Action Item Tracking in Messages via Routine Analysis

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Solution Overview

Problem

Users face difficulties in tracking and managing action items in computer messages, such as emails, due to the lack of automated systems that distinguish between responded and unresponded requests, leading to inefficiencies and unnecessary resource consumption.

Innovation Solution

A system that analyzes and tracks user messages to automatically identify action items, determine completion criteria, and provide notifications based on routine-related aspects, allowing for the grouping and timely notification of action items, thereby reducing manual effort and resource usage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If users manually flag emails to track which need responses, then users can identify unresponded requests, but users must continuously set and unset flags reducing efficiency

Engineering Contradiction:
Improvetracking accuracyVSAvoiduser efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system automatically extracts action items from email content and tracks their completion status without requiring user intervention. The email client or server autonomously monitors whether requests have been satisfied by analyzing message threads and automatically updating the status, eliminating the need for users to manually set and unset flags while maintaining reliable tracking.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system proactively identifies and flags emails containing action items before users need to respond. By预先 extracting action items from incoming emails and setting up tracking mechanisms in advance, the system prepares the information structure ahead of time, so users receive notifications only when completion status changes, rather than continuously managing flags.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If users open emails to check for action items, then users can identify requests needing responses, but users waste time reading emails that have already been responded to

Engineering Contradiction:
Improveaction item identificationVSAvoidemail review time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system extracts action items from email content and separates them into a distinct, easily accessible view. Instead of requiring users to read through entire email threads to identify action items, the system pulls out the essential actionable information and presents it in a consolidated format with clear completion status indicators, allowing users to quickly scan without reading full messages.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system uses visual indicators such as color-coded flags or status markers to immediately distinguish between responded and unresponded action items. Emails or action items requiring responses are highlighted with distinct visual cues (e.g., red flags for unresponded, green for responded), enabling users to instantly identify what needs attention without reading email contents.

Inventive Principle:
Principle #32Color changes

3Reliability

If the system provides notifications for all action items, then users receive comprehensive reminders, but users receive unnecessary notifications for already satisfied requests

Engineering Contradiction:
Improvenotification completenessVSAvoidnotification processing
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The system continuously monitors email threads for responses and automatically updates the completion status of action items. When a response is detected that satisfies the action item criteria, the system feeds back this information and automatically adjusts the notification state, stopping further notifications for satisfied requests while maintaining notifications for unresponded items.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The notification system dynamically adjusts its behavior based on the real-time completion status of action items. Notifications are actively sent only when action items remain unresponded, and automatically suspended when completion criteria are met. This dynamic adaptation ensures comprehensive coverage of pending items while eliminating redundant notifications for satisfied requests.

Inventive Principle:
Principle #15Dynamics

4Measurement precision

If the system analyzes all user messages to identify action items, then the system accurately tracks completion criteria, but the system consumes significant computing resources

Engineering Contradiction:
Improvecompletion criteria detectionVSAvoidcomputing resource consumption
Core Design Contradiction:
Measurement precisionVSUse of energy by moving object

Solution Approach 1:

The system segments email analysis by focusing only on specific portions of messages that contain action item indicators. Instead of analyzing entire email threads uniformly, the system identifies and extracts only the relevant actionable content segments, applying completion criteria detection selectively to these portions, thereby reducing overall computational load while maintaining detection precision.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system changes the parameters of message analysis by adjusting the depth and scope of text processing based on message characteristics. For emails with clear action item structures, the system applies targeted pattern matching with minimal processing. For ambiguous cases, it increases analysis depth only where needed, dynamically adjusting computational resources based on the specific requirements of each message rather than applying uniform high-resource analysis to all emails.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS12074837B2Notifications of action items in messages
Publication Date: 2024.08.27 MICROSOFT TECHNOLOGY LICENSING LLC
  • US12074837B2 patent drawing
  • US12074837B2 patent drawing
  • US12074837B2 patent drawing

AI summary

In some implementations, a method includes extracting completion criteria of an action item and parameters of the completion criteria from a message portion of a user message between users. In response to determining, from sensor data provided by one or more sensors associated with a user, the user practices a routine; a routine-related aspect is generated from a user routine model of the user for the routine. In is inferred at least one of the extracted completion criteria of the action item is unsatisfied based on the extracted parameters and the identified routine-related aspect. Based on the inferring, a notification is provided to at least one user associated with the action item.