Required action
Summarize the concrete thing the recipient must do instead of using the document title as the task.
AI document to task
Available nowTurn a document or message into an actionable task
Share a supported school notice, medical instruction, government letter, bank message, delivery notification or form. Plaineo can extract what you need to do, who sent it, the deadline and useful notes into an editable Action Required task.
Capture the request, not only the text
A notice or message can contain pages of context while requiring only one practical response: sign a form, bring an item, collect a parcel, attend an appointment, pay a fee or submit information before a deadline. Saving the source alone does not make that action visible in the plan.
Plaineo's Action Required category focuses extraction on the requested action. The generated task remains editable, so you can correct the deadline, add a reminder, assign responsibility and keep the original source available while completing the request.
What Plaineo extracts from an action-required message
The category uses a small, practical structure designed around completing the request.
Sender
Record the school, doctor, bank, government office, employer, delivery service or other party requesting the action.
Due date
Extract the date by which the action should be completed and place it in the calendar after review.
Supporting notes
Preserve useful conditions, items to bring, codes, amounts, locations and instructions needed to complete the task.
Action Required or Document?
Choose Action Required when another party sends a message telling the user to do something, even if it looks like a formal letter or contains a list of items. The defining feature is the requested response, not the file format.
Choose Document when the primary purpose is preserving a contract, certificate, report, ID or other formal record for reference. A stored document can later lead to a separate renewal or follow-up task.
Explore document expiration reminders ->Keep the source connected to the action
A short task title makes the required work visible, while the attached image or document preserves the wording, contact details and context that may be needed later. This avoids copying every paragraph into the calendar.
The same task can receive a reminder, be shared with the person responsible and remain searchable after completion. Important instructions should still be verified against the original source.
Explore AI image and document capture ->How document-to-task creation works
Share the message or document
Capture a supported photo or screenshot, or share a supported PDF or document containing the request.
Extract and review the action
Plaineo creates an editable task with the required action, sender, due date and useful notes it can identify.
Schedule and complete it
Confirm the details, add a reminder or responsible person, and use the attached source while completing the requested action.
Document-to-task examples
Different senders and formats can lead to the same useful result: a clear action with its deadline and source context.
- Photograph a school notice and create a task to sign and return the consent form by Friday.
- Share medical preparation instructions and schedule what to stop, bring or complete before the appointment.
- Upload a bank letter requesting a form or identity check and retain its reference details with the deadline.
- Capture a parcel notification with its pickup location, access code and final collection date.
- Turn a government message into a submission task with the responsible office, required documents and due date.
- Share an employer or association notice and assign the requested paperwork to the person handling it.
Review deadlines, instructions and sensitive content
AI can misread dates, relative phrases, names, codes, amounts and complex instructions. Compare the task with the original source before relying on it, particularly for medical, financial, employment, government or legal deadlines.
Plaineo organizes the requested action but does not verify that a message is authentic, provide professional advice, submit forms, contact the sender or confirm acceptance. Store and share sensitive documents only when necessary and with deliberate permissions.
AI document-to-task FAQ
Can Plaineo turn a document into a task?
Yes. Supported image and document input can be classified and converted into an editable task with structured details relevant to the selected category.
What does Action Required extract?
The built-in Action Required category extracts the requested action, sender, due date and supporting notes when those details are available.
Can a school notice become a reminder?
Yes. A school message requesting a signature, payment, item or response can become a dated task with the original notice attached.
Can Plaineo read delivery pickup messages?
Yes. A supported pickup notification can produce an Action Required task containing useful details such as the carrier, location, code, instructions and deadline when visible.
What is the difference between Document and Action Required?
Document preserves a formal record for reference. Action Required centers the task on something another party has asked the user to complete.
Are extracted actions and deadlines guaranteed to be correct?
No. Source quality and ambiguous wording can affect extraction. Verify every important action, code and deadline against the original message.
Turn the next incoming request into a visible task
Share the source, review the extracted action and schedule it before the deadline disappears into the document.