Appendix: practical run sheet

This case's practical has not yet been run. This sheet says how to run it so that the illustrative exhibits (3, 5 and 8) can be replaced with recorded results, as in Case 1's practical log.

Before you start

• Record the setup: the date, the Claude plan, the app (web, desktop or mobile), the model and effort setting, and the ChatGPT plan, model and setting.
• Check availability. Projects are in public beta on Pro, Max and Ultra plans and are rolling out gradually.¹ Cloud scheduled tasks are in research preview.² If a feature is missing, record what you used instead.
• Use only made-up data. No real company, client or person.

The data pack

A ready-made data pack is in labs/nisha-lab-case-2/data-pack/. Its figures reconcile to the expected bridge in the answer key. Learners use the same pack in the lab.

The pack has six known differences and two errors put in on purpose, so that you can count who finds them. They are listed, with the expected figures, in the answer key. It is not part of the learner download. If you are a learner, open it only after you finish your grading sheet in the lab.

Have a qualified accountant check the data pack and the expected bridge before you run.

Setup steps

The click-by-click setup is kept in one place, the lab kit's setup guide, so it can be updated when the apps change. Follow it, and also record:

1. The project's thread model and effort.
2. Every account connector, and which ones you disconnected.³
3. The cloud environment and its network access level. With Trusted access, a lookup to a site outside the allowlist fails with a "host not allowed" error. Record any that fail, and whether you changed the access to Custom.⁴
4. The thread cards the coordinator starts, and the prompt it gave each one.
5. The scheduled task's connector list, after you emptied it.⁵
6. The lock test from the lab, with each reply word for word. A screenshot of the instructions is not proof that a tool is missing.
7. Every connector and permission (Exhibit 6).

If projects are not available, use the fallbacks in the setup guide, and record which one you used.

Prompts (use word for word, and record any change)

Coordinator (the project conversation). This one prompt starts all four threads. The lab uses the same words. The reviewer starts only after the three parts are saved, so it has something to review.

Start one thread for each area: inventory, development costs and leases.
Each thread prepares its part of the bridge from IFRS profit before tax to US GAAP profit before tax, using only the project instructions and the files in the Library.
For each difference, give the amount, the IFRS treatment, the US GAAP treatment and a source. List every assumption and every fact you could not check.
Save each part to the Library. Do not send, share or publish anything.
When all three parts are in the Library, start a fourth thread as a reviewer. It reads the three parts and the files, grades the bridge out of 10 for accuracy, completeness and ease of understanding for a board member who is not an accountant, lists every problem and where it is, lists anything in the files that does not agree with something else, and changes nothing.

Record each thread card, its start time and the prompt the coordinator gave it.

Nightly scheduled run:

Using the project instructions and only the files in the Library, update the bridge.
Save it to the Library as bridge with tonight's date. At the top, list what changed since the last version, and every assumption you made.
Do not send, share or publish anything.

ChatGPT review:

Please review the attached bridge from IFRS profit before tax to US GAAP profit before tax as a strict expert in both frameworks.
List every problem, where it is, and the exact fix. List anything you could not check. Do not rewrite the bridge.

Do not tell ChatGPT who prepared the bridge or how it was graded.

What to measure

• Nisha's time each day, with start and end times
• Each scheduled run: start time, outcome (finished, stopped, needed her), and what was saved
• For each item in the answer key: which area thread, the reviewer thread, ChatGPT and the person caught it
• The cloud environment, its network access level, the account's connectors and the scheduled task's connector list
• The permission map: what each part could reach, and whether each rule was enforced by a setting or only written
• The acceptance checklist on the last night: which items were closed, which were open, and who could release the work
• Every draft message to the client, with when it was approved and sent

Files to keep

• Every prompt and reply, word for word
• Every dated version of the bridge
• The scheduled task settings and run history
• Every reviewer output, including ChatGPT's review file
• The person's private notes, and every message to the client

Templates for the illustrative exhibits

Fill these in from the record, then replace Exhibits 3, 5 and 8 and remove their "illustrative" labels.

Exhibit 3, the nightly run log

Exhibit 5, who caught what

Exhibit 8, time and cost

Also update the "Checked by Nisha?" column of Exhibit 4, the statuses in Exhibit 10, and any times or counts in the story pages, to match the record.