Choose one of three approaches. The steps for that option appear below.
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Perplexity finds cited pages you did not pre-select and suggests statuses. You build the ledger and make every call.
Gather claims and docs
Find cited sources
Build the ledger
Suggest statuses
Set statuses
Reviewer checks
Use: You
Gather the competitor homepage claims and the product documentation; write down the bounded research question, permitted-use limits and any decision criteria.
Check every input is readable and your organisation allows the upload; this record does not settle that.
Use: Perplexity
Ask Perplexity to find, for each homepage claim, the competitor's own documentation of related functions and limits, one cited source per claim, no assessment.
What to paste into the tool
Task: Homepage claims and underlying product documentation; Bounded research question and permitted-use limits; Confirmed readable evidence set with scope notes; Candidate source pages with citations per claim. For each claim below, find the competitor's own product documentation that describes the related functions and limits. Return one cited source per claim. Do not assess the claim; only locate sources. Keep the received originals and earlier results alongside this step output; do not treat carried items as newly generated or checked.
Use: You
Open each cited page yourself. Copy each claim into the ledger columns: source_id, source_date, passage_or_cell_location, extracted_value_or_quote, evidence_status, permission_note, unresolved_question. Mark unopenable sources unresolved.
Compare passages, dates, identifiers and numbers against the originals.
Use: Perplexity
Ask Perplexity to suggest supported, qualified or not yet supported per claim from the ledger passages, labelled as suggestions only.
What to paste into the tool
Task: Homepage claims and underlying product documentation; Bounded research question and permitted-use limits; Confirmed readable evidence set with scope notes; Candidate source pages with citations per claim; Checked evidence ledger with source IDs, dates, exact passages and unresolved fields; Tool-drafted status suggestions, labelled as suggestions. For each claim and passage pair below, suggest a status of SUPPORTED, QUALIFIED or NOT YET SUPPORTED and point to the passage you relied on. If the passage does not address the claim, suggest NOT YET SUPPORTED. Keep the received originals and earlier results alongside this step output; do not treat carried items as newly generated or checked.
Use: You
Set each claim's status against the documented functions and limits, re-reading each cited passage before accepting or rejecting a suggestion; write the reason beside each.
Promotional claims are not measured performance. Keep unresolved findings visible.
Use: The reviewer
Check every claim has evidence or an explicit gap; the matrix stays untested until the named reviewer confirms the evidence trail.
You choose and upload the sources. Gemini Notebook answers with quotes and drafts the table. You check and decide.
Upload the sources
List functions per claim
Check citations, ledger
Draft and export table
Set statuses
Reviewer checks
Use: You
Check the homepage claims and product documentation are complete and readable, then upload them as sources to a new notebook.
Check your organisation allows the upload; this record does not settle that.
Use: Gemini Notebook
Ask the notebook which documented functions and limits relate to each claim, quoting the uploaded sources.
What to paste into the tool
Task: Homepage claims and underlying product documentation; Bounded research question and permitted-use limits; Notebook containing the selected sources; Cited answers quoting the uploaded sources. Using only the uploaded sources, list for each homepage claim the documented functions and limits that relate to it, quoting the relevant passages. Keep the received originals and earlier results alongside this step output; do not treat carried items as newly generated or checked.
Use: You
Open each quoted passage in context; copy checked passages into the ledger with source, date, location and permission note.
Compare passages, dates, identifiers and numbers against the originals.
Use: Gemini Notebook
Ask for a Data Table: one row per claim with quoted passages and a proposed status column, then export to Sheets with the citations tab.
What to paste into the tool
Task: Homepage claims and underlying product documentation; Bounded research question and permitted-use limits; Notebook containing the selected sources; Cited answers quoting the uploaded sources; Checked evidence ledger with checked passages and unresolved fields; Exported sheet with the claims table and a citations tab. Create a Data Table with one row per claim: claim text, related quoted passages with source, and a proposed status column (supported, qualified or not yet supported) left for human confirmation. Keep the received originals and earlier results alongside this step output; do not treat carried items as newly generated or checked.
Use: You
In the exported sheet, set each claim's status with your own reasoning and attach source-linked uncertainty and exception notes.
Promotional claims are not measured performance. Keep unresolved findings visible.
Use: The reviewer
Check every claim has evidence or an explicit gap; the matrix stays untested until the named reviewer confirms the evidence trail.
You build and own the ledger. Gemini pulls out PDF passages and proposes groupings. Every status decision is yours.
Create ledger, paste claims
Pull out passages
Check passages
Propose groupings
Set statuses
Reviewer checks
Use: You
Create a spreadsheet with the columns source_id, source_date, passage_or_cell_location, extracted_value_or_quote, evidence_status, permission_note, unresolved_question. Paste each claim exactly, one row.
Check scope and permission limits; compare pasted wording against the originals. Typos propagate.
Use: Gemini
For PDF documentation, ask Gemini to pull out the relevant passages and fields into the columns you defined.
What to paste into the tool
Task: Homepage claims and underlying product documentation; Bounded research question and permitted-use limits; Empty ledger spreadsheet with the required columns; Ledger rows for each claim with exact wording; Extracted passages and fields in ledger columns. Extract from this PDF the passages describing product functions and limits. Return exact quotes with the page or section they came from. Leave the cell empty where the document does not cover a field. Keep the received originals and earlier results alongside this step output; do not treat carried items as newly generated or checked.
Use: You
Open each original document, compare every pulled-out cell, correct mistakes by hand and mark unreadable items as unresolved. Check Compare each pulled-out cell against the original document.
Use: Gemini
Ask Gemini to group similar claims and flag claims whose passages point to documented limits, as suggestions only.
What to paste into the tool
Task: Homepage claims and underlying product documentation; Bounded research question and permitted-use limits; Empty ledger spreadsheet with the required columns; Ledger rows for each claim with exact wording; Extracted passages and fields in ledger columns; Proposed claim groupings and flags, labelled as suggestions. Group the claims in this table by theme and flag any claim whose extracted passages mention limits or conditions. Do not assign final statuses. Keep the received originals and earlier results alongside this step output; do not treat carried items as newly generated or checked.
Use: You
Set each claim's status with the reason beside it, keeping unresolved findings visible. Accept or reject each suggestion by reading the passage.
Promotional claims are not measured performance.
Use: The reviewer
Check every claim has evidence or an explicit gap; the matrix stays untested until the named reviewer confirms the evidence trail.
Best when: Your evidence spans public web pages you have not collected
What it does: Perplexity finds and suggests; you check citations and decide
Strong at: Every claim traces to a cited page you open
Limit: Competitor page coverage not checked; close gaps by hand
Free plan: Yes
Best when: You already hold the exact claims and documents
What it does: Gemini Notebook answers and drafts; you check citations and decide
Strong at: Citations are direct quotes from your uploaded sources
Limit: Source limits and file types unstated; confirm before a large upload
Free plan: Yes, limited (notebook and source caps)
Best when: You want the ledger in a spreadsheet you control
What it does: Gemini pulls out passages and suggests; you build and decide
Strong at: PDF extraction targets only the documents you supply
Limit: The free plan has usage limits
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Every selected claim has evidence or an explicit gap.
Promotional claims are not treated as measured performance.
Unresolved findings stay visible for the named reviewer.
Source IDs, dates and passage locations are retained in the ledger.
Check the result against your original inputs. Approve it before sharing or acting.