Choose one of three approaches. The steps for that option appear below.
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Claude digests the account history, you check the digest, and Claude drafts the skeleton. You approve or hold.
Select the inputs
Digest the history
Check the digest
Draft the skeleton
Read and hold
Use: You
Have ready: the account history and current state, and the team goals for the account.
Check history and goals are current. Confirm team-goal text may leave the local file; if not, use the manual branch.
Use: Claude
Ask for a digest separating evidenced relationships, usage, contract status and open work from absent information, keeping team goals unchanged.
What to paste into the tool
Task: account history with source keys and verbatim team goals; Referenced account current-state digest. Carry the team goals verbatim; include evidence references or an explicit gap list in every section, and distinguish proposed gap ownership from names actually supplied; extract facts with the supplied record keys and keep missing evidence explicit; include the received annual account outline packet unchanged beside the A2 result for the next reviewer
Use: You
Read the digest against the prepared history, correct unsupported current-state statements, and compare the goals character for character.
Check the digest separates evidenced facts from absent information.
Use: Claude
Ask for a skeleton with source references or gap lists in every section, the goals block unchanged, and draft owners where inputs name them.
What to paste into the tool
Task: account history with source keys and verbatim team goals; Referenced account current-state digest; Manager-checked account digest cleared for plan writing; Annual plan skeleton draft with section evidence and gaps. Carry the team goals verbatim; include evidence references or an explicit gap list in every section, and distinguish proposed gap ownership from names actually supplied; include the received annual account outline packet unchanged beside the A4 result for the next reviewer
Use: You
Read the entire skeleton against the history and checked digest; this draft commits nobody and sharing needs human approval.
Check every section has evidence or a gap and the goals match the supplied wording exactly before approval.
You write the checked digest yourself and ChatGPT drafts the plan skeleton from it. You approve or hold.
Compose the digest
Draft the skeleton
Read and hold
Use: You
Have ready: the account history and team goals. Read the history and compose the referenced current-state digest yourself, keeping goals unchanged.
Keep exact goals only if their disclosure is permitted.
Use: ChatGPT
Ask for a skeleton with source references or gap lists in every section, the goals block unchanged, and draft owners where inputs name them.
What to paste into the tool
Task: account history with source keys and verbatim team goals; Manager-checked account digest cleared for plan writing; Annual plan skeleton draft with section evidence and gaps. Carry the team goals verbatim; include evidence references or an explicit gap list in every section, and distinguish proposed gap ownership from names actually supplied; include the received annual account outline packet unchanged beside the B2 result for the next reviewer
Use: You
Read the entire skeleton against the history and checked digest; this draft commits nobody and sharing needs human approval.
Check every section has evidence or a gap and the goals match the supplied wording exactly before approval.
Gemini Notebook answers from the supplied history, you write the skeleton, and Claude lists discrepancies to settle.
Select the inputs
Digest with citations
Write the skeleton
List discrepancies
Settle and hold
Use: You
Have ready: the account history and current state, and the team goals for the account.
Check history and goals are current. Confirm team-goal text may leave the local file; if not, use the manual branch.
Use: Gemini Notebook
Ask for a digest from the selected sources with passage references, separating evidenced facts from absent information, goals unchanged.
What to paste into the tool
Task: account history with source keys and verbatim team goals; Referenced account current-state digest. Carry the team goals verbatim; include evidence references or an explicit gap list in every section, and distinguish proposed gap ownership from names actually supplied; answer from the selected sources and attach passage references; include the received materials unchanged beside the result for the next reviewer
Use: You
Check the cited digest against the history and write the annual skeleton yourself, keeping exact goals and showing evidence or gaps per section.
Check every cited fact matches its history passage.
Use: Claude
Ask for section-level evidence gaps, unsupported statements and goals-text differences, not a replacement plan.
What to paste into the tool
Task: account history with source keys and verbatim team goals; Referenced account current-state digest; Manager-written annual account skeleton; Plan-section discrepancy notes. Carry the team goals verbatim; include evidence references or an explicit gap list in every section, and distinguish proposed gap ownership from names actually supplied; return discrepancies with the source keys and leave the hand draft unchanged; include the received materials unchanged beside the result for the next reviewer
Use: You
Settle each note against its source, check every section has evidence or a gap, and hold the plan for human approval before sharing.
Check the goals match the supplied wording exactly before the plan is shared or used.
Best when: You want a staged outline with a correction between
What it does: Claude digests and drafts; you check and approve
Strong at: Drafts and edits text in many formats
Limit: Unsupported statements slip in if your check misses them
Free plan: Yes, limited (5-hour and weekly usage caps)
Best when: Wording is delegated, not historical reading
What it does: ChatGPT drafts from your digest; you approve
Strong at: Answers questions; writes and rewrites text
Limit: Historical reading and the digest stay with you
Free plan: Yes, limited (file uploads, images, voice, data analysis)
Best when: You want ownership of the section structure
What it does: Gemini Notebook extracts; you write; Claude critiques
Strong at: Answers grounded in the sources you provide
Limit: You reconcile critique notes as well as write
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 annual account outline, check all source references during the human review actions and keep disclosure clearance separate.
The account manager receives the full retained material at the final annual account outline review.
Check the result against your original inputs. Approve it before sharing or acting.