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AI

Cite or Omit

A weak number in a spreadsheet is a private mistake. An invented "they mentioned budget pressure last quarter" is one you make out loud, to the client.

Lesson 2

The agent walks into the room with you.

These four rules hold for chat prep and for the agent you will build: cite or omit; never put words in stakeholders' mouths; curate per meeting; verify before the room.

Core principles

  1. Cite or omit: every client-specific claim carries a source — file, email, chat, or web link with date.
  2. Never state what a stakeholder said or wants unless the source attributes it.
  3. Curate per meeting — about ten minutes gathering relevant recent sources, not your whole inbox.
  4. Verify before the room: trace claims that matter back to source; treat draft as researched hypothesis.
  5. Web findings are leads, not gospel — note recency and prefer primary sources.

Go deeper: AI Judgment — how AI gets things wrong

Check yourself

When may the prep doc state what a stakeholder wants or said?

Do this in Copilot

Review your Lesson 1 prep doc. Mark any claim without a source — fix or delete before you would use it.

Paste this into Copilot Chat and work through it before moving on.

Source audit

Review this meeting prep draft. List every client-specific claim as a table: claim, source, date, single-sourced (yes/no). Flag any claim without a source. Draft: [PASTE]
Open Copilot →
  • Claim spot-check

Did you run this in Copilot? Mark complete when you have tried it.

Next lesson: Draft the Sales Methodology →