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 →
Claude splits the thread into an evidence worksheet, then drafts the issue tree. You check the worksheet and the draft.
Have ready
Split the thread
Check the worksheet
Draft the tree
Check and hold
Use: You
Collect the customer thread, the issue routing scoring checklist and the approved rules, scope and as-of dates.
Never paste credentials or full payment details. Check the rules supplied are the approved version.
Use: Claude
Ask Claude to split claims and remedy requests into numbered evidence spans with row IDs, quotes and rule references.
What to paste into the tool
Using only the attached files, split the thread into numbered claims and remedy requests, one per evidence span. For each item give a row ID, the exact quote or original value, where in the source it came from, and the rule or version that applies. List anything missing or contradictory as NOT STATED. Use only the supplied case evidence and rules. Do not request or reproduce passwords, authentication codes, session tokens or payment credentials. Do not send, change records or accounts, assign work or commit any remedy or deadline. Mark every missing or contradictory fact as not stated in the files instead of inferring it.
Use: You
Check each row against the original thread for this case.
Compare claims, values, chronology and rule applicability with the originals. Do not resolve missing or contradictory facts by inference.
Use: Claude
Ask Claude in the same chat to apply the routing rules and draft one evidence-linked route per remedy.
What to paste into the tool
Using only the corrected worksheet and the attached rules, apply the routing scoring checklist separately to each numbered item and draft an issue tree with one evidence-linked route per requested remedy, or an explicit not-stated marker. Cite worksheet row IDs for every statement and keep unresolved items visible as not stated. Use only the supplied case evidence and rules. Do not request or reproduce passwords, authentication codes, session tokens or payment credentials. Do not send, change records or accounts, assign work or commit any remedy or deadline. Mark every missing or contradictory fact as not stated in the files instead of inferring it.
Use: You
Every request needs a route or an explicit not-stated note; no minority issue is lost.
Check every request has a route or not-stated note; no minority issue is lost. Check recipient scope and required authority; do not treat the draft as approval.
Gemini Notebook only locates quoted passages in your loaded sources. You build the worksheet and write the draft yourself.
Load sources
Locate passages
Build worksheet
Write and check
Use: You
Load the customer thread and the approved rules into one notebook, one source per document, rules separate from case evidence.
Check each source is the approved original. Never paste credentials or full payment details.
Use: Gemini Notebook
Ask source-bound questions to find the passage for each claim and remedy request.
What to paste into the tool
Question template: from the selected sources only, quote the passage that states each claim or remedy request in the customer thread. If it is not stated, say so. Use only the supplied case evidence and rules. Do not request or reproduce passwords, authentication codes, session tokens or payment credentials. Do not send, change records or accounts, assign work or commit any remedy or deadline. Mark every missing or contradictory fact as not stated in the files instead of inferring it.
Use: You
Write the worksheet from the checked citations: row IDs, source references, quotes, rule references, gaps.
Open every citation and compare it with the original; treat a missing answer as not stated, not an absence. Compare extracted claims, values, chronology and rule applicability against the supplied originals.
Use: You
Write the draft from the worksheet, applying the routing rules; every request needs a route or not-stated note.
Check recipient scope and required authority; do not treat the draft as approval.
ChatGPT splits the thread into a worksheet and drafts the issue tree. A second reviewer checks the rows.
Have ready
Build worksheet
Check the rows
Draft the tree
Check and approve
Use: You
Collect the customer thread, the issue routing scoring checklist and the approved rules with their as-of dates.
Never paste credentials or full payment details. Check the rules are the approved version.
Use: ChatGPT
Ask ChatGPT to split the thread into numbered evidence spans with row IDs, quotes and rule references.
What to paste into the tool
Using only the pasted customer thread, split it into numbered evidence spans and build a worksheet: one row per span with a stable row ID, a source reference, the original value or quote, the rule or version it may trigger, and any unresolved gap. Work only from the material pasted here; ask for no real names or private details. Mark every missing or contradictory fact as not stated in the files instead of inferring it. Do not request or reproduce passwords, authentication codes, session tokens or payment credentials. Do not send, change records or accounts, assign work or commit any remedy or deadline.
Use: The second reviewer
Compare every row against the originals; a missing fact is not stated, not eligible or resolved.
Compare extracted claims, values, chronology and rule applicability against the supplied originals. Do not resolve missing or contradictory facts by inference.
Use: ChatGPT
Ask ChatGPT to apply the routing rules to the checked rows and draft one route per remedy.
What to paste into the tool
Using only the pasted worksheet rows and rule text, apply the routing scoring checklist separately to each row and draft an issue tree with one route per requested remedy or an explicit not-stated marker, without dropping minority issues. Cite row IDs for every statement and keep not-stated markers visible. Use only the supplied case evidence and rules. Do not request or reproduce passwords, authentication codes, session tokens or payment credentials. Do not send, change records or accounts, assign work or commit any remedy or deadline. Mark every missing or contradictory fact as not stated in the files instead of inferring it.
Use: You
Every request needs a route or a marked open item; no minority issue is lost.
Check every request has a route or a marked open item, and no minority issue is lost.
Best when: You want one assistant for both stages in one chat
What it does: Claude extracts and drafts; you check both stages
Strong at: Chats, writes, analyses data and codes
Limit: Chat uploads capped at 20 files; split large case sets
Free plan: Yes, limited (usage caps)
Best when: You want to write every word and own the worksheet
What it does: Gemini Notebook finds passages; you build and write
Strong at: Answers grounded in your sources with citations
Limit: A source-bound answer can miss a passage; read the originals
Free plan: Yes
Best when: Raw thread stays with people; ChatGPT does both passes
What it does: ChatGPT extracts and drafts; two people check
Strong at: Analyses uploaded files and pulls quotes
Limit: First pass can mis-split spans; check every row
Free plan: Yes, limited (uploads, images, voice, data analysis)
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.
Support triage lead compares the evidence worksheet with the supplied originals before the second stage starts.
Never paste credentials or full payment details. No customer secrets in any prompt or handoff; cut down customer data before upload.
Support triage lead confirms the final draft; the draft is preparation only and no downstream action is taken.
Check the result against your original inputs. Approve it before sharing or acting.