# Setup guide — Action Item Tracking Agent

## 1. Install and connect

Install the agent and connect your meeting and task sources.

```
pipx install action-item-agent
action-item-agent connect --meetings zoom --tasks asana
action-item-agent doctor
```

## 2. Configure guardrails

No fabricated owners/dates and no auto-nagging are enforced here.

```
cp .env.example .env
ANTHROPIC_API_KEY=sk-ant-...
NO_FABRICATED_OWNERS=true
FLAG_AMBIGUOUS_OWNERSHIP=true
AUTO_SEND_REMINDERS=false
```

## 3. Set extraction rules

Define what counts as an action item.

```
# actions.yml
require_explicit_commitment: true
link_to_source: true
unassigned_if_unclear: true
```

## 4. Test on a transcript

Extract items and review flagged ones.

```
action-item-agent run --transcript ./meeting.txt --explain
# prints action items + flagged (ambiguous) + items NOT turned into tasks
```

## 5. Wire into your workflow

Extract from new meetings into your task tool for review.

```
# meeting ends -> extract action items -> draft tasks for owner confirmation
```
