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šŸ§¼ Check for Remaining Elements to Remove from a Document

Easily identify mentions to clean up before sharing a file ā€” client names, [to fill], TODO... Let the AI review it for you.

Written by Nicolas Movio

šŸŽÆ 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., ā€œto reviewā€, ā€œcheck this sectionā€)

The AI assistant can automatically scan and check the entire document for these elements.

šŸ§  How It Works

  1. Select a document (Word, PDF, presentation, etc.)

  2. Ask the assistant something like:

    • ā€œCan you check if there are any mentions of the client ACME in this document?ā€

    • ā€œAre there any remaining [to fill] or TODO sections?ā€

    • ā€œIs anything still incomplete or not finalized?ā€

The assistant will:

āœ… Read the entire document
āœ… Detect all relevant occurrences
āœ… List them with context (snippet, page, lineā€¦)
āœ… Help you fix them before sending

šŸ” 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, metadataā€¦)

šŸ¤– 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., ā€œACMEā€)

  • Internal notes or comments (e.g., ā€œ[to fill]ā€, ā€œ[TODO]ā€, ā€œto be validatedā€, ā€œX to confirmā€)

  • Incomplete or questionable sections (e.g., empty fields, vague wording)

  • Placeholders to be replaced (e.g., ā€œClient Nameā€, ā€œModel Projectā€)

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:
āš ļø Mention of client ā€œACMEā€ found in the ā€œReferencesā€ section

If nothing is detected, say so explicitly.

āœ… Benefits

  • Avoid embarrassing mistakes in client-facing documents

  • Deliver clean, professional files every time

  • Thorough check including less visible areas (titles, tables, commentsā€¦)

  • Save time compared to full manual proofreading

šŸ“Œ 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.

šŸŽÆ Before sending, just ask: "Are there any internal or incomplete mentions left in this document?"

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