Name the question and the source
Choose something specific, such as what a current policy says or which decision applies to a project. An illustrative question is: “What does the current client brief say about the next meeting?”
Find one or two relevant records that your account may use. If they are not saved yet, save the information with its source. Avoid starting with a question that needs every file in the company.
Decide what a useful answer must contain
Say what you need: the answer, the source it comes from and any important gap or conflict. For a current decision, name the date or scope that matters. For a past event, ask what the evidence records at that time. Current information and history explains why those are different questions.
Keep the first job small enough to verify
Start with reading and explanation. A task that also sends messages, changes settings or runs every day has more effects to check. You can add those later through their own supported setup.
If the first answer is wrong, identify whether the source is wrong, missing or misunderstood. That makes the next correction useful; improve an answer gives a way to diagnose it.
Finish with an observed result
Open the cited record and compare it with the answer. A confident response is not the completion check. Finish when the source supports the answer or you have a precise statement of the missing evidence. Then choose the next related job.
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