Choose one of three approaches. The steps for that option appear below.
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Claude matches symptoms with approved tests, then drafts the checklist. You check the worksheet first, then the draft.
Collect the case files
Match the tests
Check the worksheet
Order the checklist
Check the final draft
Use: You
The error report and the approved diagnostic guide, plus the approved rules, scope and as-of dates from the service owner.
Never paste credentials or full payment details. Check the rules supplied are the approved version.
Use: Claude
Stage 1 in one Claude chat: upload the files and ask it to match each symptom with the approved low-risk tests.
What to paste into the tool
Task: Draft evidence worksheet with stable row IDs, source references, original values or quotes, rule/version references, and unresolved gaps. Using only the attached files, match each symptom in the error report with the approved low-risk tests in the diagnostic guide and note the guide's stop conditions. 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 still to confirm. 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 still to confirm instead of inferring it.
Use: You
Compare each worksheet row with the originals and write corrections for the same chat.
Check claims, values, chronology and rule applicability against the originals for this case: Login code has browser-state and session explanations. Do not fill missing or contradictory facts by inference.
Use: Claude
Stage 2 in the same chat: give the corrected worksheet and ask for an ordered checklist with observations and stop conditions.
What to paste into the tool
Task: Draft ordered checklist with observations and stop conditions; Explicit unresolved questions and proposed next human decision, not an executed action. Using only the corrected worksheet and the attached rules, order the supported tests into a checklist with observations to record and a stop condition for each step. Cite worksheet row IDs for every statement and keep unresolved items visible as still to confirm. 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 still to confirm instead of inferring it.
Use: You
Check the evidence and draft; take no onward action.
Check every step is supported, non-secret and has a safe stopping rule. Check recipient scope and required authority before later use; the draft is not approval. Confirm the evidence and draft; completion is preparation, not downstream execution.
Gemini Notebook only points to passages in the loaded sources. You build the worksheet and write the draft yourself.
Load the sources
Locate the passages
Build the worksheet
Write the draft
Read it again
Use: You
The error report and the approved diagnostic guide, plus the approved rules. Load them into a notebook as separate sources.
Check each source is the approved original; keep rules separate from case evidence. Never paste credentials or full payment details.
Use: Gemini Notebook
Ask source-bound questions to locate the passages for matching symptoms with approved low-risk tests.
What to paste into the tool
Task: Answers with citations to source passages, or no answer where the sources are silent. Question template: from the selected sources only, quote the passage that gives an approved test, observation or stop condition for the symptom. 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 instead of inferring it.
Use: You
Open every citation and compare it with the original; build the worksheet by hand. Treat a missing answer as not stated, not as an absence.
Check claims, values, chronology and rule applicability against the originals for this case: Login code has browser-state and session explanations. Do not fill missing or contradictory facts by inference.
Use: You
Write the draft by hand from the worksheet: order the supported tests without bypassing security.
Check every step is supported, non-secret and has a safe stopping rule. Check recipient scope and required authority before later use; the draft is not approval.
Use: You
Read the draft again against the worksheet; no onward action.
Check every step is supported, non-secret and has a safe stopping rule. Confirm the evidence and draft; completion is preparation, not downstream execution.
ChatGPT builds the worksheet and drafts the checklist. A second reviewer checks the worksheet; you check the draft.
Collect the case files
Build the worksheet
Second reviewer checks
Order the checklist
Check the final draft
Use: You
The error report, your notes, the approved diagnostic guide and the approved rules. Keep the original error report locally for checking.
Never paste credentials or full payment details.
Use: ChatGPT
Stage 1: paste the error report, guide and rules into ChatGPT and ask it to match symptoms with approved tests and build the worksheet.
What to paste into the tool
Task: Match each symptom in the pasted error report with the approved low-risk tests in the pasted diagnostic guide, and build an evidence worksheet with stable row IDs, source references, original values or quotes, rule or version references, and unresolved gaps. Use only the pasted report, guide and rules. Cite the guide line for every match. Add no test that is not in the guide and nothing that bypasses security. Mark every missing or contradictory fact as not supplied 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
Check every row of the draft worksheet against the original error report and the approved diagnostic guide; correct it.
Check each symptom-to-test match is supported, every quote and value matches the original, and every gap stays listed.
Use: ChatGPT
Stage 2 in the same chat: give the corrected worksheet and ask for an ordered checklist with observations and stop conditions.
What to paste into the tool
Task: Draft ordered checklist with observations and stop conditions; Explicit unresolved questions and proposed next human decision, not an executed action. Using only the pasted worksheet rows and rule text, order the supported tests into a checklist with the observation to record and a stop condition for each step, adding no step that is not in the guide and nothing that bypasses security. Cite row IDs for every statement and keep still-to-confirm items 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 still to confirm instead of inferring it.
Use: You
Edit the draft where it differs from the worksheet; take no onward action.
Check every step is supported, non-secret and has a safe stopping rule. Check recipient scope and required authority before later use; the draft is not approval. Confirm the evidence and draft; completion is preparation, not downstream execution.
Best when: One assistant reads the files and writes the draft
What it does: Claude matches tests and orders them; you check
Strong at: One chat holds the originals and corrected worksheet
Limit: Uploads capped at 20 files per chat; split large sets
Free plan: Yes, limited (5-hour and weekly caps)
Best when: You want to build the worksheet and write the draft
What it does: Gemini Notebook cites passages; you build and write
Strong at: Answers quote the source passage for each check
Limit: A source-bound answer can still miss a passage
Free plan: Yes
Best when: The tool extracts and orders; people check each stage
What it does: ChatGPT builds and drafts; two people check
Strong at: A second reviewer checks every worksheet row
Limit: Free plan allows 3 file uploads per day
Free plan: Yes, limited (uploads, images, voice, 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.
Never paste credentials or full payment details.
Customer support engineer compares the evidence worksheet with the supplied originals before the second stage starts.
No customer secrets in any prompt or handoff; cut down customer data before upload.
Customer support engineer 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.