For Copyeditor / Proofreader (Freelance / Publishing)s ·
What you'll accomplish
You are on chapter 4 and the word list in your notes has 60 entries. Checking each against the client's house rules and your running style sheet means flipping between two documents. After this setup, one Claude Project holds both files, and a pasted word list comes back sorted into three groups: differs from the sheet, not on the sheet yet, matches. You still decide what is right. The Project only does the looking up.
What you'll need
Check before you upload anything. A client's house rules can be confidential, and so can the word list from an unpublished book. Read your contract, or ask your managing editor, whether you may put either into an AI tool. Some contracts say no and some ask for disclosure. If the answer is no, this workflow still works on your own material: build the Project from your own blank style sheet template, and test it with an invented word list. Also open your account's privacy settings and check whether chats and uploads are used to train models, and how long they are kept. Strip author and title from every file and call the job "Client B" or "Title A".
Claude reads text extracted from your files, so tidy files give tidier answers.
What you should see: Two files on your computer, each named for the client code rather than the book. Troubleshooting: A scanned PDF with no selectable text will not give Claude anything to quote. Run it through your PDF tool's text recognition first, or retype the key pages.
What you should see: An empty project page with areas for instructions and for knowledge files. Troubleshooting: If you cannot find Projects, check the sidebar menu and your plan. Claude is rolling out a newer version of projects in stages, so the screen may differ slightly from this description. Look for the same two things: instructions and files.
What you should see: Both file names listed in the project's knowledge area. Troubleshooting: If a file is rejected, check it is a supported type such as DOCX, PDF or TXT, and that it is under the size limit shown on the screen.
The instructions are what keep Claude from answering out of memory. Find the project instructions box and paste this.
You are a lookup assistant for one client's editorial rules. The two uploaded files, the client's house rules and my project style sheet, are your only authority.
1. For every answer, quote the exact house rule or style sheet entry you relied on, and name the file it came from.
2. If the files do not cover a question, write exactly: Not covered by the files, check the manual.
3. Never state a rule from any style manual from memory. Never give a manual section number.
4. Never rewrite, correct or improve the author's text. I will paste word lists, not chapters.
5. When I paste a word list, answer with three groups: entries that differ from the style sheet, entries that are not on the style sheet yet, and entries that match. Do not decide which form is right.
6. Make no change silently. Everything you give me is a suggestion for me to check.
What you should see: The instructions saved on the project page. Troubleshooting: If Claude later answers without quoting, remind it in the chat: "Quote the file for every answer."
Claude can misquote a file or attach a quote to the wrong entry.
Check a new term:
Is "[term]" on the style sheet or covered by the house rules? Quote the file. If neither covers it, say so and stop.
Find possible style sheet gaps:
From this list of names and terms, which are not on the style sheet yet? Do not suggest a form. Just list them.
Compare two chapters:
Here are word lists from chapter 2 and chapter 9. Which terms appear in a different form in each? Quote the style sheet where it covers them.
Tidy the sheet:
Read the style sheet file. List any two entries that seem to contradict each other. Do not change the file.