Your own plan may change while the document remains the same. Separating source evidence from task notes makes it easier to tell what the sender said and what you decided to do.
Evidence explains why a task exists; notes explain how you will handle it.
Start with the source
Preserve the recognized source and the sentence that supports the action. A bill might state an amount due while your own note says you plan to check a discrepancy before paying. Those are different kinds of information.
Make the review useful
Use the editable summary for a concise explanation of the record. Use task notes or a checklist for preparation, questions and intermediate work. Avoid rewriting a source quote so that it sounds like a promise the sender never made.
Keep the next step clear
When a follow-up produces new information, update the task and keep the outcome clear. OneTap’s record does not automatically verify an external payment, cancellation or reply; your notes should say what you checked and where.
Your little checklist.
Identify the source sentence that supports the action.
Keep your interpretation in the editable summary.
Put preparation and questions in task notes or a checklist.
Record the checked outcome when the work is complete.
A little reference.
Keep the context and your next action together.
| Check | Example | Your next step |
|---|---|---|
| Source | Provider asks for a form | Keep the instruction faithful |
| Note | Find last year’s reference | Treat it as your preparation |
| Outcome | Confirmation received by email | Describe what you checked |
Can I edit an AI-generated summary?
Yes. Review and edit summaries before saving; source text remains separate so you can compare the shorter wording with the reading.
These guides explain product workflows. Review extracted names, dates and amounts. Features depend on your device, permissions and optional service setup.
A little more clarity, in your pocket.
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