Choose one of three approaches. The steps for that option appear below.
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ChatGPT pulls candidate quotes and themes from the cleared transcript, then drafts derivatives. You check every quote.
Have inputs ready
Build quote table
Check quotes
Draft derivatives
Approve or hold
Use: You
Check rights and permitted use of the transcript, and check the recording timestamps are in the file.
Check usage limits for every speaker.
Use: ChatGPT
Ask ChatGPT for a quote-and-theme table with timestamps, context limits and product claims to check, from the transcript only.
What to paste into the tool
From the attached transcript only, extract candidate quotes with their timestamps, a theme for each, the context needed so the quote is not misread, and any product claim that needs checking. Quote verbatim; do not paraphrase inside quotation marks.
Use: You
Check quotes, timestamps and product claims; remove quotes that lose meaning out of context.
Check every quote has context limits and a checked timestamp against the recording or transcript.
Use: ChatGPT
Ask ChatGPT for article angles, social excerpts and email themes drawn only from the checked table, each with its campaign purpose.
What to paste into the tool
Using only the checked table, propose article angles, social excerpts and email themes. For each give the campaign purpose, source quote and timestamp, context limit and permitted-use note. Do not add claims not in the table. Do not draft final copy for publishing.
Use: You
Read the plan and decide; publishing and sending are separate decisions.
Check each derivative keeps its context and permitted-use status.
Gemini Notebook answers cite exact passages from your sources. You check each quote against the recording.
Prepare the sources
List themes, build table
Check and lock table
Draft derivatives
Approve or hold
Use: You
Check rights and permitted use; add the transcript and objective as sources with timestamps.
Check usage limits for every speaker.
Use: Gemini Notebook
Ask for themes with supporting passages and product claims, then a quote table with timestamps, context limits and claim checks, citing sources only.
What to paste into the tool
From the sources only, list the main themes, with the passages that support each and their timestamps if shown in the text. List product claims speakers make. If something is not in the sources, say so. From the sources only, build a table of the quotes behind each theme with the timestamp shown in the text, a note on the surrounding context and any product claim the speaker makes. If a timestamp is not shown, say so.
Use: You
Check the quote-and-theme table against the recording and lock it.
Open every citation; check each quote is verbatim with the right timestamp, context limit and claim check.
Use: Gemini Notebook
Ask for article angles, social excerpts and email themes from the locked table, each with campaign purpose, source quote, timestamp and permitted-use status.
What to paste into the tool
From the checked table and the campaign objective, draft article angles, social excerpts and email themes. Keep the source quote, timestamp and permitted-use status beside each derivative. Use only the sources. If a derivative would go beyond the sources, list it as an open question instead.
Use: You
Read the plan and decide; publishing and sending are separate decisions.
Check each derivative keeps its campaign purpose, source context, timestamp and usage status.
Claude builds the quote table from the cleared transcript and drafts from the locked table only. You check quotes.
Prepare the sources
Build quote table
Check and lock table
Draft derivatives
Approve or hold
Use: You
Check rights and permitted use for the recording; have the approved transcript, objective and timestamps to hand.
Check usage limits for every speaker, confirm the transcript is the approved version.
Use: Claude
Ask Claude for candidate quotes with timestamps, a theme each, context limits and claim checks, using only the transcript and objective.
What to paste into the tool
Using only the attached transcript and objective, build a table of candidate quotes. For each row give the exact quote, its timestamp, a theme, its context limit and the product claims it touches. Do not add claims or quotes not in the transcript.
Use: You
Check the quote-and-theme table against the recording and lock it.
Compare each quote with the recording: words verbatim, timestamp right, context limit and claim check matching the source.
Use: Claude
Ask Claude to draft article angles, social excerpts and email themes from the locked table only, each with campaign purpose.
What to paste into the tool
Using only the attached table, draft article angles, social excerpts and email themes. For each give the campaign purpose, the source quote and timestamp, context limit and permitted-use status. Do not add claims or quotes not in the table. Do not write final publishable copy.
Use: You
Read the plan and decide; publishing and sending are separate decisions.
Check each derivative against its quote and usage limit.
Best when: The transcript is supplied and you want candidate excerpts to check
What it does: ChatGPT pulls quotes and drafts; you check against the recording
Strong at: Analyses uploaded files and pulls out relevant quotes
Limit: Free plan allows only 3 file uploads per day
Free plan: Yes, limited (file upload and analysis caps)
Best when: Every excerpt must be traceable to a transcript passage
What it does: Gemini Notebook cites passages and drafts; you check quotes
Strong at: Answers carry citations that are direct quotes from your sources
Limit: Answers use only the Gemini Notebook sources and need double-checking
Free plan: Yes
Best when: You want the assistant to pick candidate quotes, you keep checking
What it does: Claude builds the table and drafts; you check against the recording
Strong at: Reads the transcript and builds the quote table for you
Limit: Not confirmed to preserve quotes or timestamps; full check needed
Free plan: Yes, limited (5-hour and weekly usage caps)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
Named human reviewer (Content marketing lead) compares every working record with the original inputs and confirms permitted use before drafting.
Every AI output is read against the supplied inputs; unsupplied facts are removed and open questions kept.
Approval and any later execution (publishing, outreach, targeting, tracking, spend) are separate human decisions outside this workflow.
Check the result against your original inputs. Approve it before sharing or acting.