Choose one of three approaches. The steps for that option appear below.
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Gemini Notebook reads the sources for the dependency table and drafts from the corrected table. You correct between the steps.
You: Get sources ready
Gemini Notebook: Build quoted table
You: Correct the table
Gemini Notebook: Draft the proposal
You: Check and decide
Use: You
Have ready: the baseline plan, the confirmed missed milestone and the updated estimates, as text files. Give every source a short ID and date.
Check every source behind each task has an ID and a date; check your organisation's rules permit the upload.
Use: Gemini Notebook
Upload the sources to one notebook and ask for the affected dependency path table, quoting each source with its ID and date.
What to paste into the tool
Task: produce Table of quoted source passages with IDs, dates and NOT STATED markers. Using only the selected sources, use these columns: task ID, predecessor task ID, baseline date, updated estimate, source ID, changed or unchanged. Quote each source passage exactly and give its source ID and date. Write NOT STATED where the sources do not say. Do not invent estimates and do not mark a task unchanged unless the sources say so.
Use: You
Correct the table by hand: settle which downstream tasks move after the missed milestone, keep unsettled NOT STATED markers, record corrections with source IDs.
Compare identifiers, dates and ambiguous claims against the original inputs.
Use: Gemini Notebook
Ask Gemini Notebook to draft the rebaseline proposal from the corrected table and sources, listing unresolved questions with references.
What to paste into the tool
Task: produce Rebaseline proposal showing changed dates and scope decisions and Unresolved questions with source references. Use only the corrected table and the selected sources. Keep the source ID beside every statement. List each open question with its source reference. Do not invent estimates and do not mark a task unchanged unless the sources say so. Do not propose or perform next actions.
Use: You
Read the draft against the original sources and your own facts, resolve or keep each open question, and approve it or mark what to redo.
Check downstream propagation; any new commitment is approved separately. Decide any next action separately.
Gemini sets up the table and a check column. You read the sources, fill rows and write the draft.
Gemini: Set up table
You: Type in tasks
Gemini: Add check column
You: Write proposal by hand
Use: Gemini
Ask Gemini in Sheets to create the empty table with the six task columns.
What to paste into the tool
Task: produce Empty Sheet table for each task. Create a table with exactly these columns: task ID, predecessor task ID, baseline date, updated estimate, source ID, changed or unchanged. Leave every row empty.
Use: You
Read the baseline plan, missed milestone and updated estimates; type each task in, leaving unstated cells blank.
Check your organisation's rules before pasting this data into any tool; this record does not establish that it is permitted.
Use: Gemini
Ask Gemini in Sheets for a formula that flags a row NOT STATED when its updated estimate cell is blank.
What to paste into the tool
Task: produce Sheet with check column showing the row value or NOT STATED. Write a Google Sheets formula for a new column that returns the text NOT STATED when the updated estimate cell for the row is empty and otherwise returns that cell value.
Use: You
Write the rebaseline proposal by hand from the Sheet, copying each source ID beside its statement; list unresolved questions with references.
Test the check column on three hand-filled rows first. Check downstream propagation; approve any new commitment separately.
You enter the task rows. Coda writes entries from them and drafts from the corrected rows. You check throughout.
You: Enter task rows
Coda: Write one-line entries
You: Correct each entry
Coda: Draft the proposal
You: Check and decide
Use: You
Enter each task into a Coda table: task ID, predecessor task ID, baseline date, updated estimate, source ID, changed or unchanged.
Check your organisation's rules before uploading; this record does not establish that upload is permitted.
Use: Coda
Ask Coda AI to write a one-line entry for each task from its row, writing NOT STATED where a cell is empty.
What to paste into the tool
Task: produce Coda table with AI entries. For each row write one line that states the task and its source ID using only the cells in that row. Write NOT STATED for any empty cell. Do not invent estimates and do not mark a task unchanged unless the sources say so.
Use: You
Check each entry against its row cells and the sources, correct it, and fill any blank cell the sources state.
Fix or delete any entry that adds a fact.
Use: Coda
Ask Coda AI to draft the rebaseline proposal from the Coda table only, listing unresolved questions with source references.
What to paste into the tool
Task: produce Rebaseline proposal showing changed dates and scope decisions and Unresolved questions with source references. Use only the rows of the Coda table. Keep the source ID beside every statement. Do not invent estimates and do not mark a task unchanged unless the sources say so. Do not propose or perform next actions.
Use: You
Read the draft against the original sources, resolve or keep each open question, and decide whether it is ready to hand on.
Check downstream propagation; any new commitment is approved separately. Decide any next action separately.
Best when: Sources are text files and you want a quoted first table
What it does: Gemini Notebook builds the table and drafts; you correct and check
Strong at: Answers cite quotes you can open for each row
Limit: Vendor tells users to double check output; check every row
Free plan: Yes
Best when: You want to read every source yourself to settle which tasks move
What it does: Gemini sets up columns and a formula; you fill and write
Strong at: Every task entry comes from your own reading
Limit: Gemini may not support a request; check table and formula by hand
Free plan: Yes
Best when: You want to enter the data yourself; AI writes from corrected rows
What it does: Coda writes entries and drafts; you enter, correct and check
Strong at: The draft is written from rows you corrected, not raw sources
Limit: Not shown how Coda treats source quotes or NOT STATED markers
Free plan: Yes, limited (1 GB attachments per doc)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Each task keeps its task ID and predecessor ID so dependency edges can be checked.
Items the sources do not settle stay marked UNKNOWN and go to the delivery lead.
The delivery lead reviews the draft and confirms any next action separately.
Check data-handling rules before uploading or pasting any source.
Check the result against your original inputs. Approve it before sharing or acting.