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    Anthropic Claude Certified Associate – Foundations (CCAO-F)· Lessons

    Domain 1 · Lesson 2/30

    Running Multi-Stage Requests: Handoffs, Review Points and Refinement

    Apply task decomposition techniques to structure complex requests

    8 min read
    3.5% of exam
    7 sources
    Published 4 Oct 2026
    Docs as of 30 Sep 2026

    What you will be able to do

    • Decide what to carry into each new stage, especially when a stage starts in a fresh conversation
    • Explain the risk of later stages working only from compressed summaries
    • Place a human review point where an error would otherwise spread into later stages
    • Run a draft, review and refine chain on a business document

    1.What each stage needs to receive

    In a staged request, each stage only knows what it is given. If a stage continues in the same conversation, the earlier work is still there. Long jobs often move to a new conversation, though, and a new conversation starts with nothing from the last one. The AI Fluency course for educators handles this by having learners either continue the earlier conversation or output a summary of that conversation to use as input for a new one. Its lesson takeaway is that established context makes each new workflow better than starting fresh.

    Take a bid team that agreed three criteria for judging partner organisations in an earlier stage. They now start the scoring stage in a new conversation. The scoring request must state those three criteria again, together with the material to be scored. Otherwise Claude has to guess the standard. Anthropic's orchestrator-workers cookbook describes the same rule from the engineering side: each worker gets the original task as well as its own specific instructions. A stage told only "score these" is missing the reason for the scoring and the standard to score against.

    Checkpoint 1 of 6· Exam question

    A support team wants to build a comprehensive FAQ from a large set of historical customer tickets. Which decomposition technique is most suitable?

    Checkpoint 2 of 6· Check yourself

    In an earlier conversation a team agreed the criteria for ranking supplier proposals. They now open a new conversation for the ranking stage. What should the ranking request contain?

    Sources12

    2.The handoff risk: summaries drop detail

    Every handoff between stages compresses something. That is the point of a handoff, and also its main risk. Anthropic's multi-agent guidance describes teams that split work into separate planning, execution, review and iteration steps. They found they had lost context at each handoff and spent more tokens coordinating than doing the work. The same thing happens in ordinary business work. If a team summarises twenty customer interviews and then decides which product problems to fix using only the summaries, then any nuance, minority complaint or exact customer wording the summaries left out never reaches the decision.

    The AI Fluency course for builders states the general principle: a failure at any link cascades downstream. A weak summary in stage two quietly limits everything in stages three, four and five. Two habits reduce the risk. First, tell the summarising stage what the later stages will need, so it keeps the right details. Second, keep the original material available, so a later stage or a reviewer can go back to it when a summary seems thin.

    Checkpoint 3 of 6· Check yourself

    A team summarises each of thirty support calls, then works only from those summaries to choose which issues to escalate. What is the greatest risk in this design?

    Sources34

    3.Where to put the human review point

    Being able to check the work between stages is a major reason to decompose a task at all. Anthropic's prompting guidance says explicit chaining is still useful when you need to inspect intermediate outputs or enforce a specific pipeline structure. The engineering guidance adds that you can put checks on any intermediate step to ensure the process is still on track. In Anthropic's document example, the check sits on the outline, before the document is written.

    If you only have time for one review, the cascade principle tells you where it should go: the stage whose output every later stage depends on. Problems found there are cheap to fix. Problems found after the final draft may mean redoing several stages. For a policy rewrite in several stages, that usually means reviewing the agreed outline or criteria before the full drafting starts, not just reading the finished text.

    Checkpoint 4 of 6· Exam question

    An analyst breaks a market review into six stages and feeds each result straight into the next, reviewing nothing until the final report is written. What is the greatest risk?

    Checkpoint 5 of 6· Check yourself

    A report will be produced in four stages: extract themes from notes, agree a structure for the findings, draft each section, and polish the wording. The owner can review only once. Following Anthropic's outline example, where does the review add most value?

    Sources567

    4.The draft, review and refine chain

    Anthropic's prompting guidance names the most common chain: generate a draft, have Claude review it against criteria, then have Claude refine it based on the review. Each step is a separate prompt, so you can read the feedback, accept or reject it, or change direction before the next step runs. The criteria matter. A review prompt that names what to check against gives focused, usable feedback. A vague "make it better" gives the refine step nothing specific to act on.

    Anthropic's prompt engineering blog shows the pattern as three prompts in a row, using a research summary as the example.

    A three-prompt chain: draft, review against named criteria, refine using the reviewtext
    First prompt: "Summarize this medical paper covering methodology, findings, and clinical implications."
    
    Second prompt: "Review the summary above for accuracy, clarity, and completeness. Provide graded feedback."
    
    Third prompt: "Improve the summary based on this feedback: [feedback from step 2]"

    In the example, the review step names three criteria (accuracy, clarity and completeness) and asks for graded feedback. The refine step then gets the feedback pasted in word for word, not a vague instruction to improve. This is the earlier advice applied to a small chain: decide the standard, pass forward exactly what the next stage needs, and keep a point where you can look before moving on.

    Checkpoint 6 of 6· Put it in order

    Put the stages of the self-correction chain in order

    1. 1.Generate a draft
    2. 2.Have Claude refine the draft based on the review
    3. 3.Have Claude review the draft against criteria

    Sources57

    Exam traps

    Each one states something that sounds right. Open it to see what is actually true.

    1. 1.When a later stage starts in a new conversation, Claude will still know the criteria agreed in the earlier stage.Why is that wrong?

      A new conversation starts without the earlier work. Carry it forward by passing in a summary of the earlier conversation, or by restating the criteria.

      Covered in What each stage needs to receive

    2. 2.Once each source has been summarised, later stages can rely on the summaries alone without losing anything important.Why is that wrong?

      Each handoff can lose context. Any detail dropped at an early link is missing from every stage that follows.

      Covered in The handoff risk: summaries drop detail

    Sources

    Every claim above is drawn from one of these pages, quoted as it was written on the date shown.

    1. 1.
      “or output a summary of that conversation to use as input for a new one”
      ↩︎ What each stage needs to receive
      “Established context makes each new workflow better than starting fresh”
      ↩︎ What each stage needs to receive
      “or output a summary of that conversation to use as input for a new one”
      ↩︎ Exam trap 1
    2. 2.
      “Workers receive both the original task AND their specific instructions for better context”
      ↩︎ What each stage needs to receive
    3. 3.
      “A failure at any link cascades downstream.”
      ↩︎ The handoff risk: summaries drop detail
      “A failure at any link cascades downstream.”
      ↩︎ Exam trap 2
    4. 4.
      “only to discover that they suffered from lost context at each handoff and spent more tokens coordinating than executing”
      ↩︎ The handoff risk: summaries drop detail
    5. 5.
      “still useful when you need to inspect intermediate outputs or enforce a specific pipeline structure”
      ↩︎ Where to put the human review point
      “generate a draft → have Claude review it against criteria → have Claude refine based on the review.”
      ↩︎ The draft, review and refine chain
      “Each step is a separate API call so you can log, evaluate, or branch at any point.”
      ↩︎ The draft, review and refine chain
    6. 6.
      “on any intermediate steps to ensure that the process is still on track”
      ↩︎ Where to put the human review point
      “Writing an outline of a document, checking that the outline meets certain criteria, then writing the document based on the outline.”
      ↩︎ Checkpoint
    7. 7.
      “Intermediate validation adds value”
      ↩︎ Where to put the human review point
      “Each prompt handles one stage, and the output feeds into the next instruction.”
      ↩︎ The draft, review and refine chain

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