Sheets
Action Item Tracker
Read meeting notes from a sheet, extract action items with owners and due dates, and write them to a tracking sheet.
"""
Action Item Tracker
===================
Read meeting notes from a sheet, extract action items with owners and due dates,
and write them to a tracking sheet.
Setup:
1. Create a Google Sheet with meeting notes (free-form text in a column)
2. Set MEETING_NOTES_SHEET_ID env var
3. Set Google OAuth credentials (GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET)
Example Input Sheet (Meeting Notes):
| Date | Meeting | Notes |
|------------|-----------------|----------------------------------------------------------|
| 2026-06-15 | Product Sync | @alice to finalize specs by Friday. @bob to review PRD. |
| 2026-06-14 | Sprint Planning | @carol owns the auth refactor. Due next Tuesday. |
Output (Action Items):
| Action Item | Owner | Due Date | Source Meeting | Status |
|-----------------------|-------|------------|-----------------|---------|
| Finalize specs | alice | 2026-06-20 | Product Sync | Pending |
| Review PRD | bob | | Product Sync | Pending |
| Auth refactor | carol | 2026-06-24 | Sprint Planning | Pending |
Run:
.venvs/demo/bin/python cookbook/91_tools/google/sheets/action_tracker.py
"""
from os import getenv
from agno.agent import Agent
from agno.models.openai import OpenAIResponses
from agno.tools.google.sheets import GoogleSheetsTools
agent = Agent(
name="Action Tracker",
model=OpenAIResponses(id="gpt-5.5"),
tools=[
GoogleSheetsTools(
read_sheet=True,
update_sheet=True,
)
],
instructions=[
"You extract action items from meeting notes and track them.",
"Look for patterns like '@name to do X' or 'X owns Y' or 'due by Z'.",
"Extract: the action item, owner (person responsible), and due date if mentioned.",
"Write extracted items to the specified output sheet.",
"Set status to 'Pending' for new items.",
"Be thorough - capture all commitments, not just explicit action items.",
],
markdown=True,
)
if __name__ == "__main__":
notes_sheet = getenv("MEETING_NOTES_SHEET_ID")
output_sheet = getenv("ACTION_ITEMS_SHEET_ID", notes_sheet)
if not notes_sheet:
print("Set MEETING_NOTES_SHEET_ID to your meeting notes spreadsheet ID")
print(
"Optionally set ACTION_ITEMS_SHEET_ID for output (defaults to same sheet)"
)
exit(1)
agent.print_response(
f"Read the meeting notes from spreadsheet {notes_sheet}, extract all action items "
f"with owners and due dates, then write them to the 'Action Items' tab in {output_sheet}. "
"Create the tab if it doesn't exist.",
stream=True,
)Prepare the source and destination tabs
Create the Action Items tab in the destination spreadsheet before running. update_sheet writes cells in an existing tab, and create_sheet creates a whole spreadsheet, not a tab; neither implements the prompt's “create the tab” request. Remove that sentence from the prompt and provide the meeting-notes tab and range, for example 'Meeting Notes'!A1:C100, because read_sheet needs an explicit range.
The displayed due dates are illustrative, not verified calendar calculations. Interpret relative deadlines from each meeting's date and review them before writing. Re-running updates the chosen range and can overwrite existing action items.
Run the Example
Set up your virtual environment
uv venv --python 3.12
source .venv/bin/activateInstall dependencies
uv pip install -U agno google-api-python-client google-auth google-auth-httplib2 google-auth-oauthlib openaiConfigure Google OAuth
Enable the Google API used by this example, configure the consent screen, and create a Desktop OAuth client in your Cloud project. Export its GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET, and GOOGLE_PROJECT_ID, or place the downloaded client JSON at credentials.json in the directory where you run Python. Google's Python quickstart shows the Desktop client setup.
The first tool call opens a browser for consent and caches credentials in token.json. Use a separate token_path when switching accounts. Passing an Agno user_id does not switch the authenticated Google account.
Export environment variables
export GOOGLE_CLIENT_ID="your_google_client_id_here"
export GOOGLE_CLIENT_SECRET="your_google_client_secret_here"
export GOOGLE_PROJECT_ID="your_google_project_id_here"
export MEETING_NOTES_SHEET_ID="your_meeting_notes_sheet_id_here"
export OPENAI_API_KEY="your_openai_api_key_here"Configure the optional output sheet
Set ACTION_ITEMS_SHEET_ID to write action items to a different spreadsheet. When unset, the example writes them to MEETING_NOTES_SHEET_ID.
Run the example
Save the code above as action_tracker.py, then run:
python action_tracker.pyFull source: cookbook/91_tools/google/sheets/action_tracker.py