office mode. Use the workspace selector at the lower left of the prompt box to choose the folder containing your three files. Keep the default permission setting for this exercise. Create a task · Permission modes
Paste the following into the task and send it. If WorkBuddy reports a missing file, check the workspace selection or drag that file into the prompt box, then resend the instruction. Attach files
Read only 01-meeting-notes.txt, 02-team-chat.txt, and 03-old-tracker.txt in the selected workspace. Confirm which files you could read. Stop and name any missing file.
Use the old tracker as the starting point. Reconcile it with the meeting notes and team chat. Keep each existing task ID and one row per action item. Record proposed changes separately and preserve the last confirmed deadline until a new date is explicitly agreed. Mark a task complete when the owner explicitly says it was done, and include that message's source ID. Number new items from T04. Mark missing owners and deadlines as To confirm.
Show a table in the conversation with seven columns: ID, Task, Owner, Confirmed deadline, Status, To confirm, Source. Use the M, G, and T record IDs in the source column. Wait for my confirmation before creating the output file. Keep the three input files intact.
At this point, expect a preview in the conversation. Review that table before asking WorkBuddy to save the final file.
Check the four rows and save the tracker
- T01, deliver training slides. Chen owns the task. It is in progress and remains due on November 18 at 17:00. November 19 is a proposed change. Look for M01, T01, and G01.
- T02, confirm venue. Li owns the task. It remains in progress and due on November 17 at 12:00. The sources are M02 and T02.
- T03, send training notice. Zhou owns the task. The confirmed deadline stays November 18 at 12:00, and the status becomes complete. G02 is the evidence of completion.
- T04, reserve 20 seats. The owner, confirmed deadline, and status are all marked as needing confirmation. G03 supplies the request.
If the model sets Thursday as the confirmed date, send a correction in the same conversation. Tell it to reread G01 and M01, keep the confirmed deadline at November 18 at 17:00, and list Thursday in the pending field. Ask it to show the whole revised table so you can check the other rows as well.
Once the preview agrees with the four checks, send this instruction.
I approve the four reviewed rows. Save the table as Customer Training Tracker.xlsx in this workspace. Use a sheet named Tracker. Keep all seven columns, keep the task IDs, and put Source in the final column. Leave the three input files intact and tell me the saved filename.
Open the saved file
Look in the result pane for the generated workbook. Click the file to preview it or use the menu beside the file to open its folder or open it in the default application. Compare the four saved rows with the approved preview. Check T01's date, T03's completion status, and T04's owner in particular. View and open results
If the reply shows the table in chat only, ask WorkBuddy to write it to a file and show the resulting file in the result pane. If Excel output is unavailable in your setup, ask for the same table as Customer Training Tracker.md and open it in WorkBuddy or a text editor. Result viewer · Office document tools
For your next project, use authorized meeting notes, updates, and an existing tracker. Keep the owner, deadline, and evidence for each action. If the sources disagree, record the disagreement and give the responsible person something concrete to resolve. Project meeting follow-up
A few terms
- Agent. An AI assistant that can use tools to act on a task. Here it reads files, compares records, and saves a tracker.
- Workspace. The folder selected for the task. It holds the input files and can hold the resulting tracker.
- Action tracker. A table of tasks, owners, deadlines, and status. The old tracker gives this exercise its starting point.
- Source ID. A short label that points back to a record. G01 identifies the first group message in the sample.
- Output file. A file the task actually saves. In this exercise it holds the reviewed tracker.
- Excel workbook (.xlsx). A spreadsheet file that you can open and edit in Excel or other spreadsheet software.
- Markdown (.md). A plain text file that uses simple symbols for headings and tables. WorkBuddy can preview it, and text editors can open it.