Choose one of three approaches. The steps for that option appear below.
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You supply the facts. Claude drafts; you check and decide.
Get materials ready
Draft the result
Check and decide
Use: You
Flight/hotel confirmations, tickets and trip dates; assign local document labels and retain printed dates/timezones.
Use: Claude
Attach selected TXT confirmations; extract fields and printed timezones, group by journey leg, mark missing/conflicting fields/documents, and draft offline checklist retaining fields/source labels.
What to paste into the tool
Task: Booking-field packet with date/reference table, printed timezone labels, local source-document labels and unresolved fields. Extract booking fields as printed, including date and timezone strings. Use local document labels rather than private file URLs; mark missing or conflicting fields without converting timezones. Use only the supplied packet for factual entries; preserve source labels, dates, units and uncertainty. Include the prior packet contents needed for review in the named output. Leave unsupported fields unresolved. Return only the named output packet. Task: Trip-index draft packet with journey groups, missing-document markers, retained booking table and local source labels, retained unresolved fields. Organise the supplied fields into a trip index by journey leg. Mark missing documents and preserve the booking table, printed timezones and local source labels. Task: Offline-review packet with draft offline-access checklist, retained trip index, booking fields, source labels and unresolved fields. Draft an offline-access checklist from the index. Retain the index, fields and source labels; do not claim that a link opens or a file is available offline.
Use: You
Check originals, printed timezones, missing documents and unresolved fields. Add local links, test targets/offline copies, choose storage and check permissions without changing supplier bookings.
Check that the offline checklist includes storage choice, permission checks and a local access test. Do not resolve missing or conflicting source facts by inference. Extraction does not establish flight status.
You extract booking fields. Gemini Notebook groups the trip index. You write offline checks and test local access.
Extract booking fields from confirmations
Draft the cited trip index
Write and check
Use: You
Have ready: flight/hotel confirmations, tickets and trip dates. Assign local document labels, copy fields/dates/timezones as printed and mark missing/conflicting fields without timezone conversion.
Use: Gemini Notebook
Add selected sources; group fields by journey leg, mark missing documents and retain booking table, printed timezones, source labels and unresolved fields.
What to paste into the tool
Task: Trip-index draft packet with journey groups, missing-document markers, retained booking table and local source labels, retained unresolved fields. Organise the supplied fields into a trip index by journey leg. Mark missing documents and preserve the booking table, printed timezones and local source labels. Use only the supplied packet for factual entries; preserve source labels, dates, units and uncertainty. Include the prior packet contents needed for review in the named output. Leave unsupported fields unresolved. Return only the named output packet.
Use: You
Check originals, printed timezones, missing documents and unresolved fields. Add local links, test targets/offline copies, choose storage and check permissions without changing supplier bookings.
Check that the offline checklist includes storage choice, permission checks and a local access test. Do not claim that a link opens or a file is available offline.
You supply the facts. Coda drafts; you check and decide.
Get materials ready
Draft the result
Check and decide
Use: You
Flight/hotel confirmations, tickets and trip dates; assign local document labels and retain printed dates/timezones.
Use: Coda
Place selected text on a page; draft printed fields/timezones, journey-leg index, missing/conflicting fields/documents and offline checklist; retain booking table, labels and unresolved fields.
What to paste into the tool
Task: Trip-index draft packet with booking-field table, printed timezone labels, journey groups, missing-document markers, local source labels and unresolved fields. Using only the supplied text: extract the booking fields exactly as printed, including date and timezone strings, with no timezone conversion; mark missing or conflicting fields as unresolved. Then organise the fields into a trip index by journey leg and mark any missing documents. Keep the local document labels; do not invent file links. Return only the named output packet. Task: Offline-review packet with draft offline-access checklist, retained trip index, booking fields, source labels and unresolved fields. Draft an offline-access checklist from the index: storage choice, permission checks and a local access test. Retain the index, fields and source labels; do not claim that a link opens or a file is available offline. Leave unsupported fields unresolved. Return only the named output packet.
Use: You
Check originals, printed timezones, missing documents and unresolved fields. Add local links, test targets/offline copies, choose storage and check permissions without changing supplier bookings.
Check that the offline checklist includes storage choice, permission checks and a local access test.
Best when: You want three assistant draft stages, final source check personal
What it does: Claude drafts; you check and decide
Strong at: Drafts and edits documents from supplied text
Limit: Offline access needs your local file and link tests
Free plan: Yes, limited (5-hour and weekly windows)
Best when: You want to set the criteria and assemble the final index
What it does: AI groups index; you extract fields and test access
Strong at: Keeps source passages beside cited answers
Limit: Offline access needs your local file and link tests
Free plan: Yes, limited (50 sources per notebook)
Best when: You want booking table, index and checklist drafted on one page
What it does: Coda drafts; you check and decide
Strong at: Keeps tables and draft text together
Limit: Offline access needs your local file and link tests
Free plan: Yes, limited (1 GB attachments per doc)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Keep selected source excerpts, dates, units, timezone labels and uncertainty through each material.
Review the final draft against the original material before use.
Check the result against your original inputs. Approve it before sharing or acting.