Claude offers 5-stage roadmap to advance beyond basic AI research and writing
A DX promotion consultant outlines a five-stage progression for using generative AI beyond basic research and drafting. Based on Japan’s 2026 white paper, most users (33.7%) rely on AI for information understanding, while only 8.5% use it for task management. The roadmap starts with Lv1 (Research) and Lv2 (Writing), then moves to Lv3 (Thinking), where users ask AI to brainstorm, ask clarifying…
What you can do with it
AI at Work →Draft monthly reports with ChatGPT/Claude prompts
Use 12 pre-built prompts to delegate tasks, brainstorm, or systematize routines.
- Who for
- marketers
- Cost
- included in a tool you already have
Use it for
- Draft monthly reports
- Compare project proposals
- Organize meeting decisions
How to set it up · From the article
- Pick a stage (Lv3–5) and copy the relevant prompt.
- Replace placeholders (e.g., [topic], [meeting notes]) with your data.
- Paste into ChatGPT/Claude and refine responses iteratively.
- Save settings/projects for future use (e.g., ‘My Settings’ in ChatGPT).
Watch out Verify AI outputs for accuracy; avoid sharing confidential data
Key points from the news
- 5-stage roadmap advances AI use from research/writing (Lv1-2) to systematization (Lv5) via delegation and thinking
- 12 prompts included for ChatGPT/Claude, covering brainstorming, data analysis, and template creation
- AI settings/projects (e.g., ‘Custom Instructions’ in ChatGPT) reduce repetitive context-setting for recurring tasks
The article includes 12 copy-paste prompts for ChatGPT or Claude, categorized by stage. It warns against three pitfalls: sharing confidential data, accepting AI outputs without verification, and dismissing the tool after one poor attempt. A fictional case shows how a staff member transitions from manual monthly reports to AI-assisted organization using prompts for structuring data and fact-checking. The author emphasizes that progress depends on refining prompts and leveraging AI’s capabilities beyond simple queries.
Are you stuck at just 'researching' and 'writing' with ChatGPT or Claude? A 5-stage roadmap to turn them into your work partner [12 copy-paste prompts included]
note.com · 3 November 2026
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This text was published by note.com and written by kenken. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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