The workbook turns the session into a shared record of preparation, execution, evidence and transfer.
Document a pilot the team can review and repeat.
An experiment without authorized sources, owners or exit criteria does not create organizational learning.
Define the workflow, owner, allowed sources, human control and metric before execution.
Keep inputs, citations, decisions, exceptions and outcomes so another person can audit the pilot.
How to use it
In class you complete eight guided steps and leave with a three-layer notebook, an advisor on the topic and a study plan by levels. Then you can deepen the work, consolidate evidence and, optionally, turn reviewed research into a skill.
- 01
Before-workshop preparation
- 02
Sheet 1 · essential eight-step practice
- 03
Sheet 2 · independent deepening
- 04
Sheet 3 · consolidation and transfer
- 05
Expert route · research to a verifiable skill
Prepare your case
Start with free-form dictation. Reuse the same field as a handoff space: after prompt 1 paste the confirmed version; after prompt 2 paste the agreed brief; then run the preplan. Nothing is retained after reload.
Organize and confirm notes from a session
LimitIt leaves the material confirmed and reviewable; it neither classifies the intent nor writes the study plan
Your inputsconfirmed starting notesWhat you need to replace 3
<TEAM>group taking parte.g.: operations team · You provide it<PROCESS>workflow that will changee.g.: decision preparation · You provide it<STARTING NOTES>ideas or dictation not yet organizede.g.: I want to learn AI to improve… · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
We need to order the dictation of a [TEAM] session about [PROCESS] before the workshop. I paste it here: [STARTING NOTES]. Work only with that dictation and the attachments actually received: do not invent sentences, data or attachments nobody dictated. Strip repetition conservatively, without erasing intent, nuance or the vocabulary specific to [PROCESS]. Attribute every idea to whoever said it; if the dictation does not support that, mark it unattributed instead of guessing. If the dictation is inaudible or unintelligible, ask for the recording again instead of cleaning it. If two voices in [TEAM] contradict each other, keep both and mark the contradiction; do not resolve it. Separate stated facts, your interpretations and gaps. Confirm the understanding in five points at most and declare what you could not interpret. List the pending decisions of the team with a proposed owner and, for each one, the operational risk of moving on without deciding it. Then ask at most three strategic questions, one per turn and waiting for the answer, aimed at whoever can answer them. Close with the clean version and what changed in the understanding, in a format ready for review by someone who was not in the session. If the dictation already arrives clean and attributed, say so and return only the gaps. Do not propose a solution or a tool yet.Demo · Level 1 · Direct
We need to order the dictation of a operations pilot team session about weekly decision preparation and review before the workshop. I paste it here: I want to learn AI to improve…. Work only with that dictation and the attachments actually received: do not invent sentences, data or attachments nobody dictated. Strip repetition conservatively, without erasing intent, nuance or the vocabulary specific to weekly decision preparation and review. Attribute every idea to whoever said it; if the dictation does not support that, mark it unattributed instead of guessing. If the dictation is inaudible or unintelligible, ask for the recording again instead of cleaning it. If two voices in operations pilot team contradict each other, keep both and mark the contradiction; do not resolve it. Separate stated facts, your interpretations and gaps. Confirm the understanding in five points at most and declare what you could not interpret. List the pending decisions of the team with a proposed owner and, for each one, the operational risk of moving on without deciding it. Then ask at most three strategic questions, one per turn and waiting for the answer, aimed at whoever can answer them. Close with the clean version and what changed in the understanding, in a format ready for review by someone who was not in the session. If the dictation already arrives clean and attributed, say so and return only the gaps. Do not propose a solution or a tool yet.Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn a multi-voice dictation into confirmed, attributed and reviewable material# FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completion# Workflow1. Record the emitting team and the process the session talks about2. Strip repetition conservatively without touching the process vocabulary3. Attribute every idea to its voice or mark it unattributed, leaving contradictions visible4. Separate stated facts, interpretations and gaps5. Confirm the understanding in five points and list pending decisions with owner and operational risk6. Ask up to three strategic questions one at a time and close in reviewable format# Boundaries- Never invent sentences, data or attachments nobody dictated- Empty or unintelligible dictation: ask for the recording again, never complete it- Never guess authorship: without support in the dictation the idea stays unattributed- Never resolve contradictions between voices or propose a tool: the study plan is the prior study plan and the NotebookLM plan is the NotebookLM plan# Expected output- Clean version with every idea attributed or marked unattributed- Contradictions between voices flagged and left unresolved- Understanding confirmed in five points- Pending decisions with proposed owner and operational risk- Up to three sequential strategic questions- What changed in the understanding
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSTEAM = operations pilot teamPROCESS = weekly decision preparation and reviewSTARTING NOTES = I want to learn AI to improve…# TaskTurn a multi-voice dictation into confirmed, attributed and reviewable material# FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completion# Workflow1. Record the emitting team and the process the session talks about2. Strip repetition conservatively without touching the process vocabulary3. Attribute every idea to its voice or mark it unattributed, leaving contradictions visible4. Separate stated facts, interpretations and gaps5. Confirm the understanding in five points and list pending decisions with owner and operational risk6. Ask up to three strategic questions one at a time and close in reviewable format# Boundaries- Never invent sentences, data or attachments nobody dictated- Empty or unintelligible dictation: ask for the recording again, never complete it- Never guess authorship: without support in the dictation the idea stays unattributed- Never resolve contradictions between voices or propose a tool: the study plan is the prior study plan and the NotebookLM plan is the NotebookLM plan# Expected output- Clean version with every idea attributed or marked unattributed- Contradictions between voices flagged and left unresolved- Understanding confirmed in five points- Pending decisions with proposed owner and operational risk- Up to three sequential strategic questions- What changed in the understanding
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process runs on notes dictated by several people and nobody knows what was actually decided.Reference case: A meeting recording where three people described the same problem in different words.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: clean version with every voice attributed, facts, interpretations and gaps separated, understanding confirmed in five points, pending decisions with owner and risk, and up to three strategic questions aimed at whoever can answer them.Scope includes: Turns a meeting dictation into a clean version: strips repetition, attributes every voice and leaves the understanding confirmed and ready for review.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completionSteps:1. Record the emitting team and the process the session talks about2. Strip repetition conservatively without touching the process vocabulary3. Attribute every idea to its voice or mark it unattributed, leaving contradictions visible4. Separate stated facts, interpretations and gaps5. Confirm the understanding in five points and list pending decisions with owner and operational risk6. Ask up to three strategic questions one at a time and close in reviewable format7. Check provenance, boundaries, and consistency before delivery.8. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Clean version with every idea attributed or marked unattributed- Contradictions between voices flagged and left unresolved- Understanding confirmed in five points- Pending decisions with proposed owner and operational risk- Up to three sequential strategic questions- What changed in the understandingObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process runs on notes dictated by several people and nobody knows what was actually decided.Reference case: A meeting recording where three people described the same problem in different words.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSTEAM = operations pilot teamPROCESS = weekly decision preparation and reviewSTARTING NOTES = I want to learn AI to improve…## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: clean version with every voice attributed, facts, interpretations and gaps separated, understanding confirmed in five points, pending decisions with owner and risk, and up to three strategic questions aimed at whoever can answer them.Scope includes: Turns a meeting dictation into a clean version: strips repetition, attributes every voice and leaves the understanding confirmed and ready for review.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completionSteps:1. Record the emitting team and the process the session talks about2. Strip repetition conservatively without touching the process vocabulary3. Attribute every idea to its voice or mark it unattributed, leaving contradictions visible4. Separate stated facts, interpretations and gaps5. Confirm the understanding in five points and list pending decisions with owner and operational risk6. Ask up to three strategic questions one at a time and close in reviewable format7. Check provenance, boundaries, and consistency before delivery.8. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Clean version with every idea attributed or marked unattributed- Contradictions between voices flagged and left unresolved- Understanding confirmed in five points- Pending decisions with proposed owner and operational risk- Up to three sequential strategic questions- What changed in the understandingObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemThought editor faithful to the several voices of a session, who confirms before solving# FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completion# Boundaries- Never invent sentences, data or attachments nobody dictated- Empty or unintelligible dictation: ask for the recording again, never complete it- Never guess authorship: without support in the dictation the idea stays unattributed- Never resolve contradictions between voices or propose a tool: the study plan is the prior study plan and the NotebookLM plan is the NotebookLM plan# Definition of DoneEvery idea ends up attributed or marked unattributed, the five points end up confirmed or corrected, and each pending decision carries a proposed owner and a declared risk.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn a multi-voice dictation into confirmed, attributed and reviewable material# Workflow1. Record the emitting team and the process the session talks about2. Strip repetition conservatively without touching the process vocabulary3. Attribute every idea to its voice or mark it unattributed, leaving contradictions visible4. Separate stated facts, interpretations and gaps5. Confirm the understanding in five points and list pending decisions with owner and operational risk6. Ask up to three strategic questions one at a time and close in reviewable format# Expected output- Clean version with every idea attributed or marked unattributed- Contradictions between voices flagged and left unresolved- Understanding confirmed in five points- Pending decisions with proposed owner and operational risk- Up to three sequential strategic questions- What changed in the understanding
Demo · Level 4 · Orchestrated
# systemThought editor faithful to the several voices of a session, who confirms before solving# FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completion# Boundaries- Never invent sentences, data or attachments nobody dictated- Empty or unintelligible dictation: ask for the recording again, never complete it- Never guess authorship: without support in the dictation the idea stays unattributed- Never resolve contradictions between voices or propose a tool: the study plan is the prior study plan and the NotebookLM plan is the NotebookLM plan# Definition of DoneEvery idea ends up attributed or marked unattributed, the five points end up confirmed or corrected, and each pending decision carries a proposed owner and a declared risk.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSTEAM = operations pilot teamPROCESS = weekly decision preparation and reviewSTARTING NOTES = I want to learn AI to improve…# TaskTurn a multi-voice dictation into confirmed, attributed and reviewable material# Workflow1. Record the emitting team and the process the session talks about2. Strip repetition conservatively without touching the process vocabulary3. Attribute every idea to its voice or mark it unattributed, leaving contradictions visible4. Separate stated facts, interpretations and gaps5. Confirm the understanding in five points and list pending decisions with owner and operational risk6. Ask up to three strategic questions one at a time and close in reviewable format# Expected output- Clean version with every idea attributed or marked unattributed- Contradictions between voices flagged and left unresolved- Understanding confirmed in five points- Pending decisions with proposed owner and operational risk- Up to three sequential strategic questions- What changed in the understanding
Why it works
Acceptance criteria
- Every idea in the summary carries a declared author or the explicit unattributed mark
- Each pending decision lists a proposed owner and the operational risk of leaving it open
- Someone who was not in the session can read the close and mark each point right or corrected
Edge cases
- A single voice in the dictation: attribution is declared trivial and no participants are invented
- Contradiction between two voices: it is kept and flagged, never averaged
Trade-offs
- Attributing voices lengthens the summary in exchange for decisions that have an owner
- This turn gives up the cleaning-level control the individual cell exposes: with several voices, aggressive compression erases authorship, so the level stays pinned to conservative. The original definition of done promised the person recognizes their intent and "discovers possibilities": here it is replaced by facts of the turn — ideas attributed or marked, five points confirmed, decisions with owner and risk — because discovery is neither produced nor verified by the prompt
Assumptions
- The dictation comes from a real session and no record beyond the pasted text is available
Limits
- It leaves the material confirmed and reviewable; it neither classifies the intent nor writes the study plan
- It approves no decision and replaces nobody who must take one: it only names the proposed owner
Define the study plan for a team
LimitIt produces the agreed study plan; it neither picks a tool nor selects material
confirmed starting notesstudy planWhat you need to replace 4
<TEAM>group taking parte.g.: operations team · You provide it<OUTCOME>observable change expectede.g.: a repeatable practice · You provide it<PROCESS>workflow that will changee.g.: decision preparation · You provide it<STARTING NOTES>ideas or dictation not yet organizede.g.: I want to learn AI to improve… · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Turn what [TEAM] already confirmed into an study plan before talking about tools. The target outcome is [OUTCOME] and it will be applied within [PROCESS]. I paste the material here: [STARTING NOTES]. Classify the main intent among study, learn, create, decide, prepare a conversation, configure an advisor or configure a coach; if two appear, declare as main the one that blocks the other; if none fits, say so and propose the closest. Write the sentence "We want to understand or produce [OUTCOME] so we can decide within [PROCESS]". Define audience, deadline, the current level of the team and constraints from what was dictated; whatever is unsaid, ask for it: do not invent sources, deadlines or constraints. Set a minimum evidence that is observable and comparable across members of [TEAM]: something a reviewer can call done or not done without having been in the session. Name the role that takes the final decision and the operational risk of leaving it ownerless. State what is out of scope. Return a one-page study plan with those sections, ready for review, and ask for confirmation section by section. If anyone asks to jump to tools, declare it out: the study plan comes first.Demo · Level 1 · Direct
Turn what operations pilot team already confirmed into an study plan before talking about tools. The target outcome is a shareable workflow with an owner, evidence and control and it will be applied within weekly decision preparation and review. I paste the material here: I want to learn AI to improve…. Classify the main intent among study, learn, create, decide, prepare a conversation, configure an advisor or configure a coach; if two appear, declare as main the one that blocks the other; if none fits, say so and propose the closest. Write the sentence "We want to understand or produce a shareable workflow with an owner, evidence and control so we can decide within weekly decision preparation and review". Define audience, deadline, the current level of the team and constraints from what was dictated; whatever is unsaid, ask for it: do not invent sources, deadlines or constraints. Set a minimum evidence that is observable and comparable across members of operations pilot team: something a reviewer can call done or not done without having been in the session. Name the role that takes the final decision and the operational risk of leaving it ownerless. State what is out of scope. Return a one-page study plan with those sections, ready for review, and ask for confirmation section by section. If anyone asks to jump to tools, declare it out: the study plan comes first.Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn what was confirmed into an agreed, comparable study plan with an owner for the decision# FRAMEWORKS AND BEST PRACTICES- 5W1H · who, what, when, where, why and how- SCQA · situation, complication, question and answer- Acceptance criteria · observable test# Workflow1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence tied to the process where it will be applied3. Define audience, deadline, the current level of the team and constraints, asking for what is missing4. Set the minimum evidence comparable across members and name the deciding role with its risk5. Return the study plan ready for review and ask for confirmation section by section# Boundaries- Never invent sources, deadlines or constraints nobody stated- Do not design the Notebook yet and do not confuse the intent with the solution- Never stand in for the deciding role: the study plan informs the decision, it does not take it# Expected output- Main and secondary intent- Purpose sentence tied to the process- Audience, deadline, current level and constraints- Minimum evidence comparable across members- Deciding role and the operational risk of an ownerless decision- One-page study plan ready for review, confirmed section by section
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamOUTCOME = a shareable workflow with an owner, evidence and controlPROCESS = weekly decision preparation and reviewSTARTING NOTES = I want to learn AI to improve…# TaskTurn what was confirmed into an agreed, comparable study plan with an owner for the decision# FRAMEWORKS AND BEST PRACTICES- 5W1H · who, what, when, where, why and how- SCQA · situation, complication, question and answer- Acceptance criteria · observable test# Workflow1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence tied to the process where it will be applied3. Define audience, deadline, the current level of the team and constraints, asking for what is missing4. Set the minimum evidence comparable across members and name the deciding role with its risk5. Return the study plan ready for review and ask for confirmation section by section# Boundaries- Never invent sources, deadlines or constraints nobody stated- Do not design the Notebook yet and do not confuse the intent with the solution- Never stand in for the deciding role: the study plan informs the decision, it does not take it# Expected output- Main and secondary intent- Purpose sentence tied to the process- Audience, deadline, current level and constraints- Minimum evidence comparable across members- Deciding role and the operational risk of an ownerless decision- One-page study plan ready for review, confirmed section by section
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process demands an agreed study plan before several people spend hours learning.Reference case: The area wants to learn NotebookLM and nobody wrote down for which decision or by when.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: main and secondary intent, purpose sentence, audience, deadline, current level, process constraints, minimum evidence comparable across members, out of scope, deciding role with the risk of leaving it ownerless, and a one-page study plan with section-by-section confirmation.Scope includes: Turns what was confirmed into a one-page study plan with comparable evidence and a deciding role, ready for review before anyone talks about tools.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- 5W1H · who, what, when, where, why and how- SCQA · situation, complication, question and answer- Acceptance criteria · observable testSteps:1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence tied to the process where it will be applied3. Define audience, deadline, the current level of the team and constraints, asking for what is missing4. Set the minimum evidence comparable across members and name the deciding role with its risk5. Return the study plan ready for review and ask for confirmation section by section6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Main and secondary intent- Purpose sentence tied to the process- Audience, deadline, current level and constraints- Minimum evidence comparable across members- Deciding role and the operational risk of an ownerless decision- One-page study plan ready for review, confirmed section by sectionObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process demands an agreed study plan before several people spend hours learning.Reference case: The area wants to learn NotebookLM and nobody wrote down for which decision or by when.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamOUTCOME = a shareable workflow with an owner, evidence and controlPROCESS = weekly decision preparation and reviewSTARTING NOTES = I want to learn AI to improve…## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: main and secondary intent, purpose sentence, audience, deadline, current level, process constraints, minimum evidence comparable across members, out of scope, deciding role with the risk of leaving it ownerless, and a one-page study plan with section-by-section confirmation.Scope includes: Turns what was confirmed into a one-page study plan with comparable evidence and a deciding role, ready for review before anyone talks about tools.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- 5W1H · who, what, when, where, why and how- SCQA · situation, complication, question and answer- Acceptance criteria · observable testSteps:1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence tied to the process where it will be applied3. Define audience, deadline, the current level of the team and constraints, asking for what is missing4. Set the minimum evidence comparable across members and name the deciding role with its risk5. Return the study plan ready for review and ask for confirmation section by section6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Main and secondary intent- Purpose sentence tied to the process- Audience, deadline, current level and constraints- Minimum evidence comparable across members- Deciding role and the operational risk of an ownerless decision- One-page study plan ready for review, confirmed section by sectionObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemStudy plan designer for several people, closing the what before the how# FRAMEWORKS AND BEST PRACTICES- 5W1H · who, what, when, where, why and how- SCQA · situation, complication, question and answer- Acceptance criteria · observable test# Boundaries- Never invent sources, deadlines or constraints nobody stated- Do not design the Notebook yet and do not confuse the intent with the solution- Never stand in for the deciding role: the study plan informs the decision, it does not take it# Definition of DoneThe study plan comes back confirmed or corrected section by section, with a named role for the final decision and a minimum evidence a reviewer outside the session can call done or not done.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn what was confirmed into an agreed, comparable study plan with an owner for the decision# Workflow1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence tied to the process where it will be applied3. Define audience, deadline, the current level of the team and constraints, asking for what is missing4. Set the minimum evidence comparable across members and name the deciding role with its risk5. Return the study plan ready for review and ask for confirmation section by section# Expected output- Main and secondary intent- Purpose sentence tied to the process- Audience, deadline, current level and constraints- Minimum evidence comparable across members- Deciding role and the operational risk of an ownerless decision- One-page study plan ready for review, confirmed section by section
Demo · Level 4 · Orchestrated
# systemStudy plan designer for several people, closing the what before the how# FRAMEWORKS AND BEST PRACTICES- 5W1H · who, what, when, where, why and how- SCQA · situation, complication, question and answer- Acceptance criteria · observable test# Boundaries- Never invent sources, deadlines or constraints nobody stated- Do not design the Notebook yet and do not confuse the intent with the solution- Never stand in for the deciding role: the study plan informs the decision, it does not take it# Definition of DoneThe study plan comes back confirmed or corrected section by section, with a named role for the final decision and a minimum evidence a reviewer outside the session can call done or not done.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamOUTCOME = a shareable workflow with an owner, evidence and controlPROCESS = weekly decision preparation and reviewSTARTING NOTES = I want to learn AI to improve…# TaskTurn what was confirmed into an agreed, comparable study plan with an owner for the decision# Workflow1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence tied to the process where it will be applied3. Define audience, deadline, the current level of the team and constraints, asking for what is missing4. Set the minimum evidence comparable across members and name the deciding role with its risk5. Return the study plan ready for review and ask for confirmation section by section# Expected output- Main and secondary intent- Purpose sentence tied to the process- Audience, deadline, current level and constraints- Minimum evidence comparable across members- Deciding role and the operational risk of an ownerless decision- One-page study plan ready for review, confirmed section by section
Why it works
Acceptance criteria
- The study plan carries every requested section and each one comes back marked as confirmed or corrected
- A reviewer who was not in the session can call the minimum evidence done or not done
- The final decision appears with a named role, not with a vague collective
Edge cases
- Decision with no assigned role: it is requested before closing, because without an owner the study plan is not executable
- Process constraints never dictated: they are requested instead of completed
Trade-offs
- Agreeing the study plan costs one review round in exchange for not spending learning hours on an ambiguous target
- This turn drops the tailored individual evidence the personal cell allows: here the evidence must be comparable across members, and that comparability is paid for with less fit to each person’s level. The original definition of done promised the study plan "enables a later decision about the needed Notebook and sources": that happens in a later turn, so what is checked here is the confirmed sections, the named role and evidence a reviewer can declare
Assumptions
- A role with authority for the final decision exists, and so does a process where the learning will be applied
Limits
- It produces the agreed study plan; it neither picks a tool nor selects material
- It informs the decision, it neither approves nor replaces it
Turn the study plan into a NotebookLM plan for a team
LimitIt plans; it neither creates the Notebook, uploads material, nor runs the workshop steps
study planNotebookLM planWhat you need to replace 4
<TEAM>group taking parte.g.: operations team · You provide it<STUDY PLAN>confirmed plan defining purpose, scope and evidencee.g.: learn to verify AI answers · From a previous step<MATERIAL>inputs you may usee.g.: notes and three sources · You provide it<STARTING NOTES>ideas or dictation not yet organizede.g.: I want to learn AI to improve… · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
We are preparing a NotebookLM plan for [TEAM] before the workshop. The confirmed study plan is [STUDY PLAN] and the candidate material is [MATERIAL]. I paste it here: [STARTING NOTES]. Classify the case among study, learn something new, create source-grounded content, prepare a decision or meeting, configure an advisor, configure a coach, or turn research into a skill; if none fits, say so and propose the closest. Write "This Notebook exists to…" derived from [STUDY PLAN], and define the audience inside [TEAM], the observable outcome and who takes the final decision. Split [MATERIAL] into loadable, gaps to research and excluded by privacy or rights; treat exclusion as a policy of the team and cite the reason per item, not the judgement of whoever pasted the material. If everything ends up excluded, stop, declare coverage_gap and name the operational risk of starting without licensed material. Recommend a source-grounded role —teacher, advisor or coach— and its explicit boundary. Deliver the plan mapped to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle, ready for review by someone who did not write it. Close with the first evidence and who reviews it. Do not invent sources, attachments or NotebookLM capabilities.Demo · Level 1 · Direct
We are preparing a NotebookLM plan for operations pilot team before the workshop. The confirmed study plan is synthetic prior-step artifact: transfer to a second context still needs evidence and the candidate material is synthetic Demo dossier: method guide, practice log and review criteria. I paste it here: I want to learn AI to improve…. Classify the case among study, learn something new, create source-grounded content, prepare a decision or meeting, configure an advisor, configure a coach, or turn research into a skill; if none fits, say so and propose the closest. Write "This Notebook exists to…" derived from synthetic prior-step artifact: transfer to a second context still needs evidence, and define the audience inside operations pilot team, the observable outcome and who takes the final decision. Split synthetic Demo dossier: method guide, practice log and review criteria into loadable, gaps to research and excluded by privacy or rights; treat exclusion as a policy of the team and cite the reason per item, not the judgement of whoever pasted the material. If everything ends up excluded, stop, declare coverage_gap and name the operational risk of starting without licensed material. Recommend a source-grounded role —teacher, advisor or coach— and its explicit boundary. Deliver the plan mapped to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle, ready for review by someone who did not write it. Close with the first evidence and who reviews it. Do not invent sources, attachments or NotebookLM capabilities.Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]STUDY PLAN = [STUDY PLAN · confirmed plan defining purpose, scope and evidence · e.g.: learn to verify AI answers]MATERIAL = [MATERIAL · inputs you may use · e.g.: notes and three sources]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn the confirmed study plan into a reviewable plan with permitted material and an owned decision# FRAMEWORKS AND BEST PRACTICES- Backward design · outcome, evidence and steps- MECE · no overlaps or gaps- Definition of Done · observable completion# Workflow1. Classify the case among the seven, or declare none fits and propose the closest2. Write the purpose from the confirmed study plan and define audience, observable outcome and who decides3. Split the material into loadable, gaps to research and excluded, citing the policy per item4. Select the source-grounded role and declare its boundary5. Map the plan to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle6. Name the first evidence and the reviewer who checks it# Boundaries- Never invent sources, attachments or NotebookLM capabilities that are not documented- Never recommend uploading private or unlicensed material: exclusion is cited as policy, not as opinion- Without licensed material: stop the plan, declare coverage_gap and name the operational risk- Never stand in for whoever takes the final decision: the plan prepares it, it does not approve it# Expected output- Classified case- Purpose, audience, observable outcome and who decides- Loadable sources, gaps to research and excluded items with the policy cited- Source-grounded role with its boundary- Plan mapped to the eight workshop steps, ready for review- First evidence and assigned reviewer
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamSTUDY PLAN = synthetic prior-step artifact: transfer to a second context still needs evidenceMATERIAL = synthetic Demo dossier: method guide, practice log and review criteriaSTARTING NOTES = I want to learn AI to improve…# TaskTurn the confirmed study plan into a reviewable plan with permitted material and an owned decision# FRAMEWORKS AND BEST PRACTICES- Backward design · outcome, evidence and steps- MECE · no overlaps or gaps- Definition of Done · observable completion# Workflow1. Classify the case among the seven, or declare none fits and propose the closest2. Write the purpose from the confirmed study plan and define audience, observable outcome and who decides3. Split the material into loadable, gaps to research and excluded, citing the policy per item4. Select the source-grounded role and declare its boundary5. Map the plan to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle6. Name the first evidence and the reviewer who checks it# Boundaries- Never invent sources, attachments or NotebookLM capabilities that are not documented- Never recommend uploading private or unlicensed material: exclusion is cited as policy, not as opinion- Without licensed material: stop the plan, declare coverage_gap and name the operational risk- Never stand in for whoever takes the final decision: the plan prepares it, it does not approve it# Expected output- Classified case- Purpose, audience, observable outcome and who decides- Loadable sources, gaps to research and excluded items with the policy cited- Source-grounded role with its boundary- Plan mapped to the eight workshop steps, ready for review- First evidence and assigned reviewer
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process requires the Notebook to start with permitted material and a decision with an owner.Reference case: We want an onboarding Notebook built on internal material nobody has checked for rights.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]STUDY PLAN = [STUDY PLAN · confirmed plan defining purpose, scope and evidence · e.g.: learn to verify AI answers]MATERIAL = [MATERIAL · inputs you may use · e.g.: notes and three sources]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: classified case, purpose sentence, observable outcome, loadable sources with rights, gaps to research, items excluded by policy with their reason, role with its boundary, a plan mapped to the eight workshop steps, first evidence and an assigned reviewer.Scope includes: Turns the confirmed study plan into a NotebookLM plan with exclusions applied as policy, a role with its boundary and a plan ready for review.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Backward design · outcome, evidence and steps- MECE · no overlaps or gaps- Definition of Done · observable completionSteps:1. Classify the case among the seven, or declare none fits and propose the closest2. Write the purpose from the confirmed study plan and define audience, observable outcome and who decides3. Split the material into loadable, gaps to research and excluded, citing the policy per item4. Select the source-grounded role and declare its boundary5. Map the plan to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle6. Name the first evidence and the reviewer who checks it7. Check provenance, boundaries, and consistency before delivery.8. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Classified case- Purpose, audience, observable outcome and who decides- Loadable sources, gaps to research and excluded items with the policy cited- Source-grounded role with its boundary- Plan mapped to the eight workshop steps, ready for review- First evidence and assigned reviewerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process requires the Notebook to start with permitted material and a decision with an owner.Reference case: We want an onboarding Notebook built on internal material nobody has checked for rights.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamSTUDY PLAN = synthetic prior-step artifact: transfer to a second context still needs evidenceMATERIAL = synthetic Demo dossier: method guide, practice log and review criteriaSTARTING NOTES = I want to learn AI to improve…## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: classified case, purpose sentence, observable outcome, loadable sources with rights, gaps to research, items excluded by policy with their reason, role with its boundary, a plan mapped to the eight workshop steps, first evidence and an assigned reviewer.Scope includes: Turns the confirmed study plan into a NotebookLM plan with exclusions applied as policy, a role with its boundary and a plan ready for review.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Backward design · outcome, evidence and steps- MECE · no overlaps or gaps- Definition of Done · observable completionSteps:1. Classify the case among the seven, or declare none fits and propose the closest2. Write the purpose from the confirmed study plan and define audience, observable outcome and who decides3. Split the material into loadable, gaps to research and excluded, citing the policy per item4. Select the source-grounded role and declare its boundary5. Map the plan to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle6. Name the first evidence and the reviewer who checks it7. Check provenance, boundaries, and consistency before delivery.8. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Classified case- Purpose, audience, observable outcome and who decides- Loadable sources, gaps to research and excluded items with the policy cited- Source-grounded role with its boundary- Plan mapped to the eight workshop steps, ready for review- First evidence and assigned reviewerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemSource-grounded learning architect who plans a shared Notebook before opening it# FRAMEWORKS AND BEST PRACTICES- Backward design · outcome, evidence and steps- MECE · no overlaps or gaps- Definition of Done · observable completion# Boundaries- Never invent sources, attachments or NotebookLM capabilities that are not documented- Never recommend uploading private or unlicensed material: exclusion is cited as policy, not as opinion- Without licensed material: stop the plan, declare coverage_gap and name the operational risk- Never stand in for whoever takes the final decision: the plan prepares it, it does not approve it# Definition of DoneThe plan names case, purpose, observable outcome, the three material lists with the policy cited per exclusion, the role with its boundary, the eight steps, the first evidence and its reviewer.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]STUDY PLAN = [STUDY PLAN · confirmed plan defining purpose, scope and evidence · e.g.: learn to verify AI answers]MATERIAL = [MATERIAL · inputs you may use · e.g.: notes and three sources]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn the confirmed study plan into a reviewable plan with permitted material and an owned decision# Workflow1. Classify the case among the seven, or declare none fits and propose the closest2. Write the purpose from the confirmed study plan and define audience, observable outcome and who decides3. Split the material into loadable, gaps to research and excluded, citing the policy per item4. Select the source-grounded role and declare its boundary5. Map the plan to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle6. Name the first evidence and the reviewer who checks it# Expected output- Classified case- Purpose, audience, observable outcome and who decides- Loadable sources, gaps to research and excluded items with the policy cited- Source-grounded role with its boundary- Plan mapped to the eight workshop steps, ready for review- First evidence and assigned reviewer
Demo · Level 4 · Orchestrated
# systemSource-grounded learning architect who plans a shared Notebook before opening it# FRAMEWORKS AND BEST PRACTICES- Backward design · outcome, evidence and steps- MECE · no overlaps or gaps- Definition of Done · observable completion# Boundaries- Never invent sources, attachments or NotebookLM capabilities that are not documented- Never recommend uploading private or unlicensed material: exclusion is cited as policy, not as opinion- Without licensed material: stop the plan, declare coverage_gap and name the operational risk- Never stand in for whoever takes the final decision: the plan prepares it, it does not approve it# Definition of DoneThe plan names case, purpose, observable outcome, the three material lists with the policy cited per exclusion, the role with its boundary, the eight steps, the first evidence and its reviewer.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamSTUDY PLAN = synthetic prior-step artifact: transfer to a second context still needs evidenceMATERIAL = synthetic Demo dossier: method guide, practice log and review criteriaSTARTING NOTES = I want to learn AI to improve…# TaskTurn the confirmed study plan into a reviewable plan with permitted material and an owned decision# Workflow1. Classify the case among the seven, or declare none fits and propose the closest2. Write the purpose from the confirmed study plan and define audience, observable outcome and who decides3. Split the material into loadable, gaps to research and excluded, citing the policy per item4. Select the source-grounded role and declare its boundary5. Map the plan to the eight workshop steps: the quick search, the explainers, the networks of your context, the deep research plan, its execution, the advisor system prompt, the study plan in Studio and the review that opens the next cycle6. Name the first evidence and the reviewer who checks it# Expected output- Classified case- Purpose, audience, observable outcome and who decides- Loadable sources, gaps to research and excluded items with the policy cited- Source-grounded role with its boundary- Plan mapped to the eight workshop steps, ready for review- First evidence and assigned reviewer
Why it works
Acceptance criteria
- Every candidate item sits in a single list and every exclusion cites the policy behind it
- The recommended role comes with a boundary sentence saying what it will not do
- Someone who did not write the plan can read it and say whether each piece is there or missing
Edge cases
- Material with doubtful rights: it is excluded and the doubt declared, instead of assuming permission
- Zero licensed material: the plan stops with coverage_gap and a declared operational risk
Trade-offs
- Applying exclusion as policy slows the start in exchange for never loading material that has to be pulled back
- This turn gives up the case-by-case judgement of whoever pasted the material, which the individual cell keeps: here the reason must cite team policy so a third party can check the exclusion. The original definition of done promised the plan "lets the person open NotebookLM and begin": that happens outside the turn, so what is checked here are the delivered pieces — material lists with the policy cited, role with boundary, five steps, first evidence and its reviewer
Assumptions
- An applicable privacy and rights policy exists, and so does a role with authority for the final decision
Limits
- It plans; it neither creates the Notebook, uploads material, nor runs the workshop steps
- It promises no tool capability beyond what is documented, and it does not approve the use of the material: it leaves it reviewable
Open your tools
The session starts from the workshop topic: what traditional, generative and agentic AI are. Open NotebookLM with an empty notebook and run the eight essential prompts: the first search fills it.
Prepare for the workshop
Prerequisites
- Google account with access to NotebookLM.
- Updated desktop browser; phone as a secondary device.
- Basic familiarity with AI chat: write, iterate and review.
- Willingness to learn a new way of working.
Inputs
- A real topic, decision or problem.
- Three to eight sources you are allowed to use.
- The audience and outcome you want to produce.
- A criterion for deciding when the base is sufficient.
Working boundaries
- Do not upload personal, confidential or restricted data.
- Citations support review; they do not guarantee accuracy.
- The workbook does not save or send answers.
- The final decision and risk remain human.
W00 · Total duration 60–120 min · Requirement: Google account, browser and real topic. Privacy: do not upload personal or confidential data. This document does not save or send your answers; print or save locally only if you choose. You decide; NotebookLM organizes and cites; the facilitator guides.
NotebookLM can answer from selected sources and show citations; these aids do not guarantee accuracy. Inspect the source and keep human judgment. Deep Research requires users to be 18 or older and availability can vary by account, plan and surface; check official help.
Choose a purpose
Choose a provisional destination. You can revise it when the source audit reveals what is actually possible.
- 01
Study a topic
- 02
Learn a new capability
- 03
Create source-grounded content
- 04
Prepare a decision, meeting or proposal
- 05
Configure an advisor with a source-grounded expert perspective
- 06
Configure a source-grounded coach
- 07
Turn reviewed research into a skill
Three sheets to start in class, deepen, and consolidate with evidence.
Eight steps
Open the notebook with a quick search, add explainers and the networks of your context, and leave with an advisor and a study plan from zero to expert.
Quick search for the team notebook
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
LimitIt does not commission the full briefing or interpret it: that comes later
Your inputsfirst sources importedWhat you need to replace 2
<TEAM>group taking parte.g.: operations team · You provide it<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Paste this into the search box of the Sources panel and launch Fast Research: [TEAM] needs a quick search for the first sources on [TOPIC] to build the base of its advisor.Bring candidates of different kinds, not several versions of the same one. Accept only what has a clear author, date, context and rights for internal use; say what you discard, why, and the operational risk of not having it. Propose the order to import.Deliver: A. candidates with their reason and rights | B. discards with their risk | C. order to import, ready for review | D. what is left to search.Do not invent sources, authors or dates.
Demo · Level 1 · Direct
Paste this into the search box of the Sources panel and launch Fast Research: operations pilot team needs a quick search for the first sources on what traditional, traditional, generative and agentic AI are to build the base of its advisor.Bring candidates of different kinds, not several versions of the same one. Accept only what has a clear author, date, context and rights for internal use; say what you discard, why, and the operational risk of not having it. Propose the order to import.Deliver: A. candidates with their reason and rights | B. discards with their risk | C. order to import, ready for review | D. what is left to search.Do not invent sources, authors or dates.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]# TaskOpen the notebook of the area with sources defensible to anyone who asks, and with the risk of every discard in writing# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context, rights- Discard with risk · what is at stake without it- Import order · what supports the most comes first# Workflow1. Launch the quick search on the workshop topic from the sources panel2. Bring candidates of different kinds instead of repeating the same one3. Accept only what has a clear author, date, context and rights for internal use4. Say what is discarded, why, and the operational risk of that absence5. Propose the order to import and what is left to search# Boundaries- Do not invent authors, dates or sources: a missing detail is stated as missing- Do not import anything whoever is accountable for the process has not accepted- Do not write the briefing plan or the instruction of the shared advisor# Expected output- Candidates with their reason and their rights reviewed- Discards with their reason and their operational risk- Order to import, ready for review- What is left to search after this round
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are# TaskOpen the notebook of the area with sources defensible to anyone who asks, and with the risk of every discard in writing# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context, rights- Discard with risk · what is at stake without it- Import order · what supports the most comes first# Workflow1. Launch the quick search on the workshop topic from the sources panel2. Bring candidates of different kinds instead of repeating the same one3. Accept only what has a clear author, date, context and rights for internal use4. Say what is discarded, why, and the operational risk of that absence5. Propose the order to import and what is left to search# Boundaries- Do not invent authors, dates or sources: a missing detail is stated as missing- Do not import anything whoever is accountable for the process has not accepted- Do not write the briefing plan or the instruction of the shared advisor# Expected output- Candidates with their reason and their rights reviewed- Discards with their reason and their operational risk- Order to import, ready for review- What is left to search after this round
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the workshop opens with the area notebook empty and the process cannot start without provenance.Reference case: The first sources on traditional, generative and agentic AI for the notebook of the area.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the candidates with their reason and their rights reviewed, what it discards with its operational risk, the order to import and what is left to search, ready for review.Scope includes: The team turns the workshop topic into a quick search, accepts only material with clear rights, and writes down the operational risk of what it discards.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context, rights- Discard with risk · what is at stake without it- Import order · what supports the most comes firstSteps:1. Launch the quick search on the workshop topic from the sources panel2. Bring candidates of different kinds instead of repeating the same one3. Accept only what has a clear author, date, context and rights for internal use4. Say what is discarded, why, and the operational risk of that absence5. Propose the order to import and what is left to search6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Candidates with their reason and their rights reviewed- Discards with their reason and their operational risk- Order to import, ready for review- What is left to search after this roundObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the workshop opens with the area notebook empty and the process cannot start without provenance.Reference case: The first sources on traditional, generative and agentic AI for the notebook of the area.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the candidates with their reason and their rights reviewed, what it discards with its operational risk, the order to import and what is left to search, ready for review.Scope includes: The team turns the workshop topic into a quick search, accepts only material with clear rights, and writes down the operational risk of what it discards.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context, rights- Discard with risk · what is at stake without it- Import order · what supports the most comes firstSteps:1. Launch the quick search on the workshop topic from the sources panel2. Bring candidates of different kinds instead of repeating the same one3. Accept only what has a clear author, date, context and rights for internal use4. Say what is discarded, why, and the operational risk of that absence5. Propose the order to import and what is left to search6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Candidates with their reason and their rights reviewed- Discards with their reason and their operational risk- Order to import, ready for review- What is left to search after this roundObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemScout of the team workshop: opens the notebook with filtered material and clear rights# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context, rights- Discard with risk · what is at stake without it- Import order · what supports the most comes first# Boundaries- Do not invent authors, dates or sources: a missing detail is stated as missing- Do not import anything whoever is accountable for the process has not accepted- Do not write the briefing plan or the instruction of the shared advisor# Definition of DoneThe team notebook is open with the first sources accepted one by one, every discard with its reason and risk, and what is left to search written down.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]# TaskOpen the notebook of the area with sources defensible to anyone who asks, and with the risk of every discard in writing# Workflow1. Launch the quick search on the workshop topic from the sources panel2. Bring candidates of different kinds instead of repeating the same one3. Accept only what has a clear author, date, context and rights for internal use4. Say what is discarded, why, and the operational risk of that absence5. Propose the order to import and what is left to search# Expected output- Candidates with their reason and their rights reviewed- Discards with their reason and their operational risk- Order to import, ready for review- What is left to search after this round
Demo · Level 4 · Orchestrated
# systemScout of the team workshop: opens the notebook with filtered material and clear rights# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context, rights- Discard with risk · what is at stake without it- Import order · what supports the most comes first# Boundaries- Do not invent authors, dates or sources: a missing detail is stated as missing- Do not import anything whoever is accountable for the process has not accepted- Do not write the briefing plan or the instruction of the shared advisor# Definition of DoneThe team notebook is open with the first sources accepted one by one, every discard with its reason and risk, and what is left to search written down.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are# TaskOpen the notebook of the area with sources defensible to anyone who asks, and with the risk of every discard in writing# Workflow1. Launch the quick search on the workshop topic from the sources panel2. Bring candidates of different kinds instead of repeating the same one3. Accept only what has a clear author, date, context and rights for internal use4. Say what is discarded, why, and the operational risk of that absence5. Propose the order to import and what is left to search# Expected output- Candidates with their reason and their rights reviewed- Discards with their reason and their operational risk- Order to import, ready for review- What is left to search after this round
Why it works
Acceptance criteria
- Every candidate carries a reason and reviewed rights; every discard, a reason and a risk
- No source gets in without an identifiable author, date and context
- What is left to search is written down and reviewable by someone who did not run the search
Edge cases
- Useful material without clear rights: it is discarded and the risk is stated
- No useful results: it is said and the query is sharpened instead of importing anything
Trade-offs
- Reviewing rights slows the pace in exchange for a notebook the team can defend
- A first round does not exhaust the topic in exchange for a base to plan the full briefing with
Assumptions
- Quick search and the full briefing both start in the sources panel, and results are reviewed before being imported
- The supported source types and their limits are documented in the official help
- The team can judge the internal-use rights of a source on the spot
Limits
- It does not commission the full briefing or interpret it: that comes later
- It does not write the instruction of the shared advisor
- It does not decide for the team: it proposes, states risk and leaves the import with whoever is accountable for the process
Explainers for the team, by level
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
LimitIt does not measure the technical accuracy of what the explainer claims
first sources importedpractical explainer sourcesWhat you need to replace 2
<TEAM>group that will learn from thise.g.: operations team · You provide it<TOPIC>the workshop topice.g.: traditional, traditional, generative and agentic AI · From a previous step
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Paste this into the search box of the Sources panel and launch Fast Research: [TEAM] needs explainers who put [TOPIC] in practical terms, so the same base exists at another level.Bring the ones who explain with examples and demonstrations, not only with definitions. For each one: what clarity it adds, which level it aims at — beginner, intermediate or advanced — and one concrete piece to watch or read. Discard anyone who shows no source or only sells a tool, and state the operational risk of training the team without that practical layer.Deliver: A. explainers with their level and their piece | B. the clarity of each one | C. discards with their reason | D. the risk of having no practical layer, ready for review.Do not invent names, accounts or audience figures.
Demo · Level 1 · Direct
Paste this into the search box of the Sources panel and launch Fast Research: operations pilot team needs explainers who put what traditional, traditional, generative and agentic AI are in practical terms, so the same base exists at another level.Bring the ones who explain with examples and demonstrations, not only with definitions. For each one: what clarity it adds, which level it aims at — beginner, intermediate or advanced — and one concrete piece to watch or read. Discard anyone who shows no source or only sells a tool, and state the operational risk of training the team without that practical layer.Deliver: A. explainers with their level and their piece | B. the clarity of each one | C. discards with their reason | D. the risk of having no practical layer, ready for review.Do not invent names, accounts or audience figures.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will learn from this · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]# TaskHave the topic explained in the language of the area, with one piece per level and the risk of not having it in writing# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Risk of the gap · training with no practical layer# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations3. Sort by level, leave a concrete piece and state the operational risk of the gap# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not decide the training of the area: it is proposed and its risk stated# Expected output- Explainers with their level and a concrete piece, ready for review- The clarity each one adds, in one line- Discards with their reason and the operational risk of having no practical layer
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are# TaskHave the topic explained in the language of the area, with one piece per level and the risk of not having it in writing# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Risk of the gap · training with no practical layer# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations3. Sort by level, leave a concrete piece and state the operational risk of the gap# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not decide the training of the area: it is proposed and its risk stated# Expected output- Explainers with their level and a concrete piece, ready for review- The clarity each one adds, in one line- Discards with their reason and the operational risk of having no practical layer
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the formal base of the area is in and the topic is needed in the language of non-technical people.Reference case: Who explains agentic AI with demonstrations the area can follow.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will learn from this · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the explainers with their level, the clarity each one adds with its piece, the discards with their reason and the operational risk of training the team without a practical layer, ready for review.Scope includes: The team adds the practical layer of the topic: who explains it with demonstrations, which level it aims at, and which piece lets the area understand without reading papers.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Risk of the gap · training with no practical layerSteps:1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations3. Sort by level, leave a concrete piece and state the operational risk of the gap4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Explainers with their level and a concrete piece, ready for review- The clarity each one adds, in one line- Discards with their reason and the operational risk of having no practical layerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the formal base of the area is in and the topic is needed in the language of non-technical people.Reference case: Who explains agentic AI with demonstrations the area can follow.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the explainers with their level, the clarity each one adds with its piece, the discards with their reason and the operational risk of training the team without a practical layer, ready for review.Scope includes: The team adds the practical layer of the topic: who explains it with demonstrations, which level it aims at, and which piece lets the area understand without reading papers.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Risk of the gap · training with no practical layerSteps:1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations3. Sort by level, leave a concrete piece and state the operational risk of the gap4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Explainers with their level and a concrete piece, ready for review- The clarity each one adds, in one line- Discards with their reason and the operational risk of having no practical layerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemScout of the practical register for the team: brings who explains and at which level# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Risk of the gap · training with no practical layer# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not decide the training of the area: it is proposed and its risk stated# Definition of DoneThe team notebook gains a practical layer with level and piece per explainer, and the operational risk of not having it is written down.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will learn from this · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]# TaskHave the topic explained in the language of the area, with one piece per level and the risk of not having it in writing# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations3. Sort by level, leave a concrete piece and state the operational risk of the gap# Expected output- Explainers with their level and a concrete piece, ready for review- The clarity each one adds, in one line- Discards with their reason and the operational risk of having no practical layer
Demo · Level 4 · Orchestrated
# systemScout of the practical register for the team: brings who explains and at which level# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Risk of the gap · training with no practical layer# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not decide the training of the area: it is proposed and its risk stated# Definition of DoneThe team notebook gains a practical layer with level and piece per explainer, and the operational risk of not having it is written down.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are# TaskHave the topic explained in the language of the area, with one piece per level and the risk of not having it in writing# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations3. Sort by level, leave a concrete piece and state the operational risk of the gap# Expected output- Explainers with their level and a concrete piece, ready for review- The clarity each one adds, in one line- Discards with their reason and the operational risk of having no practical layer
Why it works
Acceptance criteria
- Every explainer ends up with its level and a concrete piece the area can open
- The clarity each one adds is stated in one line
- The operational risk of having no practical layer is written down
Edge cases
- Only promotional results: they are stated and nothing gets in
- A single level covered: it is said and the missing ones are asked for
Trade-offs
- Adding the practical layer costs one turn in exchange for training the area actually follows
- Requiring a concrete piece discards well-known explainers with no citable material
Assumptions
- The search starts in the sources panel and results are reviewed before being imported
- The workshop topic was already settled in the previous turn
- Sorting by level is what lets the training run from zero to expert
Limits
- It does not measure the technical accuracy of what the explainer claims
- It does not write the briefing plan or the instruction of the shared advisor
- It does not decide for the team: it proposes, sorts and states risk
Specialised networks of the process
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
LimitIt does not judge the accuracy of what is claimed in the community
practical explainer sourcessources from the context networksWhat you need to replace 3
<TEAM>group that will use the basee.g.: operations team · You provide it<TOPIC>the workshop topice.g.: traditional, traditional, generative and agentic AI · From a previous step<PROCESS>the flow or sector of the teame.g.: decision preparation · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Paste this into the search box of the Sources panel and launch Fast Research: [TEAM] needs the specialised networks and communities where [TOPIC] is applied in the context of [PROCESS].Bring forums, communities, newsletters and repositories where people use it, not where they only comment on it. For each one: what concrete application it shows, how often it publishes and what can be cited from there. Discard whatever has no authorship or date, and state the operational risk of deciding without this layer.Deliver: A. networks with their concrete application | B. what can be cited from each community | C. discards with their reason | D. the risk of deciding without this layer, ready for review.Do not invent communities, links or publishing frequencies.
Demo · Level 1 · Direct
Paste this into the search box of the Sources panel and launch Fast Research: operations pilot team needs the specialised networks and communities where what traditional, traditional, generative and agentic AI are is applied in the context of weekly preparation and review of decisions.Bring forums, communities, newsletters and repositories where people use it, not where they only comment on it. For each one: what concrete application it shows, how often it publishes and what can be cited from there. Discard whatever has no authorship or date, and state the operational risk of deciding without this layer.Deliver: A. networks with their concrete application | B. what can be cited from each community | C. discards with their reason | D. the risk of deciding without this layer, ready for review.Do not invent communities, links or publishing frequencies.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the base · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]PROCESS = [PROCESS · the flow or sector of the team · e.g.: decision preparation]# TaskClose the base of the area with the place where the topic is used in its sector, and with the risk of not having it in writing# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used in the sector- Citability · what can be supported before the owner- Risk of the gap · deciding without seeing real application# Workflow1. Launch the search for communities and repositories from the sources panel2. Keep where the topic is applied, not where it is only commented on3. Note application, frequency and what is citable, and state the operational risk of the gap# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not decide for the team: the import is ratified by whoever is accountable for the process# Expected output- Networks with the concrete application they show, ready for review- What can be cited from each community- Discards with their reason and the operational risk of deciding without this layer
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI arePROCESS = weekly preparation and review of decisions# TaskClose the base of the area with the place where the topic is used in its sector, and with the risk of not having it in writing# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used in the sector- Citability · what can be supported before the owner- Risk of the gap · deciding without seeing real application# Workflow1. Launch the search for communities and repositories from the sources panel2. Keep where the topic is applied, not where it is only commented on3. Note application, frequency and what is citable, and state the operational risk of the gap# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not decide for the team: the import is ratified by whoever is accountable for the process# Expected output- Networks with the concrete application they show, ready for review- What can be cited from each community- Discards with their reason and the operational risk of deciding without this layer
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the formal and practical layers are in and the process needs to see real application in its sector.Reference case: Where agentic AI is applied in areas like ours, and what can be cited from there.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the base · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]PROCESS = [PROCESS · the flow or sector of the team · e.g.: decision preparation]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the networks with the concrete application of each one, what can be cited from that community, the discards with their reason and the operational risk of deciding without this layer, ready for review.Scope includes: The team closes the base with the communities and repositories where the topic is applied in its sector, with what is citable from each and the risk of deciding without that layer.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used in the sector- Citability · what can be supported before the owner- Risk of the gap · deciding without seeing real applicationSteps:1. Launch the search for communities and repositories from the sources panel2. Keep where the topic is applied, not where it is only commented on3. Note application, frequency and what is citable, and state the operational risk of the gap4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Networks with the concrete application they show, ready for review- What can be cited from each community- Discards with their reason and the operational risk of deciding without this layerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the formal and practical layers are in and the process needs to see real application in its sector.Reference case: Where agentic AI is applied in areas like ours, and what can be cited from there.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI arePROCESS = weekly preparation and review of decisions## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the networks with the concrete application of each one, what can be cited from that community, the discards with their reason and the operational risk of deciding without this layer, ready for review.Scope includes: The team closes the base with the communities and repositories where the topic is applied in its sector, with what is citable from each and the risk of deciding without that layer.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used in the sector- Citability · what can be supported before the owner- Risk of the gap · deciding without seeing real applicationSteps:1. Launch the search for communities and repositories from the sources panel2. Keep where the topic is applied, not where it is only commented on3. Note application, frequency and what is citable, and state the operational risk of the gap4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Networks with the concrete application they show, ready for review- What can be cited from each community- Discards with their reason and the operational risk of deciding without this layerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemScout of the team context: brings where it is applied and what can be cited# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used in the sector- Citability · what can be supported before the owner- Risk of the gap · deciding without seeing real application# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not decide for the team: the import is ratified by whoever is accountable for the process# Definition of DoneThe base of the area closes with the context layer: every network with its application, what is citable, and the risk of the gap in writing.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the base · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]PROCESS = [PROCESS · the flow or sector of the team · e.g.: decision preparation]# TaskClose the base of the area with the place where the topic is used in its sector, and with the risk of not having it in writing# Workflow1. Launch the search for communities and repositories from the sources panel2. Keep where the topic is applied, not where it is only commented on3. Note application, frequency and what is citable, and state the operational risk of the gap# Expected output- Networks with the concrete application they show, ready for review- What can be cited from each community- Discards with their reason and the operational risk of deciding without this layer
Demo · Level 4 · Orchestrated
# systemScout of the team context: brings where it is applied and what can be cited# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used in the sector- Citability · what can be supported before the owner- Risk of the gap · deciding without seeing real application# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not decide for the team: the import is ratified by whoever is accountable for the process# Definition of DoneThe base of the area closes with the context layer: every network with its application, what is citable, and the risk of the gap in writing.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI arePROCESS = weekly preparation and review of decisions# TaskClose the base of the area with the place where the topic is used in its sector, and with the risk of not having it in writing# Workflow1. Launch the search for communities and repositories from the sources panel2. Keep where the topic is applied, not where it is only commented on3. Note application, frequency and what is citable, and state the operational risk of the gap# Expected output- Networks with the concrete application they show, ready for review- What can be cited from each community- Discards with their reason and the operational risk of deciding without this layer
Why it works
Acceptance criteria
- Every network brings a concrete application from the sector, not a promise of an active community
- For every community it is stated what can be cited before whoever asks
- The operational risk of deciding without this layer is written down
Edge cases
- A closed community: it stays as a reference, not as an imported source
- Nothing specific to the sector: it is declared with its risk
Trade-offs
- Requiring a concrete application leaves out large but declarative communities
- A third round costs minutes in exchange for a base that speaks about the real sector
Assumptions
- The search starts in the sources panel and results are reviewed before being imported
- The two previous layers are already inside the team notebook
- The declared process is what bounds the search
Limits
- It does not judge the accuracy of what is claimed in the community
- It does not write the briefing plan or the instruction of the shared advisor
- It does not guarantee a network exists for every sector: it guarantees the absence is declared with its risk
Team deep research plan
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
LimitIt does not run the research or deliver findings
sources from the context networksdeep research plan with criteriaWhat you need to replace 3
<TEAM>group that signs the plane.g.: operations team · You provide it<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · You provide it<PROCESS>the decision waiting for the evidencee.g.: decision preparation · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
In the chat, with the notebook sources selected: [TEAM] needs a deep research plan that closes the gap still open on [TOPIC] for [PROCESS].Start by reviewing them: coverage, contradictions, silences. Then write the plan, with an objective, in-scope and out-of-scope questions, acceptance criteria checkable one by one, and the operational risk of every hole left open.Deliver: A. the review | B. the plan, ready to paste | C. the acceptance criteria | D. the holes with their risk, ready for review.Do not research here and do not invent sources.
Demo · Level 1 · Direct
In the chat, with the notebook sources selected: operations pilot team needs a deep research plan that closes the gap still open on what traditional, traditional, generative and agentic AI are for weekly preparation and review of decisions.Start by reviewing them: coverage, contradictions, silences. Then write the plan, with an objective, in-scope and out-of-scope questions, acceptance criteria checkable one by one, and the operational risk of every hole left open.Deliver: A. the review | B. the plan, ready to paste | C. the acceptance criteria | D. the holes with their risk, ready for review.Do not research here and do not invent sources.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that signs the plan · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]PROCESS = [PROCESS · the decision waiting for the evidence · e.g.: decision preparation]# TaskLeave with a research order the area can sign, and the risk of every hole in writing before spending on the briefing# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Risk per hole · what is at stake in leaving it open# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing for the decision of the process and turn it into the objective3. Write in-scope and out-of-scope questions, acceptance criteria and the risk of every hole left out# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not decide for the team: the plan is signed by whoever is accountable for the process# Expected output- Review of what came in, with contradictions and absences- Deep research plan ready to paste into the sources panel- Acceptance criteria checkable one by one, and the holes with their operational risk
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI arePROCESS = weekly preparation and review of decisions# TaskLeave with a research order the area can sign, and the risk of every hole in writing before spending on the briefing# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Risk per hole · what is at stake in leaving it open# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing for the decision of the process and turn it into the objective3. Write in-scope and out-of-scope questions, acceptance criteria and the risk of every hole left out# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not decide for the team: the plan is signed by whoever is accountable for the process# Expected output- Review of what came in, with contradictions and absences- Deep research plan ready to paste into the sources panel- Acceptance criteria checkable one by one, and the holes with their operational risk
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the first sources of the area are imported and the process needs depth with an agreed criterion.Reference case: The plan of the area to close what the first sources do not explain about agentic work.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that signs the plan · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]PROCESS = [PROCESS · the decision waiting for the evidence · e.g.: decision preparation]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the review of what came in, the plan with its objective and in-scope and out-of-scope questions, the signable acceptance criteria and the operational risk of each hole, ready for review.Scope includes: The team reviews what came into the notebook and turns the gaps into a deep research plan with signable criteria and the operational risk of each hole.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Risk per hole · what is at stake in leaving it openSteps:1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing for the decision of the process and turn it into the objective3. Write in-scope and out-of-scope questions, acceptance criteria and the risk of every hole left out4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Review of what came in, with contradictions and absences- Deep research plan ready to paste into the sources panel- Acceptance criteria checkable one by one, and the holes with their operational riskObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the first sources of the area are imported and the process needs depth with an agreed criterion.Reference case: The plan of the area to close what the first sources do not explain about agentic work.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI arePROCESS = weekly preparation and review of decisions## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the review of what came in, the plan with its objective and in-scope and out-of-scope questions, the signable acceptance criteria and the operational risk of each hole, ready for review.Scope includes: The team reviews what came into the notebook and turns the gaps into a deep research plan with signable criteria and the operational risk of each hole.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Risk per hole · what is at stake in leaving it openSteps:1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing for the decision of the process and turn it into the objective3. Write in-scope and out-of-scope questions, acceptance criteria and the risk of every hole left out4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Review of what came in, with contradictions and absences- Deep research plan ready to paste into the sources panel- Acceptance criteria checkable one by one, and the holes with their operational riskObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemDrafter of the team workshop: reviews what came in and writes the order with its risk# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Risk per hole · what is at stake in leaving it open# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not decide for the team: the plan is signed by whoever is accountable for the process# Definition of DoneThe plan is signable, with an objective, in-scope and out-of-scope questions, acceptance criteria and the risk of every hole written down.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that signs the plan · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]PROCESS = [PROCESS · the decision waiting for the evidence · e.g.: decision preparation]# TaskLeave with a research order the area can sign, and the risk of every hole in writing before spending on the briefing# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing for the decision of the process and turn it into the objective3. Write in-scope and out-of-scope questions, acceptance criteria and the risk of every hole left out# Expected output- Review of what came in, with contradictions and absences- Deep research plan ready to paste into the sources panel- Acceptance criteria checkable one by one, and the holes with their operational risk
Demo · Level 4 · Orchestrated
# systemDrafter of the team workshop: reviews what came in and writes the order with its risk# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Risk per hole · what is at stake in leaving it open# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not decide for the team: the plan is signed by whoever is accountable for the process# Definition of DoneThe plan is signable, with an objective, in-scope and out-of-scope questions, acceptance criteria and the risk of every hole written down.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI arePROCESS = weekly preparation and review of decisions# TaskLeave with a research order the area can sign, and the risk of every hole in writing before spending on the briefing# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing for the decision of the process and turn it into the objective3. Write in-scope and out-of-scope questions, acceptance criteria and the risk of every hole left out# Expected output- Review of what came in, with contradictions and absences- Deep research plan ready to paste into the sources panel- Acceptance criteria checkable one by one, and the holes with their operational risk
Why it works
Acceptance criteria
- The review names what the sources cover, where they contradict and what is absent
- The plan carries an objective and in-scope and out-of-scope questions, without repeating what is covered
- No hole left out of the plan is without its operational risk
Edge cases
- No imported sources: the prompt asks for the quick search instead of planning blind
- Contradiction between sources: it enters the plan as a question, it is not resolved here
Trade-offs
- Reviewing before planning costs one turn in exchange for a briefing that does not repeat what the area has
- One plan per round keeps the scope in exchange for leaving holes listed with their risk
Assumptions
- The chat answers from the selected sources and shows citations to inspect
- The first sources of the area are enough to see what is missing
- The full briefing will be commissioned afterwards in the sources panel
Limits
- It does not run the research or deliver findings
- It does not write the instruction of the shared advisor
- It does not decide for the team: it hands over the plan, its criterion and the risk of what stays out
Execute the team deep research
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
LimitIt does not write the instruction of the shared advisor or the deck of the plan
deep research plan with criteriacited study reportWhat you need to replace 3
<TEAM>group running the plane.g.: operations team · You provide it<PLAN>the signed plan from the previous turne.g.: objective, questions and criteria · From a previous step<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Paste the plan into the search box of the Sources panel and launch Deep Research: [TEAM] needs to execute [PLAN] and keep a citable report.When it returns, review it before importing: which questions came back with citations, which stay open and with what operational risk, and what to read, practise and watch first to understand [TOPIC].Deliver: A. coverage question by question | B. the citations of each finding | C. the study order | D. the gaps with their risk, ready for review.Do not present as certain what the sources do not support.
Demo · Level 1 · Direct
Paste the plan into the search box of the Sources panel and launch Deep Research: operations pilot team needs to execute objective, in-scope and out-of-scope questions and three acceptance criteria and keep a citable report.When it returns, review it before importing: which questions came back with citations, which stay open and with what operational risk, and what to read, practise and watch first to understand what traditional, traditional, generative and agentic AI are.Deliver: A. coverage question by question | B. the citations of each finding | C. the study order | D. the gaps with their risk, ready for review.Do not present as certain what the sources do not support.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = operationalDEPTH = deep# INPUTSTEAM = [TEAM · group running the plan · e.g.: operations team]PLAN = [PLAN · the signed plan from the previous turn · e.g.: objective, questions and criteria]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]# TaskKeep a report the whole team can cite and the study order of the area, instead of a pile of links# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Risk per gap · what is at stake when deciding without evidence# Workflow1. Launch the signed plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. State the operational risk of every gap and the study order of the area# Boundaries- Do not import the briefing without a prior review- Do not present as certain what the sources do not support- Do not write the instruction of the shared advisor# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order of the area and gaps with their operational risk
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = operationalDEPTH = deep# INPUTSTEAM = operations pilot teamPLAN = objective, in-scope and out-of-scope questions and three acceptance criteriaTOPIC = what traditional, traditional, generative and agentic AI are# TaskKeep a report the whole team can cite and the study order of the area, instead of a pile of links# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Risk per gap · what is at stake when deciding without evidence# Workflow1. Launch the signed plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. State the operational risk of every gap and the study order of the area# Boundaries- Do not import the briefing without a prior review- Do not present as certain what the sources do not support- Do not write the instruction of the shared advisor# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order of the area and gaps with their operational risk
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the plan of the area is signed and the process needs citable evidence.Reference case: The briefing of the area on agentic work, reviewed before it enters the notebook.# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = operationalDEPTH = deep# INPUTSTEAM = [TEAM · group running the plan · e.g.: operations team]PLAN = [PLAN · the signed plan from the previous turn · e.g.: objective, questions and criteria]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the coverage question by question, the citations that hold up each finding, the study order of the area and the gaps with their operational risk, ready for review.Scope includes: The team runs the signed plan, reviews the report before importing it, and writes down the study order of the area and the risk of every gap.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Risk per gap · what is at stake when deciding without evidenceSteps:1. Launch the signed plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. State the operational risk of every gap and the study order of the area4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order of the area and gaps with their operational riskObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the plan of the area is signed and the process needs citable evidence.Reference case: The briefing of the area on agentic work, reviewed before it enters the notebook.# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = operationalDEPTH = deep# INPUTSTEAM = operations pilot teamPLAN = objective, in-scope and out-of-scope questions and three acceptance criteriaTOPIC = what traditional, traditional, generative and agentic AI are## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the coverage question by question, the citations that hold up each finding, the study order of the area and the gaps with their operational risk, ready for review.Scope includes: The team runs the signed plan, reviews the report before importing it, and writes down the study order of the area and the risk of every gap.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Risk per gap · what is at stake when deciding without evidenceSteps:1. Launch the signed plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. State the operational risk of every gap and the study order of the area4. Check provenance, boundaries, and consistency before delivery.5. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order of the area and gaps with their operational riskObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemRunner of the team workshop: launches the briefing and reviews it before importing# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Risk per gap · what is at stake when deciding without evidence# Boundaries- Do not import the briefing without a prior review- Do not present as certain what the sources do not support- Do not write the instruction of the shared advisor# Definition of DoneThe report is imported as a citable source, with its coverage written, the study order and the risk of every gap that stays open.# user# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = operationalDEPTH = deep# INPUTSTEAM = [TEAM · group running the plan · e.g.: operations team]PLAN = [PLAN · the signed plan from the previous turn · e.g.: objective, questions and criteria]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]# TaskKeep a report the whole team can cite and the study order of the area, instead of a pile of links# Workflow1. Launch the signed plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. State the operational risk of every gap and the study order of the area# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order of the area and gaps with their operational risk
Demo · Level 4 · Orchestrated
# systemRunner of the team workshop: launches the briefing and reviews it before importing# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Risk per gap · what is at stake when deciding without evidence# Boundaries- Do not import the briefing without a prior review- Do not present as certain what the sources do not support- Do not write the instruction of the shared advisor# Definition of DoneThe report is imported as a citable source, with its coverage written, the study order and the risk of every gap that stays open.# user# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = operationalDEPTH = deep# INPUTSTEAM = operations pilot teamPLAN = objective, in-scope and out-of-scope questions and three acceptance criteriaTOPIC = what traditional, traditional, generative and agentic AI are# TaskKeep a report the whole team can cite and the study order of the area, instead of a pile of links# Workflow1. Launch the signed plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. State the operational risk of every gap and the study order of the area# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order of the area and gaps with their operational risk
Why it works
Acceptance criteria
- Every question of the plan ends up classified as answered with citations or open
- Every finding carries the citations that hold it up and inference is marked
- No gap is left without its operational risk in writing
Edge cases
- Briefing without checkable citations: it is not imported until it carries them
- Deep Research not available on the corporate account: it is asked for in the source search and the limitation is stated
Trade-offs
- Reviewing before importing costs one read in exchange for a notebook the whole team can cite
- Asking for a study order lengthens the briefing in exchange for training that can be followed
Assumptions
- Deep Research requires users to be of age and its availability varies by account, plan or surface
- The briefing is reviewed before importing and enters the team notebook as one more source
- The signed plan carries the criteria the review uses
Limits
- It does not write the instruction of the shared advisor or the deck of the plan
- It does not guarantee the briefing closes the gaps: it guarantees they are written with their risk
- It does not decide the training of the area: it proposes order, reason and risk
Agree the system prompt of the team advisor
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
When checking mastery
Inputs: topic, level, sources · Output: diagnosis + practice · Limits: do not assess beyond the base · Example: A four-level applied quiz
LimitIt does not research or widen the base: if it falls short, it says so and states the risk
cited study reportadvisor agreed with its rulesWhat you need to replace 2
<TEAM>group that will use the advisore.g.: operations team · You provide it<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · From a previous step
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
In the chat, with the notebook sources selected: [TEAM] agrees the system prompt of its advisor on [TOPIC] before writing it.Say first which claims the notebook holds up and which it cannot, each with its citation. Then propose the role, the citation rule — every material claim carries one, anything else counts as inference —, the limit when the base falls short and the operational risk of using it that way.Deliver: A. the system prompt, ready for review and to paste into Chat settings → Custom | B. the supported claims beside the unsupported ones | C. the citation rule and the limit | D. five checkpoints with their owner.The final decision stays with whoever is accountable for the process.
Demo · Level 1 · Direct
In the chat, with the notebook sources selected: operations pilot team agrees the system prompt of its advisor on what traditional, traditional, generative and agentic AI are before writing it.Say first which claims the notebook holds up and which it cannot, each with its citation. Then propose the role, the citation rule — every material claim carries one, anything else counts as inference —, the limit when the base falls short and the operational risk of using it that way.Deliver: A. the system prompt, ready for review and to paste into Chat settings → Custom | B. the supported claims beside the unsupported ones | C. the citation rule and the limit | D. five checkpoints with their owner.The final decision stays with whoever is accountable for the process.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]# TaskFinish with an advisor of the area that answers with a citation, says when it does not know, and anyone on the team can review# FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated risk · what is at stake if the base falls short# Workflow1. List what the team notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the agreed goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit and the operational risk of using the advisor when the base falls short5. Close with five confirmation points, each with its owner# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the team first- Do not decide for the team: the instruction is ratified by whoever is accountable for the process# Expected output- Agreed system prompt, ready for review and to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule, limit and operational risk in writing- Five confirmation points with their owner
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are# TaskFinish with an advisor of the area that answers with a citation, says when it does not know, and anyone on the team can review# FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated risk · what is at stake if the base falls short# Workflow1. List what the team notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the agreed goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit and the operational risk of using the advisor when the base falls short5. Close with five confirmation points, each with its owner# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the team first- Do not decide for the team: the instruction is ratified by whoever is accountable for the process# Expected output- Agreed system prompt, ready for review and to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule, limit and operational risk in writing- Five confirmation points with their owner
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the briefing is imported and the process needs an advisor with reviewable rules, not a chat improvising.Reference case: The notebook of the area, about to become an advisor with rules the accountable owner can review.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the agreed system prompt with role and scope, what the notebook holds up and what it does not with its citation, the citation rule and the limit, and five confirmation points with their owner.Scope includes: The team turns its notebook into a senior advisor with agreed role, scope, citation rule and limit, and with the operational risk stated when the base falls short.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated risk · what is at stake if the base falls shortSteps:1. List what the team notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the agreed goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit and the operational risk of using the advisor when the base falls short5. Close with five confirmation points, each with its owner6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Agreed system prompt, ready for review and to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule, limit and operational risk in writing- Five confirmation points with their ownerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the briefing is imported and the process needs an advisor with reviewable rules, not a chat improvising.Reference case: The notebook of the area, about to become an advisor with rules the accountable owner can review.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the agreed system prompt with role and scope, what the notebook holds up and what it does not with its citation, the citation rule and the limit, and five confirmation points with their owner.Scope includes: The team turns its notebook into a senior advisor with agreed role, scope, citation rule and limit, and with the operational risk stated when the base falls short.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated risk · what is at stake if the base falls shortSteps:1. List what the team notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the agreed goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit and the operational risk of using the advisor when the base falls short5. Close with five confirmation points, each with its owner6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Agreed system prompt, ready for review and to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule, limit and operational risk in writing- Five confirmation points with their ownerObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemInterlocutor of the team workshop: discusses the system prompt before writing it# FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated risk · what is at stake if the base falls short# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the team first- Do not decide for the team: the instruction is ratified by whoever is accountable for the process# Definition of DoneThe team advisor is written with role, scope, citation rule and limit, and the five confirmation points have an assigned owner.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]# TaskFinish with an advisor of the area that answers with a citation, says when it does not know, and anyone on the team can review# Workflow1. List what the team notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the agreed goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit and the operational risk of using the advisor when the base falls short5. Close with five confirmation points, each with its owner# Expected output- Agreed system prompt, ready for review and to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule, limit and operational risk in writing- Five confirmation points with their owner
Demo · Level 4 · Orchestrated
# systemInterlocutor of the team workshop: discusses the system prompt before writing it# FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated risk · what is at stake if the base falls short# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the team first- Do not decide for the team: the instruction is ratified by whoever is accountable for the process# Definition of DoneThe team advisor is written with role, scope, citation rule and limit, and the five confirmation points have an assigned owner.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI are# TaskFinish with an advisor of the area that answers with a citation, says when it does not know, and anyone on the team can review# Workflow1. List what the team notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the agreed goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit and the operational risk of using the advisor when the base falls short5. Close with five confirmation points, each with its owner# Expected output- Agreed system prompt, ready for review and to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule, limit and operational risk in writing- Five confirmation points with their owner
Why it works
Acceptance criteria
- The system prompt names role, scope, citation rule and limit, reviewable by someone who did not write it
- What the base holds up carries its citation and what it does not is stated as missing with its risk
- The five confirmation points have an owner before the advisor is configured
Edge cases
- The notebook does not hold up the requested role: the risk of using it anyway is stated
- The instruction runs long: a short version that keeps the limit is asked for
Trade-offs
- Discussing with the team costs one turn in exchange for an instruction nobody can disown
- An advisor with a limit answers less in exchange for not inventing in front of the accountable owner
Assumptions
- The notebook exposes the citations of the loaded sources, so the team can check the citation rule
- The briefing imported before is enough to hold up the role the area asks for
- The personalized instruction is pasted into the chat settings of the shared notebook
Limits
- It does not research or widen the base: if it falls short, it says so and states the risk
- It does not generate the deck of the study plan
- It does not guarantee correct answers: it guarantees citation, marked inference and a stated limit
The team study plan in Studio
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
Before a demanding conversation
Inputs: audience, outcome, time · Output: rehearsal + improvements · Limits: do not simulate certainty · Example: A QBR with hostile questions
LimitIt does not research or widen the base: it distributes what the team notebook already has
advisor agreed with its rulesslide deck with the study planWhat you need to replace 3
<TEAM>group that will use the advisore.g.: operations team · You provide it<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · From a previous step<WINDOW>the time the team really hase.g.: four weeks, 2 hours a week · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Open Studio in the notebook and choose the slide deck; use this as the customization instruction. [TEAM] needs a study plan on [TOPIC] that fits [WINDOW], built only from the sources already loaded.Order the weeks by level, from zero to expert: start with the practical explanation, move on to what the industry debates and close with what the academic work holds. Each week on one slide: the reading, the practice, the video, how long it takes, the closing signal and the source behind it. End with whatever stays aside and its operational risk.Deliver: A. the slides, one per week, ready for review | B. the citation of each | C. the closing signal | D. whatever stays aside, with its risk.Invent nothing the sources do not hold. If the window is too short, narrow the scope and say so.
Demo · Level 1 · Direct
Open Studio in the notebook and choose the slide deck; use this as the customization instruction. operations pilot team needs a study plan on what traditional, traditional, generative and agentic AI are that fits four weeks with two hours a week, built only from the sources already loaded.Order the weeks by level, from zero to expert: start with the practical explanation, move on to what the industry debates and close with what the academic work holds. Each week on one slide: the reading, the practice, the video, how long it takes, the closing signal and the source behind it. End with whatever stays aside and its operational risk.Deliver: A. the slides, one per week, ready for review | B. the citation of each | C. the closing signal | D. whatever stays aside, with its risk.Invent nothing the sources do not hold. If the window is too short, narrow the scope and say so.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WINDOW = [WINDOW · the time the team really has · e.g.: four weeks, 2 hours a week]# TaskLeave the workshop with a training plan in slides ordered from zero to expert, one the area can follow and review without rereading the briefing# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how the team knows it finished- Risk of the excluded · what is at stake in leaving it out# Workflow1. Order the weeks by level, from zero to expert, starting with the practical explanation2. Write one slide per week with what to read, practise and watch, with its time3. Set in every week the closing signal of the block4. Name the notebook source every week comes from5. Close with what stays out and the operational risk of leaving it out# Boundaries- Do not invent material the team notebook does not have- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess the team here: this step plans the training# Expected output- Deck with one slide per week, ordered by level and ready for review- Citation of the notebook source behind every week- Closing signal per block, checkable by the team- What stays out of the plan, with its operational risk
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI areWINDOW = four weeks with two hours a week# TaskLeave the workshop with a training plan in slides ordered from zero to expert, one the area can follow and review without rereading the briefing# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how the team knows it finished- Risk of the excluded · what is at stake in leaving it out# Workflow1. Order the weeks by level, from zero to expert, starting with the practical explanation2. Write one slide per week with what to read, practise and watch, with its time3. Set in every week the closing signal of the block4. Name the notebook source every week comes from5. Close with what stays out and the operational risk of leaving it out# Boundaries- Do not invent material the team notebook does not have- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess the team here: this step plans the training# Expected output- Deck with one slide per week, ordered by level and ready for review- Citation of the notebook source behind every week- Closing signal per block, checkable by the team- What stays out of the plan, with its operational risk
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the advisor of the area is agreed and the process needs a reviewable training plan.Reference case: Four weeks for the area to explain the scope of generative AI and assemble its first assistant.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WINDOW = [WINDOW · the time the team really has · e.g.: four weeks, 2 hours a week]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the deck of slides, one per week, ordered from zero to expert, the citation of each block, the closing signal per week and the operational risk of what stays out, ready for review.Scope includes: The team gets a deck out of the notebook with the training plan week by week, with the citation of each block, its closing signal and the operational risk of what stays out.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how the team knows it finished- Risk of the excluded · what is at stake in leaving it outSteps:1. Order the weeks by level, from zero to expert, starting with the practical explanation2. Write one slide per week with what to read, practise and watch, with its time3. Set in every week the closing signal of the block4. Name the notebook source every week comes from5. Close with what stays out and the operational risk of leaving it out6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Deck with one slide per week, ordered by level and ready for review- Citation of the notebook source behind every week- Closing signal per block, checkable by the team- What stays out of the plan, with its operational riskObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the advisor of the area is agreed and the process needs a reviewable training plan.Reference case: Four weeks for the area to explain the scope of generative AI and assemble its first assistant.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI areWINDOW = four weeks with two hours a week## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the deck of slides, one per week, ordered from zero to expert, the citation of each block, the closing signal per week and the operational risk of what stays out, ready for review.Scope includes: The team gets a deck out of the notebook with the training plan week by week, with the citation of each block, its closing signal and the operational risk of what stays out.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how the team knows it finished- Risk of the excluded · what is at stake in leaving it outSteps:1. Order the weeks by level, from zero to expert, starting with the practical explanation2. Write one slide per week with what to read, practise and watch, with its time3. Set in every week the closing signal of the block4. Name the notebook source every week comes from5. Close with what stays out and the operational risk of leaving it out6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Deck with one slide per week, ordered by level and ready for review- Citation of the notebook source behind every week- Closing signal per block, checkable by the team- What stays out of the plan, with its operational riskObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemPlanner of the team workshop: turns the notebook into a reviewable training plan# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how the team knows it finished- Risk of the excluded · what is at stake in leaving it out# Boundaries- Do not invent material the team notebook does not have- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess the team here: this step plans the training# Definition of DoneThe deck is ready for review with one week per slide and the weeks ordered from zero to expert, every week with its citation and its closing signal, and what stays out with its risk.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WINDOW = [WINDOW · the time the team really has · e.g.: four weeks, 2 hours a week]# TaskLeave the workshop with a training plan in slides ordered from zero to expert, one the area can follow and review without rereading the briefing# Workflow1. Order the weeks by level, from zero to expert, starting with the practical explanation2. Write one slide per week with what to read, practise and watch, with its time3. Set in every week the closing signal of the block4. Name the notebook source every week comes from5. Close with what stays out and the operational risk of leaving it out# Expected output- Deck with one slide per week, ordered by level and ready for review- Citation of the notebook source behind every week- Closing signal per block, checkable by the team- What stays out of the plan, with its operational risk
Demo · Level 4 · Orchestrated
# systemPlanner of the team workshop: turns the notebook into a reviewable training plan# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how the team knows it finished- Risk of the excluded · what is at stake in leaving it out# Boundaries- Do not invent material the team notebook does not have- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess the team here: this step plans the training# Definition of DoneThe deck is ready for review with one week per slide and the weeks ordered from zero to expert, every week with its citation and its closing signal, and what stays out with its risk.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI areWINDOW = four weeks with two hours a week# TaskLeave the workshop with a training plan in slides ordered from zero to expert, one the area can follow and review without rereading the briefing# Workflow1. Order the weeks by level, from zero to expert, starting with the practical explanation2. Write one slide per week with what to read, practise and watch, with its time3. Set in every week the closing signal of the block4. Name the notebook source every week comes from5. Close with what stays out and the operational risk of leaving it out# Expected output- Deck with one slide per week, ordered by level and ready for review- Citation of the notebook source behind every week- Closing signal per block, checkable by the team- What stays out of the plan, with its operational risk
Why it works
Acceptance criteria
- Every week fits one of the slides with what to read, practise and watch and how long it takes
- Every week names the notebook source it comes from
- What stays out of the plan carries its operational risk in writing
Edge cases
- The window is not enough: the scope is narrowed and stated
- Material is missing for one week: the hole is declared instead of filled
Trade-offs
- A plan by weeks loses detail in exchange for the area following it without rereading the briefing
- Requiring a citation per week lengthens the slides in exchange for auditable training
Assumptions
- The slide deck is generated in the Studio panel from the notebook sources and can be presented or downloaded
- The briefing imported before carries the reading, practice and video list the plan distributes
- The team can spend the time the plan estimates per week
Limits
- It does not research or widen the base: it distributes what the team notebook already has
- It does not assess the learning of the area: that happens when the cycle is reviewed
- It does not decide the training: it proposes it with citations, closings and stated risk
Team review and next cycle
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
When the base is sufficient
Inputs: purpose, user, limits · Output: configuration + 10 starters · Limits: do not invent capabilities · Example: A source-grounded coach
LimitIt does not measure understanding with questions or grade people
slide deck with the study planreview and next cycle commissionedWhat you need to replace 3
<TEAM>group that will use the advisore.g.: operations team · You provide it<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · From a previous step<NEXT TOPIC>the process the cycle would repeat withe.g.: the monthly report of the area · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Work only with the notebook sources and give [TEAM] an honest review of [TOPIC].Enumerate today's defensible claims with their citation and the undefendable ones with the operational risk of deciding anyway. Then draft the deep research prompt closing the costliest hole, pasteable into the sources panel, and show the identical cycle running over [NEXT TOPIC].Deliver: A. what the notebook holds, with a citation | B. the pending claims with their risk | C. the next research prompt | D. the reviewable cycle, usable elsewhere.Do not grade anyone: this reviews evidence, not people of the team.
Demo · Level 1 · Direct
Work only with the notebook sources and give operations pilot team an honest review of what traditional, traditional, generative and agentic AI are.Enumerate today's defensible claims with their citation and the undefendable ones with the operational risk of deciding anyway. Then draft the deep research prompt closing the costliest hole, pasteable into the sources panel, and show the identical cycle running over the monthly results report of the area.Deliver: A. what the notebook holds, with a citation | B. the pending claims with their risk | C. the next research prompt | D. the reviewable cycle, usable elsewhere.Do not grade anyone: this reviews evidence, not people of the team.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]NEXT TOPIC = [NEXT TOPIC · the process the cycle would repeat with · e.g.: the monthly report of the area]# TaskClose the workshop with an advisor the area already uses, what is pending with its risk, and the next research commissioned# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, risk- Next cycle · one hole, one research- Workshop close · what stays in the hands of the team# Workflow1. List what the team can claim today with a citation, one line per claim2. List what is pending with the operational risk of deciding without it3. Write the deep research prompt that closes the most expensive hole4. Show how the cycle repeats on another topic, changing only topic and goal5. Close the workshop by naming what stays in the hands of the team# Boundaries- Do not grade people of the team: this turn reviews evidence- Do not invent progress: what is not cited is stated as pending- Do not draft content or deliverables: it commissions the next research# Expected output- List of what the notebook holds, with a citation per claim- List of what is pending, with its operational risk- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic of the area
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI areNEXT TOPIC = the monthly results report of the area# TaskClose the workshop with an advisor the area already uses, what is pending with its risk, and the next research commissioned# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, risk- Next cycle · one hole, one research- Workshop close · what stays in the hands of the team# Workflow1. List what the team can claim today with a citation, one line per claim2. List what is pending with the operational risk of deciding without it3. Write the deep research prompt that closes the most expensive hole4. Show how the cycle repeats on another topic, changing only topic and goal5. Close the workshop by naming what stays in the hands of the team# Boundaries- Do not grade people of the team: this turn reviews evidence- Do not invent progress: what is not cited is stated as pending- Do not draft content or deliverables: it commissions the next research# Expected output- List of what the notebook holds, with a citation per claim- List of what is pending, with its operational risk- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic of the area
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the training plan exists and the process needs to know what holds today and what comes next.Reference case: The area closes with its advisor and opens the same cycle for the process that follows.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]NEXT TOPIC = [NEXT TOPIC · the process the cycle would repeat with · e.g.: the monthly report of the area]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the list of what the notebook holds with a citation, what is pending with its operational risk, the next research prompt and the cycle ready for another topic, ready for review.Scope includes: The team closes the workshop with the list of what the notebook holds with a citation, what is pending with its operational risk, and the next research commissioned, in its topic or another.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, risk- Next cycle · one hole, one research- Workshop close · what stays in the hands of the teamSteps:1. List what the team can claim today with a citation, one line per claim2. List what is pending with the operational risk of deciding without it3. Write the deep research prompt that closes the most expensive hole4. Show how the cycle repeats on another topic, changing only topic and goal5. Close the workshop by naming what stays in the hands of the team6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- List of what the notebook holds, with a citation per claim- List of what is pending, with its operational risk- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic of the areaObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the training plan exists and the process needs to know what holds today and what comes next.Reference case: The area closes with its advisor and opens the same cycle for the process that follows.# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI areNEXT TOPIC = the monthly results report of the area## P — RequestExpert role: Facilitator of a guided workshop on NotebookLM for teamsDeliverable: the list of what the notebook holds with a citation, what is pending with its operational risk, the next research prompt and the cycle ready for another topic, ready for review.Scope includes: The team closes the workshop with the list of what the notebook holds with a citation, what is pending with its operational risk, and the next research commissioned, in its topic or another.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, risk- Next cycle · one hole, one research- Workshop close · what stays in the hands of the teamSteps:1. List what the team can claim today with a citation, one line per claim2. List what is pending with the operational risk of deciding without it3. Write the deep research prompt that closes the most expensive hole4. Show how the cycle repeats on another topic, changing only topic and goal5. Close the workshop by naming what stays in the hands of the team6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- List of what the notebook holds, with a citation per claim- List of what is pending, with its operational risk- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic of the areaObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemReviewer of the team workshop: separates what holds from what is pending and commissions the next cycle# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, risk- Next cycle · one hole, one research- Workshop close · what stays in the hands of the team# Boundaries- Do not grade people of the team: this turn reviews evidence- Do not invent progress: what is not cited is stated as pending- Do not draft content or deliverables: it commissions the next research# Definition of DoneThe workshop closes with what the notebook holds cited, what is pending with its risk, and the next research prompt written and reviewable.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = [TEAM · group that will use the advisor · e.g.: operations team]TOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]NEXT TOPIC = [NEXT TOPIC · the process the cycle would repeat with · e.g.: the monthly report of the area]# TaskClose the workshop with an advisor the area already uses, what is pending with its risk, and the next research commissioned# Workflow1. List what the team can claim today with a citation, one line per claim2. List what is pending with the operational risk of deciding without it3. Write the deep research prompt that closes the most expensive hole4. Show how the cycle repeats on another topic, changing only topic and goal5. Close the workshop by naming what stays in the hands of the team# Expected output- List of what the notebook holds, with a citation per claim- List of what is pending, with its operational risk- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic of the area
Demo · Level 4 · Orchestrated
# systemReviewer of the team workshop: separates what holds from what is pending and commissions the next cycle# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, risk- Next cycle · one hole, one research- Workshop close · what stays in the hands of the team# Boundaries- Do not grade people of the team: this turn reviews evidence- Do not invent progress: what is not cited is stated as pending- Do not draft content or deliverables: it commissions the next research# Definition of DoneThe workshop closes with what the notebook holds cited, what is pending with its risk, and the next research prompt written and reviewable.# user# PARAMETERSLENGTH = mediumSTRUCTURE = brief tableTONE = operationalDEPTH = operational# INPUTSTEAM = operations pilot teamTOPIC = what traditional, traditional, generative and agentic AI areNEXT TOPIC = the monthly results report of the area# TaskClose the workshop with an advisor the area already uses, what is pending with its risk, and the next research commissioned# Workflow1. List what the team can claim today with a citation, one line per claim2. List what is pending with the operational risk of deciding without it3. Write the deep research prompt that closes the most expensive hole4. Show how the cycle repeats on another topic, changing only topic and goal5. Close the workshop by naming what stays in the hands of the team# Expected output- List of what the notebook holds, with a citation per claim- List of what is pending, with its operational risk- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic of the area
Why it works
Acceptance criteria
- Every claim that holds carries its citation and every pending item its operational risk
- The next research prompt stays ready to paste without rewriting it
- The close names what the area already has: a notebook with sources, an advisor and a training plan
Edge cases
- Nothing citable: it is said and the research is commissioned before going on
- Goal met: the next process is proposed instead of stretching the same one
Trade-offs
- Reviewing without a grade leaves performance unmeasured in exchange for an honest reading of the evidence
- One hole per cycle advances more slowly in exchange for actually closing what gets opened
Assumptions
- The notebook exposes the citations of the loaded sources, so the team can check the review
- The training plan and the advisor already exist when this turn runs
- The whole cycle works for any process of the area, not only for the workshop one
Limits
- It does not measure understanding with questions or grade people
- It does not draft content or fully configure the notebook
- It does not guarantee the hole gets closed: it guarantees it is commissioned with its risk in writing
W08 · Printable work surfaces
W06 · Teacher / Advisor / Coach
| Role | Behavior | Question | Output | No-go |
|---|---|---|---|---|
| Teacher | Explains progressively and checks understanding | What do you want to learn? | Explanation + check | Do not advance without evidence of understanding |
| Advisor | Compares options, costs, risks and tensions | What decision must you make? | Criteria-based recommendation | Do not decide for the person |
| Coach | Asks, reflects patterns and turns them into commitments | What outcome and blocker do you have? | Commitment + next step | Do not prescribe without context |
Guided practice
Prompts 9–13 to create, apply, assess and rehearse from the sources.
Source rubric: coverage · authority · freshness · diversity · citations · sufficiency.
Insufficient: evidence is missing or weak sources dominate.
In progress: partial coverage and reviewable citations.
Sufficient: coverage, authority, freshness, diversity, citations and residual risk are explicit.
Team content with auditable editorial decisions
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
When you need a content piece
Inputs: type, audience, outcome · Output: piece + sources + decisions · Limits: do not add external facts · Example: A cited executive memo
LimitIt creates the content; it neither publishes nor approves it: the review decides
slide deck with the study plan, review and next cycle commissionedcited learning documentWhat you need to replace 4
<CONTENT TYPE>final formate.g.: short guide · You provide it<AUDIENCE>who will use the resulte.g.: non-technical professionals · You provide it<OUTCOME>observable change expectede.g.: a repeatable practice · You provide it<TEAM>group taking parte.g.: operations team · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Come back to the chat of [TEAM] and work only with the reviewed notebook of the Notebook. Turn that base into a short [CONTENT TYPE] for [AUDIENCE], aiming at [OUTCOME].THESIS: a single thesis, with its strongest evidence, the tension that remains and its limit.STRUCTURE: propose the order before drafting.CITE: every material claim carries its citation; mark the inferences and add no external facts.DECISIONS: three editorial decisions — what is left out, what is simplified, what is highlighted — with their reason and their owner.RISK: without support in the base, propose the thesis that holds and name the operational risk of publishing the other one.Deliver: A. the final content in its short version, ready for review and not published | B. the sources with their rights reviewed | C. the three editorial decisions | D. whatever the base does not support.Do not prioritise cases: that comes later. [If it improves understanding, open with a short diagram.]
Demo · Level 1 · Direct
Come back to the chat of operations pilot team and work only with the reviewed notebook of the Notebook. Turn that base into a short short guide for operations team starting an AI pilot, aiming at a shareable workflow with an owner, evidence and control.THESIS: a single thesis, with its strongest evidence, the tension that remains and its limit.STRUCTURE: propose the order before drafting.CITE: every material claim carries its citation; mark the inferences and add no external facts.DECISIONS: three editorial decisions — what is left out, what is simplified, what is highlighted — with their reason and their owner.RISK: without support in the base, propose the thesis that holds and name the operational risk of publishing the other one.Deliver: A. the final content in its short version, ready for review and not published | B. the sources with their rights reviewed | C. the three editorial decisions | D. whatever the base does not support.Do not prioritise cases: that comes later. If it improves understanding, open with a short diagram.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = [CONTENT TYPE · final format · e.g.: short guide]AUDIENCE = [AUDIENCE · who will use the result · e.g.: non-technical professionals]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]TEAM = [TEAM · group taking part · e.g.: operations team]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskLeave with team-authored content someone else can review without rereading the sources# FRAMEWORKS AND BEST PRACTICES- Feynman technique · explain in plain language- BLUF · conclusion first- Claim–Evidence–Reasoning · connect claim and support# Workflow1. Record content type, length, audience, team and intended result2. Set one thesis serving the result, with strongest evidence, tension and limit3. Propose structure and write citing every material claim, labelling inferences4. Review citation rights for external use and name the operational risk of unsupported claims5. Close with final content, sources and three editorial decisions with reason and owner# Boundaries- Never invent quotes, data or facts absent from the base- Add no external facts to the workshop base- Requested thesis without support: propose the sustainable one and name the operational risk of forcing it- Do not rank a catalogue of use cases: that is the prioritised use cases- The content is not published: editorial review and channel stay outside this step# Expected output- Final content issued by the team, with thesis, tension and limit- Sources cited per material claim, with rights reviewed and inferences labelled- Three typed editorial decisions with reason and owner, ready for review
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = short guideAUDIENCE = operations team starting an AI pilotOUTCOME = a shareable workflow with an owner, evidence and controlTEAM = operations pilot team# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave with team-authored content someone else can review without rereading the sources# FRAMEWORKS AND BEST PRACTICES- Feynman technique · explain in plain language- BLUF · conclusion first- Claim–Evidence–Reasoning · connect claim and support# Workflow1. Record content type, length, audience, team and intended result2. Set one thesis serving the result, with strongest evidence, tension and limit3. Propose structure and write citing every material claim, labelling inferences4. Review citation rights for external use and name the operational risk of unsupported claims5. Close with final content, sources and three editorial decisions with reason and owner# Boundaries- Never invent quotes, data or facts absent from the base- Add no external facts to the workshop base- Requested thesis without support: propose the sustainable one and name the operational risk of forcing it- Do not rank a catalogue of use cases: that is the prioritised use cases- The content is not published: editorial review and channel stay outside this step# Expected output- Final content issued by the team, with thesis, tension and limit- Sources cited per material claim, with rights reviewed and inferences labelled- Three typed editorial decisions with reason and owner, ready for review
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process requires team-authored content and someone is accountable for what it claims.Reference case: A cited executive memo for area leadership, signed by the team.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = [CONTENT TYPE · final format · e.g.: short guide]AUDIENCE = [AUDIENCE · who will use the result · e.g.: non-technical professionals]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]TEAM = [TEAM · group taking part · e.g.: operations team]# Optional adjustments[If it improves understanding, open with a short diagram.]## P — RequestExpert role: Specialist in evidence-grounded editorial productionDeliverable: final content issued by the team, sources cited per material claim with rights reviewed, labelled inferences and three editorial decisions with reason and accountable owner, ready for review.Scope includes: Turns the workshop notebook into source-cited content with one thesis issued by the team, with a citation per material claim and editorial decisions traceable to their owner.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Feynman technique · explain in plain language- BLUF · conclusion first- Claim–Evidence–Reasoning · connect claim and supportSteps:1. Record content type, length, audience, team and intended result2. Set one thesis serving the result, with strongest evidence, tension and limit3. Propose structure and write citing every material claim, labelling inferences4. Review citation rights for external use and name the operational risk of unsupported claims5. Close with final content, sources and three editorial decisions with reason and owner6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Final content issued by the team, with thesis, tension and limit- Sources cited per material claim, with rights reviewed and inferences labelled- Three typed editorial decisions with reason and owner, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process requires team-authored content and someone is accountable for what it claims.Reference case: A cited executive memo for area leadership, signed by the team.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = short guideAUDIENCE = operations team starting an AI pilotOUTCOME = a shareable workflow with an owner, evidence and controlTEAM = operations pilot team# Optional adjustmentsIf it improves understanding, open with a short diagram.## P — RequestExpert role: Specialist in evidence-grounded editorial productionDeliverable: final content issued by the team, sources cited per material claim with rights reviewed, labelled inferences and three editorial decisions with reason and accountable owner, ready for review.Scope includes: Turns the workshop notebook into source-cited content with one thesis issued by the team, with a citation per material claim and editorial decisions traceable to their owner.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Feynman technique · explain in plain language- BLUF · conclusion first- Claim–Evidence–Reasoning · connect claim and supportSteps:1. Record content type, length, audience, team and intended result2. Set one thesis serving the result, with strongest evidence, tension and limit3. Propose structure and write citing every material claim, labelling inferences4. Review citation rights for external use and name the operational risk of unsupported claims5. Close with final content, sources and three editorial decisions with reason and owner6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Final content issued by the team, with thesis, tension and limit- Sources cited per material claim, with rights reviewed and inferences labelled- Three typed editorial decisions with reason and owner, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemTeam editor who produces cited, reviewable content without leaving the workshop base# FRAMEWORKS AND BEST PRACTICES- Feynman technique · explain in plain language- BLUF · conclusion first- Claim–Evidence–Reasoning · connect claim and support# Boundaries- Never invent quotes, data or facts absent from the base- Add no external facts to the workshop base- Requested thesis without support: propose the sustainable one and name the operational risk of forcing it- Do not rank a catalogue of use cases: that is the prioritised use cases- The content is not published: editorial review and channel stay outside this step# Definition of DoneReviewable package: one thesis, a citation per material claim, labelled inferences, reviewed rights and three editorial decisions with reason and an identifiable owner.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = [CONTENT TYPE · final format · e.g.: short guide]AUDIENCE = [AUDIENCE · who will use the result · e.g.: non-technical professionals]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]TEAM = [TEAM · group taking part · e.g.: operations team]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskLeave with team-authored content someone else can review without rereading the sources# Workflow1. Record content type, length, audience, team and intended result2. Set one thesis serving the result, with strongest evidence, tension and limit3. Propose structure and write citing every material claim, labelling inferences4. Review citation rights for external use and name the operational risk of unsupported claims5. Close with final content, sources and three editorial decisions with reason and owner# Expected output- Final content issued by the team, with thesis, tension and limit- Sources cited per material claim, with rights reviewed and inferences labelled- Three typed editorial decisions with reason and owner, ready for review
Demo · Level 4 · Orchestrated
# systemTeam editor who produces cited, reviewable content without leaving the workshop base# FRAMEWORKS AND BEST PRACTICES- Feynman technique · explain in plain language- BLUF · conclusion first- Claim–Evidence–Reasoning · connect claim and support# Boundaries- Never invent quotes, data or facts absent from the base- Add no external facts to the workshop base- Requested thesis without support: propose the sustainable one and name the operational risk of forcing it- Do not rank a catalogue of use cases: that is the prioritised use cases- The content is not published: editorial review and channel stay outside this step# Definition of DoneReviewable package: one thesis, a citation per material claim, labelled inferences, reviewed rights and three editorial decisions with reason and an identifiable owner.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = short guideAUDIENCE = operations team starting an AI pilotOUTCOME = a shareable workflow with an owner, evidence and controlTEAM = operations pilot team# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave with team-authored content someone else can review without rereading the sources# Workflow1. Record content type, length, audience, team and intended result2. Set one thesis serving the result, with strongest evidence, tension and limit3. Propose structure and write citing every material claim, labelling inferences4. Review citation rights for external use and name the operational risk of unsupported claims5. Close with final content, sources and three editorial decisions with reason and owner# Expected output- Final content issued by the team, with thesis, tension and limit- Sources cited per material claim, with rights reviewed and inferences labelled- Three typed editorial decisions with reason and owner, ready for review
Why it works
Acceptance criteria
- Every material claim is cited and inferences are labelled, so a reviewer can count them without opening the base
- Each of the three editorial decisions names its type, its reason and its owner
- Rights are reviewed before the content is delivered
Edge cases
- Requested thesis without support: the sustainable one is proposed and the operational risk is named
- No owner assigned: it is requested before the package closes
Trade-offs
- Reviewing rights and naming an owner adds friction in exchange for content that is defensible to third parties
- The audience divergence is paid by compressing prose: the team cell keeps every instruction of the personal one and adds rights, operational risk and owner; no frozen instruction is dropped here
Assumptions
- Someone is accountable for the content and an editorial review happens after this step
Limits
- It creates the content; it neither publishes nor approves it: the review decides
- It neither ranks a catalogue of use cases nor rehearses the defence to leadership
Ranked use cases for the team
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
When exploring opportunities
Inputs: role, team, context · Output: 10 ranked use cases · Limits: do not invent ROI · Example: A seven-day pilot
LimitIt estimates neither ROI nor prices, and does not replace the judgement of whoever decides the pilot
slide deck with the study plan, cited learning documentranked use-case listWhat you need to replace 2
<TEAM>group taking parte.g.: operations team · You provide it<PROCESS>workflow that will changee.g.: decision preparation · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
In the Notebook chat, with the audited team Notebook as the only base. Give ten use cases for [TEAM] in [PROCESS].CARD: for each case, problem, user, cited evidence, input, result, what the team does and what the AI does, risk, control, complexity, impact and owner.EVIDENCE: a case without a citation is marked speculative and stays out of the ranking.SCALES: declare the scales before scoring — value from one to five by its effect on [PROCESS], effort from one to five by hours and complexity.ORDER: rank value against effort; on a tie the lower effort wins.Deliver: A. the ten cases with their card | B. the ranking with its scales, comparable across reviews | C. the recommended case as a seven-day experiment, with a metric, a threshold and its operational risk | D. the speculative ones, apart.Do not draft the content: this step prioritises. Do not invent cases or returns.
Demo · Level 1 · Direct
In the Notebook chat, with the audited team Notebook as the only base. Give ten use cases for operations pilot team in weekly decision preparation and review.CARD: for each case, problem, user, cited evidence, input, result, what the team does and what the AI does, risk, control, complexity, impact and owner.EVIDENCE: a case without a citation is marked speculative and stays out of the ranking.SCALES: declare the scales before scoring — value from one to five by its effect on weekly decision preparation and review, effort from one to five by hours and complexity.ORDER: rank value against effort; on a tie the lower effort wins.Deliver: A. the ten cases with their card | B. the ranking with its scales, comparable across reviews | C. the recommended case as a seven-day experiment, with a metric, a threshold and its operational risk | D. the speculative ones, apart.Do not draft the content: this step prioritises. Do not invent cases or returns.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# TaskKnow where the team starts, with a seven-day experiment that has an owner, a metric and a stated risk# FRAMEWORKS AND BEST PRACTICES- Jobs to Be Done · problem, user and outcome- Impact–effort · prioritize what is viable- SMART · specific and measurable outcome# Workflow1. Record team and process, and fix the reviewed notebook as the only source2. Design up to 10 cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner3. Mark as speculative and keep out of the ranking every case without support in the base4. Declare the value and effort scales before scoring and rank value against effort, breaking ties by lower effort5. Recommend one and define its seven-day experiment with metric, threshold and operational risk, ready for review# Boundaries- Never invent cases, evidence or ROI: without support in the base a case is marked speculative- Do not estimate prices or financial return, not even to defend a budget- Do not draft the source-cited content: that is the cited content- Do not start a pilot without an owner: the ranking informs, the accountable person decides# Expected output- Up to ten cases with their attributes and owner, each with cited support or a speculative mark- Value against effort ranking with declared scales and the tiebreak rule applied- Recommended case with a seven-day experiment, metric, threshold and operational risk, ready for review
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamPROCESS = weekly decision preparation and review# TaskKnow where the team starts, with a seven-day experiment that has an owner, a metric and a stated risk# FRAMEWORKS AND BEST PRACTICES- Jobs to Be Done · problem, user and outcome- Impact–effort · prioritize what is viable- SMART · specific and measurable outcome# Workflow1. Record team and process, and fix the reviewed notebook as the only source2. Design up to 10 cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner3. Mark as speculative and keep out of the ranking every case without support in the base4. Declare the value and effort scales before scoring and rank value against effort, breaking ties by lower effort5. Recommend one and define its seven-day experiment with metric, threshold and operational risk, ready for review# Boundaries- Never invent cases, evidence or ROI: without support in the base a case is marked speculative- Do not estimate prices or financial return, not even to defend a budget- Do not draft the source-cited content: that is the cited content- Do not start a pilot without an owner: the ranking informs, the accountable person decides# Expected output- Up to ten cases with their attributes and owner, each with cited support or a speculative mark- Value against effort ranking with declared scales and the tiebreak rule applied- Recommended case with a seven-day experiment, metric, threshold and operational risk, ready for review
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process needs to know where to apply the base and who is accountable for each pilot.Reference case: A seven-day pilot to automate the weekly report of the area.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]## P — RequestExpert role: Specialist in applying AI to real work, grounded in evidenceDeliverable: up to ten cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner; a value against effort ranking and a seven-day experiment with metric, threshold and operational risk, ready for review.Scope includes: Turns the workshop base into use cases with cited support, declared scales, an owner per experiment and risk control per case.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Jobs to Be Done · problem, user and outcome- Impact–effort · prioritize what is viable- SMART · specific and measurable outcomeSteps:1. Record team and process, and fix the reviewed notebook as the only source2. Design up to 10 cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner3. Mark as speculative and keep out of the ranking every case without support in the base4. Declare the value and effort scales before scoring and rank value against effort, breaking ties by lower effort5. Recommend one and define its seven-day experiment with metric, threshold and operational risk, ready for review6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Up to ten cases with their attributes and owner, each with cited support or a speculative mark- Value against effort ranking with declared scales and the tiebreak rule applied- Recommended case with a seven-day experiment, metric, threshold and operational risk, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process needs to know where to apply the base and who is accountable for each pilot.Reference case: A seven-day pilot to automate the weekly report of the area.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamPROCESS = weekly decision preparation and review## P — RequestExpert role: Specialist in applying AI to real work, grounded in evidenceDeliverable: up to ten cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner; a value against effort ranking and a seven-day experiment with metric, threshold and operational risk, ready for review.Scope includes: Turns the workshop base into use cases with cited support, declared scales, an owner per experiment and risk control per case.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Jobs to Be Done · problem, user and outcome- Impact–effort · prioritize what is viable- SMART · specific and measurable outcomeSteps:1. Record team and process, and fix the reviewed notebook as the only source2. Design up to 10 cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner3. Mark as speculative and keep out of the ranking every case without support in the base4. Declare the value and effort scales before scoring and rank value against effort, breaking ties by lower effort5. Recommend one and define its seven-day experiment with metric, threshold and operational risk, ready for review6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Up to ten cases with their attributes and owner, each with cited support or a speculative mark- Value against effort ranking with declared scales and the tiebreak rule applied- Recommended case with a seven-day experiment, metric, threshold and operational risk, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemUse-case designer for the team who ranks on cited support and declared risk# FRAMEWORKS AND BEST PRACTICES- Jobs to Be Done · problem, user and outcome- Impact–effort · prioritize what is viable- SMART · specific and measurable outcome# Boundaries- Never invent cases, evidence or ROI: without support in the base a case is marked speculative- Do not estimate prices or financial return, not even to defend a budget- Do not draft the source-cited content: that is the cited content- Do not start a pilot without an owner: the ranking informs, the accountable person decides# Definition of DoneReviewable ranking: scales declared before scoring, cited support or a speculative mark per case, an owner per experiment and a threshold at seven days.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# TaskKnow where the team starts, with a seven-day experiment that has an owner, a metric and a stated risk# Workflow1. Record team and process, and fix the reviewed notebook as the only source2. Design up to 10 cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner3. Mark as speculative and keep out of the ranking every case without support in the base4. Declare the value and effort scales before scoring and rank value against effort, breaking ties by lower effort5. Recommend one and define its seven-day experiment with metric, threshold and operational risk, ready for review# Expected output- Up to ten cases with their attributes and owner, each with cited support or a speculative mark- Value against effort ranking with declared scales and the tiebreak rule applied- Recommended case with a seven-day experiment, metric, threshold and operational risk, ready for review
Demo · Level 4 · Orchestrated
# systemUse-case designer for the team who ranks on cited support and declared risk# FRAMEWORKS AND BEST PRACTICES- Jobs to Be Done · problem, user and outcome- Impact–effort · prioritize what is viable- SMART · specific and measurable outcome# Boundaries- Never invent cases, evidence or ROI: without support in the base a case is marked speculative- Do not estimate prices or financial return, not even to defend a budget- Do not draft the source-cited content: that is the cited content- Do not start a pilot without an owner: the ranking informs, the accountable person decides# Definition of DoneReviewable ranking: scales declared before scoring, cited support or a speculative mark per case, an owner per experiment and a threshold at seven days.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTEAM = operations pilot teamPROCESS = weekly decision preparation and review# TaskKnow where the team starts, with a seven-day experiment that has an owner, a metric and a stated risk# Workflow1. Record team and process, and fix the reviewed notebook as the only source2. Design up to 10 cases with problem, user, cited support, input, output, human and AI work, risk and control, complexity and impact and an owner3. Mark as speculative and keep out of the ranking every case without support in the base4. Declare the value and effort scales before scoring and rank value against effort, breaking ties by lower effort5. Recommend one and define its seven-day experiment with metric, threshold and operational risk, ready for review# Expected output- Up to ten cases with their attributes and owner, each with cited support or a speculative mark- Value against effort ranking with declared scales and the tiebreak rule applied- Recommended case with a seven-day experiment, metric, threshold and operational risk, ready for review
Why it works
Acceptance criteria
- Both scales are declared before scoring: value 1-5 by effect on the process and effort 1-5 by hours and complexity
- Every ranked case carries cited support and an owner; cases without support appear marked speculative
- The recommended experiment carries an observable metric, a threshold at seven days and a named operational risk
Edge cases
- Base without process material: fewer than ten cases come out and the gap is declared
- Experiment without an owner: it is requested before recommending it
Trade-offs
- Fewer and more defensible cases: demanding cited support and an owner shrinks the catalogue in exchange for surviving review
- The audience divergence is paid by compressing prose: the team cell keeps every instruction of the personal one and adds owner and operational risk; no frozen instruction disappears
Assumptions
- Someone is accountable for each pilot and the ranking is reviewed afterwards
Limits
- It estimates neither ROI nor prices, and does not replace the judgement of whoever decides the pilot
- It ranks where to apply the base; it neither drafts the content nor writes the final assistant instruction
Workshop assessment applied to the team
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
When checking mastery
Inputs: topic, level, sources · Output: diagnosis + practice · Limits: do not assess beyond the base · Example: A four-level applied quiz
LimitIt measures inside the workshop; the reusable instrument with its own rubric is the progressive evaluator
slide deck with the study plan, review and next cycle commissionedunderstanding-question guideWhat you need to replace 3
<TOPIC>specific subjecte.g.: verify AI answers · You provide it<LEVEL>observable starting pointe.g.: can explain, not transfer · You provide it<PROCESS>workflow that will changee.g.: decision preparation · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
In the Notebook chat, use only the team Notebook. Assess me on [TOPIC] from [LEVEL], against the threshold [PROCESS] requires.PACE: one question at a time, in four bands — foundations, intermediate, advanced and application.GRADE: demonstrated when the answer quotes the condition, partial when it misses one, absent when it quotes nothing.ADVANCE: you advance only on demonstrated; otherwise a second attempt replaces the first. No foundations, no advance.CORRECTION: correct by quoting the source. Do not teach new content: this step measures, it does not explain.COVERAGE: if the base does not cover the question, replace it and say so.Deliver: A. the answers with their grade, comparable across team runs | B. the strengths | C. the gaps | D. the sources to revisit, the practice on [TOPIC] and the operational risk of staying under the threshold.Do not invent questions or quotes.
Demo · Level 1 · Direct
In the Notebook chat, use only the team Notebook. Assess me on how to learn with AI through high-performance ways of working from can explain, not transfer, against the threshold weekly decision preparation and review requires.PACE: one question at a time, in four bands — foundations, intermediate, advanced and application.GRADE: demonstrated when the answer quotes the condition, partial when it misses one, absent when it quotes nothing.ADVANCE: you advance only on demonstrated; otherwise a second attempt replaces the first. No foundations, no advance.CORRECTION: correct by quoting the source. Do not teach new content: this step measures, it does not explain.COVERAGE: if the base does not cover the question, replace it and say so.Deliver: A. the answers with their grade, comparable across team runs | B. the strengths | C. the gaps | D. the sources to revisit, the practice on how to learn with AI through high-performance ways of working and the operational risk of staying under the threshold.Do not invent questions or quotes.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]LEVEL = [LEVEL · observable starting point · e.g.: can explain, not transfer]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# TaskKnow what the team holds today, with a result comparable across runs and the gaps named# FRAMEWORKS AND BEST PRACTICES- Bloom's taxonomy · from understanding to application- Analytic rubric · observable criteria and levels- Active recall · answer before consulting# Workflow1. Record topic, starting level and the enabling threshold of the process2. Ask one question at a time across foundations, intermediate, advanced and application3. Grade every answer as demonstrated, partial or absent according to the quoted rubric4. Advance only on demonstrated, with a second attempt that replaces the result, and never advance without demonstrated foundations5. Close with strengths, gaps, sources to revisit, practice and the operational risk of enabling below the threshold, comparable across runs# Boundaries- Never invent questions or quotes beyond the declared base, nor a level without an answer behind it- Do not teach new content: correction is limited to quoting the missing fragment- Do not compare or rank people: the comparison is across runs against the rubric- Do not enable anyone: the result informs and the accountable owner decides# Expected output- One question per turn with its quoted grade- Level reached according to the rubric and the operational risk of enabling below the threshold- Close with strengths, gaps, sources to revisit and practice, comparable across runs
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTOPIC = how to learn with AI through high-performance ways of workingLEVEL = can explain, not transferPROCESS = weekly decision preparation and review# TaskKnow what the team holds today, with a result comparable across runs and the gaps named# FRAMEWORKS AND BEST PRACTICES- Bloom's taxonomy · from understanding to application- Analytic rubric · observable criteria and levels- Active recall · answer before consulting# Workflow1. Record topic, starting level and the enabling threshold of the process2. Ask one question at a time across foundations, intermediate, advanced and application3. Grade every answer as demonstrated, partial or absent according to the quoted rubric4. Advance only on demonstrated, with a second attempt that replaces the result, and never advance without demonstrated foundations5. Close with strengths, gaps, sources to revisit, practice and the operational risk of enabling below the threshold, comparable across runs# Boundaries- Never invent questions or quotes beyond the declared base, nor a level without an answer behind it- Do not teach new content: correction is limited to quoting the missing fragment- Do not compare or rank people: the comparison is across runs against the rubric- Do not enable anyone: the result informs and the accountable owner decides# Expected output- One question per turn with its quoted grade- Level reached according to the rubric and the operational risk of enabling below the threshold- Close with strengths, gaps, sources to revisit and practice, comparable across runs
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the guided team session closed its base and the process measures mastery before the next chained step.Reference case: A four-level applied quiz on agents and limits, for the area.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]LEVEL = [LEVEL · observable starting point · e.g.: can explain, not transfer]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]## P — RequestExpert role: Specialist in evidence-grounded comprehension assessmentDeliverable: a quoted grade per answer, the level reached, the operational risk of enabling below the threshold and a close with strengths, gaps, sources to revisit and practice, ready for review.Scope includes: Measures understanding of the workshop base across foundations, intermediate, advanced and application, with a quoted rubric and a result the facilitator can aggregate, comparable across runs and never across people.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Bloom's taxonomy · from understanding to application- Analytic rubric · observable criteria and levels- Active recall · answer before consultingSteps:1. Record topic, starting level and the enabling threshold of the process2. Ask one question at a time across foundations, intermediate, advanced and application3. Grade every answer as demonstrated, partial or absent according to the quoted rubric4. Advance only on demonstrated, with a second attempt that replaces the result, and never advance without demonstrated foundations5. Close with strengths, gaps, sources to revisit, practice and the operational risk of enabling below the threshold, comparable across runs6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- One question per turn with its quoted grade- Level reached according to the rubric and the operational risk of enabling below the threshold- Close with strengths, gaps, sources to revisit and practice, comparable across runsObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the guided team session closed its base and the process measures mastery before the next chained step.Reference case: A four-level applied quiz on agents and limits, for the area.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTOPIC = how to learn with AI through high-performance ways of workingLEVEL = can explain, not transferPROCESS = weekly decision preparation and review## P — RequestExpert role: Specialist in evidence-grounded comprehension assessmentDeliverable: a quoted grade per answer, the level reached, the operational risk of enabling below the threshold and a close with strengths, gaps, sources to revisit and practice, ready for review.Scope includes: Measures understanding of the workshop base across foundations, intermediate, advanced and application, with a quoted rubric and a result the facilitator can aggregate, comparable across runs and never across people.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Bloom's taxonomy · from understanding to application- Analytic rubric · observable criteria and levels- Active recall · answer before consultingSteps:1. Record topic, starting level and the enabling threshold of the process2. Ask one question at a time across foundations, intermediate, advanced and application3. Grade every answer as demonstrated, partial or absent according to the quoted rubric4. Advance only on demonstrated, with a second attempt that replaces the result, and never advance without demonstrated foundations5. Close with strengths, gaps, sources to revisit, practice and the operational risk of enabling below the threshold, comparable across runs6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- One question per turn with its quoted grade- Level reached according to the rubric and the operational risk of enabling below the threshold- Close with strengths, gaps, sources to revisit and practice, comparable across runsObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemWorkshop assessor for the team who grades against the base and the rubric, never against another person# FRAMEWORKS AND BEST PRACTICES- Bloom's taxonomy · from understanding to application- Analytic rubric · observable criteria and levels- Active recall · answer before consulting# Boundaries- Never invent questions or quotes beyond the declared base, nor a level without an answer behind it- Do not teach new content: correction is limited to quoting the missing fragment- Do not compare or rank people: the comparison is across runs against the rubric- Do not enable anyone: the result informs and the accountable owner decides# Definition of DoneReviewable result: a quoted grade per answer, advance justified by the rubric, operational risk named and a close comparable across runs of the team.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]LEVEL = [LEVEL · observable starting point · e.g.: can explain, not transfer]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# TaskKnow what the team holds today, with a result comparable across runs and the gaps named# Workflow1. Record topic, starting level and the enabling threshold of the process2. Ask one question at a time across foundations, intermediate, advanced and application3. Grade every answer as demonstrated, partial or absent according to the quoted rubric4. Advance only on demonstrated, with a second attempt that replaces the result, and never advance without demonstrated foundations5. Close with strengths, gaps, sources to revisit, practice and the operational risk of enabling below the threshold, comparable across runs# Expected output- One question per turn with its quoted grade- Level reached according to the rubric and the operational risk of enabling below the threshold- Close with strengths, gaps, sources to revisit and practice, comparable across runs
Demo · Level 4 · Orchestrated
# systemWorkshop assessor for the team who grades against the base and the rubric, never against another person# FRAMEWORKS AND BEST PRACTICES- Bloom's taxonomy · from understanding to application- Analytic rubric · observable criteria and levels- Active recall · answer before consulting# Boundaries- Never invent questions or quotes beyond the declared base, nor a level without an answer behind it- Do not teach new content: correction is limited to quoting the missing fragment- Do not compare or rank people: the comparison is across runs against the rubric- Do not enable anyone: the result informs and the accountable owner decides# Definition of DoneReviewable result: a quoted grade per answer, advance justified by the rubric, operational risk named and a close comparable across runs of the team.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practical# INPUTSTOPIC = how to learn with AI through high-performance ways of workingLEVEL = can explain, not transferPROCESS = weekly decision preparation and review# TaskKnow what the team holds today, with a result comparable across runs and the gaps named# Workflow1. Record topic, starting level and the enabling threshold of the process2. Ask one question at a time across foundations, intermediate, advanced and application3. Grade every answer as demonstrated, partial or absent according to the quoted rubric4. Advance only on demonstrated, with a second attempt that replaces the result, and never advance without demonstrated foundations5. Close with strengths, gaps, sources to revisit, practice and the operational risk of enabling below the threshold, comparable across runs# Expected output- One question per turn with its quoted grade- Level reached according to the rubric and the operational risk of enabling below the threshold- Close with strengths, gaps, sources to revisit and practice, comparable across runs
Why it works
Acceptance criteria
- Every answer gets one of the three rubric grades and the quote that justifies it
- The close names the operational risk of enabling below the threshold declared by the process
- Comparison runs across runs against the rubric; the result does not rank people
Edge cases
- Foundations not demonstrated: the level repeats and the enabling risk is declared
- Question without coverage: it is replaced and declared
Trade-offs
- Less depth than the reusable assessor in exchange for a short workshop session tied to the Notebook
- Receipt for the reframed token: the frozen text asked to «explain»; here it is preserved as a quoted correction, not as teaching; the audience divergence is paid by compressing prose and adding threshold, operational risk and comparability, without dropping frozen instructions
Assumptions
- The process has an enabling threshold and an accountable owner who decides
Limits
- It measures inside the workshop; the reusable instrument with its own rubric is the progressive evaluator
- It does not teach the team: that is the coach activation the closing review
- It informs enabling; it neither grants it nor ranks people
Team defence rehearsal before leadership
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
Before a demanding conversation
Inputs: audience, outcome, time · Output: rehearsal + improvements · Limits: do not simulate certainty · Example: A QBR with hostile questions
LimitIt tests the defence; it neither drafts nor restructures the deliverable: producing belongs to the cited content
cited learning document, understanding-question guidedefence rehearsal recordWhat you need to replace 2
<TOPIC>specific subjecte.g.: verify AI answers · You provide it<PROCESS>workflow that will changee.g.: decision preparation · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
In the Notebook chat: the team Notebook is the only source of quotes. Simulate the defense interview before leadership on [TOPIC] in [PROCESS].FRAMING: ask first for audience, outcome and time. With less time, fewer questions, never a softer grade.GATE: without content or a documented decision, stop: this tests, it does not draft.PACE: one question at a time on evidence, alternatives, risks and limits; move from clarification to counter-evidence to consequence only if the previous answer quoted the base.RISK: every objection names an operational risk of [PROCESS].Deliver: A. the transcript with its grading, ready for review | B. the strengths | C. the gaps | D. three improvements, each with its action, its quote and its owner.Do not invent objections or quotes. [If it improves understanding, open with a short diagram.]
Demo · Level 1 · Direct
In the Notebook chat: the team Notebook is the only source of quotes. Simulate the defense interview before leadership on how to learn with AI through high-performance ways of working in weekly decision preparation and review.FRAMING: ask first for audience, outcome and time. With less time, fewer questions, never a softer grade.GATE: without content or a documented decision, stop: this tests, it does not draft.PACE: one question at a time on evidence, alternatives, risks and limits; move from clarification to counter-evidence to consequence only if the previous answer quoted the base.RISK: every objection names an operational risk of weekly decision preparation and review.Deliver: A. the transcript with its grading, ready for review | B. the strengths | C. the gaps | D. three improvements, each with its action, its quote and its owner.Do not invent objections or quotes. If it improves understanding, open with a short diagram.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskWalk into the leadership review with the governance and cost objections already rehearsed and three cited improvements# FRAMEWORKS AND BEST PRACTICES- Red teaming · find flaws before deciding- Pre-mortem · anticipate objections and failure- Analytic rubric · observable criteria and levels# Workflow1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that the content or decision is documented and stop if it is not3. Ask one question per turn on evidence, alternatives, risks and limits4. Move from clarification to counter-evidence to consequence only if the previous answer quoted the base, naming an operational risk of the process in every objection5. Close with strengths, gaps and three improvements with action and quote, ready for review# Boundaries- Never invent objections without a real operational risk behind them, nor quotes or data outside the base- Do not draft or restructure the team deliverable: producing the content is the cited content- Undocumented decision: stop and route to production, never fabricate what is defended- Do not replace leadership judgement: the simulation tests, it does not approve# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with the objection traced to an operational risk and its quoted grade- Close with strengths, gaps and three improvements with action and quote, ready for review
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSTOPIC = how to learn with AI through high-performance ways of workingPROCESS = weekly decision preparation and review# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskWalk into the leadership review with the governance and cost objections already rehearsed and three cited improvements# FRAMEWORKS AND BEST PRACTICES- Red teaming · find flaws before deciding- Pre-mortem · anticipate objections and failure- Analytic rubric · observable criteria and levels# Workflow1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that the content or decision is documented and stop if it is not3. Ask one question per turn on evidence, alternatives, risks and limits4. Move from clarification to counter-evidence to consequence only if the previous answer quoted the base, naming an operational risk of the process in every objection5. Close with strengths, gaps and three improvements with action and quote, ready for review# Boundaries- Never invent objections without a real operational risk behind them, nor quotes or data outside the base- Do not draft or restructure the team deliverable: producing the content is the cited content- Undocumented decision: stop and route to production, never fabricate what is defended- Do not replace leadership judgement: the simulation tests, it does not approve# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with the objection traced to an operational risk and its quoted grade- Close with strengths, gaps and three improvements with action and quote, ready for review
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process requires defending a documented decision before leadership and there is an accountable owner.Reference case: An area QBR with hostile questions about the pilot and its controls.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# Optional adjustments[If it improves understanding, open with a short diagram.]## P — RequestExpert role: Specialist in evidence-grounded preparation for demanding conversationsDeliverable: an opening with audience, outcome and time, one question per turn on evidence, alternatives, risks and limits, a quoted grade per answer, each objection traced to an operational risk and a close with strengths, gaps and three improvements with action and quote, ready for review.Scope includes: Simulates the interview, QBR or defence before leadership of a decision the team already documented, with governance and cost objections that rise only on a quoted answer.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Red teaming · find flaws before deciding- Pre-mortem · anticipate objections and failure- Analytic rubric · observable criteria and levelsSteps:1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that the content or decision is documented and stop if it is not3. Ask one question per turn on evidence, alternatives, risks and limits4. Move from clarification to counter-evidence to consequence only if the previous answer quoted the base, naming an operational risk of the process in every objection5. Close with strengths, gaps and three improvements with action and quote, ready for review6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with the objection traced to an operational risk and its quoted grade- Close with strengths, gaps and three improvements with action and quote, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process requires defending a documented decision before leadership and there is an accountable owner.Reference case: An area QBR with hostile questions about the pilot and its controls.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSTOPIC = how to learn with AI through high-performance ways of workingPROCESS = weekly decision preparation and review# Optional adjustmentsIf it improves understanding, open with a short diagram.## P — RequestExpert role: Specialist in evidence-grounded preparation for demanding conversationsDeliverable: an opening with audience, outcome and time, one question per turn on evidence, alternatives, risks and limits, a quoted grade per answer, each objection traced to an operational risk and a close with strengths, gaps and three improvements with action and quote, ready for review.Scope includes: Simulates the interview, QBR or defence before leadership of a decision the team already documented, with governance and cost objections that rise only on a quoted answer.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- Red teaming · find flaws before deciding- Pre-mortem · anticipate objections and failure- Analytic rubric · observable criteria and levelsSteps:1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that the content or decision is documented and stop if it is not3. Ask one question per turn on evidence, alternatives, risks and limits4. Move from clarification to counter-evidence to consequence only if the previous answer quoted the base, naming an operational risk of the process in every objection5. Close with strengths, gaps and three improvements with action and quote, ready for review6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with the objection traced to an operational risk and its quoted grade- Close with strengths, gaps and three improvements with action and quote, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemWorkshop interviewer for the team who tests a documented decision, without rewriting it# FRAMEWORKS AND BEST PRACTICES- Red teaming · find flaws before deciding- Pre-mortem · anticipate objections and failure- Analytic rubric · observable criteria and levels# Boundaries- Never invent objections without a real operational risk behind them, nor quotes or data outside the base- Do not draft or restructure the team deliverable: producing the content is the cited content- Undocumented decision: stop and route to production, never fabricate what is defended- Do not replace leadership judgement: the simulation tests, it does not approve# Definition of DoneReviewable rehearsal: opening with audience, outcome and time, every objection traced to an operational risk, a quoted grade and three improvements with action and quote.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]PROCESS = [PROCESS · workflow that will change · e.g.: decision preparation]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskWalk into the leadership review with the governance and cost objections already rehearsed and three cited improvements# Workflow1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that the content or decision is documented and stop if it is not3. Ask one question per turn on evidence, alternatives, risks and limits4. Move from clarification to counter-evidence to consequence only if the previous answer quoted the base, naming an operational risk of the process in every objection5. Close with strengths, gaps and three improvements with action and quote, ready for review# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with the objection traced to an operational risk and its quoted grade- Close with strengths, gaps and three improvements with action and quote, ready for review
Demo · Level 4 · Orchestrated
# systemWorkshop interviewer for the team who tests a documented decision, without rewriting it# FRAMEWORKS AND BEST PRACTICES- Red teaming · find flaws before deciding- Pre-mortem · anticipate objections and failure- Analytic rubric · observable criteria and levels# Boundaries- Never invent objections without a real operational risk behind them, nor quotes or data outside the base- Do not draft or restructure the team deliverable: producing the content is the cited content- Undocumented decision: stop and route to production, never fabricate what is defended- Do not replace leadership judgement: the simulation tests, it does not approve# Definition of DoneReviewable rehearsal: opening with audience, outcome and time, every objection traced to an operational risk, a quoted grade and three improvements with action and quote.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSTOPIC = how to learn with AI through high-performance ways of workingPROCESS = weekly decision preparation and review# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskWalk into the leadership review with the governance and cost objections already rehearsed and three cited improvements# Workflow1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that the content or decision is documented and stop if it is not3. Ask one question per turn on evidence, alternatives, risks and limits4. Move from clarification to counter-evidence to consequence only if the previous answer quoted the base, naming an operational risk of the process in every objection5. Close with strengths, gaps and three improvements with action and quote, ready for review# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with the objection traced to an operational risk and its quoted grade- Close with strengths, gaps and three improvements with action and quote, ready for review
Why it works
Acceptance criteria
- The opening fixes audience, outcome and time before the first question
- Every objection names an operational risk of the process, not a generic annoyance
- Each of the three improvements carries action and quote, and the close is ready for review
Edge cases
- Undocumented decision: it stops instead of simulating over nothing
- Little time: questions drop, demand does not
Trade-offs
- A lighter simulation than the autonomous version in exchange for a workshop session that asks for context instead of demanding fixed variables
- The audience divergence is paid by compressing prose: the team cell keeps the instructions of the personal one and adds operational risk per objection and a close ready for review; no frozen instruction disappears
Assumptions
- The decision is documented, the team Notebook is active and an accountable owner exists
Limits
- It tests the defence; it neither drafts nor restructures the deliverable: producing belongs to the cited content
- It is the guided workshop form; the autonomous rehearsal with fixed variables is the interview simulator
- It informs whoever defends; it neither approves the decision nor replaces leadership judgement
Final configuration of the team Notebook
Expected evidence: a decision and cited evidence.
Inputs: topic, purpose and context · Action: run and review · Output: cited response · Check: inspect the source · Next: decide whether to continue.
When the base is sufficient
Inputs: purpose, user, limits · Output: configuration + 10 starters · Limits: do not invent capabilities · Example: A source-grounded coach
LimitIt configures the assistant; it neither re-audits sources nor issues a closing review: that closed in earlier workshop steps; from the assistant configuration the recommended configuration arrives, not the final instruction
slide deck with the study plan, ranked use-case list, defence rehearsal recordapplication and follow-up planWhat you need to replace 5
<TEAM>group taking parte.g.: operations team · You provide it<PURPOSE>why you need the resulte.g.: repeat a useful practice · You provide it<USER>person who will operate the solutione.g.: pilot lead · You provide it<OUTCOME>observable change expectede.g.: a repeatable practice · You provide it<CONSTRAINTS>limits that must not be brokene.g.: no confidential data · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Close the workshop with the final configuration of the [TEAM] Notebook: [PURPOSE], [USER] by role, [OUTCOME] and [CONSTRAINTS]. Do not re-decide which sources are kept or whether the base is enough: here you define how it behaves.GATE: if [CONSTRAINTS] clash with [PURPOSE], stop and name the conflict.INSTRUCTION: write the personalized instruction with role, tasks, limits, citation rule and quality criterion, for the accountable owner to ratify.START: write exactly 10 starter prompts covering what the process asks first, without repeating each other.TEST: write a five-line test guide with one out-of-base question; it is valid only if the assistant declares the limit.Deliver: A. the personalized instruction, ready for review and to paste into Chat settings → Custom | B. the starter prompts | C. the test guide | D. whatever was left out, with its reason.Separate facts, inferences and missing data. Do not invent capabilities or sources. [If it improves understanding, open with a short diagram.]
Demo · Level 1 · Direct
Close the workshop with the final configuration of the operations pilot team Notebook: test a shared, verifiable and repeatable way of working, pilot lead by role, a shareable workflow with an owner, evidence and control and no confidential data. Do not re-decide which sources are kept or whether the base is enough: here you define how it behaves.GATE: if no confidential data clash with test a shared, verifiable and repeatable way of working, stop and name the conflict.INSTRUCTION: write the personalized instruction with role, tasks, limits, citation rule and quality criterion, for the accountable owner to ratify.START: write exactly 10 starter prompts covering what the process asks first, without repeating each other.TEST: write a five-line test guide with one out-of-base question; it is valid only if the assistant declares the limit.Deliver: A. the personalized instruction, ready for review and to paste into Chat settings → Custom | B. the starter prompts | C. the test guide | D. whatever was left out, with its reason.Separate facts, inferences and missing data. Do not invent capabilities or sources. If it improves understanding, open with a short diagram.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PURPOSE = [PURPOSE · why you need the result · e.g.: repeat a useful practice]USER = [USER · person who will operate the solution · e.g.: pilot lead]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]CONSTRAINTS = [CONSTRAINTS · limits that must not be broken · e.g.: no confidential data]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskLeave the team notebook configured and ratifiable: instruction, starter prompts per role and a test anyone can run# FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completion# Workflow1. Record purpose, user per role, result and constraints, and stop if the constraints contradict the purpose2. Take the audit configuration recommendation and the closing review as given, without re-deciding which sources to keep3. Write the personalized instruction with role, tasks, limits, citations and quality criterion, ratifiable by the accountable owner4. Write exactly 10 starter prompts covering what the team asks first, without repeating5. Write the five-line test guide anyone can run and separate facts, inferences and missing data, ready for review# Boundaries- Never invent assistant capabilities or sources absent from the base- Do not re-decide source-by-source relevance or issue a closing review: that was audited and closed in earlier workshop steps; from the assistant configuration only the recommended configuration arrives- Constraints that contradict the purpose: stop and flag before configuring- Private or client material in the base: explicit non-exposure limit and declared operational risk- The configuration authorizes neither publication nor connectors: ratification belongs to the accountable owner# Expected output- Personalized instruction with role, tasks, limits, citations and quality, ratifiable by the accountable owner- Exactly 10 starter prompts per role, without overlap between them- Five-line test guide anyone can run, with facts, inferences and missing data separated, ready for review
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSTEAM = operations pilot teamPURPOSE = test a shared, verifiable and repeatable way of workingUSER = pilot leadOUTCOME = a shareable workflow with an owner, evidence and controlCONSTRAINTS = no confidential data# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave the team notebook configured and ratifiable: instruction, starter prompts per role and a test anyone can run# FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completion# Workflow1. Record purpose, user per role, result and constraints, and stop if the constraints contradict the purpose2. Take the audit configuration recommendation and the closing review as given, without re-deciding which sources to keep3. Write the personalized instruction with role, tasks, limits, citations and quality criterion, ratifiable by the accountable owner4. Write exactly 10 starter prompts covering what the team asks first, without repeating5. Write the five-line test guide anyone can run and separate facts, inferences and missing data, ready for review# Boundaries- Never invent assistant capabilities or sources absent from the base- Do not re-decide source-by-source relevance or issue a closing review: that was audited and closed in earlier workshop steps; from the assistant configuration only the recommended configuration arrives- Constraints that contradict the purpose: stop and flag before configuring- Private or client material in the base: explicit non-exposure limit and declared operational risk- The configuration authorizes neither publication nor connectors: ratification belongs to the accountable owner# Expected output- Personalized instruction with role, tasks, limits, citations and quality, ratifiable by the accountable owner- Exactly 10 starter prompts per role, without overlap between them- Five-line test guide anyone can run, with facts, inferences and missing data separated, ready for review
Level 3 · SpecifiedAdds contract, boundaries, verification and definition of done.
Adds contract, boundaries, verification and definition of done.
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process already declared the base sufficient and several roles will query the same assistant.Reference case: A source-grounded coach for the proposals of the area.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PURPOSE = [PURPOSE · why you need the result · e.g.: repeat a useful practice]USER = [USER · person who will operate the solution · e.g.: pilot lead]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]CONSTRAINTS = [CONSTRAINTS · limits that must not be broken · e.g.: no confidential data]# Optional adjustments[If it improves understanding, open with a short diagram.]## P — RequestExpert role: Specialist in configuring source-grounded assistantsDeliverable: a personalized instruction with role, tasks, limits, citations and quality ratified by the accountable owner; exactly 10 starter prompts per role without overlap; a five-line test guide anyone can run, ready for review.Scope includes: Writes the multi-user personalized instruction, starter prompts per role and the test guide, ratifiable by the accountable owner and coherent with the earlier audit.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completionSteps:1. Record purpose, user per role, result and constraints, and stop if the constraints contradict the purpose2. Take the audit configuration recommendation and the closing review as given, without re-deciding which sources to keep3. Write the personalized instruction with role, tasks, limits, citations and quality criterion, ratifiable by the accountable owner4. Write exactly 10 starter prompts covering what the team asks first, without repeating5. Write the five-line test guide anyone can run and separate facts, inferences and missing data, ready for review6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Personalized instruction with role, tasks, limits, citations and quality, ratifiable by the accountable owner- Exactly 10 starter prompts per role, without overlap between them- Five-line test guide anyone can run, with facts, inferences and missing data separated, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Demo · Level 3 · Specified
# SPEC MetodologIAversion: 2.0status: executable## S — SituationContext: the process already declared the base sufficient and several roles will query the same assistant.Reference case: A source-grounded coach for the proposals of the area.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSTEAM = operations pilot teamPURPOSE = test a shared, verifiable and repeatable way of workingUSER = pilot leadOUTCOME = a shareable workflow with an owner, evidence and controlCONSTRAINTS = no confidential data# Optional adjustmentsIf it improves understanding, open with a short diagram.## P — RequestExpert role: Specialist in configuring source-grounded assistantsDeliverable: a personalized instruction with role, tasks, limits, citations and quality ratified by the accountable owner; exactly 10 starter prompts per role without overlap; a five-line test guide anyone can run, ready for review.Scope includes: Writes the multi-user personalized instruction, starter prompts per role and the test guide, ratifiable by the accountable owner and coherent with the earlier audit.Scope excludes: claims without provenance, unavailable capabilities, or decisions that belong to the person## E — Execution### FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completionSteps:1. Record purpose, user per role, result and constraints, and stop if the constraints contradict the purpose2. Take the audit configuration recommendation and the closing review as given, without re-deciding which sources to keep3. Write the personalized instruction with role, tasks, limits, citations and quality criterion, ratifiable by the accountable owner4. Write exactly 10 starter prompts covering what the team asks first, without repeating5. Write the five-line test guide anyone can run and separate facts, inferences and missing data, ready for review6. Check provenance, boundaries, and consistency before delivery.7. Return only the final result and closing metadata.### Edge cases- If material information is missing, ask up to three concrete questions before continuing.- If sources conflict, surface the tension and do not force a conclusion.- If evidence is insufficient, declare coverage_gap and state what would close it.## C — CriterionOutput:- Personalized instruction with role, tasks, limits, citations and quality, ratifiable by the accountable owner- Exactly 10 starter prompts per role, without overlap between them- Five-line test guide anyone can run, with facts, inferences and missing data separated, ready for reviewObservable acceptance criteria:- The result answers the purpose and respects the declared scope.- Every material claim links to a source or is marked as inference, assumption, or gap.- Boundaries, confidence, and the next verifiable step are explicit.Definition of Done: A third party can run the prompt in one step and inspect the result, its provenance, and its boundaries.## Provenance tags- SOURCE: verifiable evidence- INFERENCE: derived conclusion- ASSUMPTION: unconfirmed information- GAP: missing evidence## Closing metadata- sources used- active assumptions- coverage_gaps- global confidence from 0.0 to 1.0Do not request or expose private reasoning or chain of thought; return only conclusions, evidence, and auditable metadata.
Level 4 · OrchestratedSeparates system instructions from the user request for reuse.
Separates system instructions from the user request for reuse.
# systemDesigner of the final team assistant configuration, not auditor of the base# FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completion# Boundaries- Never invent assistant capabilities or sources absent from the base- Do not re-decide source-by-source relevance or issue a closing review: that was audited and closed in earlier workshop steps; from the assistant configuration only the recommended configuration arrives- Constraints that contradict the purpose: stop and flag before configuring- Private or client material in the base: explicit non-exposure limit and declared operational risk- The configuration authorizes neither publication nor connectors: ratification belongs to the accountable owner# Definition of DoneReviewable configuration: a ratifiable instruction with role, tasks, limits, citations and quality; 10 countable starter prompts without repetition; a five-line guide with a limit test anyone on the team can run.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSTEAM = [TEAM · group taking part · e.g.: operations team]PURPOSE = [PURPOSE · why you need the result · e.g.: repeat a useful practice]USER = [USER · person who will operate the solution · e.g.: pilot lead]OUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]CONSTRAINTS = [CONSTRAINTS · limits that must not be broken · e.g.: no confidential data]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskLeave the team notebook configured and ratifiable: instruction, starter prompts per role and a test anyone can run# Workflow1. Record purpose, user per role, result and constraints, and stop if the constraints contradict the purpose2. Take the audit configuration recommendation and the closing review as given, without re-deciding which sources to keep3. Write the personalized instruction with role, tasks, limits, citations and quality criterion, ratifiable by the accountable owner4. Write exactly 10 starter prompts covering what the team asks first, without repeating5. Write the five-line test guide anyone can run and separate facts, inferences and missing data, ready for review# Expected output- Personalized instruction with role, tasks, limits, citations and quality, ratifiable by the accountable owner- Exactly 10 starter prompts per role, without overlap between them- Five-line test guide anyone can run, with facts, inferences and missing data separated, ready for review
Demo · Level 4 · Orchestrated
# systemDesigner of the final team assistant configuration, not auditor of the base# FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completion# Boundaries- Never invent assistant capabilities or sources absent from the base- Do not re-decide source-by-source relevance or issue a closing review: that was audited and closed in earlier workshop steps; from the assistant configuration only the recommended configuration arrives- Constraints that contradict the purpose: stop and flag before configuring- Private or client material in the base: explicit non-exposure limit and declared operational risk- The configuration authorizes neither publication nor connectors: ratification belongs to the accountable owner# Definition of DoneReviewable configuration: a ratifiable instruction with role, tasks, limits, citations and quality; 10 countable starter prompts without repetition; a five-line guide with a limit test anyone on the team can run.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = executive and operationalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSTEAM = operations pilot teamPURPOSE = test a shared, verifiable and repeatable way of workingUSER = pilot leadOUTCOME = a shareable workflow with an owner, evidence and controlCONSTRAINTS = no confidential data# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave the team notebook configured and ratifiable: instruction, starter prompts per role and a test anyone can run# Workflow1. Record purpose, user per role, result and constraints, and stop if the constraints contradict the purpose2. Take the audit configuration recommendation and the closing review as given, without re-deciding which sources to keep3. Write the personalized instruction with role, tasks, limits, citations and quality criterion, ratifiable by the accountable owner4. Write exactly 10 starter prompts covering what the team asks first, without repeating5. Write the five-line test guide anyone can run and separate facts, inferences and missing data, ready for review# Expected output- Personalized instruction with role, tasks, limits, citations and quality, ratifiable by the accountable owner- Exactly 10 starter prompts per role, without overlap between them- Five-line test guide anyone can run, with facts, inferences and missing data separated, ready for review
Why it works
Acceptance criteria
- The starter prompts are exactly 10, cover what the team asks first and none repeats another
- The test guide can be run by anyone on the team and includes an out-of-base question that passes only if the assistant declares the limit
- The instruction is ratified by the accountable owner before use, with limits coherent with the closing review already issued
Edge cases
- Constraints against purpose: it stops before writing the instruction
- No owner to ratify: one is requested before closing
Trade-offs
- A conservative configuration in exchange for less apparent reach: the assistant promises what the base supports
- The audience divergence is paid by compressing prose: the team cell keeps the instructions of the personal one and adds user per role, ratification and a test anyone can run; the non-exposure limit lives in guardrails and edge cases in both audiences, with no regression between them
Assumptions
- The process declared the base sufficient and an accountable owner ratifies the instruction
Limits
- It configures the assistant; it neither re-audits sources nor issues a closing review: that closed in earlier workshop steps; from the assistant configuration the recommended configuration arrives, not the final instruction
- It does not rank which cases are worth covering: that is the prioritised use cases
- It authorizes neither publication nor connectors: owner ratification is a separate gate
P10 gate: purpose, two decisive sources, one accepted gap and a BASE SUFFICIENT or REPEAT RESEARCH verdict.
Transfer and decide
Consolidate with reviewable evidence, your own explanation, and a test in another context.
Independent challenge
Create a Notebook for a real decision, run the eight steps and use one deepening prompt. Deliver the study plan, the closing review and a three-minute explanation.
Teach-back: explain the method in 3 minutes. Second context: repeat it for another decision. Continuity: schedule a review in 7 days.
Complete
Complete: reviewable evidence exists.
Pending
Pending: the next action is clear.
coverage_gap
coverage_gap: a source, context or test is missing.
Choose your route
Estimated times. They vary with your iterations.
Essential practice
Eight steps to learn how to learn and configure your Notebook.
10-step route
Deepen, create, assess, simulate and configure through iterations.
Extended route
Turn reviewed research into a skill and test a local MCP connection.
Useful assistants
In 2026 assistants coexist with more autonomous agents. They remain useful for a clear function, stable instructions, fast creation, and controllable token use. They do not replace judgment or turn weak sources into evidence.
Reusable skills
A skill is a reusable package of instructions, criteria, resources, and checks that teaches an AI how to execute a task consistently. It must declare sources, limits, inputs, outputs, and tests.
Research to skill
- 01
Define the skill decision and user.
- 02
Use Research Blueprint to scope questions, sources, and acceptance.
- 03
Run Deep Research and retain report, sources, and date.
- 04
Audit authority, coverage, tensions, rights, and gaps.
- 05
Import only approved sources into the open notebook or your own.
- 06
Configure the Notebook as a source-grounded advisor and inspect citations.
- 07
Write the skill contract: trigger, inputs, outputs, limits, and no-go.
- 08
Ask the AI to create the skill from research without copying private data.
- 09
Optionally configure a community local NotebookLM MCP; sign in yourself, review permissions, and avoid sensitive information.
- 10
Run positive and adversarial cases; fix until sources, outputs, and limits are verifiable.
Optional setup
Google offers Antigravity IDE for macOS, Windows, and Linux. Its official guide requires Chrome and a personal Gmail account. Install from the official source, use review-driven development, and confirm current plan limits.
NotebookLM MCP
NotebookLM MCP is a community integration, not an official Google connector. It may automate a browser and retain a local session. Review the repository, pin a version, sign in personally, and avoid confidential sources.
A useful pilot leaves more traceability than enthusiasm.