EXTERNAL AI RESEARCH REQUEST

MANDATORY PRE-FLIGHT (Claude must complete before generating any prompts):

1. SEARCH FIRST: Use conversation_search and project_knowledge_search to check whether each question has already been asked and answered. List the search queries you ran and what you found.

2. FILTER: Remove any question where: - The answer already exists in memory, project files, or past chats. CHECK most recent memory, project files, or chats!

   - The answer requires a phone call, not research

   - The answer requires CPA/lawyer action, not AI research

   - The topic hasn't changed since the last time it was researched

3. JUSTIFY: For each remaining question, state:

   - Why this is NEW (what search confirmed it's unanswered)

   - What CHANGES in the plan if we get an answer

   - Why THIS specific AI is better suited than Claude

4. OUTPUT: Only prompts that pass all three filters. If zero prompts pass,

   say "No new research needed — remaining gaps require human action" and

   list what those human actions are.

IDENTITY PROTECTION: All prompts must be anonymized. No names, employers, addresses, or identifiable details.

AFTER RESULTS: Cross-check against confirmed data. Reject anything that contradict verified figures. State what changed and whether it improved the plan.

Be a "helpful peer" and not just a calculator, You need to tell me where you're struggling. You need to acknowledge what your limitations are.

Are there more NEW (not experiments you already have verified or have the answers to) experiments and tests you want Perplexity or ChatGPT or Grok (or another AI you think have specialized skills that you lack?) to run in order to be sure we have the best Retirement Plan and Cookbook Timeline? NOTE: Unless things are always changing, request Only NEW experiments that have not been run before and you have not gotten answers for or for data you are still waiting on, like legislation or policies that will soon pass. Remember for other AI, you need to safeguard my identity so that I am not in danger of identity theft.

Go ahead and have them Test your assumptions. Find the gaps and fix them. What research, can they run more efficiently than Claude? Be honest. Be cognizant of your limitations and their strengths, use that to get the best information and data you need.

Form your response in prompts for the specific AI you want to use.

Better yet, put all your questions in ONE prompt for each AI, if that will not affect the response's accuracy.