The starting point
Choose one recurring workflow with a clear owner.
Identify the inputs, the systems involved and the result the team needs. Include the exceptions people handle today.
Start with a defined internal workflow: finding source information, preparing a document or organising a handover. Design access and human review into the work.
Understand the current process with the people delivering it, including exceptions and approval steps.
Connect authorised knowledge to the task, preserving the distinction between a source and an agent-generated draft.
Keep accountable people in control of decisions, with deployment and data requirements agreed for the service.
These examples describe workflows to scope with your team. Available integrations and actions depend on the agreed deployment.
Explore security and deployment ↗
Speak naturally in your workspace or mobile app. The useful part is what happens next.
Explore connected knowledge ↗Help me find the current procedure for this request and the person responsible for the next step.
A response grounded in authorised sources, with uncertainty and the responsible role made visible.
Interviews help explain the current workflow, its exceptions and the information each role needs. Review that picture with the team before selecting an internal pilot.
Choose one recurring workflow with a clear owner.
Identify the inputs, the systems involved and the result the team needs. Include the exceptions people handle today.
Define what a useful result looks like.
Agree source access, review points and how to compare the pilot with the current process. Extend the workflow after the team has reviewed the evidence.