Turn a solved case into a draft help article

A draft help article with scope, steps and a source trail.

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 →

ChatGPT: builds the worksheet and drafts the article

You supply the reviewed resolution and template. ChatGPT builds the resolution worksheet and drafts the article. You check every row.

  1. You

    Collect resolution and template

  2. ChatGPT

    Build worksheet and article

  3. You

    Check and decide

  1. Have ready: the resolution and template

    Use: You

    Collect the reviewed case resolution, the approved knowledge template, and the approved rules, scope and as-of dates from the service owner, keeping source IDs.

    Check

    Check only the resolution record and template are included, with no passwords, authentication codes, session tokens or payment credentials.

  2. Build the worksheet, draft the article

    Use: ChatGPT

    In one ChatGPT chat, add the resolution bundle with source IDs; ask for the resolution worksheet, then the draft article and open-questions list.

    Details

    What to paste into the tool

    Task: Draft resolution worksheet with confirmed steps, prerequisites, scope limits and source IDs. Use only the supplied resolution record and template. Write one row per confirmed step, prerequisite and stated limit, each with its source ID and exact quote. Mark anything the record only implies as unsupported. Do not widen the scope beyond the case. Task: Draft article with scope, steps and source trail; Open questions on applicability and proposed next human decision. Follow the template headings. Write steps only from rows marked confirmed, state the scope limits plainly, and give each step a source reference. Remove any detail that identifies the case. Put open questions in a separate list. Tie each open question to a worksheet row.

  3. Check the worksheet and article, then decide

    Use: You

    Check every worksheet row and the draft against the reviewed resolution, correct them in the same chat, and close the work as preparation only.

    Check

    Check the resolution is confirmed and no unsupported generalisation remains. Settle publication and authority separately; this draft is not approval to publish.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Never paste credentials or full payment details.

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.

What still needs checking
  • The OpenAI source pages do not say which ChatGPT plan, data-control setting or retention terms the team holds; confirm them before uploading confidential case material.
  • The Gemini Apps source pages do not say which privacy setting or account type the team holds; confirm Keep Activity and account type before uploading confidential case material.
  • Which Notion plan and credit type apply to Notion AI is not established by the source pages, and Notion AI, Notion Agent and Custom Agents are separate surfaces; confirm plan, credits and settings before use.
  • Plan limits and credits change; re-read the cited vendor pages on the day of use.
  • The approved knowledge template is supplied with each case; no option assumes its headings.

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