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. Claude drafts only from the checked material.
Prepare the checked inputs
Draft facts, guesses, call flow
Approve or hold
Use: You
Have ready: the account research and the meeting invite.
Use: Claude
Ask Claude for facts first; check them, then ask for attendee guesses, three things to learn and a one-page brief in the same chat.
What to paste into the tool
Task: Trimmed fact sections. From this research and invite, write a facts-only section: who is attending, why now, what is known about the account. Use nothing that is not in the research. Task: One-page draft with facts and hypotheses separated. Add a separate Hypotheses section with attendee guesses and exactly three things to learn, each labelled hypothesis, then a suggested flow. Keep it to one page.
Use: You
Check facts and guesses against research, remove material not useful in the meeting and commit to the three things to learn.
One page maximum; facts and guesses visually separated; each guess checked against the research text. The brief stays internal and is not shared with the prospect. Approve only a brief whose facts you have checked against the research.
You check sources, rules and decisions. Gemini Notebook drafts only from the checked material.
Prepare the checked inputs
Draft facts, guesses, call flow
Approve or hold
Use: You
Have ready: the account research and the meeting invite.
Use: Gemini Notebook
Ask Gemini Notebook for facts first; check them, then ask for attendee guesses, three things to learn and a one-page brief in the same chat.
What to paste into the tool
Task: Answers. Using only the research source, answer: who will attend and what is their role, what makes now a good time, and what does the account already do. Say when the research does not say. Task: One-page internal brief. Using only the research source and the meeting details below, draft: the attendee guesses and three things to learn, each marked as a guess, and a suggested call flow. Keep facts and guesses separate. Say when the research does not say. Meeting details: [paste the invite details]
Use: You
Check facts and guesses against research, remove material not useful in the meeting and commit to the three things to learn.
Approve only a brief whose facts and guesses you have checked against the research.
You write the outline and brief. ChatGPT lists research support or contradictions; you check every quoted line.
Write the rough outline
List support per outline line
Check the facts list
Rewrite into one-page brief
Use: You
Have ready: the meeting invite and the account research. Write the attendee guesses, why-now view and three things to learn as a rough outline, marked as your early guesses.
Keep your early guesses separate from anything you know from the research.
Use: ChatGPT
Ask ChatGPT for research facts supporting or contradicting each outline line, with quoted evidence.
What to paste into the tool
Task: Facts list with support or contradiction per outline line. For each line of my outline, list what the research supports, contradicts or does not mention. Quote the research line used.
Use: You
Check the facts list against the research; fix or remove anything it does not confirm.
Open each quoted line in the research and confirm it is there.
Use: You
Rewrite the outline into a one-page brief with a suggested flow, facts and early guesses in separate sections; commit to three things to learn.
One page maximum.
Best when: You want text drafted and edited from supplied material
What it does: Claude drafts; you check sources and decide
Strong at: Drafts and edits text; summarises documents and analyses images
Limit: Usage capped in 5-hour and weekly windows
Free plan: Yes, limited; usage resets every five hours
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 already have an outline and want a research-based challenge
What it does: ChatGPT lists supporting facts; you write and check the brief
Strong at: Writes and summarises text; analyses files and searches the web
Limit: Free plan limits uploads, images, voice and data analysis
Free plan: Yes, limited; uploads and data analysis capped
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.
Every option keeps one page maximum, separates facts from hypotheses and ends with the seller committing to the three things to learn.
Check the result against your original inputs. Approve it before sharing or acting.