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 →
Notion AI autofills the dependency list from your source rows, then drafts the first-week plan from your checked list.
Add the source rows
Autofill the list
Check each row
Draft the plan
Check and finish
Use: You
Have ready: the approved start date. Paste each authorised source section into its own Notion database row with name, location and date.
Check the rows match the authorised sources. No accounts, invitations or bookings are created; permissions and employment terms stay unchanged.
Use: Notion AI
Run a Basic Autofill property to organise the source rows into a dependency list of access, orientation and first-work prerequisites.
What to paste into the tool
Extract only what each row states, leave blank anything the row does not state, never infer protected traits. Source warning to keep: No accounts, invitations or bookings are created; permissions and employment terms stay unchanged. Also: Preparation only: no autonomous hiring, employee rating, pay or access change, record update, external message, purchase or legal decision. Named humans retain authority.
Use: You
Check every row against the original inputs, fix or delete rows and mark gaps.
Each row needs a source location; gaps stay marked not stated.
Use: Notion AI
In the same workspace, draft the first-week plan with owners, prerequisites and questions only from the corrected list and supplied limits.
What to paste into the tool
Draft only from the corrected table and supplied limits. Mark the output as draft, keep source references on every line and add an unresolved-question section. Source warning to keep: No accounts, invitations or bookings are created; permissions and employment terms stay unchanged. Also: Preparation only: no autonomous hiring, employee rating, pay or access change, record update, external message, purchase or legal decision. Named humans retain authority.
Use: You
Read the draft against the requirements, prepare the final review copy with an issue log and record who approved it. Keep it as preparation only.
Confirm the authorised audience; any employment decision happens separately under human authority.
You build the dependency list by hand; a second person checks it before Claude drafts.
Build the list by hand
Second reviewer checks
Draft the plan
Trace and finish
Use: You
Have ready: the approved start date. Read the evidence yourself and build the dependency list of access, orientation and first-work prerequisites with locations and gaps.
Check each row against the original inputs. No accounts, invitations or bookings are created; permissions and employment terms stay unchanged.
Use: The second reviewer
Check the list against the original inputs, fix or delete rows and mark gaps before it goes to Claude.
Every row traces to the sources and gaps stay marked.
Use: Claude
Paste or upload only the checked list and limits into a new Claude chat and ask for the first-week plan.
What to paste into the tool
Use only the rows below. Do not add facts, qualifications or traits that no row states. Mark the output as draft, cite the row for every line, list unresolved items separately. Source warning to keep: No accounts, invitations or bookings are created; permissions and employment terms stay unchanged. Also: Preparation only: no autonomous hiring, employee rating, pay or access change, record update, external message, purchase or legal decision. Named humans retain authority.
Use: You
Trace each draft line to a list row, prepare the final copy with an issue log and record who approved it.
Keep it as preparation only.
Gemini Notebook builds the cited dependency list, you check every row, then it drafts the plan from the checked list.
Have ready: evidence
Build the list
Check each row
Draft the plan
Check and record
Use: You
The approved start date and the authorised evidence to add as sources.
Check the inputs. No accounts, invitations or bookings are created; permissions and employment terms stay unchanged.
Use: Gemini Notebook
Ask Gemini Notebook to build the dependency list of access, orientation and first-work prerequisites from the sources, with citations.
What to paste into the tool
From the sources in this notebook, build a dependency list for the first week: access, orientation and first-work prerequisites, one row each with an owner, what must happen first, and a citation to the source passage. List anything the sources do not cover as an open item. Do not add activities or requirements that are not in the sources. No accounts, invitations or bookings are created; permissions and employment terms stay unchanged. Preparation only: no autonomous hiring, employee rating, pay or access change, record update, external message, purchase or legal decision. Named humans retain authority.
Use: You
Check every list row against the cited passages and drop any row that does not trace. Do not ask for the draft before this check.
See that every required activity has an owner and no blocked task is presented as ready.
Use: Gemini Notebook
Ask Gemini Notebook to draft the first-week plan from the checked list only, marked DRAFT, each item naming its list row.
What to paste into the tool
Draft a first-week plan from my checked dependency list only: days, activities, owners, prerequisites and open questions. Mark it DRAFT. Beside each item, name the list row it comes from. Do not add activities or requirements that are not in the list. List unresolved items under questions. No accounts, invitations or bookings are created; permissions and employment terms stay unchanged. Preparation only: no autonomous hiring, employee rating, pay or access change, record update, external message, purchase or legal decision. Named humans retain authority. Checked list: [paste it here].
Use: You
Compare every item with the checked list, prepare the final review copy, keep an issue log and record the decision. Keep it as preparation only.
Manager confirms every required activity has an owner and no blocked task is presented as ready. Confirm the authorised audience; any employment decision happens separately under human authority.
Best when: You want sources, list and plan in one Notion workspace
What it does: Notion AI autofills and drafts; you check each stage
Strong at: Analyses files and builds databases
Limit: Basic Autofill included in Business and Enterprise plans
Free plan: Paid plan needed
Best when: You want only a hand-checked list to reach the AI
What it does: You build the list; Claude drafts; you check
Strong at: Drafts and edits text in many formats
Limit: Chat uploads capped at 20 files per chat
Free plan: Yes
Best when: You want list building and drafting in one notebook
What it does: Gemini Notebook builds and drafts; you check each stage
Strong at: Answers questions grounded in your sources
Limit: Not confirmed for this exact list; test on a small sample
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Manager confirms every required activity has an owner and no blocked task is presented as ready.
Check each draft or result against your original inputs. No accounts, invitations or bookings are created; permissions and employment terms stay unchanged.
Preparation only; named humans keep every decision, send, record update and approval outside these paths.
Check the result against your original inputs. Approve it before sharing or acting.