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 →
Gemini Notebook builds the quoted impact map and drafts the assessment. You correct the table between the two steps.
You: Get sources ready
Gemini Notebook: Build quoted map
You: Correct the table
Gemini Notebook: Draft assessment
You: Check and decide
Use: You
Have ready: the proposed change, baseline deliverables and dependency register. Give every source a short ID and note its date.
Check every source has an ID and a date; check your organisation's rules allow this upload.
Use: Gemini Notebook
Upload the labelled sources to one notebook in Gemini Notebook and ask for the changed-deliverable impact map 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: deliverable ID, dependency IDs, changed or unchanged, estimate, source ID. 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 an impact path as excluded unless the sources say so.
Use: You
Correct the table by hand: settle each impact path from the sources, keep unsettled NOT STATED markers, and record each correction's source ID.
Compare identifiers, definitions, dates and ambiguous claims against the original inputs.
Use: Gemini Notebook
Ask Gemini Notebook to draft the change-impact assessment with review gates from the corrected table and sources, listing unresolved questions with source references.
What to paste into the tool
Task: produce Draft change-impact assessment with review gates and estimates NOT STATED 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 an impact path as excluded unless the sources say so. Do not propose or perform next actions.
Use: You
Read the draft against the sources, resolve or keep each open question, and decide whether it is ready to hand on as a draft.
Check both included and excluded impact paths; hold any line not tied to a source. Decide next actions separately.
Gemini sets up the table and check column in Sheets. You read every source, fill the rows, write the draft.
Gemini: Set up table
You: Fill from sources
Gemini: Add check column
You: Check and write
Use: Gemini
Ask Gemini in Sheets to create the empty table with these columns: deliverable ID, dependency IDs, changed or unchanged, estimate, source ID.
What to paste into the tool
Task: produce Empty Sheet table for each deliverable. Create a table with exactly these columns: deliverable ID, dependency IDs, changed or unchanged, estimate, source ID. Leave every row empty.
Use: You
Read the sources and type each deliverable into the table, leaving a cell blank when the sources do not state it.
Compare identifiers, definitions, dates and ambiguous claims against the original inputs; check your organisation's rules allow this.
Use: Gemini
Ask Gemini in Sheets for a formula for a check column that shows NOT STATED when the 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 estimate cell for the row is empty and otherwise returns that cell value.
Use: You
Fill three rows by hand and compare with the check column. Then write the draft from the Sheet, each source ID beside its statement.
Check the draft lists unresolved questions with source references. Decide any next action separately.
You enter the rows; Coda writes the entries and drafts from your corrected rows. You check both stages.
You: Enter deliverables
Coda: Write row entries
You: Correct the entries
Coda: Draft assessment
You: Check and decide
Use: You
Enter each deliverable into a Coda table with these columns: deliverable ID, dependency IDs, changed or unchanged, estimate, source ID.
Compare each row with the original sources; check your organisation's rules allow this.
Use: Coda
Ask Coda AI to write a one-line entry for each deliverable from the cells in 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 deliverable and its source ID using only the cells in that row. Write 'not stated in the files' for any empty cell. Do not invent estimates and do not mark an impact path as excluded 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 the row and sources do not carry.
Use: Coda
Ask Coda AI to draft the change-impact assessment from the corrected table only, listing unresolved questions with source references.
What to paste into the tool
Task: produce Draft change-impact assessment with review gates and estimates not stated in the files 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 an impact path as excluded 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 as a draft.
Check both included and excluded impact paths; hold any line not tied to a source. Decide next actions separately.
Best when: You want a quoted first table from text sources
What it does: Gemini Notebook quotes and drafts; you correct and check
Strong at: Each row cites a quote you can open in the source
Limit: Vendor page says double check the output; check every row
Free plan: Yes
Best when: You want to read every source yourself and use AI for layout
What it does: Gemini builds the layout; you read, fill and write
Strong at: Every deliverable entry comes from your own reading
Limit: Vendor page says Workspace with Gemini may not support a request
Free plan: Yes
Best when: You want AI to write from rows you entered and corrected
What it does: Coda writes entries and drafts; you enter and check
Strong at: The draft is written from rows you corrected, not raw sources
Limit: No cited page shows how Coda AI handles source quotes or gaps
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 deliverable lists its dependency IDs so included and excluded paths stay visible.
Items the sources do not settle stay marked UNKNOWN and go to the project risk owner.
The project risk owner 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.