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. Gemini Notebook drafts only from the checked material.
Prepare the checked inputs
List people and source-linked roles
Check roles and remove leavers
Draft the checked stakeholder map
Approve or hold
Use: You
Have ready: account name, public team pages and CRM contacts. Keep business roles only.
Check your organisation allows uploading CRM contacts to any tool before you do.
Use: Gemini Notebook
Ask Gemini Notebook to list people and business roles with evidence links.
What to paste into the tool
List likely buying-committee members with their role. Cite the source for each person. If a source does not show a role, write NO ROLE FOUND.
Use: You
Open every source, check each person is current and relevant, remove leavers and record verdicts.
Check each person is current and relevant; remove anyone who has left.
Use: Gemini Notebook
Ask Gemini Notebook for role, role evidence, influence guess and confidence per person. Label each guess and use only the checked list.
What to paste into the tool
Using only the checked list, make a table: name, role, role evidence, influence line, confidence flag. Label every influence line HYPOTHESIS. Do not infer personal traits.
Use: You
Check role evidence, label guesses, correct from first-hand knowledge and mark what only a call can check. Infer no sensitive personal traits.
Check no sensitive personal trait is inferred or appears. Check each influence guess against first-hand knowledge and each role against its source. Check every influence line is labelled. Adjust guesses against first-hand knowledge and mark what only a call can check.
You check sources, rules and decisions. Copy.ai drafts only from the checked material.
Prepare the checked inputs
List people and source-linked roles
Check roles and remove leavers
Draft the checked stakeholder map
Approve or hold
Use: You
Have ready: account name, public team pages and CRM contacts. Keep business roles only.
Keep business-role information only.
Use: Copy.ai
Ask Copy.ai to list people and business roles with evidence links.
What to paste into the tool
Research this account and its contacts. For each person give their business role and the source you used. Leave out details that are not business roles.
Use: You
Open every source, check each person is current and relevant, remove leavers and record verdicts.
Mark any person without a source as unconfirmed.
Use: Copy.ai
Ask Copy.ai for role, role evidence, influence guess and confidence per person. Label each guess and use only the checked list.
What to paste into the tool
Task: Draft stakeholder map. Use only the checked person list below. For each person, write their business role, one influence hypothesis and a confidence flag labelled hypothesis or confirmed. Do not add people, do not infer sensitive personal traits and do not state a hypothesis as fact. Checked person list: [paste the checked person list with role evidence].
Use: You
Check role evidence, label guesses, correct from first-hand knowledge, mark what only a call can check and test the map against the requirements.
Check no sensitive personal trait is inferred. Check the draft adds no person beyond the checked list and every statement is labelled guess or checked. Test the map against the requirements: role basis per person, guesses labelled, corrections from your own knowledge.
You check sources, rules and decisions. Gemini drafts only from the checked material.
Prepare the checked inputs
List people and source-linked roles
Check roles and remove leavers
Draft the checked stakeholder map
Approve or hold
Use: You
Have ready: account name, public team pages and CRM contacts. Keep business roles only.
Check your organisation allows using these documents and contacts in a tool before you do.
Use: Gemini
Ask Gemini to extract names and job titles from saved pages, identifying the source document.
What to paste into the tool
From these saved pages extract each person's name and job title into a table. Add a column naming the page each row came from. Leave a cell empty if the page does not say.
Use: You
Check each row against its saved page, add the CRM record or source link and remove leavers.
Check each person is current and relevant; remove anyone who has left.
Use: Gemini
Ask Gemini for role, role evidence, influence guess and confidence per person. Label each guess and use only the checked list.
What to paste into the tool
From this table, draft a stakeholder map: one line per person with their role and role evidence link, an influence guess marked as a guess, and a confidence flag. Use only the table. Leave a cell empty if the table does not say.
Use: You
Check role evidence, label guesses, correct from first-hand knowledge and mark what only a call can check. Infer no sensitive personal traits.
Check no sensitive personal trait is inferred. Check each influence guess against first-hand knowledge and each role against its source. Adjust guesses against first-hand knowledge and mark what only a call can check.
Best when: You want answers grounded in your supplied sources
What it does: Gemini Notebook drafts; you check sources and decide
Strong at: Answers source-grounded questions and exports reports to Docs and Sheets
Limit: Cannot access information across multiple notebooks at the same time
Free plan: Yes, limited; 100 notebooks and 50 sources per notebook
Best when: You want account research and sales drafting together
What it does: Copy.ai drafts; you check sources and decide
Strong at: Researches accounts and writes sales content
Limit: Workflow credits capped monthly by plan
Free plan: Paid plan needed
Best when: You want data work within a spreadsheet
What it does: Gemini drafts; you check sources and decide
Strong at: Analyses spreadsheet data from plain-language requests
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 person entry has a source link or CRM record.
Influence statements are labelled hypothesis or confirmed.
Only business-role information is kept.
Check the result against your original inputs. Approve it before sharing or acting.