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Prompting for different task types

CCAO-F 1.415 min read · checked 21 September 2026

Task statementAdapt prompting strategies based on task type (analysis, research, drafting, brainstorming)

Four task types, four briefs

Where does a good answer come from?
  • The data you hold
    Analysisground it, show workings, mark gaps
  • The outside world
    Researchsearch, cite, check recency
  • Your reader and voice
    Draftingaudience, format, sample to match
  • Nowhere yet
    Brainstormingquantity first, judge later
The type is decided by where the right answer has to come from: your data, the world, your reader, or nowhere yet.

Everything in 1.1 still applies — every one of these needs a task, an audience, a format and constraints. What changes is which of those carries the weight, what you must forbid, and which product features belong in the loop. The table below is the short version; the sections after it are the reasoning.

Task typeWhat the prompt must nailWhat to forbidTypical features
AnalysisThe exact question, the source, the methodFilling gaps from general knowledgeFile uploads, Projects, higher effort
ResearchThe question, recency, breadth, citationsAnswering from memory without sourcesWeb search, Research
DraftingAudience, format, voice, lengthInventing facts to make it flowArtifacts, Projects, examples
BrainstormingVolume, range, the constraint to push againstSettling on one idea too earlyPlain chat, then a second pass

Analysis: pin it to the data

An analysis task has a right answer that lives inside material you already hold — a spreadsheet, a contract, six months of tickets. The single most important instruction is therefore the boundary: use only this, and say so where it is silent. Without it, a plausible-sounding average or a “typical industry practice” slips in beside the real figures and is indistinguishable from them.

Three other things make analysis prompts work. State the question as a question, not a topic — “which three cost centres moved most against budget” rather than “look at the budget”. Ask for the workings, so that a wrong number can be traced to a wrong step rather than discovered later. And, for large inputs, follow the long-context placement rule: put the documents at the top, the question at the end, and ask Claude to quote the relevant passages before it answers, which keeps it focused on the parts that matter. For genuinely hard reasoning the Claude apps also let you raise the effort setting or turn on thinking, which the help centre recommends for mathematical problems and technical analysis rather than routine questions.

A topic versus an analysis brief

A topictext

Analyse the attached support
ticket data and tell me what
you find.

An analysis brieftext

Using only the attached Q2 ticket
export, answer these, in order:

1. Which product areas generated
   the most tickets? Table: area,
   count, % of total.
2. Which had the longest median
   time to resolution?
3. Did any area get worse between
   April and June?

Show the calculation for each
figure. Where the export cannot
answer, write "not in the data".
Label any cause you infer as
"assumed".
Notice what the right-hand version forbids as much as what it asks for. The “assumed” and “not in the data” labels are what make the answer checkable.

Research: send it out into the world

A research task has an answer that lives outside your files and outside the model. The failure mode is the opposite of analysis: instead of inventing facts about your data, Claude answers from training data that has a cutoff date, which means anything that changed recently may be quietly out of date. The fix is to make the search explicit and the sources visible.

In the Claude apps, web search is turned on from the plus button and Claude will invoke it for topics that benefit from current information; responses come back with citations and source links you can open. For questions that need several angles rather than one lookup, Research runs multiple searches that build on each other and returns an answer with citations designed to be easy to check; it is available on paid plans and needs web search enabled. Research counts against usage limits the same way ordinary conversations do, but can consume them faster because it retrieves many sources.

Good research prompts therefore carry three extra things: a recency requirement (“as of this year; say when each source was published”), a breadth requirement (“cover at least three independent sources and note where they disagree”), and a traceability requirement (“cite each claim, and tell me what you could not find”). That last one matters most. An honest “no reliable source states this” is far more useful than a confident sentence you then have to chase.

Drafting: it is about the reader

In a drafting task the facts are usually settled and the work is in the expression. The prompt weight shifts to audience, voice, format and length — and the highest-value move is to stop describing your style and show it. Anthropic describes examples as one of the most reliable ways to steer output format, tone and structure, and recommends three to five, chosen to be relevant to your actual use case and diverse enough that Claude does not lock onto an unintended pattern. Wrapping each in <example> tags keeps them distinct from your instructions.

Two constraints belong in nearly every drafting prompt. First, the factual boundary, for the same reason as in analysis: a draft that needs a statistic will invent a plausible one unless told not to. “Do not invent figures, names or dates — leave [TK] where you need one from me” turns a subtle risk into a visible list. Second, phrase the request as an instruction. Current models are precise instruction-followers, and the documentation contrasts asking for suggestions with asking for the work itself; “write the announcement” and “suggest how we might announce this” produce genuinely different artefacts.

Drafting is also where the artifacts feature earns its place. Claude opens content as an artifact when it is significant and self-contained — typically over fifteen lines — and something you are likely to edit, iterate on or reuse outside the conversation. A press release or a policy page becomes a document beside the chat that you can edit in place and switch between versions of, instead of a block of text you re-derive each round. Choosing between an artifact, an inline answer and a structured format is objective 2.6, and the product surface itself is 3.1.

The two halves of a drafting brief

Voice and shape

  • Who reads it and what they already know
  • Three to five samples in <example> tags
  • Sections, order and word count
  • Reading level and register

Guardrails

  • “Use only the facts in the brief below”
  • “Leave [TK] rather than invent a figure”
  • “Do not name a customer unless I have”
  • “Flag any claim you are unsure of at the end”
Left is what makes it sound right; right is what keeps it honest. Most drafting prompts carry the left half only.

Brainstorming: the one where constraints come last

Brainstorming inverts almost everything above. There is no source to stay inside and no single right answer; the goal is range. The characteristic mistake is to write a brainstorming prompt as though it were an analysis prompt — tightly scoped, one deliverable, “give me the best option” — which produces four safe ideas that everyone in the room had already thought of.

Prompt instead for volume and spread, and say explicitly that judgement comes later. Name the axes you want covered so the list does not cluster: cheap versus expensive, this quarter versus next year, things we can do alone versus things needing a partner. Ask for deliberately uncomfortable entries — “include three that would make the finance director wince and three that a competitor would try” — because that is what pushes past the obvious. And be specific about the constraint you are pushing against, since a brainstorm with no constraint at all drifts into generality.

Then converge in a separate step. Once you have thirty ideas, a second prompt does the evaluation: cluster them, score them against your real criteria, and pick a shortlist with reasons. Keeping divergence and convergence in different turns is the same checkpoint logic as the chaining in 1.2, and it stops the model quietly filtering its own list before you have seen it.

Diverge, then converge

  1. Set the framethe problem, the real constraint, the axes
  2. Ask for volume25+ ideas, no evaluation yet
  3. You read themadd your own, delete nothing yet
  4. Convergecluster, score, shortlist with reasons
Two turns, two different jobs. Asking for “the best ideas” in one turn collapses them, and you never see what was discarded.

One caution that applies to all four. Adapting your strategy changes the quality and shape of the draft; it does not certify it. Analysis can still miscalculate, research can still misread a real source, drafting can still invent a statistic, and a brainstorm can still surface an idea that is illegal in one of your markets. The check against sources and the judgement about human review sit in Domain 2, and they come after whichever of these four strategies you used.

Traps the wrong answers are built from

Tempting but wrongDo this instead
Using one house prompt style for every taskIdentify the task type and shift the weight to what that type needs.
Asking for “the best ideas” in a brainstormAsk for volume across named axes, then converge in a separate turn.
Treating a question about current events as general knowledgeTurn on web search or use Research, and require citations and dates.
Letting an analysis fill gaps from outside the dataRestrict it to the source and require “not in the data” where it is silent.
Describing your house style instead of showing itPaste three to five samples in <example> tags for drafting work.

You should now be able to

  • Classify a request as analysis, research, drafting or brainstorming from the scenario wording.
  • Write an analysis prompt that names the question, bounds the source and requires visible workings.
  • Set up a research prompt with recency, breadth and citation requirements, using web search or Research.
  • Build a drafting prompt from audience, voice samples, format and factual guardrails.
  • Run a brainstorm as divergence then convergence, with named axes and a forbidden cluster.
  • Split a mixed request into its component task types with a checkpoint between them.

Practice questions

Original questions written for this lesson, in the exam’s style. Answer first, then open the reasoning — every option is explained, including why the wrong ones are tempting.

  1. Question 1

    A product manager wants fresh thinking on onboarding. She asks Claude for “the three best ways to improve our onboarding flow” and receives three reasonable, familiar suggestions. She wants a wider field of options before committing.

    Which change best fits the task type?

    1. AAsk for the same three ideas with more detail and implementation steps.
    2. BAttach the onboarding analytics and ask which step loses the most users.
    3. CAsk for 25 ideas across named categories, with evaluation held back to a second turn.
    4. DTurn on web search so Claude can find onboarding best practices online.
    Show answer and reasoning
    1. AIncorrect. Depth on three familiar ideas does not widen the field, which is what a brainstorming task needs.
    2. BIncorrect. That is a valid analysis task, but it answers a different question than “what else could we try?”.
    3. CCorrect. Volume, spread across axes and deferred judgement are the defining moves of a brainstorming prompt.
    4. DIncorrect. Research supplies what others have published; it does not generate a wide internal option set.
  2. Question 2

    An operations analyst uploads a 90-page supplier agreement and asks for the termination and liability provisions. The answer describes provisions that sound standard but that he cannot find in the document.

    Which TWO prompt changes most directly address this? (Select 2.)

    1. AInstruct Claude to use only the attached agreement and to write “not addressed” where it is silent.
    2. BAsk Claude to quote the clause and clause number behind each provision it reports.
    3. CAsk Claude whether it is confident the provisions are correct.
    4. DEnable web search so Claude can compare against standard supplier agreements.
    5. EAsk for a longer, more detailed answer.
    6. FSplit the agreement across several messages.
    Show answer and reasoning
    1. ACorrect. An explicit source boundary is the core analysis instruction, and the “not addressed” rule turns a silent gap into a visible one.
    2. BCorrect. Grounding in quotes is the documented technique for long documents and makes every provision traceable in seconds.
    3. CIncorrect. Self-reported confidence is not evidence and does not connect any provision to the text.
    4. DIncorrect. This actively invites outside material into an analysis that must stay inside the document.
    5. EIncorrect. Length does not create grounding; a longer answer can contain more unsourced provisions.
    6. FIncorrect. Fragmenting the contract makes cross-references harder to resolve and does not bound the source.
  3. Question 3

    A communications manager needs a customer announcement in the company’s established voice. Her prompt explains the voice at length — “warm but concise, confident without hype, plain English” — and the drafts keep coming back too corporate.

    What is the most effective change?

    1. APaste three past announcements she considers on-voice as labelled examples to match.
    2. BAdd more adjectives to her written description of the voice she wants.
    3. CAsk Claude to define the company’s tone of voice first, then write to it.
    4. DRaise the effort setting before generating the announcement.
    Show answer and reasoning
    1. ACorrect. Examples are described as one of the most reliable ways to steer tone and structure, and three to five is the recommended range.
    2. BIncorrect. More description of an abstract style gives the model nothing concrete to imitate.
    3. CIncorrect. Claude has no access to the company’s voice, so its definition would be invented and then followed.
    4. DIncorrect. Effort affects how much reasoning goes into the answer, not which house voice it adopts.
  4. Question 4

    A strategy analyst asks Claude which competitors launched products in her category this year. Claude answers fluently, naming launches and dates, with no citations. Two of the launches turn out to be from a previous year.

    What does this scenario most clearly illustrate?

    1. AThe model needs a more detailed description of the category to answer correctly.
    2. BCompetitor launch questions are inherently unsuitable for Claude.
    3. CA research task was prompted as a general-knowledge question, with no search and no citations.
    4. DThe answer should have been requested as an artifact rather than inline.
    Show answer and reasoning
    1. AIncorrect. Category detail does not fix the underlying issue, which is that no current source was consulted.
    2. BIncorrect. They are well suited when framed as research with sources; the framing, not the topic, is the fault.
    3. CCorrect. Anything recent needs web search or Research plus citations and dates, because training data has a cutoff.
    4. DIncorrect. Output format has no bearing on whether the underlying facts were sourced or current.

Sources

Drafted with AI assistance and checked against the sources above; expert review is in progress. Spotted an error? Tell us and it gets fixed, dated and listed on how this is written.