On their own documents: the proposal, the reverse brief, and what correction teaches the system to keep.
Tell Codex exactly what you want, not everything you know. Specificity beats completeness, every time.
Files, URLs, screenshots, transcripts, voice notes. The more real material Codex sees, the sharper the draft.
Refine mid-thread instead of restarting. A restart throws away everything Codex already understood about the task.
Use them for anything you'll iterate on visually or hand off as a document. Skip them for a quick answer, they add friction with no payoff.
Say "cut it in half" and mean crosswise. Codex cuts lengthwise, technically correct, practically wrong. The fix is never a smarter model, it's a clearer instruction and more context.
Fast, inexpensive models for everyday drafting. Save the strongest model for hard reasoning and client-facing strategy work, and check the current lineup before you quote a name in the room.
Every time you correct Codex mid-thread, ask where it goes: a skill file, a context file, or a memory entry. If it doesn't land somewhere, the next run makes the same mistake.
Standing rule, not a phase you graduate out of. Lachlan reviews and sends his own proposals. Susan reviews and sends her own reverse briefs. Nothing goes to a client unread.
Don't ask Codex to generate cold. Run a structured interview first, get the person's actual words into a transcript, then build every draft from that transcript.
A weak draft is one of two problems: missing information, go back and pull more from the person, or an editorial problem, revise the draft you already have. Different problems, different fixes.
Review tight and often while a workflow is new. Once it's stable, review less often, but never stop.
Refine, but don't let the cycle run forever. At some point you ship and watch it in the real world, and the team's confidence in the workflow is itself worth building.
Don't hand over a finished pack and disappear. Manual before scheduled, prove it works by hand before you automate the trigger.
Design proposal, stage 1 pricing, stage 2 pricing, drafted from his own templates. Lachlan reviews it, Lachlan sends it, and the whole cohort watches this one first.
Auto-drafted from the questionnaire, the meeting transcript, and her notes into the client's "we heard you" document. Lachlan's own words on the target: from a few hours for Susan to nothing, a working estimate, not a promise yet.
Standing rule: we read from Jack and Databuild once the read-only exports land. We never write into either.