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 holds the sources, builds the table and drafts from it. You check the table and the draft.
Add sources
Build status table
Check the table
Draft the review
Check and finish
Use: You
Have ready: the checklist and authorised sources. Paste each source section into its own Notion database row, with source name, location and date.
Check the rows match the originals.
Use: Notion AI
Run a Basic Autofill property on each row to build an item-by-item evidence and status table with source locations and items to confirm.
What to paste into the tool
Extract only what each row states, leave blank anything the row does not state, never infer protected traits. Keep this limit: Do not update HR records or close tickets automatically. 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 the table row by row against the originals, fix or delete rows and mark items to confirm.
Check each row against its original.
Use: Notion AI
In the same workspace, draft the onboarding status review from the corrected table only, with missing evidence and blockers marked, source references and open questions.
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. Keep this limit: Do not update HR records or close tickets automatically. 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
Prepare the final copy in your team's document editor, apply corrections, keep an issue log and write down the final decision and who approved it.
Check no item is complete from silence, and the audience is authorised. Decisions and record updates stay with humans.
You build the table by hand and a second reviewer checks it. Only that table goes to Gemini for drafting.
Build table by hand
Second reviewer checks
Draft the review
Check and finish
Use: You
Have ready: the onboarding checklist and supplied evidence. Build the item-by-item evidence and status table by hand, copying each passage and its location.
Do not update HR records or close tickets automatically.
Use: The second reviewer
Check the hand-built table against the original inputs before any AI sees it.
Use: Gemini
Paste only the checked table and limits into a new Gemini chat. Ask for a draft status review with missing evidence and blockers.
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: Do not update HR records or close tickets automatically. 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 every draft line to a table row. Prepare the final copy in your team's editor with corrections, an issue log and the decision.
Check no item is complete from silence, and the audience is authorised. Decisions and record updates stay with humans.
You write the table and the review. Claude only lists unsupported statements and gaps for you to resolve.
Write it yourself
Audit the draft
Decide and finish
Use: You
Have ready: the checklist, limits and open questions. Write the status table and the review yourself from the evidence, with source references.
Do not update HR records or close tickets automatically.
Use: Claude
Give Claude the evidence and your draft. Ask for an audit list only: unsupported statements, missing open items and sensitive details.
What to paste into the tool
Do not rewrite. List each statement in the draft that the evidence does not support, each unresolved item the draft omits, and any personal or protected detail. Quote the draft line each time. Source warning to keep: Do not update HR records or close tickets automatically. 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
Go through each audit item, accept or reject it with a reason, edit the draft, then prepare the final copy and issue log.
Check no item is complete from silence, and the audience is authorised. Decisions and record updates stay with humans.
Best when: You want sources, table and draft kept in one workspace.
What it does: AI builds the table and drafts; you check each stage.
Strong at: Basic Autofill pulls key information from a page or row.
Limit: Each source section needs its own row; Autofill is Business and Enterprise.
Free plan: Paid plan needed
Best when: Original documents should stay out of the AI tool.
What it does: You build and check the table; Gemini drafts from it.
Strong at: Only the checked table reaches the AI tool.
Limit: Up to 10 files per prompt, subject to availability.
Free plan: Yes, limited
Best when: You prefer to write it yourself with an AI second look.
What it does: You write everything; Claude lists problems for you to fix.
Strong at: Every sentence has a human author before any AI check.
Limit: The audit only flags problems; it may miss issues.
Free plan: Yes, limited (usage capped in 5-hour and weekly windows)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between Claude and Gemini for this? See the comparison.
Coordinator confirms no item is marked complete from silence or an ambiguous note.
Check each draft or result against your original inputs. Do not update HR records or close tickets automatically.
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.