The workbook orders preparation, practice and consolidation so you do not depend on one conversation.
Turn one of your questions into learning you can repeat.
Opening a tool without a clear question and sources usually produces answers that are hard to judge.
Define the topic, load relevant sources, run one instruction and record how your understanding changed.
Keep citations, decisions, open doubts and a result you can rebuild without copying the answer.
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 starting notes
LimitIt confirms understanding; it neither classifies the intent nor writes the study plan
Your inputsconfirmed starting notesWhat you need to replace 2
<PURPOSE>why you need the resulte.g.: repeat a useful practice · 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.
I want to organize my starting notes before the workshop. I am after [PURPOSE] and I ask for a preserve vocabulary, conservative or aggressive. I paste my dictation here: [STARTING NOTES]. Work only with that dictation and with attachments you actually received: do not invent sentences, data or attachments I never dictated. Strip repetition at the requested preserve vocabulary without erasing intent or nuance; if cleaning threatens a technical term I used, keep my term and tell me. If [PURPOSE] arrives empty, ask me for it before cleaning; if the dictation is unintelligible, ask me to record it again. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by their distance to [PURPOSE]. Separate what I said, what you interpreted and what stayed empty. Confirm the understanding in five points at most and declare whatever you could not interpret instead of filling it in. Then ask me at most three strategic questions, one per turn and waiting for my answer: first the one that can change the purpose, then the one that challenges an assumption, then the one that opens value. Close with the clean version and what changed in the understanding. If the dictation already arrives clean, say so and return only the gaps. If I ask you for a solution or a tool, declare it out of this turn.Demo · Level 1 · Direct
I want to organize my starting notes before the workshop. I am after build a verifiable practice I can repeat and explain and I ask for a preserve vocabulary, conservative or aggressive. I paste my dictation here: I want to learn AI to improve…. Work only with that dictation and with attachments you actually received: do not invent sentences, data or attachments I never dictated. Strip repetition at the requested preserve vocabulary without erasing intent or nuance; if cleaning threatens a technical term I used, keep my term and tell me. If build a verifiable practice I can repeat and explain arrives empty, ask me for it before cleaning; if the dictation is unintelligible, ask me to record it again. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by their distance to build a verifiable practice I can repeat and explain. Separate what I said, what you interpreted and what stayed empty. Confirm the understanding in five points at most and declare whatever you could not interpret instead of filling it in. Then ask me at most three strategic questions, one per turn and waiting for my answer: first the one that can change the purpose, then the one that challenges an assumption, then the one that opens value. Close with the clean version and what changed in the understanding. If the dictation already arrives clean, say so and return only the gaps. If I ask you for a solution or a tool, declare it out of this turn.Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSPURPOSE = [PURPOSE · why you need the result · e.g.: repeat a useful practice]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskOrganize and confirm starting notes the dictation without proposing a solution yet# FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completion# Workflow1. Record the session purpose and the requested cleaning level2. Strip repetition while preserving intent, nuance and the speaker vocabulary3. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by distance to the purpose4. Separate what was said, what was interpreted and what stayed empty5. Confirm the understanding in five points and declare what could not be interpreted6. Ask up to three strategic questions one at a time and close with the clean version# Boundaries- Never invent sentences, data or attachments the person did not dictate- Empty or unintelligible dictation: ask for it again, never complete it- Never propose a solution or a tool: defining the study plan is the prior study plan and creating the NotebookLM plan is the NotebookLM plan# Expected output- Clean version with the speaker vocabulary preserved- What was said, what was interpreted and what stayed empty, separated- Understanding confirmed in five points- Up to three sequential strategic questions- What changed in the understanding
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSPURPOSE = build a verifiable practice I can repeat and explainSTARTING NOTES = I want to learn AI to improve…# TaskOrganize and confirm starting notes the dictation without proposing a solution yet# FRAMEWORKS AND BEST PRACTICES- Brain dump · capture before organizing- Affinity mapping · group patterns- Definition of Done · observable completion# Workflow1. Record the session purpose and the requested cleaning level2. Strip repetition while preserving intent, nuance and the speaker vocabulary3. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by distance to the purpose4. Separate what was said, what was interpreted and what stayed empty5. Confirm the understanding in five points and declare what could not be interpreted6. Ask up to three strategic questions one at a time and close with the clean version# Boundaries- Never invent sentences, data or attachments the person did not dictate- Empty or unintelligible dictation: ask for it again, never complete it- Never propose a solution or a tool: defining the study plan is the prior study plan and creating the NotebookLM plan is the NotebookLM plan# Expected output- Clean version with the speaker vocabulary preserved- What was said, what was interpreted and what stayed empty, separated- Understanding confirmed in five points- 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: you want to enter the workshop with your case in order and still cannot name what you are asking for.Reference case: I dictated fifteen minutes on why I want to use AI at work and it came out tangled.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSPURPOSE = [PURPOSE · why you need the result · e.g.: repeat a useful practice]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 my terms preserved, what was said separated from what was interpreted and what stayed empty, understanding confirmed in five points and up to three strategic questions answered one per turn.Scope includes: Turns your raw dictation into a clean version: strips repetition without erasing your vocabulary, and confirms the understanding before you decide anything.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 session purpose and the requested cleaning level2. Strip repetition while preserving intent, nuance and the speaker vocabulary3. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by distance to the purpose4. Separate what was said, what was interpreted and what stayed empty5. Confirm the understanding in five points and declare what could not be interpreted6. Ask up to three strategic questions one at a time and close with the clean version7. 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 the speaker vocabulary preserved- What was said, what was interpreted and what stayed empty, separated- Understanding confirmed in five points- 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: you want to enter the workshop with your case in order and still cannot name what you are asking for.Reference case: I dictated fifteen minutes on why I want to use AI at work and it came out tangled.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSPURPOSE = build a verifiable practice I can repeat and explainSTARTING NOTES = I want to learn AI to improve…## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: clean version with my terms preserved, what was said separated from what was interpreted and what stayed empty, understanding confirmed in five points and up to three strategic questions answered one per turn.Scope includes: Turns your raw dictation into a clean version: strips repetition without erasing your vocabulary, and confirms the understanding before you decide anything.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 session purpose and the requested cleaning level2. Strip repetition while preserving intent, nuance and the speaker vocabulary3. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by distance to the purpose4. Separate what was said, what was interpreted and what stayed empty5. Confirm the understanding in five points and declare what could not be interpreted6. Ask up to three strategic questions one at a time and close with the clean version7. 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 the speaker vocabulary preserved- What was said, what was interpreted and what stayed empty, separated- Understanding confirmed in five points- 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 my voice 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 the person did not dictate- Empty or unintelligible dictation: ask for it again, never complete it- Never propose a solution or a tool: defining the study plan is the prior study plan and creating the NotebookLM plan is the NotebookLM plan# Definition of DoneThe clean version keeps the speaker terms, the five points end up confirmed or corrected, and the three strategic questions are answered or declared pending.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSPURPOSE = [PURPOSE · why you need the result · e.g.: repeat a useful practice]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskOrganize and confirm starting notes the dictation without proposing a solution yet# Workflow1. Record the session purpose and the requested cleaning level2. Strip repetition while preserving intent, nuance and the speaker vocabulary3. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by distance to the purpose4. Separate what was said, what was interpreted and what stayed empty5. Confirm the understanding in five points and declare what could not be interpreted6. Ask up to three strategic questions one at a time and close with the clean version# Expected output- Clean version with the speaker vocabulary preserved- What was said, what was interpreted and what stayed empty, separated- Understanding confirmed in five points- Up to three sequential strategic questions- What changed in the understanding
Demo · Level 4 · Orchestrated
# systemThought editor faithful to my voice 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 the person did not dictate- Empty or unintelligible dictation: ask for it again, never complete it- Never propose a solution or a tool: defining the study plan is the prior study plan and creating the NotebookLM plan is the NotebookLM plan# Definition of DoneThe clean version keeps the speaker terms, the five points end up confirmed or corrected, and the three strategic questions are answered or declared pending.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCLEANING LEVEL = preserve vocabulary# INPUTSPURPOSE = build a verifiable practice I can repeat and explainSTARTING NOTES = I want to learn AI to improve…# TaskOrganize and confirm starting notes the dictation without proposing a solution yet# Workflow1. Record the session purpose and the requested cleaning level2. Strip repetition while preserving intent, nuance and the speaker vocabulary3. Order purpose, context, ideas, questions, constraints, mentioned sources and pending decisions by distance to the purpose4. Separate what was said, what was interpreted and what stayed empty5. Confirm the understanding in five points and declare what could not be interpreted6. Ask up to three strategic questions one at a time and close with the clean version# Expected output- Clean version with the speaker vocabulary preserved- What was said, what was interpreted and what stayed empty, separated- Understanding confirmed in five points- Up to three sequential strategic questions- What changed in the understanding
Why it works
Acceptance criteria
- Every technical term of the dictation appears unchanged in the clean version, with no paraphrase
- The confirmation holds five points or fewer and each one can be marked right or corrected
- Questions arrive one at a time: the next appears only after the previous answer
Edge cases
- Unintelligible dictation: a new recording is requested instead of filling the gap
- Missing session purpose: it is requested before cleaning, because the ordering depends on it
Trade-offs
- Fidelity to the voice in exchange for less polished prose
- This turn does not separate authorship because it assumes a single voice; in exchange it exposes the cleaning-level control that the team cell pins to conservative
- The original definition of done promised that the person "discovers possibilities": it is replaced by facts of the turn — points confirmed, terms preserved, questions answered — because discovery is neither produced nor verified by the prompt
Assumptions
- The dictation is the only available material: there are no implicit attachments
Limits
- It confirms understanding; it neither classifies the intent nor writes the study plan
- It proposes no material and designs no Notebook, and it does not promise the understanding is right: it only makes it reviewable
Define the study plan
LimitIt produces the study plan; it neither picks a tool nor selects material
confirmed starting notesstudy planWhat you need to replace 3
<OUTCOME>observable change expectede.g.: a repeatable practice · You provide it<DECISION>choice the work must informe.g.: scale or adjust the pilot · 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.
I want to turn my confirmed understanding into an study plan before talking about tools. My target outcome is [OUTCOME] and I will use it to resolve [DECISION]. I paste the material here: [STARTING NOTES]. Classify my main intent among study, learn, create, decide, prepare a conversation, configure an advisor or configure a coach; if [OUTCOME] and [DECISION] point at two intents, declare as main the one that blocks the other and secondary the remaining one; if none fits, say so and propose the closest. Write the sentence "I want to understand or produce [OUTCOME] so I can [DECISION]". Define my audience, deadline, current level and constraints from what I dictated; whatever is unsaid, ask me for it: do not invent sources, deadlines or constraints. Set one minimum observable evidence: something I can show that another person can call done or not done without knowing my intent. State what is out of scope and which decision stays mine. Return a one-page study plan with those sections in that order and ask me for confirmation section by section, marking each one as confirmed or corrected. If the material arrives with no clean version, confirm the understanding in five points first. If I ask to jump to tools, declare it out: the study plan comes first.Demo · Level 1 · Direct
I want to turn my confirmed understanding into an study plan before talking about tools. My target outcome is a repeatable, cited and explainable practice and I will use it to resolve which way of working to test for seven days. I paste the material here: I want to learn AI to improve…. Classify my main intent among study, learn, create, decide, prepare a conversation, configure an advisor or configure a coach; if a repeatable, cited and explainable practice and which way of working to test for seven days point at two intents, declare as main the one that blocks the other and secondary the remaining one; if none fits, say so and propose the closest. Write the sentence "I want to understand or produce a repeatable, cited and explainable practice so I can which way of working to test for seven days". Define my audience, deadline, current level and constraints from what I dictated; whatever is unsaid, ask me for it: do not invent sources, deadlines or constraints. Set one minimum observable evidence: something I can show that another person can call done or not done without knowing my intent. State what is out of scope and which decision stays mine. Return a one-page study plan with those sections in that order and ask me for confirmation section by section, marking each one as confirmed or corrected. If the material arrives with no clean version, confirm the understanding in five points first. If I ask 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 = clear and personalDEPTH = practical# INPUTSOUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]DECISION = [DECISION · choice the work must inform · e.g.: scale or adjust the pilot]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn confirmed understanding into a one-page study plan before choosing tools# 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 with outcome and use3. Define audience, deadline, current level and constraints from the dictation, asking for what is missing4. Set the minimum observable evidence and state out of scope and the human decision5. Return the one-page study plan and ask for confirmation section by section# Boundaries- Never invent sources, deadlines or constraints the person did not state- Do not design the Notebook yet and do not confuse the intent with the solution- Never promise the study plan replaces the human decision: the final call is declared as the person’s own# Expected output- Main and secondary intent- Purpose sentence- Audience, deadline, current level and constraints- Minimum observable evidence- Out of scope and the human decision- One-page study plan with section-by-section confirmation
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSOUTCOME = a repeatable, cited and explainable practiceDECISION = which way of working to test for seven daysSTARTING NOTES = I want to learn AI to improve…# TaskTurn confirmed understanding into a one-page study plan before choosing tools# 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 with outcome and use3. Define audience, deadline, current level and constraints from the dictation, asking for what is missing4. Set the minimum observable evidence and state out of scope and the human decision5. Return the one-page study plan and ask for confirmation section by section# Boundaries- Never invent sources, deadlines or constraints the person did not state- Do not design the Notebook yet and do not confuse the intent with the solution- Never promise the study plan replaces the human decision: the final call is declared as the person’s own# Expected output- Main and secondary intent- Purpose sentence- Audience, deadline, current level and constraints- Minimum observable evidence- Out of scope and the human decision- One-page study plan with section-by-section confirmation
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: you already confirmed the understanding and need to fix outcome, deadline and what counts as progress.Reference case: I know I want to learn NotebookLM, but not for which decision or in how much time.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSOUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]DECISION = [DECISION · choice the work must inform · e.g.: scale or adjust the pilot]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 declared, purpose sentence, audience, deadline, current level, constraints, minimum observable evidence, out of scope, the decision that stays human, and a one-page study plan with section-by-section confirmation.Scope includes: Turns your confirmed understanding into a one-page study plan with minimum observable evidence, before you talk 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 with outcome and use3. Define audience, deadline, current level and constraints from the dictation, asking for what is missing4. Set the minimum observable evidence and state out of scope and the human decision5. Return the one-page study plan 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- Audience, deadline, current level and constraints- Minimum observable evidence- Out of scope and the human decision- One-page study plan with section-by-section confirmationObservable 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: you already confirmed the understanding and need to fix outcome, deadline and what counts as progress.Reference case: I know I want to learn NotebookLM, but not for which decision or in how much time.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSOUTCOME = a repeatable, cited and explainable practiceDECISION = which way of working to test for seven daysSTARTING NOTES = I want to learn AI to improve…## P — RequestExpert role: Specialist in preparing cases and study plansDeliverable: main and secondary intent declared, purpose sentence, audience, deadline, current level, constraints, minimum observable evidence, out of scope, the decision that stays human, and a one-page study plan with section-by-section confirmation.Scope includes: Turns your confirmed understanding into a one-page study plan with minimum observable evidence, before you talk 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 with outcome and use3. Define audience, deadline, current level and constraints from the dictation, asking for what is missing4. Set the minimum observable evidence and state out of scope and the human decision5. Return the one-page study plan 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- Audience, deadline, current level and constraints- Minimum observable evidence- Out of scope and the human decision- One-page study plan with section-by-section confirmationObservable 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 who closes 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 the person did not state- Do not design the Notebook yet and do not confuse the intent with the solution- Never promise the study plan replaces the human decision: the final call is declared as the person’s own# Definition of DoneThe one-page study plan comes back confirmed or corrected section by section, with the main intent declared and a minimum evidence another person can call done or not done.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSOUTCOME = [OUTCOME · observable change expected · e.g.: a repeatable practice]DECISION = [DECISION · choice the work must inform · e.g.: scale or adjust the pilot]STARTING NOTES = [STARTING NOTES · ideas or dictation not yet organized · e.g.: I want to learn AI to improve…]# TaskTurn confirmed understanding into a one-page study plan before choosing tools# Workflow1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence with outcome and use3. Define audience, deadline, current level and constraints from the dictation, asking for what is missing4. Set the minimum observable evidence and state out of scope and the human decision5. Return the one-page study plan and ask for confirmation section by section# Expected output- Main and secondary intent- Purpose sentence- Audience, deadline, current level and constraints- Minimum observable evidence- Out of scope and the human decision- One-page study plan with section-by-section confirmation
Demo · Level 4 · Orchestrated
# systemStudy plan designer who closes 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 the person did not state- Do not design the Notebook yet and do not confuse the intent with the solution- Never promise the study plan replaces the human decision: the final call is declared as the person’s own# Definition of DoneThe one-page study plan comes back confirmed or corrected section by section, with the main intent declared and a minimum evidence another person can call done or not done.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSOUTCOME = a repeatable, cited and explainable practiceDECISION = which way of working to test for seven daysSTARTING NOTES = I want to learn AI to improve…# TaskTurn confirmed understanding into a one-page study plan before choosing tools# Workflow1. Classify the main intent among the seven and resolve a mixed one by blocking2. Write the purpose sentence with outcome and use3. Define audience, deadline, current level and constraints from the dictation, asking for what is missing4. Set the minimum observable evidence and state out of scope and the human decision5. Return the one-page study plan and ask for confirmation section by section# Expected output- Main and secondary intent- Purpose sentence- Audience, deadline, current level and constraints- Minimum observable evidence- Out of scope and the human decision- One-page study plan with section-by-section confirmation
Why it works
Acceptance criteria
- The study plan carries the nine sections in the requested order and no section is left empty without saying why
- The minimum evidence can be called done or not done by someone who does not know the intent
- Every section comes back marked as confirmed or corrected, not approved in bulk
Edge cases
- Mixed intent: the blocking one is declared main, with the secondary one placed after it
- Constraint or deadline never dictated: it is requested instead of completed
Trade-offs
- One more step before touching tools in exchange for not building the wrong Notebook
- This turn asks for evidence tailored to me and does not require comparability across people, which is what the team cell adds along with the deciding role
- 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 what this turn does produce — confirmed sections and declarable evidence
Assumptions
- The understanding arrives already confirmed; if not, the prompt itself runs a minimal confirmation before classifying
- The final decision is human in every case
Limits
- It produces the study plan; it neither picks a tool nor selects material
- It does not guarantee the study plan is the right one: it makes it explicit so I can confirm or correct it
Turn the study plan into a NotebookLM plan
LimitIt plans; it neither creates the Notebook, uploads material, nor runs the workshop steps
study planNotebookLM planWhat you need to replace 3
<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.
I want a NotebookLM plan before the workshop. My confirmed study plan is [STUDY PLAN] and my 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 my audience, the observable outcome and the final decision, which stays mine. Split [MATERIAL] into three lists: loadable, gaps to research, and excluded by privacy or rights, each exclusion with its reason. If everything ends up excluded, stop and declare coverage_gap instead of quietly degrading the plan. If the material exceeds the scope of [STUDY PLAN], the study plan wins and the rest is set aside; if [STUDY PLAN] arrives empty, confirm it with me in five points before planning. 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. Close with the first evidence I should produce. Do not invent sources, attachments or NotebookLM capabilities.Demo · Level 1 · Direct
I want a NotebookLM plan before the workshop. My confirmed study plan is synthetic prior-step artifact: transfer to a second context still needs evidence and my 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 my audience, the observable outcome and the final decision, which stays mine. Split synthetic Demo dossier: method guide, practice log and review criteria into three lists: loadable, gaps to research, and excluded by privacy or rights, each exclusion with its reason. If everything ends up excluded, stop and declare coverage_gap instead of quietly degrading the plan. If the material exceeds the scope of synthetic prior-step artifact: transfer to a second context still needs evidence, the study plan wins and the rest is set aside; if synthetic prior-step artifact: transfer to a second context still needs evidence arrives empty, confirm it with me in five points before planning. 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. Close with the first evidence I should produce. 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 = clear and personalDEPTH = practical# INPUTSSTUDY 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 an actionable NotebookLM plan with declared boundaries# 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 final decision3. Split the material into loadable, gaps to research and excluded by privacy or rights4. 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 the person should produce# Boundaries- Never invent sources, attachments or NotebookLM capabilities that are not documented- Never recommend uploading private or unlicensed material: it goes to the excluded list with its reason- No loadable material: stop the plan and declare coverage_gap, never degrade it quietly- Never replace the person’s final decision: the plan prepares it, it does not take it# Expected output- Classified case- Purpose, audience, observable outcome and final decision- Loadable sources, gaps to research and excluded items with their reason- Source-grounded role with its boundary- Plan mapped to the eight workshop steps- First evidence I should produce
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSSTUDY 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 an actionable NotebookLM plan with declared boundaries# 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 final decision3. Split the material into loadable, gaps to research and excluded by privacy or rights4. 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 the person should produce# Boundaries- Never invent sources, attachments or NotebookLM capabilities that are not documented- Never recommend uploading private or unlicensed material: it goes to the excluded list with its reason- No loadable material: stop the plan and declare coverage_gap, never degrade it quietly- Never replace the person’s final decision: the plan prepares it, it does not take it# Expected output- Classified case- Purpose, audience, observable outcome and final decision- Loadable sources, gaps to research and excluded items with their reason- Source-grounded role with its boundary- Plan mapped to the eight workshop steps- First evidence I should produce
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: you want to open the workshop with the Notebook already thought through, not improvising uploads.Reference case: I have ten PDFs and two recordings and I do not know which I may upload or which role to start with.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSSTUDY 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, gaps to research, items excluded by privacy or rights with their reason, role with its boundary, a plan mapped to the eight workshop steps and the first evidence I should produce.Scope includes: Turns your confirmed study plan into a NotebookLM plan: loadable sources, exclusions by privacy or rights, a role with its boundary and a first evidence.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 final decision3. Split the material into loadable, gaps to research and excluded by privacy or rights4. 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 the person should produce7. 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 final decision- Loadable sources, gaps to research and excluded items with their reason- Source-grounded role with its boundary- Plan mapped to the eight workshop steps- First evidence I should produceObservable 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: you want to open the workshop with the Notebook already thought through, not improvising uploads.Reference case: I have ten PDFs and two recordings and I do not know which I may upload or which role to start with.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSSTUDY 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, gaps to research, items excluded by privacy or rights with their reason, role with its boundary, a plan mapped to the eight workshop steps and the first evidence I should produce.Scope includes: Turns your confirmed study plan into a NotebookLM plan: loadable sources, exclusions by privacy or rights, a role with its boundary and a first evidence.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 final decision3. Split the material into loadable, gaps to research and excluded by privacy or rights4. 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 the person should produce7. 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 final decision- Loadable sources, gaps to research and excluded items with their reason- Source-grounded role with its boundary- Plan mapped to the eight workshop steps- First evidence I should produceObservable 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 before opening the tool# 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: it goes to the excluded list with its reason- No loadable material: stop the plan and declare coverage_gap, never degrade it quietly- Never replace the person’s final decision: the plan prepares it, it does not take it# Definition of DoneThe plan names case, purpose, observable outcome, the three material lists with a reason per exclusion, the role with its boundary, the eight steps and the first evidence.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSSTUDY 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 an actionable NotebookLM plan with declared boundaries# 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 final decision3. Split the material into loadable, gaps to research and excluded by privacy or rights4. 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 the person should produce# Expected output- Classified case- Purpose, audience, observable outcome and final decision- Loadable sources, gaps to research and excluded items with their reason- Source-grounded role with its boundary- Plan mapped to the eight workshop steps- First evidence I should produce
Demo · Level 4 · Orchestrated
# systemSource-grounded learning architect who plans before opening the tool# 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: it goes to the excluded list with its reason- No loadable material: stop the plan and declare coverage_gap, never degrade it quietly- Never replace the person’s final decision: the plan prepares it, it does not take it# Definition of DoneThe plan names case, purpose, observable outcome, the three material lists with a reason per exclusion, the role with its boundary, the eight steps and the first evidence.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSSTUDY 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 an actionable NotebookLM plan with declared boundaries# 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 final decision3. Split the material into loadable, gaps to research and excluded by privacy or rights4. 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 the person should produce# Expected output- Classified case- Purpose, audience, observable outcome and final decision- Loadable sources, gaps to research and excluded items with their reason- Source-grounded role with its boundary- Plan mapped to the eight workshop steps- First evidence I should produce
Why it works
Acceptance criteria
- Every candidate item appears in exactly one of the three lists, and every excluded one carries its reason
- The recommended role comes with a boundary sentence saying what it will not do
- The eight workshop steps are named, not cited as an external reference
Edge cases
- Empty study plan: it is confirmed in five points before planning instead of being inferred
- Zero loadable material: the plan stops with coverage_gap declared
Trade-offs
- A conservative plan in exchange for a clean start with nothing that has to be pulled back later
- This turn excludes material by privacy or rights case by case on my own judgement; the team cell treats exclusion as policy and adds an external reviewer
- The original definition of done said the plan "lets the person open NotebookLM and begin": that happens outside the turn, so what is checked here are the pieces the plan does deliver
Assumptions
- The study plan arrives confirmed from an earlier turn; if not, the prompt itself confirms it before planning
- The candidate material is what the person names: there are no implicit attachments
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 no accuracy of the answers
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: the first sources
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
<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · You provide it<WHAT I BRING>in two lines, what you already know and what worries youe.g.: I know it saves time, I fear delegating judgment · 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: I want a quick search for the first sources on [TOPIC] to build the base of my advisor.Bring candidates of different kinds, not five versions of the same one. Accept only what has a clear author, date and context, and say what you discard and why. Tell me in which order to import.This is what I already bring: [WHAT I BRING]. Use it to sharpen the search, not as a source.Deliver: A. candidates with their reason | B. discards | C. order to import | 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: I want a quick search for the first sources on what traditional, traditional, generative and agentic AI are to build the base of my advisor.Bring candidates of different kinds, not five versions of the same one. Accept only what has a clear author, date and context, and say what you discard and why. Tell me in which order to import.This is what I already bring: I know it saves time, I fear delegating judgment and I want an advisor of my own. Use it to sharpen the search, not as a source.Deliver: A. candidates with their reason | B. discards | C. order to import | 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 = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WHAT I BRING = [WHAT I BRING · in two lines, what you already know and what worries you · e.g.: I know it saves time, I fear delegating judgment]# TaskOpen the advisor notebook in minutes, with the first sources you can defend and the discards in plain sight# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context- Discard with a reason · one line per source- 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 an identifiable author, date and context4. Say what is discarded and why, one line per source5. 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 the person has not accepted- Do not write the briefing plan or the advisor instruction# Expected output- Candidate sources with the reason for each- Discards with their reason, one line per source- Order to import, from the most supportive downwards- What is left to search after this round
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT I BRING = I know it saves time, I fear delegating judgment and I want an advisor of my own# TaskOpen the advisor notebook in minutes, with the first sources you can defend and the discards in plain sight# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context- Discard with a reason · one line per source- 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 an identifiable author, date and context4. Say what is discarded and why, one line per source5. 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 the person has not accepted- Do not write the briefing plan or the advisor instruction# Expected output- Candidate sources with the reason for each- Discards with their reason, one line per source- Order to import, from the most supportive downwards- 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: you are opening the workshop with an empty notebook and you need a base before commissioning a full briefing.Reference case: The first sources on what traditional, traditional, generative and agentic AI are, found in two minutes.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WHAT I BRING = [WHAT I BRING · in two lines, what you already know and what worries you · e.g.: I know it saves time, I fear delegating judgment]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the candidate sources with the reason for each, what it discards and why, the order to import them and what is left to search in the next round.Scope includes: Turn the workshop topic into a quick search and leave the notebook open with the first sources that survive a review, plus what you discarded and why.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- Discard with a reason · one line per source- 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 an identifiable author, date and context4. Say what is discarded and why, one line per source5. 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:- Candidate sources with the reason for each- Discards with their reason, one line per source- Order to import, from the most supportive downwards- 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: you are opening the workshop with an empty notebook and you need a base before commissioning a full briefing.Reference case: The first sources on what traditional, traditional, generative and agentic AI are, found in two minutes.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT I BRING = I know it saves time, I fear delegating judgment and I want an advisor of my own## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the candidate sources with the reason for each, what it discards and why, the order to import them and what is left to search in the next round.Scope includes: Turn the workshop topic into a quick search and leave the notebook open with the first sources that survive a review, plus what you discarded and why.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- Discard with a reason · one line per source- 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 an identifiable author, date and context4. Say what is discarded and why, one line per source5. 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:- Candidate sources with the reason for each- Discards with their reason, one line per source- Order to import, from the most supportive downwards- 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 workshop: opens the notebook with the first filtered sources# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context- Discard with a reason · one line per source- 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 the person has not accepted- Do not write the briefing plan or the advisor instruction# Definition of DoneThe notebook is open with the first sources accepted one by one, every discard with its reason, and what is left to search written down.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WHAT I BRING = [WHAT I BRING · in two lines, what you already know and what worries you · e.g.: I know it saves time, I fear delegating judgment]# TaskOpen the advisor notebook in minutes, with the first sources you can defend and the discards in plain sight# 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 an identifiable author, date and context4. Say what is discarded and why, one line per source5. Propose the order to import and what is left to search# Expected output- Candidate sources with the reason for each- Discards with their reason, one line per source- Order to import, from the most supportive downwards- What is left to search after this round
Demo · Level 4 · Orchestrated
# systemScout of the workshop: opens the notebook with the first filtered sources# FRAMEWORKS AND BEST PRACTICES- Admission criterion · author, date, context- Discard with a reason · one line per source- 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 the person has not accepted- Do not write the briefing plan or the advisor instruction# Definition of DoneThe notebook is open with the first sources accepted one by one, every discard with its reason, and what is left to search written down.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT I BRING = I know it saves time, I fear delegating judgment and I want an advisor of my own# TaskOpen the advisor notebook in minutes, with the first sources you can defend and the discards in plain sight# 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 an identifiable author, date and context4. Say what is discarded and why, one line per source5. Propose the order to import and what is left to search# Expected output- Candidate sources with the reason for each- Discards with their reason, one line per source- Order to import, from the most supportive downwards- What is left to search after this round
Why it works
Acceptance criteria
- Every candidate carries the reason it enters and every discard the reason it does not
- No accepted source is left without an identifiable author, date and context
- What is left to search is written down, not assumed
Edge cases
- Repeated results: variety is requested before importing
- No useful material: it is said and the query is sharpened instead of importing anything
Trade-offs
- Filtering before importing costs minutes in exchange for a notebook that can be defended
- 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 workshop works one fixed topic: what traditional, traditional, generative and agentic AI are
Limits
- It does not commission the full briefing or interpret it: that comes later
- It does not write the advisor instruction
- It does not guarantee coverage of the topic: it guarantees reviewable sources and explained discards
Explainers who put it in practical terms
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: the full briefing weighs that
first sources importedpractical explainer sourcesWhat you need to replace 2
<TOPIC>the workshop topice.g.: traditional, traditional, generative and agentic AI · From a previous step<WHAT IS UNCLEAR>what the first sources did not make cleare.g.: what makes an agent different · 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: I want 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.This is what is still not clear to me: [WHAT IS UNCLEAR].Deliver: A. explainers with their level and their piece | B. the clarity each one adds | C. discards with their reason | D. what is left without a practical explanation.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: I want 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.This is what is still not clear to me: what makes an agent different from an assistant that only answers.Deliver: A. explainers with their level and their piece | B. the clarity each one adds | C. discards with their reason | D. what is left without a practical explanation.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 = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]WHAT IS UNCLEAR = [WHAT IS UNCLEAR · what the first sources did not make clear · e.g.: what makes an agent different]# TaskHave the topic explained in the language of someone starting out, with one concrete piece per level and no vendor promises# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Concrete proof · one piece per source# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations, not with definitions3. Sort each one by level and leave one concrete piece to watch or read# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not judge the formal base or write the briefing plan# Expected output- Explainers with their level and one concrete piece to watch or read- The clarity each one adds, in one line- Discards with their reason and what is left without a practical explanation
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT IS UNCLEAR = what makes an agent different from an assistant that only answers# TaskHave the topic explained in the language of someone starting out, with one concrete piece per level and no vendor promises# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Concrete proof · one piece per source# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations, not with definitions3. Sort each one by level and leave one concrete piece to watch or read# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not judge the formal base or write the briefing plan# Expected output- Explainers with their level and one concrete piece to watch or read- The clarity each one adds, in one line- Discards with their reason and what is left without a practical explanation
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 are correct but dense and you need the topic in practical language.Reference case: Who explains agentic AI with demonstrations, and which level each one aims at.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]WHAT IS UNCLEAR = [WHAT IS UNCLEAR · what the first sources did not make clear · e.g.: what makes an agent different]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the explainers with their level — beginner, intermediate or advanced —, the clarity each one adds with a concrete piece to watch or read, the discards with their reason, and what is still left without a practical explanation.Scope includes: Bring the people who explain the topic with examples and demonstrations, sorted by level, so the same base exists in language a beginner understands.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- Concrete proof · one piece per sourceSteps:1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations, not with definitions3. Sort each one by level and leave one concrete piece to watch or read4. 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 one concrete piece to watch or read- The clarity each one adds, in one line- Discards with their reason and what is left without a practical explanationObservable 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 are correct but dense and you need the topic in practical language.Reference case: Who explains agentic AI with demonstrations, and which level each one aims at.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT IS UNCLEAR = what makes an agent different from an assistant that only answers## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the explainers with their level — beginner, intermediate or advanced —, the clarity each one adds with a concrete piece to watch or read, the discards with their reason, and what is still left without a practical explanation.Scope includes: Bring the people who explain the topic with examples and demonstrations, sorted by level, so the same base exists in language a beginner understands.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- Concrete proof · one piece per sourceSteps:1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations, not with definitions3. Sort each one by level and leave one concrete piece to watch or read4. 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 one concrete piece to watch or read- The clarity each one adds, in one line- Discards with their reason and what is left without a practical explanationObservable 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: brings who explains it and at which level# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Concrete proof · one piece per source# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not judge the formal base or write the briefing plan# Definition of DoneThe notebook gains a practical layer: every explainer with its level, its clarity and its piece, and the discards with their reason.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]WHAT IS UNCLEAR = [WHAT IS UNCLEAR · what the first sources did not make clear · e.g.: what makes an agent different]# TaskHave the topic explained in the language of someone starting out, with one concrete piece per level and no vendor promises# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations, not with definitions3. Sort each one by level and leave one concrete piece to watch or read# Expected output- Explainers with their level and one concrete piece to watch or read- The clarity each one adds, in one line- Discards with their reason and what is left without a practical explanation
Demo · Level 4 · Orchestrated
# systemScout of the practical register: brings who explains it and at which level# FRAMEWORKS AND BEST PRACTICES- Register layer · the same topic in another language- Sorting by level · beginner, intermediate, advanced- Concrete proof · one piece per source# Boundaries- Do not invent names, accounts or audience figures- Discard anyone who shows no source or only promotes a tool- Do not judge the formal base or write the briefing plan# Definition of DoneThe notebook gains a practical layer: every explainer with its level, its clarity and its piece, and the discards with their reason.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT IS UNCLEAR = what makes an agent different from an assistant that only answers# TaskHave the topic explained in the language of someone starting out, with one concrete piece per level and no vendor promises# Workflow1. Launch the explainer search from the sources panel2. Keep the ones who explain with examples and demonstrations, not with definitions3. Sort each one by level and leave one concrete piece to watch or read# Expected output- Explainers with their level and one concrete piece to watch or read- The clarity each one adds, in one line- Discards with their reason and what is left without a practical explanation
Why it works
Acceptance criteria
- Every explainer ends up sorted by level and with a concrete piece that can be opened
- The clarity each one adds is stated in one line, not assumed
- The discards carry their reason and what is left without a practical explanation is written down
Edge cases
- Only promotional results: they are stated and nothing enters the notebook
- A single level covered: it is said and the missing ones are asked for
Trade-offs
- Adding a practical layer costs one turn in exchange for a base a beginner understands
- 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 study plan run from zero to expert
Limits
- It does not measure the technical accuracy of what the explainer claims: the full briefing weighs that
- It does not write the briefing plan or the advisor instruction
- It does not guarantee all three levels are covered: it guarantees the missing one is stated
Specialised networks of your context
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 2
<TOPIC>the workshop topice.g.: traditional, traditional, generative and agentic AI · From a previous step<CONTEXT>your sector, role or kind of worke.g.: technology consulting · 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: I want the specialised networks and communities where [TOPIC] is applied in my context of [CONTEXT].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.Deliver: A. networks with their concrete application | B. what can be cited from each community | C. discards with their reason | D. what is missing for my context.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: I want the specialised networks and communities where what traditional, traditional, generative and agentic AI are is applied in my context of technology consulting and presales in Colombia.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.Deliver: A. networks with their concrete application | B. what can be cited from each community | C. discards with their reason | D. what is missing for my context.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 = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]CONTEXT = [CONTEXT · your sector, role or kind of work · e.g.: technology consulting]# TaskClose the base with the place where the topic is used in your context, not only where it is explained# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used, not where it is explained- Citability · what that community can support- Discard with a reason · authorship and date or out# 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 for each network its concrete application, its frequency and what is citable# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not assess the technical quality of what the community claims# Expected output- Networks with the concrete application they show- What can be cited from each community- Discards with their reason and what is missing for the context
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areCONTEXT = technology consulting and presales in Colombia# TaskClose the base with the place where the topic is used in your context, not only where it is explained# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used, not where it is explained- Citability · what that community can support- Discard with a reason · authorship and date or out# 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 for each network its concrete application, its frequency and what is citable# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not assess the technical quality of what the community claims# Expected output- Networks with the concrete application they show- What can be cited from each community- Discards with their reason and what is missing for the context
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: you already have the formal and the practical layer, and what is missing is where this is really used.Reference case: Where agentic AI is discussed by teams like mine, and what can be cited from there.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]CONTEXT = [CONTEXT · your sector, role or kind of work · e.g.: technology consulting]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the networks with the concrete application each one shows, what can be cited from that community, the discards with their reason and what is missing for my context.Scope includes: Bring the communities, newsletters and repositories where the topic is applied in your context, with what can be cited from each one.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, not where it is explained- Citability · what that community can support- Discard with a reason · authorship and date or outSteps: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 for each network its concrete application, its frequency and what is citable4. 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- What can be cited from each community- Discards with their reason and what is missing for the contextObservable 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: you already have the formal and the practical layer, and what is missing is where this is really used.Reference case: Where agentic AI is discussed by teams like mine, and what can be cited from there.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areCONTEXT = technology consulting and presales in Colombia## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the networks with the concrete application each one shows, what can be cited from that community, the discards with their reason and what is missing for my context.Scope includes: Bring the communities, newsletters and repositories where the topic is applied in your context, with what can be cited from each one.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, not where it is explained- Citability · what that community can support- Discard with a reason · authorship and date or outSteps: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 for each network its concrete application, its frequency and what is citable4. 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- What can be cited from each community- Discards with their reason and what is missing for the contextObservable 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 context: brings where this is applied and what can be cited from it# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used, not where it is explained- Citability · what that community can support- Discard with a reason · authorship and date or out# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not assess the technical quality of what the community claims# Definition of DoneThe base closes with the context layer: every network with its application, what is citable from that community, and what is missing declared.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: traditional, traditional, generative and agentic AI]CONTEXT = [CONTEXT · your sector, role or kind of work · e.g.: technology consulting]# TaskClose the base with the place where the topic is used in your context, not only where it is explained# 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 for each network its concrete application, its frequency and what is citable# Expected output- Networks with the concrete application they show- What can be cited from each community- Discards with their reason and what is missing for the context
Demo · Level 4 · Orchestrated
# systemScout of the context: brings where this is applied and what can be cited from it# FRAMEWORKS AND BEST PRACTICES- Context layer · where it is used, not where it is explained- Citability · what that community can support- Discard with a reason · authorship and date or out# Boundaries- Do not invent communities, links or publishing frequencies- Discard whatever has no authorship or date- Do not assess the technical quality of what the community claims# Definition of DoneThe base closes with the context layer: every network with its application, what is citable from that community, and what is missing declared.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areCONTEXT = technology consulting and presales in Colombia# TaskClose the base with the place where the topic is used in your context, not only where it is explained# 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 for each network its concrete application, its frequency and what is citable# Expected output- Networks with the concrete application they show- What can be cited from each community- Discards with their reason and what is missing for the context
Why it works
Acceptance criteria
- Every network brings a concrete application, not a promise of an active community
- For every community it is stated what can be cited
- What is missing for the context is written down instead of filled with generic material
Edge cases
- A closed community: it stays as a reference, not as an imported source
- Nothing specific to the context: it is declared and the base closes with two layers
Trade-offs
- Requiring a concrete application leaves out large but declarative communities
- A third search round costs minutes in exchange for a base that speaks about the real context
Assumptions
- The search starts in the sources panel and results are reviewed before being imported
- The two previous layers are already inside the notebook
- The context the person declares 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 advisor instruction
- It does not guarantee a network exists for every context: it guarantees the absence is declared
Deep research plan on what came in
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 2
<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · You provide it<WHAT IS MISSING>what the first sources do not explaine.g.: how an agent is controlled · 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 sources you just imported selected: I want a deep research plan that closes the gap still open on [TOPIC].Review those sources first: their coverage, their contradictions and their silences. Then write the plan, with an objective, in-scope and out-of-scope questions, and acceptance criteria I can check one by one.Here is [WHAT IS MISSING], which I still cannot answer.Deliver: A. the review | B. the plan, ready to paste | C. the acceptance criteria | D. whatever stays out, and why.Do not research here and do not invent sources.
Demo · Level 1 · Direct
In the chat, with the sources you just imported selected: I want a deep research plan that closes the gap still open on what traditional, traditional, generative and agentic AI are.Review those sources first: their coverage, their contradictions and their silences. Then write the plan, with an objective, in-scope and out-of-scope questions, and acceptance criteria I can check one by one.Here is how an agent is controlled and what separates agentic from generative, which I still cannot answer.Deliver: A. the review | B. the plan, ready to paste | C. the acceptance criteria | D. whatever stays out, and why.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 = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WHAT IS MISSING = [WHAT IS MISSING · what the first sources do not explain · e.g.: how an agent is controlled]# TaskLeave with a research order aimed at what your first sources do not explain, and the criterion to tell whether it came back well# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Acceptance criteria · observable test# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing and turn it into the objective of the plan3. Write in-scope and out-of-scope questions and acceptance criteria checkable one by one# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not repeat what the first sources already cover# 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 what stays out with its reason
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT IS MISSING = how an agent is controlled and what separates agentic from generative# TaskLeave with a research order aimed at what your first sources do not explain, and the criterion to tell whether it came back well# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Acceptance criteria · observable test# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing and turn it into the objective of the plan3. Write in-scope and out-of-scope questions and acceptance criteria checkable one by one# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not repeat what the first sources already cover# 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 what stays out with its reason
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 are imported and you want depth, not more loose links.Reference case: The plan to close what the first sources do not explain about agentic AI.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WHAT IS MISSING = [WHAT IS MISSING · what the first sources do not explain · e.g.: how an agent is controlled]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the review of what came in, the plan with its objective and in-scope and out-of-scope questions, the acceptance criteria checkable one by one, and what stays out with its reason.Scope includes: Review the first sources and turn what is missing into a deep research plan with criteria you can check one by one.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- Acceptance criteria · observable testSteps:1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing and turn it into the objective of the plan3. Write in-scope and out-of-scope questions and acceptance criteria checkable one by one4. 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 what stays out with its reasonObservable 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 are imported and you want depth, not more loose links.Reference case: The plan to close what the first sources do not explain about agentic AI.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT IS MISSING = how an agent is controlled and what separates agentic from generative## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the review of what came in, the plan with its objective and in-scope and out-of-scope questions, the acceptance criteria checkable one by one, and what stays out with its reason.Scope includes: Review the first sources and turn what is missing into a deep research plan with criteria you can check one by one.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- Acceptance criteria · observable testSteps:1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing and turn it into the objective of the plan3. Write in-scope and out-of-scope questions and acceptance criteria checkable one by one4. 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 what stays out with its reasonObservable 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 workshop: reviews what came in and writes the briefing order# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Acceptance criteria · observable test# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not repeat what the first sources already cover# Definition of DoneThe plan is ready to paste, with an objective, in-scope and out-of-scope questions and acceptance criteria, and the review of what came in written down.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WHAT IS MISSING = [WHAT IS MISSING · what the first sources do not explain · e.g.: how an agent is controlled]# TaskLeave with a research order aimed at what your first sources do not explain, and the criterion to tell whether it came back well# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing and turn it into the objective of the plan3. Write in-scope and out-of-scope questions and acceptance criteria checkable one by one# 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 what stays out with its reason
Demo · Level 4 · Orchestrated
# systemDrafter of the workshop: reviews what came in and writes the briefing order# FRAMEWORKS AND BEST PRACTICES- Base review · covers, contradicts, misses- Research plan · objective, in and out- Acceptance criteria · observable test# Boundaries- Do not research in this turn: here the plan gets written- Do not invent sources or anticipate findings- Do not repeat what the first sources already cover# Definition of DoneThe plan is ready to paste, with an objective, in-scope and out-of-scope questions and acceptance criteria, and the review of what came in written down.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWHAT IS MISSING = how an agent is controlled and what separates agentic from generative# TaskLeave with a research order aimed at what your first sources do not explain, and the criterion to tell whether it came back well# Workflow1. Review the imported sources: what they cover, where they contradict and what is absent2. Pick what is missing and turn it into the objective of the plan3. Write in-scope and out-of-scope questions and acceptance criteria checkable one by one# 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 what stays out with its reason
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
- Every acceptance criterion can be checked one by one on the briefing that comes back
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 you have
- One plan per round keeps the scope in exchange for leaving gaps listed for later
Assumptions
- The chat answers from the selected sources and shows citations to inspect
- The first sources 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 advisor instruction
- It does not guarantee the plan closes the gap: it guarantees the criterion to tell
Execute the deep research and review what returns
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 advisor instruction or the deck of the plan
deep research plan with criteriacited study reportWhat you need to replace 2
<PLAN>the deep research 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: I want to execute [PLAN] and keep a report I can cite.When it returns, review it before importing: which questions came back with citations, which stay open, and what to read, practise and watch first to understand [TOPIC].Deliver: A. coverage question by question | B. the citations behind each finding | C. what I study first | D. the gaps that remain.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: I want to execute objective, in-scope and out-of-scope questions and three acceptance criteria and keep a report I can cite.When it returns, review it before importing: which questions came back with citations, which stay open, 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 behind each finding | C. what I study first | D. the gaps that remain.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 = clear and personalDEPTH = deep# INPUTSPLAN = [PLAN · the deep research 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 you can cite and the order of what to study first, instead of a pile of links# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Provenance · citation, inference or stated gap# Workflow1. Launch the plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. Ask for the order of what to read, practise and watch first# Boundaries- Do not import the briefing without reviewing it first- Do not present as certain what the sources do not support- Do not write the advisor instruction: this turn researches# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order and gaps that stay open
Demo · Level 2 · Structured
# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = clear and personalDEPTH = deep# INPUTSPLAN = objective, in-scope and out-of-scope questions and three acceptance criteriaTOPIC = what traditional, traditional, generative and agentic AI are# TaskKeep a report you can cite and the order of what to study first, instead of a pile of links# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Provenance · citation, inference or stated gap# Workflow1. Launch the plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. Ask for the order of what to read, practise and watch first# Boundaries- Do not import the briefing without reviewing it first- Do not present as certain what the sources do not support- Do not write the advisor instruction: this turn researches# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order and gaps that stay open
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 is written and you want a citable report inside the notebook.Reference case: The briefing on agentic AI, reviewed before it enters the notebook.# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = clear and personalDEPTH = deep# INPUTSPLAN = [PLAN · the deep research 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 NotebookLMDeliverable: the coverage question by question, the citations that hold up each finding, the study order it proposes and the gaps that stay open.Scope includes: Run the plan in Deep Research and review the report before importing it: what came back with citations, what stays open and what to study first.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- Provenance · citation, inference or stated gapSteps:1. Launch the plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. Ask for the order of what to read, practise and watch first4. 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 and gaps that stay openObservable 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 is written and you want a citable report inside the notebook.Reference case: The briefing on agentic AI, reviewed before it enters the notebook.# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = clear and personalDEPTH = deep# INPUTSPLAN = 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 NotebookLMDeliverable: the coverage question by question, the citations that hold up each finding, the study order it proposes and the gaps that stay open.Scope includes: Run the plan in Deep Research and review the report before importing it: what came back with citations, what stays open and what to study first.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- Provenance · citation, inference or stated gapSteps:1. Launch the plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. Ask for the order of what to read, practise and watch first4. 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 and gaps that stay openObservable 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 workshop: launches the full briefing and reviews it before importing# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Provenance · citation, inference or stated gap# Boundaries- Do not import the briefing without reviewing it first- Do not present as certain what the sources do not support- Do not write the advisor instruction: this turn researches# Definition of DoneThe report is imported as a citable source, with its coverage written, the study order proposed and the gaps declared.# user# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = clear and personalDEPTH = deep# INPUTSPLAN = [PLAN · the deep research 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 you can cite and the order of what to study first, instead of a pile of links# Workflow1. Launch the plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. Ask for the order of what to read, practise and watch first# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order and gaps that stay open
Demo · Level 4 · Orchestrated
# systemRunner of the workshop: launches the full briefing and reviews it before importing# FRAMEWORKS AND BEST PRACTICES- Cited briefing · finding, citation, tension- Study order · what comes first and why- Provenance · citation, inference or stated gap# Boundaries- Do not import the briefing without reviewing it first- Do not present as certain what the sources do not support- Do not write the advisor instruction: this turn researches# Definition of DoneThe report is imported as a citable source, with its coverage written, the study order proposed and the gaps declared.# user# PARAMETERSLENGTH = mediumSTRUCTURE = coverage tableTONE = clear and personalDEPTH = deep# INPUTSPLAN = objective, in-scope and out-of-scope questions and three acceptance criteriaTOPIC = what traditional, traditional, generative and agentic AI are# TaskKeep a report you can cite and the order of what to study first, instead of a pile of links# Workflow1. Launch the plan in the sources panel with Deep Research2. Review the briefing before importing: coverage, citations and what stays open3. Ask for the order of what to read, practise and watch first# Expected output- Coverage of the plan, question by question- Citations that hold up each finding, with inference marked- Study order and gaps that stay open
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
- The briefing states what to read, practise and watch first
Edge cases
- Long briefing without checkable citations: it is not imported until it carries them
- Deep Research not available: 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 that can be cited
- Asking for a study order lengthens the briefing in exchange for knowing where to start
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 notebook as one more source
- The plan from the previous turn carries the criteria the review uses
Limits
- It does not write the advisor instruction or the deck of the plan
- It does not guarantee the briefing closes the gaps: it guarantees they are written down
- It does not decide what to study: it proposes the order and the reason
Agree the system prompt of your 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
cited study reportadvisor agreed with its rulesWhat you need to replace 2
<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · From a previous step<ROLE>the register you want from the advisore.g.: advisor and coach · 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: I want to agree the system prompt of my advisor on [TOPIC] before writing it.Tell me first which claims the notebook holds up and which it cannot, each with its citation. Then propose the [ROLE] role, the citation rule — every material claim carries one, anything else is marked as inference — and the limit: what it does when the notebook falls short.Deliver: A. the system prompt, ready to paste into Chat settings → Custom | B. the supported claims beside the unsupported ones | C. the citation rule and the limit | D. five points for me to confirm.One question at a time if you need something from me.
Demo · Level 1 · Direct
In the chat, with the notebook sources selected: I want to agree the system prompt of my advisor on what traditional, traditional, generative and agentic AI are before writing it.Tell me first which claims the notebook holds up and which it cannot, each with its citation. Then propose the learning advisor and coach role, the citation rule — every material claim carries one, anything else is marked as inference — and the limit: what it does when the notebook falls short.Deliver: A. the system prompt, ready to paste into Chat settings → Custom | B. the supported claims beside the unsupported ones | C. the citation rule and the limit | D. five points for me to confirm.One question at a time if you need something from me.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]ROLE = [ROLE · the register you want from the advisor · e.g.: advisor and coach]# TaskFinish with an advisor of your own that answers with a citation and says when it does not know, instead of a chat that improvises# FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated limit · what it does when it does not know# Workflow1. List what the notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the declared goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit: what the advisor does when the notebook falls short5. Close with five confirmation points before configuring the assistant# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the person first- Do not research here: if the base falls short, say so and propose researching again# Expected output- Agreed system prompt, ready to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule and limit written inside the instruction- Five confirmation points before configuring
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areROLE = learning advisor and coach# TaskFinish with an advisor of your own that answers with a citation and says when it does not know, instead of a chat that improvises# FRAMEWORKS AND BEST PRACTICES- Role charter · role, scope, register- Citation rule · what is claimed and on what support- Stated limit · what it does when it does not know# Workflow1. List what the notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the declared goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit: what the advisor does when the notebook falls short5. Close with five confirmation points before configuring the assistant# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the person first- Do not research here: if the base falls short, say so and propose researching again# Expected output- Agreed system prompt, ready to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule and limit written inside the instruction- Five confirmation points before configuring
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 you want an advisor with rules, not a chat that improvises.Reference case: My notebook on generative AI, about to become an advisor with a citation rule and a refusal rule.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]ROLE = [ROLE · the register you want from the advisor · e.g.: advisor and coach]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the agreed system prompt with role and scope, the list of what the notebook holds up and what it does not, the citation rule and the limit for what the base does not cover, and five confirmation points.Scope includes: Turn the notebook into a senior advisor that explains so you understand, asks so you go deeper, and demands cited evidence so you can defend what you claim.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 limit · what it does when it does not knowSteps:1. List what the notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the declared goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit: what the advisor does when the notebook falls short5. Close with five confirmation points before configuring the assistant6. 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 to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule and limit written inside the instruction- Five confirmation points before configuringObservable 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 you want an advisor with rules, not a chat that improvises.Reference case: My notebook on generative AI, about to become an advisor with a citation rule and a refusal rule.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areROLE = learning advisor and coach## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the agreed system prompt with role and scope, the list of what the notebook holds up and what it does not, the citation rule and the limit for what the base does not cover, and five confirmation points.Scope includes: Turn the notebook into a senior advisor that explains so you understand, asks so you go deeper, and demands cited evidence so you can defend what you claim.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 limit · what it does when it does not knowSteps:1. List what the notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the declared goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit: what the advisor does when the notebook falls short5. Close with five confirmation points before configuring the assistant6. 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 to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule and limit written inside the instruction- Five confirmation points before configuringObservable 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 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 limit · what it does when it does not know# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the person first- Do not research here: if the base falls short, say so and propose researching again# Definition of DoneThe advisor is written with role, scope, citation rule and limit, and the person confirms the five points before configuring it.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]ROLE = [ROLE · the register you want from the advisor · e.g.: advisor and coach]# TaskFinish with an advisor of your own that answers with a citation and says when it does not know, instead of a chat that improvises# Workflow1. List what the notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the declared goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit: what the advisor does when the notebook falls short5. Close with five confirmation points before configuring the assistant# Expected output- Agreed system prompt, ready to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule and limit written inside the instruction- Five confirmation points before configuring
Demo · Level 4 · Orchestrated
# systemInterlocutor of the 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 limit · what it does when it does not know# Boundaries- Do not promise what the notebook sources do not hold up- Do not write the system prompt without discussing it with the person first- Do not research here: if the base falls short, say so and propose researching again# Definition of DoneThe advisor is written with role, scope, citation rule and limit, and the person confirms the five points before configuring it.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areROLE = learning advisor and coach# TaskFinish with an advisor of your own that answers with a citation and says when it does not know, instead of a chat that improvises# Workflow1. List what the notebook holds up and what it does not, with a citation per claim2. Propose role, scope and register of the advisor against the declared goal3. Write the citation rule: every material claim with its citation, the rest as inference4. Write the limit: what the advisor does when the notebook falls short5. Close with five confirmation points before configuring the assistant# Expected output- Agreed system prompt, ready to paste into the chat settings- List of what the base holds up and what it does not, with a citation- Citation rule and limit written inside the instruction- Five confirmation points before configuring
Why it works
Acceptance criteria
- The system prompt names role, scope, citation rule and limit, with no adjective that cannot be checked
- The list of what the base holds up carries its citation, and what it does not is stated as missing
- The person confirms five points before the advisor is configured
Edge cases
- The notebook does not hold up the requested role: it is said and researching again is proposed
- The instruction runs long: a short version that keeps the limit is asked for
Trade-offs
- Discussing before writing costs one turn in exchange for an instruction the person recognises
- An advisor with a limit answers less in exchange for not inventing when the base falls short
Assumptions
- The notebook exposes the citations of the loaded sources, so the citation rule is checkable
- The briefing imported before is enough to hold up the role being asked for
- The personalized instruction is pasted into the chat settings of the notebook
Limits
- It does not research or widen the base: if it falls short, it says so
- 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
Your 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 notebook already has
advisor agreed with its rulesslide deck with the study planWhat you need to replace 2
<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · From a previous step<WINDOW>the time you really havee.g.: four weeks, 3 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. I want 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 signal that closes it and the source behind it.Deliver: A. the slides, one per week | B. the citation of each | C. the closing signal | D. whatever stays out of the plan.Invent nothing the sources do not hold. If the window is too short, narrow the scope and tell me.
Demo · Level 1 · Direct
Open Studio in the notebook and choose the slide deck; use this as the customization instruction. I want a study plan on what traditional, traditional, generative and agentic AI are that fits four weeks with three 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 signal that closes it and the source behind it.Deliver: A. the slides, one per week | B. the citation of each | C. the closing signal | D. whatever stays out of the plan.Invent nothing the sources do not hold. If the window is too short, narrow the scope and tell me.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WINDOW = [WINDOW · the time you really have · e.g.: four weeks, 3 hours a week]# TaskLeave the workshop with a study plan in slides ordered from zero to expert, one you can follow on your own, week by week, without rereading the briefing# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how I know I finished- Provenance · which source backs each week# 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 of the plan and its reason# Boundaries- Do not invent material the notebook does not have: what is missing is stated on the last slide- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess here or ask for demonstrations: this step plans# Expected output- Deck with one slide per week, ordered by level- Citation of the notebook source behind every week- Closing signal per block, checkable without help- What stays out of the plan, with its reason
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWINDOW = four weeks with three hours a week# TaskLeave the workshop with a study plan in slides ordered from zero to expert, one you can follow on your own, week by week, without rereading the briefing# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how I know I finished- Provenance · which source backs each week# 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 of the plan and its reason# Boundaries- Do not invent material the notebook does not have: what is missing is stated on the last slide- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess here or ask for demonstrations: this step plans# Expected output- Deck with one slide per week, ordered by level- Citation of the notebook source behind every week- Closing signal per block, checkable without help- What stays out of the plan, with its reason
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 is agreed and you want a plan you can follow without rereading the whole briefing.Reference case: Four weeks to go from the scope of generative AI to my first digital assistant.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WINDOW = [WINDOW · the time you really have · e.g.: four weeks, 3 hours a week]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the deck of slides, one per week, ordered from zero to expert, the citation of the block each week comes from, the criterion that closes each block, and what stays out of the plan.Scope includes: Get a deck out of the notebook that orders your study week by week: what to read, what to practise, what to watch and how you know each block is closed.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 I know I finished- Provenance · which source backs each weekSteps: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 of the plan and its reason6. 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- Citation of the notebook source behind every week- Closing signal per block, checkable without help- What stays out of the plan, with its reasonObservable 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 is agreed and you want a plan you can follow without rereading the whole briefing.Reference case: Four weeks to go from the scope of generative AI to my first digital assistant.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWINDOW = four weeks with three hours a week## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the deck of slides, one per week, ordered from zero to expert, the citation of the block each week comes from, the criterion that closes each block, and what stays out of the plan.Scope includes: Get a deck out of the notebook that orders your study week by week: what to read, what to practise, what to watch and how you know each block is closed.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 I know I finished- Provenance · which source backs each weekSteps: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 of the plan and its reason6. 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- Citation of the notebook source behind every week- Closing signal per block, checkable without help- What stays out of the plan, with its reasonObservable 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 workshop: turns the notebook into a study plan you can follow# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how I know I finished- Provenance · which source backs each week# Boundaries- Do not invent material the notebook does not have: what is missing is stated on the last slide- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess here or ask for demonstrations: this step plans# Definition of DoneThe deck is downloadable 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 is declared.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]WINDOW = [WINDOW · the time you really have · e.g.: four weeks, 3 hours a week]# TaskLeave the workshop with a study plan in slides ordered from zero to expert, one you can follow on your own, week by week, 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 of the plan and its reason# Expected output- Deck with one slide per week, ordered by level- Citation of the notebook source behind every week- Closing signal per block, checkable without help- What stays out of the plan, with its reason
Demo · Level 4 · Orchestrated
# systemPlanner of the workshop: turns the notebook into a study plan you can follow# FRAMEWORKS AND BEST PRACTICES- Plan by weeks · what holds up the rest first- Closing signal · how I know I finished- Provenance · which source backs each week# Boundaries- Do not invent material the notebook does not have: what is missing is stated on the last slide- Do not compress the goal into a window that is not enough: narrow the scope and say so- Do not assess here or ask for demonstrations: this step plans# Definition of DoneThe deck is downloadable 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 is declared.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areWINDOW = four weeks with three hours a week# TaskLeave the workshop with a study plan in slides ordered from zero to expert, one you can follow on your own, week by week, 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 of the plan and its reason# Expected output- Deck with one slide per week, ordered by level- Citation of the notebook source behind every week- Closing signal per block, checkable without help- What stays out of the plan, with its reason
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
- Every block carries a closing signal the person can check alone
Edge cases
- The window is not enough: the scope is narrowed and stated in the deck
- Material is missing for one week: the hole is declared instead of filled
Trade-offs
- A plan by weeks loses detail in exchange for being followable without rereading the briefing
- Requiring a citation per week lengthens the slides in exchange for knowing where each block comes from
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 person can spend the time the plan estimates per week
Limits
- It does not research or widen the base: it distributes what the notebook already has
- It does not assess the learning: that happens when the cycle is reviewed
- It does not guarantee the plan gets done: it makes it followable and checkable
Review what you learned and commission the 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 give a grade
slide deck with the study planreview and next cycle commissionedWhat you need to replace 2
<TOPIC>the workshop topice.g.: what traditional, traditional, generative and agentic AI are · From a previous step<NEXT TOPIC>the topic you would repeat the cycle withe.g.: automating my weekly report · You provide it
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
I want to close the workshop knowing what I hold. Work only with the sources of my notebook and give me an honest review of [TOPIC].List what I can claim today with a citation and what I still cannot, saying whether a source, practice or time is missing. Then write the deep research prompt that closes the most expensive hole, ready to paste into the sources panel, and show how the same cycle runs over [NEXT TOPIC].Deliver: A. what the notebook holds, with a citation | B. what it does not, with its cause | C. the next research prompt | D. the cycle ready for another topic.Do not grade me: this reviews evidence, not performance.
Demo · Level 1 · Direct
I want to close the workshop knowing what I hold. Work only with the sources of my notebook and give me an honest review of what traditional, traditional, generative and agentic AI are.List what I can claim today with a citation and what I still cannot, saying whether a source, practice or time is missing. Then write the deep research prompt that closes the most expensive hole, ready to paste into the sources panel, and show how the same cycle runs over automating my weekly results report.Deliver: A. what the notebook holds, with a citation | B. what it does not, with its cause | C. the next research prompt | D. the cycle ready for another topic.Do not grade me: this reviews evidence, not performance.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]NEXT TOPIC = [NEXT TOPIC · the topic you would repeat the cycle with · e.g.: automating my weekly report]# TaskClose the workshop with an advisor that already works, the honest list of what is missing, and the next research commissioned# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, why- Next cycle · one hole, one research- Workshop close · what stays in the hands of whoever took part# Workflow1. List what can be claimed today with a citation, one line per claim2. List what does not hold and say whether a source, practice or time is missing3. 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 the person already has in the notebook# Boundaries- Do not grade or assess performance: 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 cause: source, practice or time- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic by changing only topic and goal
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areNEXT TOPIC = automating my weekly results report# TaskClose the workshop with an advisor that already works, the honest list of what is missing, and the next research commissioned# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, why- Next cycle · one hole, one research- Workshop close · what stays in the hands of whoever took part# Workflow1. List what can be claimed today with a citation, one line per claim2. List what does not hold and say whether a source, practice or time is missing3. 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 the person already has in the notebook# Boundaries- Do not grade or assess performance: 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 cause: source, practice or time- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic by changing only topic and goal
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 study plan exists and you want to close the cycle knowing what comes next.Reference case: I close with my generative AI advisor and open the same cycle for the topic that follows.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]NEXT TOPIC = [NEXT TOPIC · the topic you would repeat the cycle with · e.g.: automating my weekly report]## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the list of what the notebook holds with a citation and of what it does not, the next research prompt ready to paste, and the signal that the cycle repeats the same way on another topic.Scope includes: Close the workshop knowing what you can claim with a citation, what you still cannot, and with the next research prompt written for the hole that remains, in your 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, why- Next cycle · one hole, one research- Workshop close · what stays in the hands of whoever took partSteps:1. List what can be claimed today with a citation, one line per claim2. List what does not hold and say whether a source, practice or time is missing3. 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 the person already has in the notebook6. 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 cause: source, practice or time- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic by changing only topic and goalObservable 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 study plan exists and you want to close the cycle knowing what comes next.Reference case: I close with my generative AI advisor and open the same cycle for the topic that follows.# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areNEXT TOPIC = automating my weekly results report## P — RequestExpert role: Facilitator of a guided workshop on NotebookLMDeliverable: the list of what the notebook holds with a citation and of what it does not, the next research prompt ready to paste, and the signal that the cycle repeats the same way on another topic.Scope includes: Close the workshop knowing what you can claim with a citation, what you still cannot, and with the next research prompt written for the hole that remains, in your 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, why- Next cycle · one hole, one research- Workshop close · what stays in the hands of whoever took partSteps:1. List what can be claimed today with a citation, one line per claim2. List what does not hold and say whether a source, practice or time is missing3. 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 the person already has in the notebook6. 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 cause: source, practice or time- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic by changing only topic and goalObservable 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 workshop: separates what holds from what is pending and commissions the next cycle# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, why- Next cycle · one hole, one research- Workshop close · what stays in the hands of whoever took part# Boundaries- Do not grade or assess performance: 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 cause, and the next research prompt written.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · the workshop topic · e.g.: what traditional, traditional, generative and agentic AI are]NEXT TOPIC = [NEXT TOPIC · the topic you would repeat the cycle with · e.g.: automating my weekly report]# TaskClose the workshop with an advisor that already works, the honest list of what is missing, and the next research commissioned# Workflow1. List what can be claimed today with a citation, one line per claim2. List what does not hold and say whether a source, practice or time is missing3. 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 the person already has in the notebook# Expected output- List of what the notebook holds, with a citation per claim- List of what is pending, with its cause: source, practice or time- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic by changing only topic and goal
Demo · Level 4 · Orchestrated
# systemReviewer of the workshop: separates what holds from what is pending and commissions the next cycle# FRAMEWORKS AND BEST PRACTICES- Review by evidence · holds, does not hold, why- Next cycle · one hole, one research- Workshop close · what stays in the hands of whoever took part# Boundaries- Do not grade or assess performance: 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 cause, and the next research prompt written.# user# PARAMETERSLENGTH = conciseSTRUCTURE = short listsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = what traditional, traditional, generative and agentic AI areNEXT TOPIC = automating my weekly results report# TaskClose the workshop with an advisor that already works, the honest list of what is missing, and the next research commissioned# Workflow1. List what can be claimed today with a citation, one line per claim2. List what does not hold and say whether a source, practice or time is missing3. 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 the person already has in the notebook# Expected output- List of what the notebook holds, with a citation per claim- List of what is pending, with its cause: source, practice or time- Deep research prompt ready to paste into the sources panel- The same cycle, ready for another topic by changing only topic and goal
Why it works
Acceptance criteria
- Every claim that holds carries its notebook citation and every pending item its cause
- The next research prompt is ready to paste without rewriting it
- The close names what the person already has: a notebook with sources, an advisor and a study plan
Edge cases
- Nothing citable: it is said and the research is commissioned before going on
- Goal met: the next topic 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 review can be checked
- The study plan and the advisor already exist when this turn runs
- The whole cycle works for any topic, not only for the one used in the workshop
Limits
- It does not measure understanding with questions or give a grade
- It does not draft content or fully configure the notebook
- It does not guarantee the hole gets closed: it guarantees it is commissioned
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.
Cited content from my base
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 does not publish it: RENDERED_DRAFT is not published and the channel is decided elsewhere
slide deck with the study plan, review and next cycle commissionedcited learning documentWhat you need to replace 3
<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
Level 1 · DirectA clear instruction, ready to discuss and refine.
A clear instruction, ready to discuss and refine.
Come back to the chat with the reviewed notebook and work only with my Notebook. I want to turn it into a short [CONTENT TYPE] for [AUDIENCE], aiming at [OUTCOME].THESIS: write 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 from the Notebook; mark as inference any reading of your own and add no external facts.DECISIONS: name three editorial decisions — what you leave out, what you simplify, what you highlight — with their reason.Deliver: A. the final content in its short version | B. the cited sources | C. the three editorial decisions | D. whatever the base does not support, stated as missing.If my base does not support the thesis, propose the one it does support and say what is missing. 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 with the reviewed notebook and work only with my Notebook. I want to turn it into a short short guide for non-technical professionals starting with AI, aiming at a repeatable, cited and explainable practice.THESIS: write 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 from the Notebook; mark as inference any reading of your own and add no external facts.DECISIONS: name three editorial decisions — what you leave out, what you simplify, what you highlight — with their reason.Deliver: A. the final content in its short version | B. the cited sources | C. the three editorial decisions | D. whatever the base does not support, stated as missing.If my base does not support the thesis, propose the one it does support and say what is missing. 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 = clear and personalDEPTH = 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]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskLeave with content you can publish and defend: one thesis, its citations and the three editorial decisions in plain sight# 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 and intended result2. Set one thesis serving the result, with the strongest evidence, one tension and one limit3. Propose the structure before writing4. Write citing every material claim and labelling as inference whatever the base does not support5. Close with the final content, its sources and three typed editorial decisions with their reason# Boundaries- Never invent quotes, data or facts the base lacks- Add no external facts to the workshop base- Base without support for the requested thesis: propose the sustainable thesis, never force the requested one- Do not rank a catalogue of use cases: that is the prioritised use cases# Expected output- Final content with thesis, tension and limit- List of sources cited per material claim, with inferences labelled- Three typed editorial decisions (left out, simplified, highlighted) with their reason
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = short guideAUDIENCE = non-technical professionals starting with AIOUTCOME = a repeatable, cited and explainable practice# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave with content you can publish and defend: one thesis, its citations and the three editorial decisions in plain sight# 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 and intended result2. Set one thesis serving the result, with the strongest evidence, one tension and one limit3. Propose the structure before writing4. Write citing every material claim and labelling as inference whatever the base does not support5. Close with the final content, its sources and three typed editorial decisions with their reason# Boundaries- Never invent quotes, data or facts the base lacks- Add no external facts to the workshop base- Base without support for the requested thesis: propose the sustainable thesis, never force the requested one- Do not rank a catalogue of use cases: that is the prioritised use cases# Expected output- Final content with thesis, tension and limit- List of sources cited per material claim, with inferences labelled- Three typed editorial decisions (left out, simplified, highlighted) with their reason
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: you need content and the workshop base is already audited and declared sufficient.Reference case: A cited executive memo about what I learned, for my manager.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = 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]# Optional adjustments[If it improves understanding, open with a short diagram.]## P — RequestExpert role: Specialist in evidence-grounded editorial productionDeliverable: final content with thesis, tension and limit, sources cited per material claim, labelled inferences and three typed editorial decisions (left out, simplified, highlighted) with their reason.Scope includes: Turns the workshop notebook into source-cited content with one thesis, a citation per material claim and visible editorial calls, when you need something you can defend.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 and intended result2. Set one thesis serving the result, with the strongest evidence, one tension and one limit3. Propose the structure before writing4. Write citing every material claim and labelling as inference whatever the base does not support5. Close with the final content, its sources and three typed editorial decisions with their reason6. 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 with thesis, tension and limit- List of sources cited per material claim, with inferences labelled- Three typed editorial decisions (left out, simplified, highlighted) with their reasonObservable 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: you need content and the workshop base is already audited and declared sufficient.Reference case: A cited executive memo about what I learned, for my manager.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = short guideAUDIENCE = non-technical professionals starting with AIOUTCOME = a repeatable, cited and explainable practice# Optional adjustmentsIf it improves understanding, open with a short diagram.## P — RequestExpert role: Specialist in evidence-grounded editorial productionDeliverable: final content with thesis, tension and limit, sources cited per material claim, labelled inferences and three typed editorial decisions (left out, simplified, highlighted) with their reason.Scope includes: Turns the workshop notebook into source-cited content with one thesis, a citation per material claim and visible editorial calls, when you need something you can defend.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 and intended result2. Set one thesis serving the result, with the strongest evidence, one tension and one limit3. Propose the structure before writing4. Write citing every material claim and labelling as inference whatever the base does not support5. Close with the final content, its sources and three typed editorial decisions with their reason6. 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 with thesis, tension and limit- List of sources cited per material claim, with inferences labelled- Three typed editorial decisions (left out, simplified, highlighted) with their reasonObservable 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.
# systemEditor who produces source-cited 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 the base lacks- Add no external facts to the workshop base- Base without support for the requested thesis: propose the sustainable thesis, never force the requested one- Do not rank a catalogue of use cases: that is the prioritised use cases# Definition of DoneReviewable content: one thesis, every material claim with its citation, inferences labelled and three typed editorial decisions with a reason; it stays a draft, unpublished.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = 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]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskLeave with content you can publish and defend: one thesis, its citations and the three editorial decisions in plain sight# Workflow1. Record content type, length, audience and intended result2. Set one thesis serving the result, with the strongest evidence, one tension and one limit3. Propose the structure before writing4. Write citing every material claim and labelling as inference whatever the base does not support5. Close with the final content, its sources and three typed editorial decisions with their reason# Expected output- Final content with thesis, tension and limit- List of sources cited per material claim, with inferences labelled- Three typed editorial decisions (left out, simplified, highlighted) with their reason
Demo · Level 4 · Orchestrated
# systemEditor who produces source-cited 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 the base lacks- Add no external facts to the workshop base- Base without support for the requested thesis: propose the sustainable thesis, never force the requested one- Do not rank a catalogue of use cases: that is the prioritised use cases# Definition of DoneReviewable content: one thesis, every material claim with its citation, inferences labelled and three typed editorial decisions with a reason; it stays a draft, unpublished.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSCONTENT TYPE = short guideAUDIENCE = non-technical professionals starting with AIOUTCOME = a repeatable, cited and explainable practice# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave with content you can publish and defend: one thesis, its citations and the three editorial decisions in plain sight# Workflow1. Record content type, length, audience and intended result2. Set one thesis serving the result, with the strongest evidence, one tension and one limit3. Propose the structure before writing4. Write citing every material claim and labelling as inference whatever the base does not support5. Close with the final content, its sources and three typed editorial decisions with their reason# Expected output- Final content with thesis, tension and limit- List of sources cited per material claim, with inferences labelled- Three typed editorial decisions (left out, simplified, highlighted) with their reason
Why it works
Acceptance criteria
- The content carries one single thesis and every material claim is cited from the base
- Anything not cited is labelled inference, so a reviewer can count them
- The three editorial decisions are typed as left out, simplified or highlighted, with a reason: they are not adjectives
Edge cases
- Base without evidence for the requested thesis: a sustainable thesis is proposed instead of forcing it
- No declared length: it is requested before writing
Trade-offs
- A less striking content in exchange for traceability: every material claim stays tied to the base
- The workshop metadata (when, inputs, output, limit, example) is preserved whole: when becomes the when field, the example becomes example, the output becomes evidence, the no-external-facts limit becomes a guardrail and the inputs become the variables
Assumptions
- The base arrives audited and declared sufficient in earlier workshop steps; W09 does not judge it again
Limits
- It creates the content; it does not publish it: RENDERED_DRAFT is not published and the channel is decided elsewhere
- It neither ranks a catalogue of use cases nor rehearses the spoken defence
Ranked use cases for my role
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
slide deck with the study plan, cited learning documentranked use-case listWhat you need to replace 2
<ROLE>function the AI should performe.g.: source-grounded coach · You provide it<CONTEXT>relevant situation and constraintse.g.: 45 minutes a day · 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 reviewed Notebook as the only base. I want to apply what I learned: give me ten use cases for [ROLE] in [CONTEXT].CARD: for each case, problem, user, cited evidence, input, result, what the person does and what the AI does, risk, control, complexity and impact.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 [ROLE], 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 in sight | C. the recommended case as a seven-day experiment, with an observable metric and a threshold | D. the speculative ones, apart.Do not draft the content: this step prioritises. Do not invent cases, evidence or returns.
Demo · Level 1 · Direct
In the Notebook chat, with the reviewed Notebook as the only base. I want to apply what I learned: give me ten use cases for source-grounded coach in individual work with 45 minutes available each day.CARD: for each case, problem, user, cited evidence, input, result, what the person does and what the AI does, risk, control, complexity and impact.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 source-grounded coach, 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 in sight | C. the recommended case as a seven-day experiment, with an observable metric and a threshold | D. the speculative ones, apart.Do not draft the content: this step prioritises. Do not invent cases, evidence 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 = clear and personalDEPTH = practical# INPUTSROLE = [ROLE · function the AI should perform · e.g.: source-grounded coach]CONTEXT = [CONTEXT · relevant situation and constraints · e.g.: 45 minutes a day]# TaskKnow which case to start with, and a seven-day experiment you can measure by Friday# 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 role and context, 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 impact3. 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 observable metric and threshold# Boundaries- Never invent cases, evidence or ROI: without support in the base a case is marked speculative- Do not estimate prices or financial return- Do not draft the source-cited content: that is the cited content- The recommendation does not decide: a person ranks# Expected output- Up to ten cases with their ten attributes, 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, observable metric and threshold
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSROLE = source-grounded coachCONTEXT = individual work with 45 minutes available each day# TaskKnow which case to start with, and a seven-day experiment you can measure by Friday# 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 role and context, 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 impact3. 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 observable metric and threshold# Boundaries- Never invent cases, evidence or ROI: without support in the base a case is marked speculative- Do not estimate prices or financial return- Do not draft the source-cited content: that is the cited content- The recommendation does not decide: a person ranks# Expected output- Up to ten cases with their ten attributes, 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, observable metric and threshold
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: you want real opportunities for your work and the workshop base is already audited.Reference case: A seven-day pilot to automate my weekly report.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSROLE = [ROLE · function the AI should perform · e.g.: source-grounded coach]CONTEXT = [CONTEXT · relevant situation and constraints · e.g.: 45 minutes a day]## 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; a value against effort ranking and a seven-day experiment with metric and threshold.Scope includes: Turns the workshop base into use cases with cited support, declared value and effort scales, and a seven-day experiment with a measurable metric.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 role and context, 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 impact3. 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 observable metric and threshold6. 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 ten attributes, 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, observable metric and thresholdObservable 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: you want real opportunities for your work and the workshop base is already audited.Reference case: A seven-day pilot to automate my weekly report.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSROLE = source-grounded coachCONTEXT = individual work with 45 minutes available each day## 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; a value against effort ranking and a seven-day experiment with metric and threshold.Scope includes: Turns the workshop base into use cases with cited support, declared value and effort scales, and a seven-day experiment with a measurable metric.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 role and context, 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 impact3. 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 observable metric and threshold6. 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 ten attributes, 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, observable metric and thresholdObservable 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 who ranks on cited support, not on enthusiasm# 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- Do not draft the source-cited content: that is the cited content- The recommendation does not decide: a person ranks# Definition of DoneDefensible ranking: scales declared before scoring, every case with cited support or marked speculative, and a seven-day experiment with metric and threshold.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSROLE = [ROLE · function the AI should perform · e.g.: source-grounded coach]CONTEXT = [CONTEXT · relevant situation and constraints · e.g.: 45 minutes a day]# TaskKnow which case to start with, and a seven-day experiment you can measure by Friday# Workflow1. Record role and context, 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 impact3. 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 observable metric and threshold# Expected output- Up to ten cases with their ten attributes, 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, observable metric and threshold
Demo · Level 4 · Orchestrated
# systemUse-case designer who ranks on cited support, not on enthusiasm# 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- Do not draft the source-cited content: that is the cited content- The recommendation does not decide: a person ranks# Definition of DoneDefensible ranking: scales declared before scoring, every case with cited support or marked speculative, and a seven-day experiment with metric and threshold.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSROLE = source-grounded coachCONTEXT = individual work with 45 minutes available each day# TaskKnow which case to start with, and a seven-day experiment you can measure by Friday# Workflow1. Record role and context, 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 impact3. 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 observable metric and threshold# Expected output- Up to ten cases with their ten attributes, 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, observable metric and threshold
Why it works
Acceptance criteria
- Both scales are declared before scoring: value 1-5 by effect on the role and effort 1-5 by hours and complexity
- Every ranked case carries cited support from the base; those without it appear marked speculative
- The seven-day experiment declares an observable metric and its threshold
Edge cases
- Base without domain material: fewer than ten cases come out and the gap is declared instead of filled
- Tied score: the lower effort tiebreak applies
Trade-offs
- Fewer and more defensible cases: demanding cited support shrinks the catalogue in exchange for surviving review
- The workshop metadata is preserved whole: the when becomes the when field, the pilot example becomes example, the ten ranked cases become evidence, the do-not-invent-ROI limit becomes a guardrail and the role and context inputs become the variables
Assumptions
- The base arrives audited; a person ranks and decides the pilot, not the recommendation
Limits
- It estimates neither ROI nor prices, and does not replace the judgement of whoever decides
- It ranks where to apply the base; it neither drafts the content nor writes the final assistant instruction
Workshop assessment on my base
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 2
<TOPIC>specific subjecte.g.: verify AI answers · You provide it<LEVEL>observable starting pointe.g.: can explain, not transfer · 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 workshop Notebook. Assess me on [TOPIC] from [LEVEL]: I want to know what I can hold up and what I cannot.PACE: one question at a time, in four bands — foundations, intermediate, advanced and application.GRADE: demonstrated when my answer quotes the condition, partial when it misses one, absent when it quotes nothing.ADVANCE: you advance only on demonstrated; otherwise give me a second attempt that replaces the first. No foundations, no advance.CORRECTION: correct by quoting the source. Do not teach new content or analogies: this step measures, it does not explain.COVERAGE: if my sources do not cover the question, replace it and say so.Deliver: A. the answers with their grade | B. my strengths | C. my gaps | D. the sources to revisit and the practice on [TOPIC] that follows.Do not invent questions or quotes beyond my base.
Demo · Level 1 · Direct
In the Notebook chat, use only the workshop Notebook. Assess me on how to learn with AI through a weekly high-performance practice from can explain, not transfer: I want to know what I can hold up and what I cannot.PACE: one question at a time, in four bands — foundations, intermediate, advanced and application.GRADE: demonstrated when my answer quotes the condition, partial when it misses one, absent when it quotes nothing.ADVANCE: you advance only on demonstrated; otherwise give me a second attempt that replaces the first. No foundations, no advance.CORRECTION: correct by quoting the source. Do not teach new content or analogies: this step measures, it does not explain.COVERAGE: if my sources do not cover the question, replace it and say so.Deliver: A. the answers with their grade | B. my strengths | C. my gaps | D. the sources to revisit and the practice on how to learn with AI through a weekly high-performance practice that follows.Do not invent questions or quotes beyond my base.
Level 2 · StructuredMakes inputs, options, flow and expected result explicit.
Makes inputs, options, flow and expected result explicit.
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]LEVEL = [LEVEL · observable starting point · e.g.: can explain, not transfer]# TaskKnow what you can explain without help and what you still cannot, with the gaps named and the source that closes them# 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 and starting level, and fix the workshop Notebook as the only base2. 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, offer a second attempt that replaces the result and never advance without demonstrated foundations5. Replace any question not covered by the sources and close with strengths, gaps, sources to revisit and one practice# Boundaries- Never invent questions or quotes beyond the declared base, nor a level without an answer behind it- Do not teach new content or use analogies: correction is limited to quoting the missing fragment- Question without coverage in the sources: replace it and say so, never assess beyond the base- Without demonstrated foundations there is no level advance# Expected output- One question per turn with its quoted grade- Level reached according to the rubric, with the second attempt reflected- Close with strengths, gaps, sources to revisit and one practice
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = how to learn with AI through a weekly high-performance practiceLEVEL = can explain, not transfer# TaskKnow what you can explain without help and what you still cannot, with the gaps named and the source that closes them# 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 and starting level, and fix the workshop Notebook as the only base2. 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, offer a second attempt that replaces the result and never advance without demonstrated foundations5. Replace any question not covered by the sources and close with strengths, gaps, sources to revisit and one practice# Boundaries- Never invent questions or quotes beyond the declared base, nor a level without an answer behind it- Do not teach new content or use analogies: correction is limited to quoting the missing fragment- Question without coverage in the sources: replace it and say so, never assess beyond the base- Without demonstrated foundations there is no level advance# Expected output- One question per turn with its quoted grade- Level reached according to the rubric, with the second attempt reflected- Close with strengths, gaps, sources to revisit and one practice
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: you must check mastery before moving on and you want to know exactly what is missing.Reference case: A four-level applied quiz on agents and their limits.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]LEVEL = [LEVEL · observable starting point · e.g.: can explain, not transfer]## P — RequestExpert role: Specialist in evidence-grounded comprehension assessmentDeliverable: a cited grade per answer, the level reached and a close with strengths, gaps, sources to revisit and one practice.Scope includes: Measures your understanding of the workshop base across foundations, intermediate, advanced and application, with a cited grade per answer and an actionable close.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 and starting level, and fix the workshop Notebook as the only base2. 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, offer a second attempt that replaces the result and never advance without demonstrated foundations5. Replace any question not covered by the sources and close with strengths, gaps, sources to revisit and one practice6. 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, with the second attempt reflected- Close with strengths, gaps, sources to revisit and one practiceObservable 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: you must check mastery before moving on and you want to know exactly what is missing.Reference case: A four-level applied quiz on agents and their limits.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = how to learn with AI through a weekly high-performance practiceLEVEL = can explain, not transfer## P — RequestExpert role: Specialist in evidence-grounded comprehension assessmentDeliverable: a cited grade per answer, the level reached and a close with strengths, gaps, sources to revisit and one practice.Scope includes: Measures your understanding of the workshop base across foundations, intermediate, advanced and application, with a cited grade per answer and an actionable close.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 and starting level, and fix the workshop Notebook as the only base2. 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, offer a second attempt that replaces the result and never advance without demonstrated foundations5. Replace any question not covered by the sources and close with strengths, gaps, sources to revisit and one practice6. 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, with the second attempt reflected- Close with strengths, gaps, sources to revisit and one practiceObservable 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 who grades against the base, without teaching# 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 or use analogies: correction is limited to quoting the missing fragment- Question without coverage in the sources: replace it and say so, never assess beyond the base- Without demonstrated foundations there is no level advance# Definition of DoneReviewable diagnosis: every answer graded and quoted against the rubric, the level advance justified and a close with strengths, gaps, sources to revisit and practice.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = [TOPIC · specific subject · e.g.: verify AI answers]LEVEL = [LEVEL · observable starting point · e.g.: can explain, not transfer]# TaskKnow what you can explain without help and what you still cannot, with the gaps named and the source that closes them# Workflow1. Record topic and starting level, and fix the workshop Notebook as the only base2. 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, offer a second attempt that replaces the result and never advance without demonstrated foundations5. Replace any question not covered by the sources and close with strengths, gaps, sources to revisit and one practice# Expected output- One question per turn with its quoted grade- Level reached according to the rubric, with the second attempt reflected- Close with strengths, gaps, sources to revisit and one practice
Demo · Level 4 · Orchestrated
# systemWorkshop assessor who grades against the base, without teaching# 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 or use analogies: correction is limited to quoting the missing fragment- Question without coverage in the sources: replace it and say so, never assess beyond the base- Without demonstrated foundations there is no level advance# Definition of DoneReviewable diagnosis: every answer graded and quoted against the rubric, the level advance justified and a close with strengths, gaps, sources to revisit and practice.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practical# INPUTSTOPIC = how to learn with AI through a weekly high-performance practiceLEVEL = can explain, not transfer# TaskKnow what you can explain without help and what you still cannot, with the gaps named and the source that closes them# Workflow1. Record topic and starting level, and fix the workshop Notebook as the only base2. 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, offer a second attempt that replaces the result and never advance without demonstrated foundations5. Replace any question not covered by the sources and close with strengths, gaps, sources to revisit and one practice# Expected output- One question per turn with its quoted grade- Level reached according to the rubric, with the second attempt reflected- Close with strengths, gaps, sources to revisit and one practice
Why it works
Acceptance criteria
- Every answer gets one of the three rubric grades and the quote that justifies it
- Level advance only happens on demonstrated, so the final level is a condition, not an impression
- The close delivers strengths, gaps, sources to revisit and one practice, not a performance adjective
Edge cases
- Foundations not demonstrated: the level repeats instead of advancing
- 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 of the missing fragment, not as teaching, so the coach mechanism is not invaded; nothing else from the frozen text is dropped
Assumptions
- The sources are the workshop Notebook and the instrument runs inside the session
Limits
- It measures inside the workshop; the reusable instrument with its own rubric is the progressive evaluator
- It neither teaches nor accompanies understanding: that is the coach activation the closing review
- Accuracy is not guaranteed: the level measures correspondence with the source, not truth of the source
Guided rehearsal of my hard conversation
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 argument; it neither drafts nor restructures it: producing belongs to the cited content
cited learning document, understanding-question guidedefence rehearsal recordWhat you need to replace 2
<DELIVERABLE>deliverable that must be readye.g.: one-page memo · You provide it<TOPIC>specific subjecte.g.: verify AI answers · 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: my Notebook is the only source of quotes. Simulate the interview where I have to defend [DELIVERABLE] on [TOPIC].FRAMING: ask me first for audience, outcome and time. With less time, fewer questions, never a softer grade.GATE: if there is no content or the decision is not made, stop: this tests what exists, 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 my previous answer quoted the base; otherwise repeat the level.GRADING: grade by quoting my own sentence.Deliver: A. the transcript with its grading | B. my strengths | C. the gaps | D. three improvements on [TOPIC], each with its action and its quote.Do not invent objections without a real risk, or quotes my base does not hold. [If it improves understanding, open with a short diagram.]
Demo · Level 1 · Direct
In the Notebook chat: my Notebook is the only source of quotes. Simulate the interview where I have to defend one-page memo on how to learn with AI through a weekly high-performance practice.FRAMING: ask me first for audience, outcome and time. With less time, fewer questions, never a softer grade.GATE: if there is no content or the decision is not made, stop: this tests what exists, 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 my previous answer quoted the base; otherwise repeat the level.GRADING: grade by quoting my own sentence.Deliver: A. the transcript with its grading | B. my strengths | C. the gaps | D. three improvements on how to learn with AI through a weekly high-performance practice, each with its action and its quote.Do not invent objections without a real risk, or quotes my base does not hold. 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 = clear and personalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSDELIVERABLE = [DELIVERABLE · deliverable that must be ready · e.g.: one-page memo]TOPIC = [TOPIC · specific subject · e.g.: verify AI answers]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskWalk into the hard conversation knowing what you will be asked, with three cited improvements already made# 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 content or decision to defend exists and stop if it does 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 and answered the objection; otherwise repeat the level5. Grade every answer quoting the user words and close with strengths, gaps and three improvements with action and quote# Boundaries- Never invent objections without a real risk behind them, nor quotes or data outside the base- Do not draft or restructure the deliverable: producing the content is the cited content- No content or decision made: stop and route to production, never fabricate the content to defend- Short time: cut the number of questions, never the demand of the grade# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with its grade quoting the user words- Close with strengths, gaps and three improvements with action and quote
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSDELIVERABLE = one-page memoTOPIC = how to learn with AI through a weekly high-performance practice# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskWalk into the hard conversation knowing what you will be asked, with three cited improvements already made# 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 content or decision to defend exists and stop if it does 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 and answered the objection; otherwise repeat the level5. Grade every answer quoting the user words and close with strengths, gaps and three improvements with action and quote# Boundaries- Never invent objections without a real risk behind them, nor quotes or data outside the base- Do not draft or restructure the deliverable: producing the content is the cited content- No content or decision made: stop and route to production, never fabricate the content to defend- Short time: cut the number of questions, never the demand of the grade# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with its grade quoting the user words- Close with strengths, gaps and three improvements with action and quote
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: you must soon defend something you already wrote or decided in the workshop.Reference case: A QBR with hostile questions about my pilot and its controls.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSDELIVERABLE = [DELIVERABLE · deliverable that must be ready · e.g.: one-page memo]TOPIC = [TOPIC · specific subject · e.g.: verify AI answers]# 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 grade per answer quoting my words, and a close with strengths, gaps and three improvements with action and quote.Scope includes: Simulates the interview, QBR or defence ahead of you and raises pressure only when your previous answer quotes the workshop base and answers the objection.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 content or decision to defend exists and stop if it does 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 and answered the objection; otherwise repeat the level5. Grade every answer quoting the user words and close with strengths, gaps and three improvements with action and quote6. 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 its grade quoting the user words- Close with strengths, gaps and three improvements with action and quoteObservable 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: you must soon defend something you already wrote or decided in the workshop.Reference case: A QBR with hostile questions about my pilot and its controls.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSDELIVERABLE = one-page memoTOPIC = how to learn with AI through a weekly high-performance practice# 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 grade per answer quoting my words, and a close with strengths, gaps and three improvements with action and quote.Scope includes: Simulates the interview, QBR or defence ahead of you and raises pressure only when your previous answer quotes the workshop base and answers the objection.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 content or decision to defend exists and stop if it does 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 and answered the objection; otherwise repeat the level5. Grade every answer quoting the user words and close with strengths, gaps and three improvements with action and quote6. 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 its grade quoting the user words- Close with strengths, gaps and three improvements with action and quoteObservable 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 who tests what already exists, 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 risk behind them, nor quotes or data outside the base- Do not draft or restructure the deliverable: producing the content is the cited content- No content or decision made: stop and route to production, never fabricate the content to defend- Short time: cut the number of questions, never the demand of the grade# Definition of DoneCheckable rehearsal: opening with audience, outcome and time, every grade quoting the answer, and three improvements with action and a quote from the base.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSDELIVERABLE = [DELIVERABLE · deliverable that must be ready · e.g.: one-page memo]TOPIC = [TOPIC · specific subject · e.g.: verify AI answers]# Optional adjustments[If it improves understanding, open with a short diagram.]# TaskWalk into the hard conversation knowing what you will be asked, with three cited improvements already made# Workflow1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that content or decision to defend exists and stop if it does 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 and answered the objection; otherwise repeat the level5. Grade every answer quoting the user words and close with strengths, gaps and three improvements with action and quote# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with its grade quoting the user words- Close with strengths, gaps and three improvements with action and quote
Demo · Level 4 · Orchestrated
# systemWorkshop interviewer who tests what already exists, 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 risk behind them, nor quotes or data outside the base- Do not draft or restructure the deliverable: producing the content is the cited content- No content or decision made: stop and route to production, never fabricate the content to defend- Short time: cut the number of questions, never the demand of the grade# Definition of DoneCheckable rehearsal: opening with audience, outcome and time, every grade quoting the answer, and three improvements with action and a quote from the base.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalCONVERSATION TYPE = defense# INPUTSDELIVERABLE = one-page memoTOPIC = how to learn with AI through a weekly high-performance practice# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskWalk into the hard conversation knowing what you will be asked, with three cited improvements already made# Workflow1. Ask audience, outcome and time before the first question and match the number of questions to the time2. Check that content or decision to defend exists and stop if it does 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 and answered the objection; otherwise repeat the level5. Grade every answer quoting the user words and close with strengths, gaps and three improvements with action and quote# Expected output- Opening with audience, outcome and time fixed- One question per turn on evidence, alternatives, risks and limits, with its grade quoting the user words- Close with strengths, gaps and three improvements with action and quote
Why it works
Acceptance criteria
- The opening fixes audience, outcome and time before the first question
- The level rises only if the previous answer quoted the base and answered: escalation is a condition, not a mood
- The three improvements each name an action and a quote from the base
Edge cases
- No content to defend: 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 workshop metadata is preserved whole: the when becomes the when field, the hostile QBR becomes example, rehearsal and improvements become evidence, the do-not-simulate-certainty limit becomes a guardrail and the audience, outcome and time inputs become the asked opening
Assumptions
- The workshop Notebook is active as the evidence base and the content to defend already exists
Limits
- It tests the argument; it neither drafts nor restructures it: producing belongs to the cited content
- It is the guided workshop form; the autonomous rehearsal with fixed variables is the interview simulator
- It measures the defence, not the truth of the content: surviving pressure does not validate the thesis
Final configuration of my 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 4
<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: I want the final configuration of my Notebook, with [PURPOSE], [USER], [OUTCOME] and [CONSTRAINTS]. Do not re-decide which of my sources I keep or whether the base is enough: here you define how it behaves.GATE: if [CONSTRAINTS] clash with [PURPOSE], stop and tell me where.INSTRUCTION: write the personalized instruction with role, tasks, limits, citation rule and quality criterion.START: write exactly 10 starter prompts covering what I will ask first, without repeating each other.TEST: write a five-line test guide including one out-of-base question; it is valid only if the assistant declares the limit.Deliver: A. the personalized instruction, ready to paste into Chat settings → Custom | B. the starter prompts | C. the test guide | D. whatever was left out, and why.Separate facts, inferences and missing data. Do not invent assistant capabilities or sources. [If it improves understanding, open with a short diagram.]
Demo · Level 1 · Direct
Close the workshop: I want the final configuration of my Notebook, with build a verifiable practice I can repeat and explain, pilot lead, a repeatable, cited and explainable practice and no confidential data. Do not re-decide which of my sources I keep or whether the base is enough: here you define how it behaves.GATE: if no confidential data clash with build a verifiable practice I can repeat and explain, stop and tell me where.INSTRUCTION: write the personalized instruction with role, tasks, limits, citation rule and quality criterion.START: write exactly 10 starter prompts covering what I will ask first, without repeating each other.TEST: write a five-line test guide including one out-of-base question; it is valid only if the assistant declares the limit.Deliver: A. the personalized instruction, ready to paste into Chat settings → Custom | B. the starter prompts | C. the test guide | D. whatever was left out, and why.Separate facts, inferences and missing data. Do not invent assistant 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 = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSPURPOSE = [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 notebook configured so it serves you tomorrow without explaining anything again: instruction, starter prompts and a test that verifies it# FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completion# Workflow1. Record purpose, user, 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, citation rule and quality criterion4. Write exactly 10 starter prompts covering what gets asked first without repeating each other5. Write the five-line test guide with at least one out-of-base question, and separate facts, inferences and missing data# Boundaries- Never invent assistant capabilities or sources the base lacks- 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 material in the base: write the explicit non-exposure limit- The configuration authorizes neither publication nor connectors# Expected output- Personalized instruction with role, tasks, limits, citations and quality criterion- Exactly 10 starter prompts without overlap between them- Five-line test guide with one out-of-base question and facts, inferences and missing data separated
Demo · Level 2 · Structured
# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSPURPOSE = build a verifiable practice I can repeat and explainUSER = pilot leadOUTCOME = a repeatable, cited and explainable practiceCONSTRAINTS = no confidential data# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave the notebook configured so it serves you tomorrow without explaining anything again: instruction, starter prompts and a test that verifies it# FRAMEWORKS AND BEST PRACTICES- RACI · one accountable owner per decision- SMART · specific and measurable outcome- Definition of Done · observable completion# Workflow1. Record purpose, user, 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, citation rule and quality criterion4. Write exactly 10 starter prompts covering what gets asked first without repeating each other5. Write the five-line test guide with at least one out-of-base question, and separate facts, inferences and missing data# Boundaries- Never invent assistant capabilities or sources the base lacks- 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 material in the base: write the explicit non-exposure limit- The configuration authorizes neither publication nor connectors# Expected output- Personalized instruction with role, tasks, limits, citations and quality criterion- Exactly 10 starter prompts without overlap between them- Five-line test guide with one out-of-base question and facts, inferences and missing data separated
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 base is already sufficient and you want the Notebook to behave as a stable assistant.Reference case: A source-grounded coach to prepare my proposals.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSPURPOSE = [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, citation rule and quality criterion; exactly 10 starter prompts without overlap; a five-line test guide with one limit test.Scope includes: Writes the personalized instruction, the starter prompts and the assistant test guide, coherent with the audit and the closing review already issued.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, 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, citation rule and quality criterion4. Write exactly 10 starter prompts covering what gets asked first without repeating each other5. Write the five-line test guide with at least one out-of-base question, and separate facts, inferences and missing data6. 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 criterion- Exactly 10 starter prompts without overlap between them- Five-line test guide with one out-of-base question and facts, inferences and missing data separatedObservable 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 base is already sufficient and you want the Notebook to behave as a stable assistant.Reference case: A source-grounded coach to prepare my proposals.# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSPURPOSE = build a verifiable practice I can repeat and explainUSER = pilot leadOUTCOME = a repeatable, cited and explainable practiceCONSTRAINTS = 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, citation rule and quality criterion; exactly 10 starter prompts without overlap; a five-line test guide with one limit test.Scope includes: Writes the personalized instruction, the starter prompts and the assistant test guide, coherent with the audit and the closing review already issued.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, 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, citation rule and quality criterion4. Write exactly 10 starter prompts covering what gets asked first without repeating each other5. Write the five-line test guide with at least one out-of-base question, and separate facts, inferences and missing data6. 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 criterion- Exactly 10 starter prompts without overlap between them- Five-line test guide with one out-of-base question and facts, inferences and missing data separatedObservable 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 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 the base lacks- 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 material in the base: write the explicit non-exposure limit- The configuration authorizes neither publication nor connectors# Definition of DoneReviewable configuration: instruction with role, tasks, limits, citations and quality; 10 countable starter prompts without repetition; a five-line guide with a limit test whose passing criterion is written down.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSPURPOSE = [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 notebook configured so it serves you tomorrow without explaining anything again: instruction, starter prompts and a test that verifies it# Workflow1. Record purpose, user, 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, citation rule and quality criterion4. Write exactly 10 starter prompts covering what gets asked first without repeating each other5. Write the five-line test guide with at least one out-of-base question, and separate facts, inferences and missing data# Expected output- Personalized instruction with role, tasks, limits, citations and quality criterion- Exactly 10 starter prompts without overlap between them- Five-line test guide with one out-of-base question and facts, inferences and missing data separated
Demo · Level 4 · Orchestrated
# systemDesigner of the final 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 the base lacks- 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 material in the base: write the explicit non-exposure limit- The configuration authorizes neither publication nor connectors# Definition of DoneReviewable configuration: instruction with role, tasks, limits, citations and quality; 10 countable starter prompts without repetition; a five-line guide with a limit test whose passing criterion is written down.# user# PARAMETERSLENGTH = conciseSTRUCTURE = 2 paragraphs + key bulletsTONE = clear and personalDEPTH = practicalAESTHETIC = minimalOPENING = diagram before detail# INPUTSPURPOSE = build a verifiable practice I can repeat and explainUSER = pilot leadOUTCOME = a repeatable, cited and explainable practiceCONSTRAINTS = no confidential data# Optional adjustmentsIf it improves understanding, open with a short diagram.# TaskLeave the notebook configured so it serves you tomorrow without explaining anything again: instruction, starter prompts and a test that verifies it# Workflow1. Record purpose, user, 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, citation rule and quality criterion4. Write exactly 10 starter prompts covering what gets asked first without repeating each other5. Write the five-line test guide with at least one out-of-base question, and separate facts, inferences and missing data# Expected output- Personalized instruction with role, tasks, limits, citations and quality criterion- Exactly 10 starter prompts without overlap between them- Five-line test guide with one out-of-base question and facts, inferences and missing data separated
Why it works
Acceptance criteria
- Exactly 10 starter prompts, none repeating what another covers
- The test guide includes an out-of-base question that passes only if the assistant declares the limit
- The instruction declares limits and a citation rule coherent with the closing review already issued, not a new one
Edge cases
- Constraints clashing with the purpose: it stops before writing the instruction
- Private material: the non-exposure limit is written
Trade-offs
- A conservative configuration in exchange for less apparent reach: the assistant promises what the base supports
- The workshop metadata is preserved whole: the when becomes the when field, the source-grounded coach becomes example, the configuration with 10 starters becomes evidence, the do-not-invent-capabilities limit becomes a guardrail and the purpose, user and limits inputs become the variables; the non-exposure limit for private material lives in guardrails and edge cases because the prompt budget cannot hold all three conditions at once
Assumptions
- The base arrives audited and declared sufficient in earlier steps; the audit configuration is input, not the final 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: RENDERED_DRAFT is not published
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.
Learning here means explaining, checking and doing it again.