Choose one of three approaches. The steps for that option appear below.
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Gemini Notebook proposes the event table and the report draft. You correct the table before drafting and check the report.
Choose source data
Build event table
Check the table
Draft the report
Check and finish
Use: You
Have ready: the application-stage events, date window, funnel definitions and reporting-group size and complementary-suppression rules. Keep originals locally.
Check definitions, suppression rules and control totals are supplied; if not, stop and list what is missing.
Use: Gemini Notebook
Upload the source data to a Gemini Notebook base chat and ask for an event table and an input checklist.
What to paste into the tool
Task: Draft application-level event table with duplicate and missing-stage flags, source row IDs, effective dates and explicit still-to-confirm entries; Required-input checklist recording supplied and missing definitions, suppression rules and reconciliation totals; Authorized source packet with event row IDs, dates, supplied definitions, counting rules, suppression rules, required control totals or missing-input flags, permitted audience and source dates; Retained original supplied evidence in the authorized local location. Use the cleared source packet only to produce the event table and input checklist; keep the source packet unchanged as a retained attachment reference and the local-originals reference as a label only; list duplicates and missing stages without choosing an inferred resolution. Do not resolve ambiguous event order or missing reporting rules; flag them for the analyst. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only
Use: You
Check and correct the event table against the sources; resolve the input gate from the supplied evidence.
Trace each row to its source; keep missing-input flags. Check duplicate and missing-stage flags.
Use: Gemini Notebook
Paste the checked table and rules into the same chat and ask for a reporting draft.
What to paste into the tool
Task: Draft funnel counts, conversion calculations and data notes with source references, formulas, denominators, missing-data counts and unresolved questions; Required-input checklist recording supplied and missing definitions, suppression rules and reconciliation totals; Authorized source packet with event row IDs, dates, supplied definitions, counting rules, suppression rules, required control totals or missing-input flags, permitted audience and source dates; Retained original supplied evidence in the authorized local location. Read the freshly cleared table and supplied rules; state counting definitions, show each conversion formula and its denominator, list missing-data counts and retain row references; apply both suppression rules before showing any table; return the missing-input checklist in place of a report if required inputs are absent; retain the checklist and source packet for review, with the local-originals reference as a label only. Do not resolve missing totals by inference. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only
Use: You
Recompute counts and conversions from source rows, correct the draft, keep correction and issue logs, then record the decision and approver.
Check denominators, window, event order, missing-data counts and suppression rules; confirm audience and source dates. No communication, account or record change or employment decision; each stays separate.
ChatGPT builds the event table, then the report draft. You check the table against sources and approve.
Gather inputs
Build event table
Check the table
Draft the report
Check and finish
Use: You
Have ready: the application-stage events, date window, funnel definitions and reporting-group size and complementary-suppression rules. Stop and list missing inputs if any is absent.
Keep row IDs and dates. Withhold unsuppressed output and reconciliation claims until inputs are supplied.
Use: ChatGPT
Attach the source data as CSV or TXT and ask for an application-level event table with duplicate, missing-stage and required-input flags.
What to paste into the tool
Task: Draft application-level event table with duplicate and missing-stage flags, source row IDs, effective dates and explicit still-to-confirm entries. Build the event table from the supplied source rows; preserve source row IDs and effective dates; flag duplicates, missing stages and missing required inputs; if definitions, suppression rules or required control totals are absent, return the missing-input checklist in place of the table. Do not resolve missing event order by inference. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only
Use: You
Check and correct the event table row by row against the sources.
Compare each event row and duplicate or missing-stage flag with the source rows.
Use: ChatGPT
Attach the checked table and rules and ask for a reporting draft.
What to paste into the tool
Task: Draft funnel counts, conversion calculations and data notes with source references, formulas, denominators, missing-data counts and unresolved questions; Required-input checklist recording supplied and missing definitions, suppression rules and reconciliation totals; Authorized source packet with event row IDs, dates, supplied definitions, counting rules, suppression rules, required control totals or missing-input flags, permitted audience and source dates; Retained original supplied evidence in the authorized local location. Use the cleared table and rules to draft the report; show counts, conversion formulas and denominators with source row references, report missing-data counts and apply the supplied reporting-group size and complementary-suppression rules; if required inputs are missing return the checklist in place of a report; retain the checklist and source packet for review, with the local-originals reference as a label only. Do not resolve missing event order or denominators by inference. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only
Use: You
Recompute counts and conversions from source rows, log corrections and suppression decisions, then assemble the review copy and record the preparation-only decision.
Check denominators, window, event order, missing-data counts and suppression rules; confirm audience and source dates. No communication, account or record change or employment decision; each stays separate.
Claude proposes templates, fills the event table and drafts the report from the checked table. You check and decide.
Gather inputs
Templates and table
Check the table
Draft the report
Check and finish
Use: You
Have ready: the application-stage events, date window, funnel definitions and reporting-group size and complementary-suppression rules. Stop and list missing inputs if any is absent.
Check account and purpose are permitted and required inputs are supplied; if not, stop.
Use: Claude
Upload the rules as TXT to Claude for blank templates and a checklist. Then upload the events and fill the event table with flags.
What to paste into the tool
Task: Blank application-level event-table template with source-reference, date, duplicate, missing-stage and still-to-confirm fields; Blank funnel-report template with counts, conversion formulas, denominators, suppression flags and unresolved questions; Reviewer checklist covering supplied stage checks, suppression rules and required inputs; Authorized source packet with event row IDs, dates, supplied definitions, counting rules, suppression rules, required control totals or missing-input flags, permitted audience and source dates; Retained original supplied evidence in the authorized local location. From the cleared rules packet create blank templates and a reviewer checklist, not filled event rows or a report; include source-reference fields, required-input checks and supplied suppression rules; keep the retained source packet and local-originals references as labels only. Do not resolve absent rules or introduce a threshold. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only. Second message, after your check: Task: Draft application-level event table with duplicate and missing-stage flags, source row IDs, effective dates and explicit still-to-confirm entries. Fill the blank event-table template from the supplied cleared event packet; preserve source row IDs and effective dates; flag duplicates, missing stages and missing required inputs; if definitions, suppression rules or required control totals are absent, return the missing-input checklist in place of the table. Do not resolve missing event order by inference. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only
Use: You
Check the AI-filled table row by row against the sources, the template and the checklist. Record required-input flags.
Check each event row and flag; check event order and rule coverage.
Use: Claude
Ask Claude to draft the funnel report from the checked table, the report template and the supplied rules.
What to paste into the tool
Task: Draft funnel counts, conversion calculations and data notes with source references, formulas, denominators, missing-data counts and unresolved questions. Use the reviewer-checked event table, the blank report template and the supplied rules to draft the report; show counts, conversion formulas and denominators with source row references, report missing-data counts and apply the supplied reporting-group size and complementary-suppression rules; if required inputs are missing return the checklist in place of a report. Do not resolve missing event order or denominators by inference. Use only supplied material and source row IDs; preserve effective dates and entries still to confirm; do not infer protected traits, evaluate named candidates or make causal claims; keep this as preparation only
Use: You
Recompute and check the draft against source rows, decide corrections, assemble the review copy and record the preparation-only decision.
Check denominators, window, event order, missing-data counts and suppression rules; confirm audience and source dates. No communication, account or record change or employment decision; each stays separate.
Best when: You want the table built first, then a correction gate.
What it does: Gemini Notebook builds and drafts; you correct and 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: You want ChatGPT to build the table and the draft.
What it does: ChatGPT builds and drafts; you check against sources.
Strong at: Analyses uploaded files; writes and summarises text.
Limit: Free plan limits file uploads and data analysis.
Free plan: Yes, limited (images, voice, file uploads)
Best when: You want templates, table and draft from one AI.
What it does: Claude fills and drafts; you check and decide.
Strong at: Drafts and edits text; summarises documents.
Limit: Usage is capped in 5-hour and weekly windows.
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 ChatGPT and Claude for this? See the comparison.
Never paste credentials or full payment details.
Check supplied denominator definitions, reporting window, event order and missing-data counts against source rows; recompute counts and conversions; apply the supplied reporting-group size and complementary-suppression rules; record unresolved discrepancies.
If definitions, suppression rules or required control totals are absent, return a missing-input checklist and stop report preparation; withhold unsuppressed output and reconciliation claims.
Retain source references, dates, unresolved facts, correction and issue logs and the permitted audience locally; record human disposition as preparation only.
No external communication, record update, account change, purchase or employment decision is part of these designs.
Check the result against your original inputs. Approve it before sharing or acting.