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The Source Keeper Canvas

Seven boxes. Fill them in and you have a helper that answers from your sources, shows what supports the answer, and hands back anything it cannot support.

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Now Make It Work

Now Make Your Source Keeper Useful

Give AI a bounded job. Keep the decision human.

You just tested whether your Source Keeper fails safely. Now give it a useful home outside this screen.

1. Keep this
Your Source Keeper Brief
The approved source set, the question types it can answer, the evidence rule, and the human handoff.
2. Put it here
Recommended
If you will use this more than once, create a Project, Gem, approved AI helper, or equivalent approved workspace. Add the Source Keeper Brief as its instructions and add only approved sources as its context. If this is a one-time need, save the brief as a prompt and keep the source links beside it.
Other options
Use once
Save the brief as a prompt or template with the approved source links.
Use with others
Use an approved shared workspace with named source owners and appropriate access.
Automate later
Automate only after repeated use, reliable evidence, and a clear human handoff.
This is guidance, not a required tool.
3. Use it when
Use it when you need an answer from this source set, before you write a status update, before a decision meeting, or when a colleague needs a grounded starting point.
4. It may do this
Retrieve from approved sources, classify what it finds, trace an answer to evidence, flag gaps or conflicts, and hand the next decision back to you.
5. I still own this
Choosing and updating the source set; deciding whether a source is current; resolving conflicting evidence; approving an action; and making the final decision.How often will you review it? (optional)

Where could this live?

Your organization decides where material is allowed to live. The tool may call it a Project, Gem, knowledge source, shared workspace, saved prompt, or something else. The important parts stay the same: the boundary, the evidence rule, the refusal rule, and the human handoff.

ChatGPT: A Project with the Source Keeper Brief in project instructions or a saved starter prompt, plus approved reference files where policy permits.
Claude: A Project with the brief and approved project knowledge.
Gemini: A Gem with the brief as its instructions, used only with approved material.
Microsoft Copilot or enterprise environment: An approved knowledge source or workspace, with the same boundary and handoff written into the instructions.
Other approved tool: Save the brief and source links together. Do not assume the tool has the same file, memory, sharing, or retention behavior.

The names vary. The boundary, evidence rule, refusal rule, and human handoff do not.

Do not paste confidential, personal, regulated, client, or otherwise sensitive material into a tool unless your organization has approved that use. Start with a safe example or an approved source set.

Create your Work-Ready Brief

Your Source Keeper Brief, built from your entries above. It stays in this browser — nothing is uploaded.

☐ Every source in the brief is one I am allowed to use.
☐ The refusal wording is exactly “Not in my sources.”
☐ I wrote a real trigger from my own week, not a demo one.
☐ The final decision is named as mine.

Bonus Level-Up

Bonus Level-Up: Test the refusal

Ask your Source Keeper one question your sources do not answer. Check that it identifies the gap instead of inventing an answer. Then name the person or source needed to close it.

Circle

Want a second set of eyes on your source set or helper boundary? Circle gives you one structured Artifact Review each month and a live Review Room.

Join Circle →