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 lists the plan facts and drafts a neutral comparison. The administrator and you check each stage.
Choose excerpts
List plan facts
Check the rows
Draft the worksheet
Check and finish
Use: You
Have ready: the plan summaries, enrolment rules and your questions. Choose the plan excerpts and question labels for this purpose; keep source dates and locations.
Check only material authorised for this benefits purpose goes to the tool.
Use: Gemini Notebook
Add the excerpts to a notebook. Ask for plan facts by option and source section, separating stated costs and coverage from gaps. Fill no gaps.
What to paste into the tool
Task: Draft benefit-option fact register with cost and coverage gaps and plan-section references. List the supplied plan facts by option and source section, separating stated costs and coverage from missing details without filling those gaps; open a private notebook, add only the cleared excerpts, ask in source chat and copy the returned text with its citation markers. Keep health inferences, financial recommendations and enrollment actions outside the worksheet. Keep source markers and explicit still-to-confirm entries; return text for private human review without taking external actions.
Use: You
Check each row against the originals; correct mismatches and keep dates and unresolved entries.
Check each cost, coverage statement and rule reference against the supplied plans. Leave missing details open.
Use: Gemini Notebook
Paste the checked table into the source chat. Ask for a neutral side-by-side fact worksheet and questions for the administrator, without choosing an option.
What to paste into the tool
Task: Draft private benefits comparison worksheet with administrator questions and source references. Draft a neutral side-by-side fact worksheet and questions for the administrator from the corrected table, without choosing an enrollment option; paste the newly cleared table into source chat and copy the draft response for local editing. Keep health inferences, financial recommendations and enrollment actions outside the worksheet. Keep source markers and explicit still-to-confirm entries; return text for private human review without taking external actions.
Use: You
Accept or reject each edit against the evidence and assemble the copy. Check the questions reflect your intent. Keep source references, dates and unresolved facts.
Administrator checks each cost, coverage statement and enrolment-rule reference against the supplied plans. No health inference, financial advice, enrolment or coverage guarantee. You make any enrolment decision outside this worksheet. Record the decision. Do not infer protected traits or fabricate missing evidence.
The administrator checks the facts and you pick the questions. Coda drafts the worksheet in one pass.
Enter checked facts
Draft the worksheet
Check and finish
Use: You
Have ready: the plan summaries and enrolment rules. Enter checked facts and missing cost or coverage details in a local table; pick your questions.
Administrator checks the summaries and enrolment rules; you select the questions.
Use: Coda
Open the AI chat in Coda, paste only the table and ask for a neutral fact worksheet and administrator questions, without choosing an option.
What to paste into the tool
Task: Draft private benefits comparison worksheet with administrator questions and source references. Draft a neutral side-by-side fact worksheet and questions for the administrator from the minimized worksheet, without choosing an enrollment option; open Docs AI chat in a private document and paste only the cleared worksheet. Keep health inferences, financial recommendations and enrollment actions outside the worksheet. Keep source markers and explicit still-to-confirm entries; return text for private human review without taking external actions.
Use: You
Accept or reject each edit against the evidence and assemble the copy. Check the questions reflect your intent. Keep source references, dates and unresolved facts.
Record the decision.
Coda builds the first worksheet. The administrator checks every cost and coverage line. Grammarly only polishes checked text.
Enter checked facts
Build the worksheet
Check the worksheet
Suggest wording
Check and finish
Use: You
Have ready: the plan summaries and enrolment rules. Enter checked facts and missing cost or coverage details in a local table; mark gaps as open.
Check only material authorised for this benefits purpose goes to the tool.
Use: Coda
Ask the Coda assistant to build the worksheet: one row per plan with checked facts, gaps marked open and your questions keyed to plan labels.
What to paste into the tool
Task: First draft benefits comparison worksheet with administrator questions and source references. Have ready: the plan-fact table and question list with plan labels and evidence markers retained. Build the worksheet only from the supplied material. Keep health inferences, financial recommendations and enrollment actions outside the worksheet. Keep source markers and mark gaps openly; return text for private human review without taking external actions.
Use: You
Check the drafted worksheet against the plan summaries and enrolment rules; correct or reject draft lines.
Administrator confirms every cost and coverage statement against the supplied plans before any wording pass. Check the questions reflect your intent.
Use: Grammarly
Open a Grammarly Docs document, paste only checked passages and use Paraphraser for wording alternatives. Keep facts, quotes, source markers and open-item labels.
What to paste into the tool
Task: Benefits-question wording alternatives keyed to plan labels and original paragraph IDs. Open a private Grammarly Docs document, paste only checked benefits comparison passages and use Paraphraser to request wording alternatives while preserving factual values, quoted text, source markers and open-item labels. Keep health inferences, financial recommendations and enrollment actions outside the worksheet. Keep source markers and mark gaps openly; return text for private human review without taking external actions.
Use: You
Accept or reject each wording edit against the evidence and assemble the copy. Record open cost or coverage items. Check the questions reflect your intent.
Record the decision. Keep source references and dates.
Best when: You want plan facts pulled out before you compare.
What it does: Gemini Notebook extracts and drafts; the administrator and you check.
Strong at: Answers are grounded in your sources with citations.
Limit: Sources are capped at 500,000 words or 200 MB each.
Free plan: Yes, limited
Best when: The administrator should check facts before any AI step.
What it does: You and the administrator build the facts; Coda drafts.
Strong at: AI assistant and AI columns inside one document.
Limit: Needs internet to open a doc.
Free plan: Yes, limited (1 GB attachments per doc)
Best when: You want a drafted worksheet, then a wording pass.
What it does: Coda builds; the administrator checks; Grammarly rephrases.
Strong at: Grammarly suggests rewrites and tone fixes.
Limit: Paragraph-level rewrites work in six named languages only.
Free plan: Coda: limited (1 GB attachments per doc); Grammarly: 100 AI prompts monthly
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Never paste credentials or full payment details.
Administrator verifies source facts and employee makes any enrolment decision outside the workflow.
Keep health inferences, financial recommendations and enrolment actions outside the worksheet.
Keep benefits comparison evidence locations, dates and unresolved items visible in the review copy.
Check the result against your original inputs. Approve it before sharing or acting.