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Field Guide · level 2 · Everyday skills

How do you brief AI so the first answer is close?

20 min · as of Oct 2026
You will be able to

Write a request with the goal, who it is for, the source to use and what good looks like, then improve it in one or two turns.

Part of Hand it the workTime about 20 minutes, with the try-itChecked 16 Oct 2026

Three things to take away

  1. 1

    Brief AI the way you would brief a capable new colleague in their first week.

  2. 2

    Four parts: the goal, who it is for and how they will use it, the source to use, and what good looks like. Add a part whenever a new colleague would have asked about it.

  3. 3

    Treat the next message as feedback: say exactly what to change and why. If you are on a third or fourth turn, a part of the brief is probably missing.

As of Oct 2026 · read 16 Oct 2026

In your assistant

The four parts work in every assistant. What differs is where you attach the source, where standing instructions live, and where each one stands out.

Same in all three

  • Describe the outcome, not the steps. Each vendor's own steps for a bigger job start the same way: say the result you want, then add the files.
  • Attach the source to the request, or keep it in a project or notebook so you attach it once.
  • The model menu sits by the message box, and each one has a setting for how hard it thinks (Claude: Effort; ChatGPT: the Thinking slider; Gemini: the thinking level).
  • Features reach people in waves. If you cannot see one, the usual reasons are a rollout still in progress, your plan, your country or an admin setting.

Claude

  • Anthropic's advice: the brilliant but new employee; the colleague test; give the reason behind an instruction; examples that are relevant and diverse, 3 to 5 of them. Source: Anthropic: Claude prompting best practices
  • One conversation for everything. Since 16 Sep 2026, Cowork is part of ordinary Claude chat. In Anthropic's words: "Users no longer have to choose which mode a task belongs in." Type a quick question or a big job in the same message box. For a big job, describe the result you want, attach files, and on the desktop app choose the folders Claude may use. Pro and Max get it first, then Team and Free; "There's nothing to turn on." Anthropic says to describe what you need "the way you'd brief a colleague", including your desired outcome, the format, and the inputs Claude will need: "the files, links, or apps Claude should work from". Sources: Anthropic: Cowork is now Claude; Anthropic: Claude Cowork and chat are one Claude
  • Claude asks when it is unclear. Anthropic says Claude asks questions when the request is unclear. A good brief means fewer of them.
  • Pick the model and effort: click the model name next to the send button. In the same menu, Effort runs from Low to Max; each model marks its recommended level "Default". Higher effort is more thorough and uses more of your limit. Source: Anthropic: Change the model effort and thinking settings
  • Where Claude stands out: ask for the format by name. Results can come back as Claude Docs or Claude Slides inside the conversation, with one shareable link, and download as PowerPoint or PDF, on every plan including Free. So "a two-page Claude Doc" is a complete "what good looks like". Source: Anthropic: Dashboards and motion

ChatGPT

  • OpenAI's advice: "always identify the task clearly, provide necessary context, and set the preferred tone and style"; break a complex task into smaller, focused requests; "Treat prompting as a conversation". Source: OpenAI: How do I create a good prompt for an AI model
  • Chat or Work. Chat is for quick help. Work is for anything that ends in a file, a report or a done task. On the desktop app, choose Chat or Work from the toggle at the top; on the web, select Work. For Work, OpenAI's own steps are "Describe the outcome you want. Add any files, constraints, and review criteria ChatGPT should use." Source: OpenAI: ChatGPT work and Codex
  • Attach the source: add files to the request. Files already in Box, Dropbox, SharePoint or Google Drive can be added from Library without uploading them again. Source: OpenAI: ChatGPT release notes (10 Sep 2026)
  • Pick the model: in Chat, choose GPT-6 in the model menu, then move the Thinking slider (Instant, Medium or High). On Free and Go the default is GPT-6 Luna, with a Think button for harder questions. Source: OpenAI: GPT-6 and other models in ChatGPT
  • Where ChatGPT stands out: a project can take links from Google Drive and Slack as sources, and you can save useful answers back into it. Project instructions override your general ones. Source: OpenAI: Projects in ChatGPT

Gemini

  • Google's advice for Gemini in Docs, Sheets, Slides, Vids and Forms: four areas, persona, task, context and format, and "You don't need to use all 4". Use natural language, specify "audience, purpose, and goals", and use follow-up prompts to review and refine. So the persona can be left out; in this lesson's terms, the task, context and format carry the brief. Source: Google: Docs Editors Help
  • At work, Gemini lives in your Google apps. At a company on Google Workspace, look for "Ask Gemini" at the top right of Gmail or Docs, and brief it about the file you have open. What you see depends on your company's Workspace licence. Source: Google: Gmail Help
  • In the Gemini app: attach files with Add Files in the text box. For files in Drive, connect the Google Workspace app first; on a work account, your admin decides which apps are allowed. Sources: Google: Gemini Help; Google: Gemini Help
  • Pick the model: click the current model at the bottom of the chat box, then pick a thinking level (Low, Medium or High; Low if you choose nothing). With auto model selection on, Gemini picks for you. Source: Google: Gemini Help
  • Where Gemini stands out: for a brief that must stay inside your own files, make a notebook. It syncs between the Gemini app and Gemini Notebook (the new name for NotebookLM since 16 Jul 2026). On a personal account with Google AI Pro or Ultra, click Task below the text box to hand over a whole job. Sources: Google: NotebookLM Gemini notebook; Google: Gemini Help
Claude, ChatGPT and Gemini · as of Oct 2026

Which one for writing and briefing?

ClaudeChatGPTGoogle Gemini
Best atClear business writing (Anthropic's claim for Opus 5.5), and finished Claude Docs on every planFast drafts in Chat, and ChatGPT for Word even on the Free planWriting inside Gmail and Docs at companies on Google Workspace
One brief for a question and a taskYes: one conversationYes: switch Chat to WorkChat in the app; Task on personal Pro or Ultra accounts

My recommendation: Claude first, ChatGPT second, Gemini third.

For briefing, Claude is the simplest start to finish: one conversation takes the quick question and the handed-over task, it asks when your brief is unclear, and the answer can come back as a finished document. ChatGPT is a close second: Work takes the same brief and returns a finished file. Gemini is the one to use if your company runs on Google Workspace and you write inside Gmail and Docs.

Whatever I recommend, use the tool your company approves for company data. A personal preference never beats the company's data rules.

On your own work · nothing private

Try it (10 minutes)

Use a real request from your own week, but paste nothing private. If the source is confidential, describe it ("the Q3 sales sheet") or use a public or made-up stand-in.

  1. Find a request you sent to an AI tool this week that gave you a so-so answer. Copy the request only.
  2. Rewrite it with the four parts: goal, who it is for and how they'll use it, the source, what good looks like.
  3. Do the ten-second test: show it to a colleague, or read it as a newcomer. Fix anything they would have asked.
  4. Run the old and the new version in your assistant, on its default model, and put the answers side by side.
  5. Give the better one a single improvement turn that says exactly what to change.
  6. Save what you will need again. Background about you goes in standing instructions; files for this job go in a project. If you run the request every week, it is a candidate for a skill (the lesson What is a skill? covers that).
Three questions · pick one answer each

Check yourself

  1. 1You type the same background (your role, your team, your house style) into every request. What is the better way?

    The answer: A All three assistants keep standing instructions (Claude: Instructions for Claude; ChatGPT: Custom Instructions; Gemini: Customize), and a project holds the files and instructions for one piece of work.
  2. 2You type "write an email about the delay" and leave open which delay, who it is for and what you want them to do. What does the model usually do?

    The answer: A A colleague would stop and ask, but the model usually just answers, so the gaps get a safe, typical choice.
  3. 3The first draft is close, but too long and the new date is buried. What is the best next turn?

    The answer: B Say exactly what to change. OpenAI and Google both describe improving the answer as a conversation of follow-ups.
0 of 3 answered
Read the whole lessonThe idea in full, the worked examples, common mistakes and what to check

The idea

Brief AI the way you would brief a capable new colleague in their first week. They are quick and they work hard, but they don't know your team, your reader or which file is the right one. Anthropic's current guide puts it this way: think of Claude "as a brilliant but new employee who lacks context on your norms and workflows" (as of Oct 2026).

What a new colleague would ask you is exactly what the request needs to say. Leave it out and the AI usually does not stop to ask. You type "write an email about the delay" and leave open which delay, who it is going to and what you want them to do. A colleague would stop and ask, but the model usually just answers, so it fills the gaps with a safe, typical choice. The email is fine, and it is for nobody in particular.

Clever wording is now the smallest part of this. OpenAI's help page says that as ChatGPT grows more intuitive, "you can rely more on natural, goal-driven language and less on perfect phrasing" (as of Oct 2026). Anthropic's engineers, writing about how to set up AI agents, said "the exact formatting of prompts is likely becoming less important as models become more capable" (29 Sep 2025). Threats, tips and magic phrases tell the AI nothing about what you want. Spend those words on the brief.

What is new this autumn. The same brief now works for a quick answer and for a whole task. Since 16 Sep 2026, Claude takes both in one ordinary conversation, with no mode to choose. Since 9 Jul 2026, ChatGPT has Chat for questions and Work for finished files in one app. So a good brief is no longer only how you get a better reply. It is how you hand over the work.

The four parts of a brief

  1. The goal. What you want to end up with, and what it is for. "An email that gets the project lead to confirm a new date", not "an email about the delay".
  2. Who it is for, and how they will use it. Put what is in your head into words: who it's for, and how they'll use it. "My director, reading on a phone between meetings" gives it more to work with than any adjective.
  3. The source to use. The file, the page or the notes it should work from, and, when it matters, "use only this". Without a source it fills the gaps with what usually comes next, and likely isn't the same as true.
  4. What good looks like. The format (email, table, three bullets, a document, a five-slide deck), the length, the tone, and anything it must include or avoid. When you can't explain the style you want, show examples: Anthropic's guide calls examples one of the most reliable ways to steer the output, and suggests 3 to 5 that vary enough that it "doesn't pick up unintended patterns" (as of Oct 2026).

You do not need all four every time. Google's prompt guide for Gemini in Docs says the same of its own four areas: "You don't need to use all 4" (as of Oct 2026). Add a part whenever a new colleague would have asked about it.

One line on why helps too. Anthropic's guide says explaining the reason behind an instruction can help the model understand your goals. "Keep it under 100 words" is good. "Keep it under 100 words: they read it on a phone" is better, because the AI can now judge everything else by that.

Then improve it in one or two turns

The first answer is a draft. Treat the next message as feedback to a colleague: say exactly what to change and why.

  • "Make it better" gives it nothing to go on.
  • "Shorter, under 80 words, and put the new date in the first sentence" does.

OpenAI's page says to treat prompting as a conversation and refine your requests based on the first answers; Google's says to use follow-up prompts to review and refine (both as of Oct 2026). If you are on a third or fourth turn, stop and look at the brief: a part is probably missing. Add it to the first message and start again.

A worked example (made up)

Before: Write an email about the delay.

After:

Goal: an email to the client's project lead that says the report will be a week late and asks them to confirm the new date. Who it is for: they read email on their phone between meetings, so the new date has to be in the first line. Source: use the attached timeline for every date, and nothing else. What good looks like: under 120 words, plain and sorry without grovelling, and one clear question at the end.

Second turn: Good. Cut the second paragraph and keep the apology to one sentence.

That is the whole skill. The six-part brief in the Agent Playbook adds three more parts for agents (what it may touch and must not, its limits, and when to stop and ask), because an agent acts as well as writes. That is the lesson How do you hand a task to an agent?.

The ten-second test

Before you send a request that matters, show it to a colleague with little context on the task and ask them to follow it. Anthropic's guide says that if they'd be confused, Claude will be too. "The ten-second test" is our name for it; the idea is from Anthropic's guide. With no colleague nearby, read your request as if it were your first day.

Write the background once, not every time

If you type the same background into every request (your role, your team, your house style), save it once. All three assistants can hold it for you.

Save it asUse it forClaudeChatGPTGoogle Gemini
Standing instructionsEverything you ask: who you are, your role, how you like answersSettings, then Instructions for ClaudeSettings, Personalization, turn on Enable customization, then Custom InstructionsThe Customize menu in the left sidebar
A projectOne piece of repeat work: its files and its own instructionsA project: its own chats, files and instructions (Free plans can make up to five)New project in the sidebar; instructions under the ••• menu, Project settingsNo "projects" by that name; the nearest is a notebook, in the Gemini app or Gemini Notebook
A skillA how-to you repeat, step by stepCustomize, SkillsInside plugins; type @ and pick itCustomize, Skills

A skill is the same file in all three: a SKILL.md with a name, a one-line description and the steps. The lesson What is a skill? shows how to write one.

Pick the model last

The brief matters more than the model. Start with the default, move up only when the answer misses something that matters, and move down when you want speed or want to save your limit.

The jobClaudeChatGPTGoogle Gemini
Quick question, short rewrite, sort a listHaiku 5.5 or Sonnet 5.5GPT-6 at InstantAuto, or Flash-Lite
Everyday writing, a summary, a first deckSonnet 5.5 at its Default effortGPT-6 at MediumFlash
A careful report, a long documentOpus 5.5GPT-6 at HighPro, thinking High
The hardest, high-stakes workFable 5.1 (uses your limit fastest)GPT-6 at ProArgon, thinking High

What you can pick depends on your plan, so check your own menu. Anthropic's quick test works in any tool: run the same brief on a lighter and a heavier model, and see whether the lighter answer misses anything.

Common mistakes

  • The task with no reader. "Summarise this report." The AI does get the report, but not who it is for or how they will use it, so the summary is fine but for nobody in particular.
  • Wording tricks instead of a brief. Threats, tips, "please" and magic phrases tell the AI nothing about what you want.
  • No source, then trusting dates and figures it supplied from memory.
  • Pasting confidential material to give it context. Check your workplace's rules first and use the tool your workplace approves (this is not legal advice).
  • A single example. Anthropic's guide asks for 3 to 5 that vary, so the AI doesn't copy patterns you never meant.
  • "Make it better" turns, three or four of them, instead of fixing the brief.
  • Everything in one request. OpenAI suggests breaking a complex task into smaller, focused requests.
  • Typing the same background every time instead of saving it once as standing instructions or a project.
  • Reaching for the heaviest model first. It is slower and uses your limit faster. Fix the brief, then move the model up if the answer still misses something.

What to check before you trust it

  • It used your source. Ask it to say where each date, figure or quote came from in the file you gave it, then look.
  • It fits the reader and the use. Read it as the person it is for, on the screen they will use.
  • Nothing was added. Treat any name, number, promise or date that is not in your source as a guess until you have checked it.
  • Hedges survived. If your source says "about" or "in one survey", the answer should too.
  • Before it goes out, run the checks in the next lesson.
Checked against · read 16 Oct 2026Every claim, its source and the date read

As of: product steps as they were on the vendors' own pages on 16 Oct 2026.

Where next

Next lesson · level 2 · 20 min

How do you check an AI answer before you use it?

Run a check sized to the stakes: open the sources, test the numbers and names, and never treat 'are you sure?' as a check.

Open the next lesson
The kit · free download

The Agent Playbook, with brief cards and twenty ready briefs for when your assistant starts doing the work, not just answering.

Free: The 2026 AI Starter has the brief, the ten-second test and twelve starter briefs.

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