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Use a Canvas to keep source documents, findings, and a final briefing together. Before you begin, collect the documents and decide who will read the briefing. Check that each file is within the upload limits.
1

Add the sources

Create a named Canvas, upload the files, and let them finish processing. Group them in a section called “Sources.”
2

Review each document

Select the source cards and press C.“Review each document independently. Create a short note for each with its key claims, evidence, and open questions. Cite the source and mark missing information.”
3

Compare the findings

Ask: “Which claims agree, which conflict, and what evidence would resolve the conflicts? Keep proposals separate from confirmed decisions.”Open the cited sources and check consequential facts.
4

Write the briefing

Select the reviewed findings and ask: “Create an editable two-page briefing for the project lead: situation, evidence, risks, open questions, and recommended next steps.”
5

Revise and share

Check the document against its sources. Revise in the same session, then share the Canvas for access to the context or publish the briefing as a snapshot.
Use Add to workspace for source files and outputs that should be reused across the project. Ask explicitly to save a Skill if this briefing format should be used again.