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 →
You check sources, rules and decisions. Perplexity drafts only from the checked material.
Prepare the checked inputs
Research dated company facts
Check facts, build the table
Draft the one-page brief
Approve or hold
Use: You
Have ready: account name, known links and the internal reason for choosing the account.
Use: Perplexity
Ask Perplexity for dated facts with inline citations.
What to paste into the tool
Task: Fact answers with inline source citations. Research 'Example Robotics Ltd'. List only public facts from sources I could share openly with the account (what they do, size signals, recent news) with the date each fact was published. Keep the inline citation for every fact.
Use: You
Check sampled facts against links. Record claim, source URL, access date and verdict.
Use: Claude
Ask Claude to draft from the checked fact table and internal note, with dated links, open questions and confidence flags.
What to paste into the tool
Task: One-page brief draft with dated source links, open questions and confidence flags. Using only the checked fact table below (do not invent facts), draft a one-page account brief. End with open questions public sources could not answer, and mark every statement that is an inference with a confidence flag. Checked fact table: [paste the checked fact table]. Context for emphasis, not for quoting: [internal note].
Use: You
Read the brief, check open questions, remove unsupported facts and approve.
Check every statement is sourced from the checked table or marked unchecked, with no new facts. Read the brief end to end, check the open questions are relevant and remove anything the fact table does not support.
You check sources, rules and decisions. ChatGPT drafts only from the checked material.
Prepare the checked inputs
Research company from scoped query
Check citations, prepare the brief
Draft the one-page brief
Approve or hold
Use: You
The seller: have ready account name and known links; write one scoped query requiring dated facts and citations from public sources shareable with the account.
The query names only public source material the seller could share openly with the account; because each run spends monthly quota and takes 5-30 minutes, this scoping is written before the run, not iterated afterwards.
Use: ChatGPT
Run the scoped query in ChatGPT deep research for a cited report and reasoning summary.
What to paste into the tool
Task: Deep research report with citations and a summary of its reasoning. Build a dated, cited fact profile of 'Example Robotics Ltd' from public sources only, restricted to sources I could share openly with the account: what they do, size signals, leadership, recent news. Every claim needs its source link.
Use: You
The account owner checks sampled facts, adds access dates and marks unverifiable facts unchecked; the seller prepares the brief from checked facts.
Open each sampled citation; add today's access date to checked rows; check every kept source is shareable with the account; mark the rest unchecked instead of deleting them. Read the report's source list before accepting it; the vendor warns the feature can hallucinate, so no fact moves on unchecked.
Use: ChatGPT
Ask ChatGPT for the one-page brief with open questions and confidence flags, given the internal note on why this account was chosen.
What to paste into the tool
Task: One-page brief draft with open questions and confidence flags. Using only the facts I checked above, draft the one-page brief: sourced statements, then open questions, then confidence flags on anything inferred. Context for emphasis only: [internal note].
Use: You
The account owner reads the brief, checks open questions and removes unsupported facts.
Check every statement is sourced or marked unchecked and the open questions are the right ones to pursue. Check the draft drops every fact the owner marked unchecked and carries no new facts.
You check sources, rules and decisions. Gemini drafts only from the checked material.
Prepare the checked inputs
Research from the approved plan
Check report and source dates
Draft the one-page brief
Approve or hold
Use: You
Have ready: account name, known links and the internal reason for choosing the account.
Edit the proposed plan before approving: require the account's own site and dated news sources, and drop any planned source the seller could not share openly.
Use: Gemini
Enter the Gemini research question, edit the proposed multi-step plan and approve it before browsing company and dated news sources.
What to paste into the tool
Task: Approved research plan, then a report of key findings with links to original sources. Profile 'Example Robotics Ltd' from public sources I could openly share with them; dated facts only, each with its source link.
Use: You
Export the report to a Google Doc. Check sampled facts against links, add access dates and mark unverifiable facts unchecked.
Verify sampled facts against their links; add today's access date; mark anything unverifiable as unchecked in the doc.
Use: Gemini
Ask Gemini to condense only checked, dated facts into the Google Doc, preserving open questions and confidence flags.
What to paste into the tool
Task: One-page brief placed in the Google Doc, with open questions and confidence flags. Condense the checked fact list below into a one-page brief. Keep each statement's source link and access date. End with open questions and mark inferences with confidence flags. Checked fact list: [paste the checked fact list]. Context for emphasis only: [internal note].
Use: You
Read the brief in the doc, check open questions and remove unsupported statements.
Check the condensed version kept only checked, dated facts and that confidence flags survived condensation.
Best when: You want current web answers with linked sources
What it does: Perplexity researches; Claude drafts; you check sources and decide
Strong at: Cites original sources and summarises documents and webpages
Limit: Uploads limited to 40 MB per file
Free plan: Perplexity: Yes, limited; Claude: Yes, limited
Best when: You want drafting, file analysis and web research together
What it does: ChatGPT drafts; you check sources and decide
Strong at: Writes and summarises text; analyses files and searches the web
Limit: Vendor states hallucination risk; you must verify the facts
Free plan: Yes, limited; uploads and data analysis capped
Best when: You want drafting and summaries alongside Google tools
What it does: Gemini drafts; you check sources and decide
Strong at: Drafts and summarises text; finds information in Gmail and Drive
Limit: No image generation or file upload when signed out
Free plan: Yes, limited
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.
You verify a sample of facts against linked sources before drafting, whichever path is taken.
The account owner reads the final brief end to end and confirms the open questions.
No path sends anything to the account; the brief is preparation only.
Check the result against your original inputs. Approve it before sharing or acting.