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 →
ChatGPT lists committed items, you check them, and the same thread fills the template. You keep it internal.
Select the inputs
Extract the items
Check and mark
Draft the scope
Check and hold
Use: You
Have ready: the discovery and technical call notes, the scope template trimmed to the clauses needed, and the delivery constraints.
Check the template and constraints are the current versions.
Use: ChatGPT
Ask for each committed scope item with its note and line, plus a separate list of questions the notes leave open.
What to paste into the tool
Task: Scope item list with note references. Read the call notes and list each scope item that someone committed to, with the note and line it comes from. Keep a separate list of questions the notes leave open. Do not resolve open questions and do not add items the notes lack.
Use: You
Check each item against the calls, remove anything not actually discussed, and mark which items are inclusions and which are exclusions.
Check each listed item and its note reference match the notes.
Use: ChatGPT
Ask for the template filled with inclusions under their note references, exclusions and assumptions in own sections, and open items carried over.
What to paste into the tool
Task: Draft scope of work. Fill the template with the checked items. Put every inclusion under its note reference, list exclusions and assumptions in their own sections, and carry the open questions into an open items section. Do not resolve open items and add no inclusion without a note reference.
Use: You
Check deliverability, and keep it internal since nothing is shared or signed here.
Check the scope is deliverable as drafted and open items stay open before any use.
Notes, template and constraints become notebook sources. You write the draft and Claude compares it with the notes.
Select the inputs
Extract with pointers
Write the scope
Critique the draft
Apply and hold
Use: You
Have ready: the call notes, the scope template trimmed to the clauses needed, and the delivery constraints, ready to add to a notebook as sources.
Check the template and constraints are the current versions.
Use: Gemini Notebook
Ask for every committed scope item with a pointer, every open question, and every point where notes conflict with a constraint.
What to paste into the tool
Task: Cited scope item answers. Using only the uploaded sources, list every committed scope item with a pointer to its note, then every question the notes leave open, then every point where the notes conflict with a delivery constraint. Do not resolve any open item.
Use: You
Check each cited item against the calls and write the scope of work yourself with inclusions, exclusions, assumptions and open items.
Check each pointer leads to a note passage that supports the item.
Use: Claude
Ask for inclusions with no matching note, exclusions or assumptions the notes imply but the draft omits, and open items treated as settled.
What to paste into the tool
Task: Critique notes on the draft. Compare the scope draft with the notes pasted below it. List each inclusion with no matching note, each exclusion or assumption the notes imply but the draft omits, and any open item the draft treats as settled. Do not rewrite the draft.
Use: You
Apply the critique notes, check the scope is deliverable as drafted, and keep it internal.
Check every inclusion traces to a note and open items stay open before any use.
You read the notes alone and Claude fills the template from your sheet. You keep it internal.
Write the items
Draft the scope
Check and hold
Use: You
Have ready: the call notes, scope template and constraints. Write the committed scope items and open questions by hand with note references, and trim the template and constraints to the clauses needed.
Check each written item matches what the notes say.
Use: Claude
Ask for the template filled from your sheet: inclusions with note references, then exclusions, assumptions, and open items kept open.
What to paste into the tool
Task: Draft scope of work. Fill the template from the hand-built sheet: inclusions with their note references, then exclusions, then assumptions, then open items. Keep the open items open and add nothing the sheet lacks. Do not resolve any open item.
Use: You
Confirm the scope is deliverable as drafted, and keep it internal since nothing is shared or signed here.
Check every inclusion traces to a note and open items stay open before any use.
A uses one thread for both jobs, B adds cited extraction and a critique around a hand-written draft, and C keeps extraction human and delegates only the drafting.
Best when: One thread carries both jobs
What it does: ChatGPT extracts and drafts; you check and hold
Strong at: Keeps related chats, files and instructions together
Limit: An uncaught extraction error carries into the draft
Free plan: Yes, limited (file uploads, images, voice, data analysis)
Best when: Traceability across several inputs matters
What it does: Gemini Notebook cites; you write; Claude critiques
Strong at: Answers grounded in the sources you provide
Limit: The notes reach two vendors, one per AI step
Free plan: Gemini Notebook: Yes, limited (500,000-word sources); Claude: Yes, limited (5-hour usage caps)
Best when: Commitments are subtle and you read alone
What it does: Claude fills the template from your sheet
Strong at: Drafts and edits text in many formats
Limit: Nothing re-reads the draft against the notes except you
Free plan: Yes, limited (5-hour and weekly usage caps)
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.
Each path starts by removing client identifiers and trimming the template.
The delivery lead confirms extracted items match the calls and judges deliverability at the end.
Open items stay open and the SoW is not shared or signed through the workflow.
Check the result against your original inputs. Approve it before sharing or acting.