Before you start: open Ask Jiminny Panorama and filter to the team or accounts whose open commitments you want to chase, over the last few weeks.
Copy the text below and paste it into Ask Jiminny âŹď¸
Go through these calls and list every open action item, promised follow-up and unanswered question, grouped by account.
Structure the output as:
What was promised or left open, quoted or closely paraphrased
Who owes it, and to whom
The call and date it came from
Whether a later call suggests it was completed, and anything overdue or at risk of being forgotten
Finish with the accounts ordered by how many open items they have
Include only commitments actually made in these calls, and leave out anything clearly resolved. If it is unclear who owns an item, say so rather than assigning it to someone.