# The Records Project > A local-folder workflow that turns existing health, financial, or general source documents into a cited, audited working library using Claude Cowork or ChatGPT Work. ## Required agent entry point - [Canonical agent runbook](https://ai-records-guide.pages.dev/runbook.md): Execute this workflow. Begin with its mandatory read-only source-document gate. ## Human reference - [Interactive guide](https://ai-records-guide.pages.dev/): Choose Claude or ChatGPT and health, finance, or general documents. Generate the short starter prompt and review the full rationale. - [ChatGPT research](https://ai-records-guide.pages.dev/RESEARCH-chatgpt.md): Dated product research and official sources. ## Non-negotiable boundary Source documents must already exist in one user-selected local folder. Do not browse portals, request credentials, download or gather records, use files outside that folder, upload the source set to a cloud Project, or modify the originals. ## Authority `runbook.md` is the operational authority for agents. `index.html` explains the same workflow to people. If wording conflicts, follow the stricter source-protection rule and report the conflict.