8 · Preview action package

Prepare for ChatGPT Work

This is a preparation preview. Nothing has been executed.

Approval required

Send the current W-9 form and proof of insurance

Intended outcome: Prepare a user-reviewed vendor-renewal submission containing the current W-9 form and proof of insurance by July 24, 2026, or prepare a notice if either document is unavailable.

Verified facts

Required Document: current W-9 form
“current W-9 form”
Required Document: proof of insurance
“proof of insurance”
Deadline: July 24, 2026
“by July 24, 2026”
Other: If either document is unavailable, tell the sender before the deadline.
“If either document is unavailable, tell us before the deadline.”

Business guidance

No relevant business guidance.

Ordered execution steps

Locate the current W-9 form and proof of insurance. EMAIL FACT
Confirm that both documents are current and appropriate to disclose. AI RECOMMENDATION
Confirm the intended secure delivery method and recipient before transmitting the documents. MISSING UNCERTAIN
Prepare both documents for user review and submission by July 24, 2026. EMAIL FACT
If either document is unavailable, prepare a notification to the sender before the deadline. EMAIL FACT

Missing information

Whether both requested documents are currently available
The secure delivery method and confirmed recipient

Safety constraints

Verify the recipient and use an approved secure channel before sharing tax or insurance documents.
Require user review and approval before any documents or message are sent.
Do not perform external side effects without explicit user review and approval.

Proposed deliverable

A review-ready submission packet containing both requested documents, plus a reply draft or an unavailability notice as applicable.

Executor

Recommended: USER · Requested handoff: CHATGPT WORK

No external side effects. Review and approve the package before using a supported tool or connector.

Download action package

{
  "package_version": "1.0",
  "task": {
    "title": "Send the current W-9 form and proof of insurance",
    "intended_outcome": {
      "text": "Prepare a user-reviewed vendor-renewal submission containing the current W-9 form and proof of insurance by July 24, 2026, or prepare a notice if either document is unavailable.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "f1",
        "f2",
        "f3",
        "f4"
      ],
      "supporting_guidance_ids": []
    }
  },
  "verified_email_facts": [
    {
      "type": "required_document",
      "value": "current W-9 form",
      "evidence": {
        "exact_quote": "current W-9 form",
        "start_offset": 42,
        "end_offset": 58
      }
    },
    {
      "type": "required_document",
      "value": "proof of insurance",
      "evidence": {
        "exact_quote": "proof of insurance",
        "start_offset": 63,
        "end_offset": 81
      }
    },
    {
      "type": "deadline",
      "value": "July 24, 2026",
      "evidence": {
        "exact_quote": "by July 24, 2026",
        "start_offset": 106,
        "end_offset": 122
      }
    },
    {
      "type": "other",
      "value": "If either document is unavailable, tell the sender before the deadline.",
      "evidence": {
        "exact_quote": "If either document is unavailable, tell us before the deadline.",
        "start_offset": 124,
        "end_offset": 187
      }
    }
  ],
  "business_guidance": [],
  "ordered_execution_steps": [
    {
      "text": "Locate the current W-9 form and proof of insurance.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "f1",
        "f2"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Confirm that both documents are current and appropriate to disclose.",
      "source": "AI_RECOMMENDATION",
      "supporting_fact_ids": [
        "f1",
        "f2"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Confirm the intended secure delivery method and recipient before transmitting the documents.",
      "source": "MISSING_UNCERTAIN",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    },
    {
      "text": "Prepare both documents for user review and submission by July 24, 2026.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "f1",
        "f2",
        "f3"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "If either document is unavailable, prepare a notification to the sender before the deadline.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "f3",
        "f4"
      ],
      "supporting_guidance_ids": []
    }
  ],
  "required_inputs": [
    {
      "text": "Current W-9 form",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "f1"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Proof of insurance",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "f2"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Confirmed secure delivery method and recipient",
      "source": "MISSING_UNCERTAIN",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    }
  ],
  "missing_information": [
    "Whether both requested documents are currently available",
    "The secure delivery method and confirmed recipient"
  ],
  "safety_constraints": [
    {
      "text": "Verify the recipient and use an approved secure channel before sharing tax or insurance documents.",
      "source": "AI_RECOMMENDATION",
      "supporting_fact_ids": [
        "f1",
        "f2"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Require user review and approval before any documents or message are sent.",
      "source": "AI_RECOMMENDATION",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    },
    {
      "text": "Do not perform external side effects without explicit user review and approval.",
      "source": "AI_RECOMMENDATION",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    }
  ],
  "proposed_deliverable": {
    "text": "A review-ready submission packet containing both requested documents, plus a reply draft or an unavailability notice as applicable.",
    "source": "AI_RECOMMENDATION",
    "supporting_fact_ids": [
      "f1",
      "f2",
      "f3",
      "f4"
    ],
    "supporting_guidance_ids": []
  },
  "recommended_executor": "USER",
  "requested_handoff_target": "CHATGPT_WORK",
  "executor_explanation": "The user must locate, review, and approve transmission of potentially sensitive tax and insurance documents. No sending action can be performed from the supplied text.",
  "execution_readiness": "NEEDS_INFORMATION",
  "approval_required": true,
  "handoff_instruction": "Prepare the proposed deliverable for review. Do not send, publish, pay, deploy, modify external systems, or perform another external side effect without explicit user approval and a supported integration."
}