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 load the brief and only approved stories. Gemini Notebook extracts attributes and ranks them; you check and pick.
Collect approved stories
List attributes
Check attributes
Rank stories
Check, pick, approve
Use: You
Have ready: the account brief and the approved proof-story library. Only the copies you load become sources.
Check each story is marked approved.
Use: Gemini Notebook
Add the brief as a source and ask for industry, size, problem and constraints, citing the brief.
What to paste into the tool
From the brief, list industry, size, problem and constraints. Cite the brief for each. Write NOT IN BRIEF if absent.
Use: You
Open each citation and check the brief says it; correct anything the brief does not support.
Check the attributes reflect the brief, not assumptions.
Use: Gemini Notebook
Add only the approved stories as sources, leave others out with the source checkboxes, and ask for a ranking with matches and mismatch notes.
What to paste into the tool
Rank the selected stories against the checked attributes. For each give matched attributes, mismatches and a citation. Use only selected sources.
Use: You
Check each rationale and mismatch note, then pick and approve the story.
Check no capability claim in the picked story is outdated. Nothing is sent by this workflow.
Notion AI reads the brief, finds approved stories in connected apps and ranks them. You check and pick.
Collect brief and library
List and rank stories
Check, pick, approve
Use: You
Have ready: the account brief and the approved proof-story library in one place the search can reach. Only the copies there are searched.
Check the brief is the current one and the library list is the approved one.
Use: Notion AI
Ask Notion AI to list the account attributes from the brief, then keep only approved-library stories and rank them with matches and mismatch notes.
What to paste into the tool
From this brief, list industry, size, problem and constraints. Note where each sits in the brief. Do not add anything the brief does not say. Search for customer proof stories. Keep only stories from the approved library list. Rank them against the attributes and write matched attributes and a mismatch note for each.
Use: You
Check each story is in the approved library, then pick and approve.
Check rationales name attributes, every story has a mismatch note and no claim is outdated. Nothing is sent.
ChatGPT pulls attributes from the brief and stories into one table and ranks them. You check claims and pick.
Collect approved stories
Table and rank
Check, pick, approve
Use: You
Have ready: the account brief and the approved proof stories, leaving out any story not approved.
Check each story is marked approved.
Use: ChatGPT
Paste the brief and stories. Ask for one attribute table, a ranking, and matches and mismatch notes per story.
What to paste into the tool
Using only the pasted brief and approved stories, make one table. First row: the account's industry, size, problem and constraints, with the place in the brief for each. One row per approved story with the same columns and the place in the story. Write NOT IN BRIEF or leave the cell empty if the text does not say. Then rank the stories, closest match first. For each story, list the account attributes it matches and a mismatch note. Use no story that is not in the list.
Use: You
Check the table and ranking against your documents, then pick and approve.
Compare each capability claim in the top stories with what the product does today. Nothing is sent.
Best when: You want a cited ranking of only the stories you load
What it does: Gemini Notebook extracts and ranks; you check and pick
Strong at: Cites the sources you load for each answer
Limit: Sources capped at 500,000 words or 200 MB each
Free plan: Yes, limited (sources capped at 500,000 words or 200 MB)
Best when: Stories sit in connected apps; the tool finds and ranks them
What it does: Notion AI searches and ranks; you check and pick
Strong at: Finds answers across your workspace and connected apps
Limit: Full AI features need Business; Free and Plus get a trial
Free plan: Paid plan needed
Best when: You want extraction, table and ranking in one paste
What it does: ChatGPT extracts, tables and ranks; you check and pick
Strong at: Analyses uploaded files and drafts the table in one chat
Limit: Not confirmed to extract and rank; check the table against your files
Free plan: Yes, limited (file uploads, images, voice, data analysis)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Only approved stories are shortlisted.
Each rationale cites matched account attributes.
Mismatches are noted.
Check the result against your original inputs. Approve it before sharing or acting.