Choose one of three approaches. The steps for that option appear below.
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Gemini Notebook splits the complaint into claims and remedy wording, then drafts one neutral question. You check both.
Have ready
Separate the wording
Check the worksheet
Draft the question
Read and hand on
Use: You
Collect the complaint, the supplied remedy descriptions and the supplied review paths.
Check your organisation's rules before uploading case material to any tool; this record does not establish that upload is permitted. Never paste credentials or full payment details.
Use: Gemini Notebook
Add the material and run the extraction prompt: problem claims, explicit and implied remedy wording as quotes.
What to paste into the tool
Task: Evidence worksheet: problem claims, explicit remedy wording and implied remedy wording as separate quoted columns. Split the complaint into problem claims, explicit remedy wording and implied remedy wording. Give each as the exact quoted passage with a source reference, and mark implied wording IMPLIED beside the passage that suggests it. Mark anything unclear as not stated. Do not suggest a remedy. Do not run code, send anything or change any record.
Use: You
Compare every row with the original material; correct rows and fill gaps with not stated.
Compare claims, remedy wording and review-path choices against the originals for this case: Customer says make this right without choosing a desired outcome. Do not resolve missing or contradictory facts by inference.
Use: Gemini Notebook
Give the corrected worksheet and ask for one neutral question with choices only from the supplied review paths.
What to paste into the tool
Task: Draft neutral remedy clarification question with choices limited to the supplied review paths. Using only the corrected worksheet and the supplied remedy descriptions, draft one neutral question asking the customer which outcome they want. Offer choices only from the supplied review paths, with no promise of eligibility and no steering. Do not run code, send anything or change any record.
Use: You
Read the draft against the final checks, mark open questions and hand it to its owner as a draft only.
Check choices do not promise eligibility or steer toward a settlement. Check recipient scope and required authority before any later use; do not treat the draft as approval.
You supply the case material and notes. ChatGPT rewrites them into one neutral question. You choose the final wording.
Gather and note
Rewrite the question
Check and choose
Use: You
Collect the complaint, remedy descriptions and review paths, and write short notes on the claims and the remedy the customer seems to want.
Check your organisation's rules before uploading case material to any tool; this record does not establish that upload is permitted. Never paste credentials or full payment details.
Use: ChatGPT
Paste the case material and your notes; ask for one clear, neutral question, then tone suggestions.
What to paste into the tool
Task: Draft clarification question with reviewed suggestions. Rewrite the pasted notes and case material into one clear, neutral clarification question whose choices come only from the supplied review paths. Review each suggestion against the case material before accepting it. Do not accept a change that alters the facts or steers the customer toward an outcome. Do not run code, send anything or change any record.
Use: You
Check every statement against the originals, rewrite any wrong line, accept only meaning-preserving tone changes.
Compare the draft's claims, remedy wording and choices against the originals.
Notion AI does the extraction only. You check the worksheet and write the question yourself.
Have ready
Separate the wording
Check the worksheet
Write and check
Use: You
Collect the complaint, the supplied remedy descriptions and the supplied review paths.
Check your organisation's rules before uploading case material to any tool; this record does not establish that upload is permitted. Never paste credentials or full payment details.
Use: Notion AI
Add the material and run the extraction prompt: problem claims, explicit and implied remedy wording as quotes.
What to paste into the tool
Task: Evidence worksheet: problem claims, explicit remedy wording and implied remedy wording as separate quoted columns. Split the complaint into problem claims, explicit remedy wording and implied remedy wording. Give each as the exact quoted passage with a source reference, and mark implied wording IMPLIED beside the passage that suggests it. Mark anything unclear as not stated. Do not suggest a remedy. Do not run code, send anything or change any record.
Use: You
Compare every row with the original material; correct rows and fill gaps with not stated.
Compare claims, remedy wording and review-path choices against the originals for this case: Customer says make this right without choosing a desired outcome. Do not resolve missing or contradictory facts by inference.
Use: You
Write one neutral question from the corrected worksheet, with choices only from the supplied review paths, then read it against the final checks.
Check choices do not promise eligibility or steer toward a settlement. Check recipient scope and required authority before any later use; do not treat the draft as approval.
Best when: Each extracted claim points back to a citation
What it does: Gemini Notebook extracts and drafts; you check
Strong at: Answers cite quotes from the uploaded sources
Limit: The tool can make mistakes; check each output
Free plan: Yes
Best when: The assistant drafts the question from your notes
What it does: ChatGPT drafts; you check and choose
Strong at: Turns rough notes into clear, polished writing
Limit: Quotes cover rewriting text, not reading case records
Free plan: Yes, limited (uploads, images, voice, data analysis)
Best when: The drafting wording must stay with the person
What it does: Notion AI extracts; you check and write
Strong at: Autofill can populate properties for checking
Limit: AI access can be temporarily reduced depending on usage
Free plan: Paid plan needed
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Every extracted claim is compared with the original material by a person before use.
Gaps and conflicts stay marked UNKNOWN; none are filled by inference.
The named reviewer confirms the evidence and the draft; completion is preparation only.
Check your organisation's data-handling rules before uploading case material to any tool. Never paste credentials or full payment details.
Check the result against your original inputs. Approve it before sharing or acting.