Turn source material into useful work
Give a teammate the material and audience, then ask for the output you need: a brief, report, proposal, comparison, or revised draft.
Start with the source
Attach the file, identify the workspace path, or name the connected document. State whether the teammate should preserve existing wording, restructure the material, or produce a fresh draft.
Turn these interview notes into a decision brief for the product team. Preserve direct quotes, group recurring themes, and keep recommendations separate from observations. End with the three decisions we need to make.
Work with data
For tabular material, describe the question before requesting a chart. Specify units, time period, and how missing values should be treated. Teammates can work with files and create chart outputs, but the result still depends on the source data and the checks performed.
Ask for the resulting file to be attached so you can open it, inspect it, and reuse it.
Revise with precision
Quote the part that needs changing. A useful follow-up identifies the intended audience, the specific problem, and what should stay the same.
For important work, ask a second teammate to review the draft against the original sources. Save a successful method as a skill when you expect to repeat it.