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: maps fields and drafts the specification
ChatGPT maps export fields to the metric definitions and drafts the specification. You recompute every figure yourself.
- You
Prepare the export bundle
- ChatGPT
Map fields, draft specification
- You
Reproduce and finish
Have ready: the export and metric specifications
Use: You
Remove credentials and payment details the metrics do not need from the export; bundle with the supplied metric specifications; note the row count.
Check
Check the bundle holds only supplied, approved material, with no passwords, authentication codes, session tokens or payment credentials.
Map the fields, draft the specification
Use: ChatGPT
In one ChatGPT chat, ask for the mapping table to the metric definitions, then the workbook specification from the reconciled table only.
Details
What to paste into the tool
Task: Draft mapping table of each metric's numerator, denominator, exclusions, clock rule and as-of time mapped to export fields, with unresolved data gaps. From the attached export and metric specifications, build the mapping table: for each metric, the numerator, denominator, exclusions, clock rule and as-of time from the specification, and the export fields they map to. State every denominator and any field the export does not contain as missing data. Do not infer definitions; apply only the supplied ones.
Task: Draft metric workbook specification with reconciled calculations; Explicit unresolved data notes and a proposed next human decision, not an executed action. Using only the reconciled mapping table pasted below, draft the specification: each metric with its numerator, denominator, exclusions, clock rule, as-of time and reconciled value, followed by the unresolved data notes. State denominators and missing data explicitly. Do not infer staff performance or any protected trait.
Reproduce every figure and finish
Use: You
Check every mapping against the specifications, calculate every metric independently from the retained export, correct in the same chat, close as preparation only.
Check
Check numerators, denominators, exclusions and as-of times reproduce from the mapping table. Do not resolve missing or contradictory facts by inference. Settle recipient scope and authority separately; preparation only.
By hand first: Claude drafts from the checked table
You map fields to the definitions and compute every metric by hand. Claude drafts the specification from your checked table.
- You
Map and compute by hand
- Claude
Draft from the checked table
- You
Reproduce and finish
Map the fields and compute by hand
Use: You
Map event fields and exclusions to the supplied definitions and compute the metrics in a local spreadsheet; cross-check against the retained export.
Check
Check every mapping cites its specification line and computations show numerator and denominator.
Draft the specification from the table
Use: Claude
Paste the checked table into one Claude chat; ask for the workbook specification as chat text, with no file and no code.
Details
What to paste into the tool
Task: Draft metric workbook specification with reconciled calculations; Explicit unresolved data notes and a proposed next human decision, not an executed action. Using only the checked mapping table pasted below, draft the specification: each metric with its numerator, denominator, exclusions, clock rule, as-of time and reconciled value, followed by the unresolved data notes. Do not infer staff performance or any protected trait. Do not change any number. Return the draft as chat text; do not create or return a file and do not run code.
Reproduce every figure and finish
Use: You
Reproduce every figure in the draft against the checked table, and close the specification as preparation only.
Check
Check numerators, denominators, exclusions and as-of times reproduce from the mapping table. Do not resolve missing or contradictory facts by inference. Settle recipient scope and authority separately; preparation only. Check the result against your original inputs. Approve it before sharing or acting.
Gemini: maps fields and drafts the specification
Gemini maps export fields to the metric definitions and drafts the specification. You recompute every figure yourself.
- You
Prepare the export bundle
- Gemini
Map fields, draft specification
- You
Reproduce and finish
Have ready: the export and metric specifications
Use: You
Remove credentials and payment details the metrics do not need from the export; bundle with the supplied metric specifications; note the row count.
Check
Check the bundle holds only supplied, approved material, with no passwords, authentication codes, session tokens or payment credentials.
Map the fields, draft the specification
Use: Gemini
In one Gemini chat, ask for the mapping table to the metric definitions, then the workbook specification from the reconciled table only.
Details
What to paste into the tool
Task: Draft mapping table of each metric's numerator, denominator, exclusions, clock rule and as-of time mapped to export fields, with unresolved data gaps. From the attached export and metric specifications, build the mapping table: for each metric, the numerator, denominator, exclusions, clock rule and as-of time from the specification, and the export fields they map to. State every denominator and any field the export does not contain as missing data. Do not infer definitions; apply only the supplied ones.
Task: Draft metric workbook specification with reconciled calculations; Explicit unresolved data notes and a proposed next human decision, not an executed action. Using only the reconciled mapping table pasted below, draft the specification: each metric with its numerator, denominator, exclusions, clock rule, as-of time and reconciled value, followed by the unresolved data notes. State denominators and missing data explicitly. Do not infer staff performance or any protected trait.
Reproduce every figure and finish
Use: You
Check every mapping against the specifications, calculate every metric independently from the retained export, correct in the same chat, close as preparation only.
Check
Check numerators, denominators, exclusions and as-of times reproduce from the mapping table. Do not resolve missing or contradictory facts by inference. Settle recipient scope and authority separately; preparation only. Check the result against your original inputs. Approve it before sharing or acting.
Compare the three approaches
Option A: ChatGPT: maps fields and drafts the specification
Best when: One analyst owns the workbook and recomputation is normal
What it does: ChatGPT maps and drafts; you recompute every figure
Strong at: Counts spreadsheet rows with a given attribute
Limit: Calculation correctness is not evidenced; recompute everything
Free plan: Yes
Option B: By hand first: Claude drafts from the checked table
Best when: You will not delegate the clock-rule and exclusion calls
What it does: You compute by hand; Claude drafts the text
Strong at: The raw export never leaves local files
Limit: All mapping and computation sits with you
Free plan: Yes
Option C: Gemini: maps fields and drafts the specification
Best when: You want another assistant to draft from the same export
What it does: Gemini maps and drafts; you recompute every figure
Strong at: No spreadsheet setup; paste or attach the export
Limit: The free plan has usage limits
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Final check
Never paste credentials or full payment details.
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. A human separately approves any downstream action.
Use only the supplied case evidence and approved rules; preserve source references, applicability dates and unresolved facts.
Cut down customer information in drafts and handoffs; do not request or reproduce passwords, authentication codes, session tokens or payment credentials.
If required source material or a qualified reviewer is missing, return a clearly labelled incomplete draft rather than inventing a result.
Use supplied metric definitions, cohort boundaries and clock rules; state denominators and not stated data. Do not infer staff performance or protected traits.
Check the result against your original inputs. Approve it before sharing or acting.