Possibilities
taking shape.

Documents turned into information.

Administrative operations

The challenge

A team receives documents through different channels and needs to check fields, organize files, and transfer information to its systems. The workflow depends on manual reading and data entry.

A possible solution

An AI workflow could extract relevant information, suggest classifications, and prepare data for review. After human validation, an integration could send information to the system used by the team.

Expected benefit

Reduce repetitive steps and make review more organized. The benefit would need to be evaluated using real documents and criteria defined for the project.

Knowledge within the team’s reach.

Internal support

The challenge

Procedures and guidance are scattered across documents. To answer a question, the team needs to locate files and confirm which information is current.

A possible solution

An AI assistant could consult authorized sources, present answers with references, and indicate when a question needs human assistance. The application would be planned around permissions and content updates.

Expected benefit

Make knowledge easier to access and support more consistent answers. Response quality would be validated before expanding use.

From opportunity to first draft.

Sales operations

The challenge

A sales team gathers opportunity information and prepares proposals from templates. Part of the work involves copying data and adapting text for each context.

A possible solution

A custom tool could organize opportunity data and use generative AI to prepare a draft from an approved template. Commercial terms, pricing, and sending would remain subject to team review.

Expected benefit

Support proposal preparation and reduce information duplication. Expected results would be measured during application validation.