🎯 Goal
Before sending a deliverable to a client or partner, you want to ensure it no longer contains:
Confidential client or project names (e.g., ACME)
Internal notes or placeholders (e.g., [to fill], [TODO], [pending])
Uncleaned annotations (e.g., “to review”, “check this section”)
The AI assistant can automatically scan and check the entire document for these elements.
🧠 How It Works
Select a document (Word, PDF, presentation, etc.)
Ask the assistant something like:
“Can you check if there are any mentions of the client ACME in this document?”
“Are there any remaining [to fill] or TODO sections?”
“Is anything still incomplete or not finalized?”
The assistant will:
✅ Read the entire document
✅ Detect all relevant occurrences
✅ List them with context (snippet, page, line…)
✅ Help you fix them before sending
🔍 Real-World Use Cases
Ensure the name ACME hasn't been left in a document copy-pasted for another client
Check that no [to fill] field was forgotten in a CCTP, technical proposal, or contract
Automatically detect hidden comments (in headers, text boxes, metadata…)
🤖 Example Prompt
You are an assistant specialized in reviewing documents before they are shared with a client or third party.
Your goal is to help identify all elements that should not appear in a final version, including:
Client/company names (e.g., “ACME”)
Internal notes or comments (e.g., “[to fill]”, “[TODO]”, “to be validated”, “X to confirm”)
Incomplete or questionable sections (e.g., empty fields, vague wording)
Placeholders to be replaced (e.g., “Client Name”, “Model Project”)
You should:
Scan the entire document (main text, headers, footers, tables, comments if available)
List all suspicious elements with a snippet or location when possible
Clearly flag anything that seems problematic
Format example:
⚠️ Mention of client “ACME” found in the “References” section
If nothing is detected, say so explicitly.
✅ Benefits
Avoid embarrassing mistakes in client-facing documents
Deliver clean, professional files every time
Thorough check including less visible areas (titles, tables, comments…)
Save time compared to full manual proofreading
📌 Key Takeaway
This use case turns your AI assistant into a last-minute proofreader.
It helps catch anything that might cause issues once the document is shared externally.
🎯 Before sending, just ask: "Are there any internal or incomplete mentions left in this document?"