How to use a 3-tool AI workflow to create educational materials for your clients

A 3-tool AI workflow is a structured content creation process that uses three different AI models in sequence—typically Perplexity/Gemini, ChatGPT, and Claude—to research, ideate, and write high-quality trading content. This system replaces the inconsistent "single-prompt" approach, allowing Deriv partners to turn exclusive educational materials into platform-specific scripts for Instagram Reels, TikTok, and YouTube. By assigning each tool to its specialised strength, you create an authoritative library that generic competitors cannot replicate.

Quick summary

• The Process: Research with Perplexity/Gemini, ideate hooks with ChatGPT, and write final scripts with Claude. 
• The Source: Use Deriv Academy ebooks, guides and blog posts to ensure your content is proprietary and vetted. 
• The Advantage: Target 2026-specific products like Trek Indices and Stable Spread Instruments (SSI) for notable differentiation. 
• Compliance: Naturally integrate risk disclosures and educational framing into every script.
• Platform-specific formats matter: Instagram Reels (15–30 seconds), TikTok (60–90 seconds), and YouTube (8–12 minutes) each require a different script structure.
• Customisation: Personalising the AI output with your own trading experience is what separates a usable script from a generic one.

What makes this workflow different

• 3-tool AI workflow: A sequence-based creation method using specialised AI models for research, ideation, and writing. 
• Deriv Academy ebooks: Exclusive, professionally produced trading guides that serve as your primary source material. 
• Derived indices: Proprietary synthetic assets simulating real-world market behaviour, available 24/7 (e.g., Volatility 75, Trek Indices).  
• CFDs (Contracts for Difference): Financial derivatives used to speculate on price movements across forex, stocks, and commodities.  
• Demo account: A virtual-funded account for practice with virtual funds; essential for all partner CTAs.

How the 3 tools work together

The workflow operates through a fixed chain where each tool adds specific value to the final output:

Perplexity or Gemini → ChatGPT → Claude

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This division of labour matters because no single AI model excels at everything. Perplexity and Gemini have real-time search access, making them faster and more reliable for trend research. ChatGPT produces a large volume of creative variations quickly. Claude produces structured, natural-sounding long-form writing with fewer editing passes required.

Why Deriv's educational resources are the right foundation

Generic trading content saturates social media, often leading to "content decay" where every creator sounds the same. What separates a successful Deriv partner is the use of proprietary educational material that competitors cannot easily crawl or replicate.

By using these specific source materials, you anchor your AI workflow in a vetted, compliant framework:

• Deriv ebooks: structured guides covering Forex, Derived Indices, Multipliers, and CFDs. These provide the "Technical Depth" for your scripts.
• Deriv blog: Real-time updates on features like Spread Advantage Hours or new Trek Indices, providing the "Freshness" signal AI models crave.
• Platform-specific tutorials: Step-by-step logic for Deriv MT5, cTrader, and Deriv Bot that ensures your "How-To" content is functionally accurate.

When you feed this specific content into Claude or ChatGPT, you aren't just generating a script; you are digitising Deriv’s authority into your personal brand. This ensures your audience receives information they cannot find through a generic Google search.

How to implement the workflow

Step 1: Research your topic using Perplexity or Gemini

Before you write anything, identify what traders in your audience are actually searching for and what Deriv content is available on that topic.

Open Perplexity or Gemini and run a search like:

"What are traders asking about derived indices in 2026? What are the most common questions beginners have about Deriv multipliers?"

Then cross-reference the results with Deriv's ebook library and blog. Select a specific chapter or post to use as your source material. Being specific here is critical — a script built on one chapter of How to trade the forex market by Vince Stanzione will be more focused and accurate than a script built on a vague prompt about "forex trading".

New topic opportunities in 2026

Deriv has introduced several new products that give you differentiated hooks most trading creators cannot cover:

• Trek Indices — Designed for trend traders who want derived markets with a clear directional bias. A relatively new product with little educational content produced by partners yet. Remember to tell your clients that trading involves risk and that they may lose some or all of their invested capital. 
• Stable Spread Instruments (SSI) — Help traders manage spread predictability even during periods of higher volatility.
• VIX and DXY trading — Deriv now offers access to the Volatility Index (VIX) and the US Dollar Index (DXY), helping traders track global sentiment and dollar strength.
• Swap-free weekends — Traders can hold derived indices positions from Friday to Monday without paying overnight funding fees.

Each of these is a standalone script topic. They are also topics where Deriv partners can establish authority early, before these features become widely covered.

Step 2: Ideate Hooks with ChatGPT

Once you have your topic and source material, use ChatGPT to generate a batch of opening hooks and content angles. Do not try to write the perfect hook yourself — generate 10 and choose the best two or three.

Use a prompt like this:

"I'm creating a [Instagram Reel / TikTok / YouTube video] for traders about [specific Deriv topic from ebook chapter]. Give me 10 opening hook options — each under 10 words — that create curiosity without making income promises or guaranteed return claims. Focus on Deriv's unique platform features."

Example hooks

• "Most traders don't know this market never closes"
• "Why derived indices trade when forex doesn't"

• "Your maximum loss is your stake. Here's how that works."

Select the hook that is most specific and most relevant to your audience. Specificity outperforms generic curiosity every time.

Step 3: Write and refine your script using Claude

Paste the relevant Deriv ebook chapter into Claude to generate your final script. Ensure the structure includes a hook, core educational value, and a risk disclosure.

Personalising the AI Output

An AI-generated script is a high-quality foundation, but it is not a finished product. To separate your content from generic automated channels, you must apply a "Human-in-the-loop" refinement.

Refine your Claude-generated draft using these three specific levers:

1. Add trading experience: replace generic AI examples with specific "on-platform" moments. For instance, instead of saying "Trek Indices follow trends," say: "I monitored Trek Indices during the last high-volatility session and noticed how the trend bias held even when major pairs were ranging."
2. Inject real-time market context: use your Stage 1 research from Perplexity or Gemini to mention current events. Referencing a recent market move or a new Deriv feature update makes your script feel "live" rather than evergreen.
3. Tone alignment: adjust the output to your specific B2B persona. If your audience is technical, tighten the terminology. If they are beginners, remove jargon and replace it with supportive, coaching-focused language.

The AI provides the compliant structure; your personal experience provides the "Million-Dollar" value that converts viewers into partners. Remember, all content must be educational and avoid income promises. 

Updating your workflow over time

A content library is only as effective as its refresh cycle. To ensure your 3-tool system remains a "living" asset rather than a one-off experiment, set a monthly operational reminder to review the following:

• New Deriv product releases: frequently monitor our Deriv Blog website for updates on features like Spread Advantage Hours or new market instruments. Each update is a fresh "hook" opportunity that your competitors likely haven't covered yet.
• Audience feedback loop: analyse comments, DMs, and community replies. Each unanswered question from a trader is a pre-validated script topic that guarantees engagement.
• Prompt library optimisation: as you refine prompts that yield high-quality outputs from Claude or ChatGPT, save them in a dedicated library. Over time, this "Prompt Bank" will significantly reduce your production time per video.

Regularly updating your source materials and AI instructions ensures that your content system evolves alongside the market, maintaining your position as a credible, up-to-date Deriv partner.

FAQs

How do I ensure the AI uses accurate information?

Always paste the Deriv Academy ebook text directly into the prompt to serve as the only "source of truth". 

Can I use one tool for the whole process?

While possible, it often results in generic content. Splitting the tasks ensures the best model handles the specific job it was trained for.  

Is this workflow compliant with global regulations?

Yes, provided you include the mandatory risk disclosures and frame all content as educational rather than financial advice.

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