Document updates

Choose the document update you want to work on, then review any proposed action before approving it.

Review an update

Tool	Tool name	Example prompt
Find the latest update	get_latest_document_update_run	Show the latest document update for [client] in [period].
Check update progress	get_document_update_run	Show the current progress of [document update] and any steps that need attention.
Review requested changes	get_document_update_requirements	List the requested changes in [document update] and show which have supporting evidence.
Review the change plan	get_document_update_change_plan	Show the planned changes to [document] and highlight where I need to choose Insert or Replace.
List saved drafts	list_document_update_draft_versions	List the saved drafts for [document update] with their review outcomes.
Open the current draft	get_document_update_draft_access	Give me a download link for the current draft of [document update].

Prepare changes

Tool	Tool name	Example prompt
Prepare a new update	propose_document_update_analysis	Preview an update to [uploaded source document] using [uploaded supporting documents] to [describe the changes]. Wait for my approval.
Revise the instruction	propose_document_update_update_instruction	Preview changing the instruction for [document update] to [new instruction]. Wait for my approval.
Change supporting files	propose_document_update_supporting_files	Preview using [uploaded documents] as the supporting files for [document update]. Wait for my approval.
Plan the edits	propose_document_update_start_change_plan	Preview creating the change plan for [document update]. Wait for my approval.
Choose Insert or Replace	propose_document_update_select_change_plan_operation	Preview using [Insert or Replace] for [planned change], showing the affected passage. Wait for my approval.
Prepare a Word draft	propose_document_update_start_draft_generation	Preview generating the Word draft from the reviewed change plan for [document update]. Wait for my approval.
Keep supported changes	propose_document_update_continue_supported_changes	Preview continuing [document update] with only the changes its evidence supports. Show what would be left out and wait for my approval.
Remove requested changes	propose_document_update_discard_draft_changes	Preview removing [selected changes] from [document update], using the draft I reviewed. Wait for my approval.
Apply the approved action	confirm_document_update_action	I approve the exact action shown in [document update proposal]. Apply that proposal and show the result.

Resume or retry

Tool	Tool name	Example prompt
Resume an incomplete update	propose_document_update_resume_process	Preview resuming the incomplete step in [document update]. Wait for my approval.
Retry reading the source	propose_document_update_retry_source_extraction	Preview retrying the reading of the source document in [document update]. Wait for my approval.
Retry reading a supporting file	propose_document_update_retry_supporting_extraction	Preview retrying the reading of [supporting document] in [document update]. Wait for my approval.
Retry interpreting the instruction	propose_document_update_retry_requirement_analysis	Preview retrying the interpretation of the requested changes in [document update]. Wait for my approval.
Retry reviewing the evidence	propose_document_update_retry_evidence_analysis	Preview retrying the supporting-evidence analysis for [document update]. Wait for my approval.