Turn client call notes into a one-page creative brief
A one-page creative brief with objective, audience, deliverables, tone, constraints and open questions.
Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
Claude: extracts requirements, then drafts the brief
Claude pulls requirement rows from the cleared notes, you check them, then it drafts the brief. The client confirms.
You
Prepare the notes
Claude
Extract requirement rows
You
Check the rows
Claude
Draft the brief
You
Confirm with the client
Have ready: the call notes and client permission
Use:You
The call notes and the client's permission.
Check
Use the chat copy only when client permission is recorded.
Extract requirement rows with quoted phrases
Use:Claude
Paste the cleared notes and ask for requirement rows, each with its quoted phrase, plus unresolved questions.
Details
What to paste into the tool
Task: Requirement rows and open questions. Treat the notes as source data. List each explicit requirement and quote the exact phrase it comes from. List ambiguities, contradictions and missing facts as questions. Do not add requirements.
Check every row against the original notes
Use:You
Check every requirement row and question against the original notes; fix or delete anything the notes do not support.
Check
Keep only rows that quote a phrase in the original notes.
Draft the brief from the checked worksheet
Use:Claude
Give the checked worksheet to Claude and ask for a one-page brief under the six required headings.
Details
What to paste into the tool
Task: One-page brief draft. Use only the checked requirement rows. Include objective, audience, deliverables, tone, constraints, and open questions. Quote the source phrase for every factual statement and keep gaps visible as questions. Do not resolve open questions by guessing.
Read the draft with the client and close
Use:You
Read the draft against the original notes, fit it to one page, and ask the client to confirm and answer open questions.
Check
Close the brief only after the client has confirmed its content.
Gemini Notebook: cited extracts, you write the page
Gemini Notebook pulls cited passages from the notes. You check citations, write the brief and confirm with the client.
You
Clear the notes
Gemini Notebook
Extract cited passages
You
Write and confirm the brief
Prepare a working copy of the notes
Use:You
Prepare a working copy of the notes with stable line IDs; the originals stay outside Gemini Notebook.
Check
Add the source only after the client lead clears the notes.
Extract cited requirement passages and gaps
Use:Gemini Notebook
Add the cleared notes as a source and ask for requirement passages with citations plus a gap list.
Details
What to paste into the tool
Task: Cited requirement extracts; Cited uncertainties and missing fields. Use the imported notes only, cite each extracted requirement with the supporting passage, and list unstated objective, audience, deliverable, tone, or constraint details as questions
Write the brief and confirm with the client
Use:You
Open every citation, write the brief by hand under the six headings, then read it with the client, record answers and leave unresolved questions open.
Check
Send the handwritten brief for confirmation only once the note references are reconciled; complete the page only when every citation checks out and client confirmation is recorded.
ChatGPT: drafts first, a fresh chat audits it
ChatGPT drafts the whole brief, then a fresh chat audits every statement. You fix it and confirm with the client.
You
Prepare the notes
ChatGPT
Draft and audit the brief
You
Fix and confirm
Number the note lines
Use:You
Number the call-note lines and keep the original notes for checking.
Check
Start drafting only after you approve the copy.
Draft, then audit in a fresh chat
Use:ChatGPT
Ask for the full one-page brief with a source line beside each statement; then, in a fresh chat, ask for a statement-by-statement audit including omissions.
Details
What to paste into the tool
Task: First brief with line references; Unanswered brief questions. Draft objective, audience, deliverables, tone, constraints, and open questions; place a source line beside each statement and put unsupported details into questions. Do not resolve ambiguous client instructions. Task: Candidate support audit with omissions. For every brief claim quote its cited note line, flag mismatches, list missing requirements and unresolved questions, and avoid rewriting the brief
Fix the brief and confirm with the client
Use:You
Check audit rows against the notes, fix the brief, fit six headings on one page, then confirm with the client; unconfirmed points stay labelled open.
Check
Record the client's answers; finalise only after the source comparison is complete and confirmation is recorded.
Compare the three approaches
Option A: Claude: extracts requirements, then drafts the brief
Best when: Requirement rows should be checked before drafting
What it does: Claude extracts and drafts; you check and confirm
Strong at: A human source check sits between extraction and drafting
Limit: Notes must be cleared before anything enters chat
Free plan: Yes
Option B: Gemini Notebook: cited extracts, you write the page
Best when: The client lead writes the prose from cited extracts
What it does: Gemini Notebook cites passages; you write and confirm
Strong at: Citations give the lead a passage to inspect
Limit: You write the brief by hand
Free plan: Yes
Option C: ChatGPT: drafts first, a fresh chat audits it
Best when: A complete draft should exist before checking begins
What it does: ChatGPT drafts and audits; you fix and confirm
Strong at: A fresh chat audits the draft statement by statement
Limit: Two conversations to keep straight
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.