Find what information gets lost when work passes between people

A draft minimum handoff payload with rejection reasons, built from a field comparison showing losses and changes.

Choose one of three approaches. The steps for that option appear below.

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Gemini: compares the fields, drafts the payload

Gemini builds the field comparison and drafts the payload in one thread, with your check after each stage. Not certification.

  1. You

    You: Prepare input pack

  2. Gemini

    Gemini: Build field comparison

  3. You

    You: Correct row by row

  4. Gemini

    Gemini: Draft minimum payload

  5. You

    You: Check and decide

  1. Prepare the input pack

    Use: You

    Have ready: the process map, exchanged forms and rejected-task examples. Mark anything not stated as still to confirm.

    Check

    Check nothing outside the supplied inputs is added.

  2. Build the field comparison

    Use: Gemini

    Ask Gemini to build the handoff field comparison showing losses and transformations, keeping every source ID and date.

    Details

    What to paste into the tool

    Task: Handoff field comparison showing losses and transformations retaining source IDs, relevant dates, explicit uncertainties and reviewer corrections. Using only the attached inputs, build the handoff field comparison showing losses and transformations. Keep every source ID and date, mark uncertain items as uncertain, and do not invent policy or numbers.

  3. Correct the comparison row by row

    Use: You

    Check the comparison row by row against the original inputs and correct it in place.

    Check

    Compare identifiers, definitions, dates and ambiguous claims against the original inputs.

  4. Draft the minimum payload

    Use: Gemini

    Ask Gemini to draft the minimum handoff payload with rejection reasons from the corrected comparison, listing unresolved questions.

    Details

    What to paste into the tool

    Task: Draft minimum handoff payload with rejection reasons; Unresolved questions with source references. From the corrected output and the original inputs only, prepare the draft minimum handoff payload with rejection reasons. List unresolved questions with source references. Do not take or propose any action as done.

  5. Check the draft and decide

    Use: You

    Check the draft against the requirements; confirm any next action separately.

    Check

    Sending and receiving owners check every field and permitted disclosure; qualified people own safety, legal or employment calls. Do not send, publish, update records, assign people, reserve resources, buy goods or authorise work.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Named human compares every identifier, date, number and uncertain claim with the original inputs before the draft moves on.

Missing facts stay not stated; nothing is sent, published, assigned or authorised.

Cut down operational and personnel data pasted into any tool.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Which tools the team already has and which plan or workspace settings apply is not known.

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