Choose one of two approaches. The steps for that option appear below.
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Claude builds the field-value map, then the populated draft and missing-field report. You check the map and the result.
Collect the inputs
Draft the field-value map
Check the map
Draft document and report
Check and approve
Use: You
Have ready: the approved template, the factual record and the mapping rules; confirm versions and authorisation.
Check the template is the approved version and the record is the correct one.
Use: Claude
Upload the template, record and mapping rules; ask Claude for the field-value map: each placeholder, its value under the rules, or UNRESOLVED with the reason.
What to paste into the tool
Task: Draft field-value map with unresolved placeholders. Attached are an approved template, one factual record, and the mapping rules. List every placeholder in the template. For each, give the value from the record that the rules assign to it, quoting the record field, or write UNRESOLVED with the reason (missing in record, ambiguous mapping, conflicting values). Do not invent a value. Keep the codes exactly as written. Output one table.
Use: You
Check the map: the record is the right one, each value matches its quoted record field, and every UNRESOLVED is genuinely unresolvable from the record.
Check every value traces to the right record field; every UNRESOLVED holds against the record and rules.
Use: Claude
Ask Claude to populate the template from the checked map, leave unresolved placeholders visibly marked, produce the missing-field report and export both as files.
What to paste into the tool
Task: Draft populated document; Missing-field report. Using only the checked field-value map in this chat, populate the template: insert each mapped value exactly as quoted from the record, and leave every UNRESOLVED placeholder as [[UNRESOLVED: name]]. Then produce a missing-field report listing each unresolved placeholder and its reason. Do not add content beyond the template and the map. Keep the codes exactly as written. Create a .docx of the populated document and a .docx or table of the missing-field report.
Use: You
Run the completion check: every value traces to the right record and nothing missing is invented; keep unresolved decisions and approve.
Check the document against the checked map and the record. Nothing is sent, signed or filed from this workflow.
ChatGPT builds the field-value map, then populates the template and compiles the report. You check each value and accept.
Collect the inputs
Draft the field-value map
Check the map
Populate, compile report
Check and accept
Use: You
Have ready: the approved template, the factual record and the mapping rules; confirm versions, authorisation and record identity.
Check the inputs are current and authorised and the record is the right one.
Use: ChatGPT
Ask ChatGPT for the field-value map: every placeholder with its template location, the record value under the rules, or UNRESOLVED with the reason.
What to paste into the tool
Task: Field-value map. Attached are an approved document template, one factual record and the mapping rules. Build the field-value map: list every placeholder in the template with its exact location, and for each one give the value from the record under the rules, or UNRESOLVED with the reason. Use only the attached record for values; do not invent a value. Keep the codes exactly as written. No prose, only the map.
Use: You
Check the draft map: each value against the record field it comes from, each UNRESOLVED against the record and rules; confirm the map.
Check each value matches its record field; each UNRESOLVED holds against the record and the rules.
Use: ChatGPT
Ask ChatGPT to populate the template from the checked map, leave UNRESOLVED placeholders visibly marked, and compile the missing-field report.
What to paste into the tool
Task: Populated draft and missing-field report. Attached are the approved template and my approved field-value map. Fill every placeholder in the template with its map value, keeping the codes exactly as written. Leave every UNRESOLVED placeholder visibly marked; do not invent a value. Then compile the missing-field report: every UNRESOLVED placeholder with its reason and its location in the template, nothing else. Do not add, drop or reword entries.
Use: You
Check the draft against the map and the report entry by entry, run the completion check, keep unresolved decisions and accept.
Every inserted value matches its map entry; every UNRESOLVED stays marked. Nothing is sent, published or shared from this workflow.
Best when: You want one assistant to map and assemble, you check between
What it does: Claude drafts the map and document; you check both
Strong at: Generates Word documents from natural-language prompts
Limit: Not confirmed to map record values to placeholders
Free plan: Yes, limited (usage resets every five hours)
Best when: You want ChatGPT to build everything; you check and accept
What it does: ChatGPT builds map, draft and report; you check
Strong at: Accepts document and spreadsheet uploads
Limit: Not confirmed to build the map or populate the template
Free plan: Yes, limited (uploads and analysis capped)
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.
In every path the assembler confirms every value traces to the right record and nothing missing is invented before acceptance (check).
No path sends, signs, files, publishes or changes a live account; the populated draft stays internal for review.
Check the result against your original inputs. Approve it before sharing or acting.