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 finds the cited pieces and Claude drafts only from the checked quotes.
Prepare the checked inputs
Find cited talks and posts
Check authorship, context, exact quotes
Draft opener and evidence note
Approve or hold
Use: You
Have ready: prospect's name, topic and general reason for outreach. Keep only public material about the prospect.
Check only the prospect's name, public material and your general reason go forward.
Use: Perplexity
Ask Perplexity for candidate published pieces with citations.
What to paste into the tool
Task: Cited list of candidate published pieces. List what the named prospect has published or said about the supplied topic, with a numbered citation for each item. Say when nothing is found.
Use: You
Open every cited page, check the prospect wrote it and copy fitting points as exact quotes with links.
Open every citation and check it is by the prospect. Check quotes are in context and fairly represent the prospect.
Use: Claude
Ask Claude for a short opener and claim-by-claim evidence note using only those quotes and links.
What to paste into the tool
Task: Draft opener with links and claim-by-claim evidence note. Write a short opener that refers only to the quotes below. After it, list each claim with the quote and link that supports it. If a claim has no quote, remove it.
Use: You
Check every claim against its quote and link; approve or edit the opener and evidence note, then decide whether and when to use it.
You approve the opener, links and claim-by-claim evidence note. No message is sent by this workflow; you own any send decision.
You check sources, rules and decisions. ChatGPT drafts only from the checked material.
Prepare the checked inputs
Draft opener and claim-to-quote table
Approve or hold
Use: You
Have ready: published talk, post or article and outreach reason. Read and copy fitting lines with links.
Check quotes are in context and fairly represent the prospect.
Use: ChatGPT
Ask ChatGPT for a short opener with links and an evidence table mapping each claim to a supplied quote.
What to paste into the tool
Task: Draft opener with links and claim table. Using only the pasted quotes, write a short opener. Then make a table: claim, quote, link. Do not add any fact not in the quotes.
Use: You
Check every claim against its quote; approve or edit the opener and evidence note, then decide whether and when to use it.
You approve the opener, links and claim-by-claim evidence note. No message is sent by this workflow; you own any send decision.
You check sources, rules and decisions. Gemini Notebook drafts only from the checked material.
Prepare the checked inputs
Draft cited points and opener
List unsupported claims in opener
Approve or hold
Use: You
Have ready: the prospect's links or transcripts and your reason for outreach.
Check only the prospect's public material and your general reason go forward.
Use: Gemini Notebook
Add the prospect's links or transcripts as sources; ask for cited points, check them, then ask for the opener in the same chat.
What to paste into the tool
Task: Points with source passages. Using only these sources, list points relevant to the reason below and give the passage each comes from. Say when a point is only implied. Task: Draft a short opening line. Using only the points and passages in this notebook's sources, draft a short opener for the reason below, with the source link for each point used. Say when a point is only implied. Reason for outreach: [paste the reason]
Use: ChatGPT
Ask ChatGPT for a claim-by-claim evidence note against the checked points. Check every flag and Supported mark against its passage.
What to paste into the tool
Task: Claim-by-claim evidence note. For each claim in my draft, say which pasted point supports it, or say Unsupported. Do not rewrite the draft.
Use: You
Check context and fair representation, approve or edit the opener, links and evidence note, and decide whether and when to use it.
Open the source for each passage and confirm the wording.
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: Free plan limits uploads, images, voice and data analysis
Free plan: Yes, limited; uploads and data analysis capped
Best when: You want answers grounded in your supplied sources
What it does: Gemini Notebook drafts; ChatGPT flags unsupported claims; you check
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: Gemini Notebook: Yes, limited; ChatGPT: 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.
Every option attaches the prospect's own words and links to each claim and ends with the seller approving the wording.
Check the result against your original inputs. Approve it before sharing or acting.