Make a first draft and check it

Allow 2 minutes.

Open a new chat in your approved account. Use this invented example. You can copy the prompt below.

Draft an email for an invented Hamilton accountancy.
Audience: a client coming to an appointment.
Ask them to bring last year's accounts and a list of questions.
Use NZ English, a warm tone, and fewer than 90 words.
Include a subject line. Use [appointment date] as a placeholder.
Do not add deadlines, fees, tax advice or extra document requests.

Review the result

Look for the two requested items. Check that Claude kept the placeholder and did not invent a deadline. Read the tone aloud. Would you be comfortable sending it after review?

If the result needs work, send a follow-up: "Make the email more direct. Keep both requested items. Keep the date placeholder."

Save the reviewed practice draft in your own notes.

Ready for the quiz

You should now know your account type, one privacy setting to check, and why every draft needs review. The five-question quiz asks you to apply those choices. Aim for four correct answers.