The outcome
Create a concise brief that can be traced back to the source.
Claude is a general AI assistant. Careful long-form writing, reasoning through complex material, and disciplined coding or document work. This guide narrows that broad capability into one repeatable outcome, with checkpoints that keep the source material and your judgment in the loop.
Before you begin
Set the boundary before the tool starts.
Choose one real task, identify who will use the result, and decide what evidence or test will make the result acceptable. Gather only the source material needed for that task. If the work contains confidential, personal, regulated, or client-owned information, confirm that the platform and account are approved before sharing it.
AI should make the work easier to inspect. If the workflow removes the source, the owner, or the review step, redesign the workflow.
Step by step
A workflow you can repeat.
- 01
Provide the documents with a sentence explaining their origin, audience, and relationship to one another.
- 02
Ask Claude to map the documents first: sections, claims, evidence, contradictions, and missing context.
- 03
Define the brief's reader, length, decision, and required headings.
- 04
Request source references for each key conclusion and a separate list of inferences.
- 05
Review the decisive passages, then ask Claude to revise only the claims your review changed.
Working standard
What good use looks like.
- Ask for an outline before prose.
- Keep quotations short and traceable.
- Do not combine unrelated source sets in one thread.
Desktop extensions can access connected tools and data. Use the smallest permission scope that accomplishes the task, and independently check claims or code before using them.
Official references
Check the current product documentation.
Features, plan limits, availability, and data controls change. These official pages are the starting points used for this collection.