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How document-review prompts work

Each prompt below is a Slack message. You paste it in the channel where the review belongs, Claude reads the documents and the criteria from the connected tool and posts progress in that thread, and the findings land there too. The criteria can be whatever your team already uses, like a checklist, a policy document, or a filing list. Read the findings before you act on them, in proportion to what’s at stake. If a finding needs checking, ask Claude to show its work in the same thread.

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Check the channel’s connections

Check that the channel has the connections below. Ask @Claude what can you access from this channel? to check; an admin can add a connection the channel is missing. Claude can reach only what the connected account can see in that tool. If a document is missing from a review, ask an admin to share it with the connected account.

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Prompts to paste

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Review one document against a checklist

A draft is ready to go out, and it has to pass the team’s checklist first. Name the document and the checklist in the channel where the review is happening.
Asking for the section keeps each finding checkable, since you can open what it read.

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Review a batch against a policy

A quarter’s worth of vendor documents landed in one folder, and each needs the same check. Name the folder and the policy.
One row per document bounds the work, so the review comes back in a shape you can check.

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Work through a filing list

Your team keeps a list of filings to check, and each item needs a verdict by the end of the week. Point Claude at the list and where the filings live.
Naming both the list and the folder scopes the search to the documents that matter.

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Compare with the last review

A revised draft is in, and you need to know whether it fixes what the last review flagged.
Naming the timeframe matters, since Claude looks back by listing this channel’s earlier sessions and reading them.

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Schedule a recurring review

New documents arrive every week, and the same check applies to each. Schedule the review instead of asking each time.
Including the timezone matters, since schedules default to UTC. To list or cancel scheduled work later, see Manage standing work. Keep the checklist as a document Claude can read, in the connected tool or linked in the channel, rather than re-describing its contents in channel memory.

Find answers in your docs

The same connections pointed at a single question

Set up routines

How the recurring review runs on a schedule