Choose one of three approaches. The steps for that option appear below.
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Claude assembles the fact base, you correct it, and Claude drafts the risk sheet. You approve or hold.
Select the deal materials
Assemble the facts
Correct the facts
Draft the sheet
Inspect and hold
Use: You
Have ready: the CRM record and recent activity for the deal, and the call notes.
Check the record and notes are the current deal materials.
Use: Claude
Ask for deal facts stating stage, activity and next steps only where supported, each with a record reference.
What to paste into the tool
Task: Deal records and call-note references; Deal fact base with CRM and call-note references. Use a CRM or call-note reference for each risk; put unsupported concerns in an evidence-gap section and phrase the meeting agenda as questions rather than verdicts; extract facts with the supplied record keys and keep missing evidence explicit; include the received deal risk review packet unchanged beside the A2 result for the next reviewer
Use: You
Compare each proposed fact with its CRM row or call-note passage, correct misread entries, and retain unresolved evidence gaps.
Check every assembled fact carries a record reference.
Use: Claude
Ask for evidence per proposed risk, missing evidence listed separately, and questions for the meeting rather than verdicts.
What to paste into the tool
Task: Deal records and call-note references; Deal fact base with CRM and call-note references; Corrected deal facts cleared for drafting; Pipeline risk-sheet draft with evidence gaps and questions. Use a CRM or call-note reference for each risk; put unsupported concerns in an evidence-gap section and phrase the meeting agenda as questions rather than verdicts; include the received deal risk review packet unchanged beside the A4 result for the next reviewer
Use: You
Inspect every risk and question against the retained records, move unsupported statements to the gap list, and leave meeting decisions to people.
Check each risk and question against the retained records before you approve the sheet.
You build the referenced fact worksheet yourself and ChatGPT drafts the meeting sheet from it. You approve or hold.
Build the worksheet
Draft the sheet
Inspect and hold
Use: You
Have ready: the CRM record and call notes.
Check every worksheet fact carries a record reference.
Use: ChatGPT
Ask for evidence per proposed risk, missing evidence separated, and meeting questions rather than verdicts.
What to paste into the tool
Task: Deal records and call-note references; Corrected deal facts cleared for drafting; Pipeline risk-sheet draft with evidence gaps and questions. Use a CRM or call-note reference for each risk; put unsupported concerns in an evidence-gap section and phrase the meeting agenda as questions rather than verdicts; include the received deal risk review packet unchanged beside the B2 result for the next reviewer
Use: You
Inspect every risk and question against the retained records, move unsupported statements to the gap list, and leave meeting decisions to people.
Check each risk and question against the retained records before you approve the sheet.
Gemini Notebook extracts referenced facts, you write the risk sheet, and Claude lists discrepancies for you to settle.
Select the deal materials
Assemble the facts
Write the sheet
List discrepancies
Settle and hold
Use: You
Have ready: the CRM record and recent activity for the deal, and the call notes.
Check the record and notes are the current deal materials.
Use: Gemini Notebook
Ask for deal facts from the selected sources with passage references, stating stage, activity and next steps only where supported.
What to paste into the tool
Task: Deal records and call-note references; Deal fact base with CRM and call-note references. Use a CRM or call-note reference for each risk; put unsupported concerns in an evidence-gap section and phrase the meeting agenda as questions rather than verdicts; answer from the selected sources and attach passage references
Use: You
Check the cited fact base against the records, then write the risk sheet yourself with a referenced risk list, missing-evidence section and meeting questions.
Check every cited fact matches its record passage.
Use: Claude
Ask for unsupported risk wording, omitted gaps and verdict-like statements listed as discrepancies, leaving the sheet unchanged.
What to paste into the tool
Task: Deal records and call-note references; Deal fact base with CRM and call-note references; Owner-written pipeline risk sheet; Risk-sheet discrepancy log. Use a CRM or call-note reference for each risk; put unsupported concerns in an evidence-gap section and phrase the meeting agenda as questions rather than verdicts; return discrepancies with the source keys and leave the hand draft unchanged
Use: You
Resolve every discrepancy against its cited passage, move unsupported statements to the gap list, and leave meeting decisions to people.
Check each risk and question against the retained records before you approve the sheet.
Best when: You want to correct the factual base before wording
What it does: Claude assembles and drafts; you correct and approve
Strong at: Drafts and edits text in many formats
Limit: A wrong fact survives if your correction misses it
Free plan: Yes, limited (5-hour and weekly usage caps)
Best when: Source interpretation stays with you
What it does: ChatGPT drafts from your worksheet; you approve
Strong at: Answers questions; writes and rewrites text
Limit: You author the digest as well as check the draft
Free plan: Yes, limited (file uploads, images, voice, data analysis)
Best when: You want authorship of the meeting questions
What it does: Gemini Notebook extracts; you write; Claude critiques
Strong at: Answers grounded in the sources you provide
Limit: The materials reach two vendors, one per AI step
Free plan: Gemini Notebook: Yes, limited (500,000-word sources); Claude: Yes, limited (5-hour 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.
For the deal risk review, check all source references during the human review actions and keep disclosure clearance separate.
The deal owner receives the full retained material at the final deal risk review.
Check the result against your original inputs. Approve it before sharing or acting.