Choose one of three approaches. The steps for that option appear below.
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You supply the approved notice and facts. Claude builds the worksheet and draft. You check every row.
Collect the approved inputs
Build worksheet and draft
Check and decide
Use: You
Collect the previous approved notice, the new incident facts, and the approved rules, scope and as-of dates from the service owner, keeping source IDs.
Check only the approved notice and new facts are included, with source IDs, and no passwords, authentication codes, session tokens or payment credentials.
Use: Claude
In one Claude chat, add the notice and new-facts bundle with source IDs; ask for the change worksheet, then the draft update and open-questions list.
What to paste into the tool
Task: Draft change worksheet listing each statement as changed, unchanged or unclear with its evidence. Use only the supplied notice and new facts. Go through the notice statement by statement. For each one write a row with the statement, the new fact that bears on it with its source ID and exact quote, and a status of changed, unchanged or unclear. Keep customers who remain affected as their own row. Task: Draft update with changed and unchanged facts marked; Open questions on remaining impact and proposed next human decision. Write an update for customers in plain language. Mark which points changed and which stayed the same, and state a change only where the worksheet shows new evidence. Say plainly who is still affected. Put the open questions in a separate list. Tie each open question to a worksheet row.
Use: You
Check every worksheet row and draft claim against the originals, correct them in the same chat, and close the work as preparation only.
Check wording, dates and who is affected; leave unproven changes unclear. Settle recipients and authority for any later use separately; this draft is not approval to send.
ChatGPT lists quotes and drafts from rows you classify. Gemini Notebook audits the draft. You decide each mark.
Collect the approved inputs
List quotes in a table
Set each row's status
Draft update and questions
Audit against the worksheet
Decide marks and finish
Use: You
Collect the previous approved notice, the new incident facts, and the approved rules, scope and as-of dates from the service owner, keeping source IDs.
Check only the approved notice and new facts are included, with source IDs, and no passwords, authentication codes, session tokens or payment credentials.
Use: ChatGPT
Add the bundle with source IDs to a ChatGPT chat; ask for a verbatim quote table pairing each old statement with any new fact.
What to paste into the tool
Task: Verbatim quote table pairing each prior notice statement with any new fact on it. Use only the supplied notice and new facts. For each statement in the previous notice, quote it exactly and quote beside it any new fact that touches it, with source IDs. If no new fact touches it, write none. Add no status labels.
Use: You
Compare each quote with the approved notice and new facts. Mark each row changed, unchanged or unclear and note the gaps.
Decide whether each new fact truly changes the old statement. Keep source IDs beside each row.
Use: ChatGPT
In the same chat, ask for the draft update with changed and unchanged facts marked, plus a separate open-questions list.
What to paste into the tool
Task: Draft update with changed and unchanged facts marked; Open questions on remaining impact and proposed next human decision. Write an update for customers in plain language. Mark which points changed and which stayed the same, and state a change only where the worksheet shows new evidence. Say plainly who is still affected. Put the open questions in a separate list. Tag each sentence with its worksheet row so the later audit can check it.
Use: Gemini Notebook
Add the draft, open questions and worksheet as sources in Gemini Notebook; ask it to mark each statement the worksheet does not support.
What to paste into the tool
Task: Draft update with changed and unchanged facts marked with unsupported statements marked; Open questions on remaining impact and proposed next human decision updated after the audit. Check each sentence of the draft against the worksheet. Mark any claim of change that lacks new evidence, any wording that suggests the issue is fully fixed, and any dropped remaining-impact row. Update the open questions with what you marked.
Use: You
Read each marked sentence against the worksheet: cut it, reword it or tie it to new evidence; close the work as preparation only.
Check wording, dates and who is affected; leave unproven changes unclear. Settle recipients and authority for any later use separately; this draft is not approval to send. Check the result against your original inputs. Approve it before sharing or acting.
You build the change worksheet by hand and choose the rows to share. Gemini Notebook drafts from those rows only.
Build the worksheet by hand
Draft from chosen rows
Check against the originals
Use: You
Compare the previous approved notice with the new facts. Write one row per statement with status and evidence, and pick the rows to share.
Check each row against the notice and new facts: wording, dates, who is affected. Leave unproven changes unclear.
Use: Gemini Notebook
Add only the chosen worksheet rows as a source in Gemini Notebook; ask for the draft update and a separate open-questions list.
What to paste into the tool
Task: Draft update with changed and unchanged facts marked; Open questions on remaining impact and proposed next human decision. Write an update for customers in plain language. Mark which points changed and which stayed the same, and state a change only where the worksheet shows new evidence. Say plainly who is still affected. Put the open questions in a separate list. Use only the rows you are given.
Use: You
Read the draft and open questions against the originals, correct them in the same chat, and close the work as preparation only.
Check wording, dates and who is affected; leave unproven changes unclear. Settle recipients and authority for any later use separately; this draft is not approval to send. Check the result against your original inputs. Approve it before sharing or acting.
Best when: You want one assistant for the worksheet and the draft
What it does: Claude builds and drafts; you check every row
Strong at: Drafts and edits text in many formats
Limit: Skips images embedded in non-PDF documents
Free plan: Yes
Best when: You want a second tool auditing the draft
What it does: ChatGPT lists and drafts; Gemini Notebook audits; you decide
Strong at: Citations let you check answers against the source quote
Limit: Material goes to two vendors, two data-handling terms
Free plan: ChatGPT: Yes; Gemini Notebook: Yes
Best when: You want every row settled by hand first
What it does: You build the worksheet; Gemini Notebook drafts only
Strong at: Answers grounded only in the sources you add
Limit: You read every original and build every row
Free plan: Yes
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 changed claim carries new evidence, and the remaining impact is stated plainly.
Every statement in the draft traces to a checked row with a source ID.
Gaps stay visible as gaps; none is filled by inference.
No credentials of any kind are copied.
The named reviewer confirms the evidence and the draft; completion is preparation only.
Check the result against your original inputs. Approve it before sharing or acting.