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: proposes the worksheet and note, you check
Claude proposes the behaviour worksheet, then the fault and enhancement note from your corrected rows. You check both.
- You
Have ready
- Claude
Propose worksheet
- You
Correct the rows
- Claude
Draft the note
- You
Check and label
Have ready: the ticket, documents and approved rules
Use: You
Collect the ticket, the versioned behaviour documentation and the approved rules, scope and as-of dates. Keep the originals locally.
Check
Upload only after the case owner clears the sharing scope. Never paste credentials, passwords, authentication codes, session tokens or full payment details.
Propose the behaviour worksheet
Use: Claude
Ask Claude for a worksheet separating observed, expected and documented behaviour by version, with quoted evidence.
Details
What to paste into the tool
Task: Proposed behaviour worksheet with quoted evidence and version references; Redacted case bundle with source IDs and approved dated rules. Use only this case bundle; give each row a stable ID, original value or contiguous quote, source ID, version, approved rule, applicability date and confirmed-versus-reported status; retain contradictions and not-stated markers; return the case bundle alongside the proposed worksheet
Correct the worksheet against the originals
Use: You
Check each row against the originals for this case: Customer expects an unsupported export layout.
Check
Compare every worksheet row with the supplied originals. Do not resolve missing or contradictory facts by inference. List each correction.
Draft the fault and enhancement note
Use: Claude
Ask Claude in the same chat to apply your corrections and draft separate fault and enhancement tracks with open questions.
Details
What to paste into the tool
Task: Proposed fault and enhancement note; Open case questions and next human decision proposal. First apply my listed corrections to the worksheet rows; where I marked a row wrong, fix or drop it. Then compare each expectation with the documented version boundary and approved rules; cite worksheet row IDs; distinguish supported fault evidence from requested enhancements; mark gaps not stated; include unresolved questions and a proposed human decision without any external action, remedy or deadline. My corrections: [paste checked corrections or none]. Worksheet and rules: [paste the worksheet and the redacted rules].
Check the note and label gaps
Use: You
Return a clearly labelled incomplete draft if required source material or a qualified reviewer is missing; a human separately approves any downstream action.
Check
Preparation only: do not send, publish, change records or accounts, assign work or commit a remedy or deadline.
ChatGPT: drafts from your hand-built table only
You build the table by hand and keep originals local. ChatGPT drafts the note from it. You edit and check.
- You
Build the table
- ChatGPT
Draft the note
- You
Edit the draft
- You
Confirm and label
Build the evidence table by hand
Use: You
Read the ticket, version documentation and rules locally; build the table with row IDs, source spans, values, dates and gaps.
Check
Compare claims, values, chronology and rule applicability with the originals. Never paste credentials, passwords, authentication codes, session tokens or full payment details.
Draft the note from the table
Use: ChatGPT
Paste only the table and approved rules; ask for a row-linked note with fault and enhancement tracks plus open questions.
Details
What to paste into the tool
Task: Row-linked fault and enhancement draft; Unresolved classification questions for the lead; Freshly redacted drafting table with approved comparison rules. Use each approved rule only within its stated version and date scope; cite table rows for all assertions; mark unsupported expectations not stated; draft fault and enhancement tracks plus open questions for the lead; state no account change, customer message or committed remedy; preserve the drafting table
Edit the draft against the originals
Use: You
Check the draft and open questions against the table and originals; edit unsupported assertions, keep unresolved version conflicts.
Check
Keep the note only when every classification has a checked evidence row.
Check the note and label gaps
Use: You
Return a clearly labelled incomplete draft if required source material or a qualified reviewer is missing; a human separately approves any downstream action.
Check
Check every classification has a checked evidence row. Close preparation only after the evidence table and edited note are reconciled. Preparation only: do not send, publish, change records or accounts, assign work or commit a remedy or deadline.
Gemini: builds the register and drafts the note
Gemini builds the evidence register, then drafts the classification note from your corrected register. You check both.
- You
Have ready
- Gemini
Build register
- You
Correct the rows
- Gemini
Draft the note
- You
Check and label
Have ready: the ticket, documents and approved rules
Use: You
Collect the ticket, the versioned behaviour documentation and the approved rules, scope and as-of dates. Keep the originals locally.
Check
Provide the bundle only after the case owner clears the sharing scope. Never paste credentials, passwords, authentication codes, session tokens or full payment details.
Build the evidence register
Use: Gemini
Upload only the cleared bundle; ask Gemini for a register linking each statement to source quotes and dated approved rules.
Details
What to paste into the tool
Task: Evidence register linking each statement to source quotes and dated approved rules. Use only this case bundle. For each statement in the ticket and documentation, add a row with a stable ID, the exact quote, the source ID, the version and the applicable dated approved rule; keep contradictions as their own rows. Do not classify, propose outcomes or take any action. 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.
Correct the register against the originals
Use: You
Check each register row against the originals.
Check
Compare every register row with the supplied originals. List each correction.
Draft the classification note
Use: Gemini
Ask Gemini in the same chat to apply your corrections and draft the note with both tracks and open questions.
Details
What to paste into the tool
Task: Draft behaviour classification note with fault and enhancement tracks. First apply my listed corrections to the register rows; where I marked a row wrong, fix or drop it. Then draft the note: each statement cites its register row ID; each expectation is compared with the documented behaviour for its version, or kept open where the source does not settle it; keep unresolved questions and a proposed next human decision. Use only the supplied case evidence and approved rules; preserve source references, applicability dates and unresolved facts. Do not send, publish, change records or accounts, assign work, execute code, initiate a purchase, or commit a remedy or deadline. Corrections: [paste checked corrections or none]. Register: [paste the register].
Check the note and keep the incomplete label
Use: You
Return a clearly labelled incomplete draft if required source material or a qualified reviewer is missing; a human separately approves any downstream action.
Check
Compare the draft with the corrected register and originals. Preparation only: do not send, publish, change records or accounts, assign work or commit a remedy or deadline.
Compare the three approaches
Option A: Claude: proposes the worksheet and note, you check
Best when: One chat for extraction and drafting, checked between
What it does: Claude extracts and drafts; you check each stage
Strong at: Files can be uploaded to individual Claude chats
Limit: Originals enter the chat; check sharing terms first
Free plan: Yes, limited (usage caps)
Option B: ChatGPT: drafts from your hand-built table only
Best when: You pick every source span before the tool sees anything
What it does: You build the table; ChatGPT drafts; you edit
Strong at: Applies a supplied checklist from one document to another
Limit: Omissions from your table need checking against originals
Free plan: Yes, limited (uploads, images, voice, data analysis)
Option C: Gemini: builds the register and drafts the note
Best when: Gemini builds the register and first draft for you
What it does: Gemini extracts and drafts; you check and choose
Strong at: Answers, summaries and insights about uploaded content
Limit: A wrong extraction carries into the draft; check both
Free plan: Yes, limited (prompt caps)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Final check
Never paste credentials or full payment details.
Use only the supplied case evidence and approved rules; preserve source references, applicability dates and unresolved facts.
Cut down customer information in drafts and handoffs; never request or reproduce passwords, authentication codes, session tokens or payment credentials.
If required source material or a qualified reviewer is missing, return a clearly labelled incomplete draft rather than inventing a result.
Each expectation is compared with documented behaviour or marked not stated. Support triage lead confirms the evidence and draft; completion is preparation, not downstream execution.
Suggestions and preparation only. Do not send, publish, change records or accounts, assign work, execute code, initiate a purchase, or commit a remedy or deadline. A human separately approves any downstream action.
Check the result against your original inputs. Approve it before sharing or acting.