Choose one of three approaches. The steps for that option appear below.
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Claude joins each draft fact to its case, linkage and entitlement, then drafts the corrected reply. You check both stages.
Collect the records
Join the facts
Check the worksheet
Draft the reply
Check the reply
Use: You
The draft reply fact manifest, case-to-customer linkage export, checked recipient entitlement records and approved disclosure field rules.
Never paste credentials or full payment details. Check nothing outside the supplied case evidence and approved rules is included.
Use: Claude
Upload the files to one Claude chat; ask it to join each draft fact to its case, customer linkage and recipient entitlement on exact IDs.
What to paste into the tool
Task: Draft evidence worksheet with source IDs. Using only the uploaded files, build a worksheet. For each row give a source ID, the quoted span or original value, the rule or version reference, whether it is confirmed or only reported, and any gap. Do not fill gaps by inference. Join each draft fact to its source case, customer linkage and supplied recipient entitlement on exact IDs only. Do not match on names, addresses or shared contact details.
Use: You
Compare each worksheet row with the originals and write corrections for the same chat.
Check exact identifiers and permission sources; a shared email, surname or account label is not proof of entitlement.
Use: Claude
In the same chat, give the corrected worksheet; ask it to remove denied or unresolved facts and draft a reply with permitted fields only.
What to paste into the tool
Task: Draft fact-to-case-to-recipient join audit and corrected reply with denied and unresolved disclosures removed; Unresolved conflicts and explicit human decisions; no downstream action taken. Using only the corrected worksheet and the rules in the uploaded files, produce the draft. Mark anything not supported as not stated in the files and list the open questions and the proposed next human decision. Do not state an executed action, remedy or deadline. Keep only joins made on exact IDs. Do not match on names, addresses or shared contact details, and hold every unchecked join as still to confirm.
Use: You
Check the evidence and draft; label the draft incomplete if a source or reviewer is missing.
Check every retained fact against the original permission record; removed facts must not survive in quoted content; no reply is sent. 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. You approve any downstream action separately.
ChatGPT joins facts to cases and entitlements, removes denied facts and drafts the audit and reply. You check it all.
Collect the records
Build table and draft
Check against originals
Use: You
The draft reply fact manifest, case-to-customer linkage export, checked recipient entitlement records and approved disclosure field rules.
Never paste credentials or full payment details.
Use: ChatGPT
Give ChatGPT the case material and the approved rules; ask it to build the join table, remove denied facts and draft the audit and reply.
What to paste into the tool
Task: build the evidence table, then draft the fact-to-case-to-recipient join audit and corrected reply with denied and unresolved disclosures removed, plus unresolved conflicts and explicit human decisions; no downstream action taken. Using only the redacted originals and these rules, first build a table joining each draft fact to its source case, customer linkage and supplied recipient entitlement, with stable row IDs, source spans, values, rule/version and gaps. Then produce the draft from that table only. Each statement must name its table row ID. Mark unsupported items as not stated. Keep only joins made on exact IDs. Do not match on names, addresses or shared contact details, and hold every unchecked join as not stated. Do not state any executed action, remedy or deadline.
Use: You
Check each row and drafted statement against the originals and entitlement records; cut unsupported lines; label the draft incomplete if anything is missing.
Check every retained fact against the original permission record; removed facts must not survive in quoted content; no reply is sent. Check exact identifiers and permission sources; a shared email, surname or account label is not proof of entitlement. Carry unresolved conflicts and decisions forward unchanged. Do not send, publish, change records or accounts, assign work, execute code, initiate a purchase, or commit a remedy or deadline.
ChatGPT proposes exact-ID join logic without running it. You join by hand; ChatGPT drafts from your tables.
Structure the records
Propose the join logic
Do the joins by hand
Draft the audit
Check the reply
Use: You
The fact manifest, linkage export, entitlement records and field rules. Build a clean CSV with a header row and exact source IDs.
Join on exact case IDs and customer linkage IDs, never on name or address matches. Never paste credentials or full payment details.
Use: ChatGPT
Ask ChatGPT to propose Python join logic and a blank join-table template using exact IDs; it must not run code.
What to paste into the tool
Task: Proposed Python join logic and a non-executed join-table template for each draft fact, case ID, linked customer ID, entitlement row and match status. Using only the supplied structured file, propose Python that would join each fact in the manifest to the linkage export and entitlement records using exact IDs only. Show proposed code only; do not run Python, execute other code, use a code interpreter or claim that any case join was calculated. Include a blank join-table template for the reviewer to complete by hand. Do not match on names, addresses or shared contact details. Proposed logic must exclude facts without an exact join and flag missing values rather than guessing them.
Use: You
Check the proposed logic against the supplied rules, perform the case joins by hand against the originals and record corrections.
Check every retained fact has an exact case-to-customer linkage and an explicit recipient-and-field entitlement from the approved source.
Use: ChatGPT
Give the reconciled tables to ChatGPT and ask for the join audit and the corrected reply, without sending or changing records.
What to paste into the tool
Task: Draft fact-to-case-to-recipient join audit and corrected reply with denied and unresolved disclosures removed. Using only the reconciled, reviewer-checked tables, draft the join audit and a corrected reply. Remove every fact the tables mark denied or unresolved, and list what was removed and why. Do not add facts, guess missing values or match on names, addresses or shared contact details. Do not send anything, change any record or treat the draft as approved.
Use: You
Check the evidence and draft; label the draft incomplete if a source or reviewer is missing.
Check every retained fact against the original permission record; removed facts must not survive in quoted content; no reply is sent. Do not send, publish, change records or accounts, assign work, execute code, initiate a purchase, or commit a remedy or deadline.
Best when: One assistant for both stages in a single chat
What it does: Claude joins facts and drafts; you check both
Strong at: One chat holds originals, worksheet and draft
Limit: Uploads capped at 20 files per chat; split large sets
Free plan: Yes, limited (5-hour and weekly caps)
Best when: ChatGPT builds the join table and drafts
What it does: ChatGPT joins and drafts; you check every join
Strong at: No table is built by hand
Limit: Join operation not evidenced; check every statement
Free plan: Yes, limited (uploads, images, voice, analysis)
Best when: You want the joins done and checked by hand
What it does: ChatGPT proposes logic and drafts; you join
Strong at: No code runs on the case data
Limit: Spreadsheet uploads capped at about 50MB
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.
Every claim is compared with the supplied originals and approved rules by the privacy reviewer.
No send, publish, record or account change, assignment, code execution on the case, purchase, remedy or deadline; you approve any later action.
Customer details cut down; no passwords, codes, tokens or payment credentials in any upload or prompt.
Missing source or reviewer: return a labelled incomplete draft.
Entitlement inputs come from an approved checked source; content claims, shared contact details or an AI identity match do not grant access. Hold all unchecked joins.
Check the result against your original inputs. Approve it before sharing or acting.