Example workflows · concrete before clever

What a managed AI workspace can actually do.

These are the kinds of starter workflows we would test first for Irish SMBs. No grand “AI transformation” pageant. One useful workflow, a clear boundary, and a reason somebody opens it again tomorrow.

01 · Knowledge assistant

Ask company docs from Slack or Teams

Buyer

Consultancies, agencies, recruiters, accountants, and operations teams

Problem

Answers live across Google Drive, SharePoint, Notion, old proposals, and the one person everyone keeps interrupting.

Connects

→Slack or Teams
→Google Drive / SharePoint / Notion
→Approved folders only

Output

Source-aware answers, onboarding guidance, policy lookups, proposal snippets, and process explanations.

Boundary

Read-only by default. No editing, deleting, or sending without an explicit approval workflow.

02 · Curated alerts

Daily intelligence briefings without the feed sludge

Buyer

Agencies, consultants, tender-heavy suppliers, local operators, and sector specialists

Problem

Useful signals are buried in newsletters, government pages, competitor sites, client mentions, and industry news.

Connects

→Selected websites
→RSS/news sources
→Company/client watchlists

Output

A short daily or weekly briefing in Slack, Teams, or email with links, why it matters, and suggested next actions.

Boundary

The assistant reports and drafts. Humans decide what to publish, send, bid on, or escalate.

03 · Admin drafting

Turn messy notes into first drafts

Buyer

Professional services firms, accountancy practices, recruiters, and small consultancies

Problem

Staff lose time converting emails, call notes, PDFs, and scattered bullets into client-ready working documents.

Connects

→Email exports
→Meeting notes
→Templates and prior examples

Output

Draft client replies, follow-up emails, summaries, report outlines, checklists, and reusable templates.

Boundary

Draft-only unless an approval flow is deliberately designed. No silent client communication.

04 · Tender/admin support

Missing-document and deadline checklists

Buyer

Construction suppliers, public-sector vendors, consultants, and firms doing repeat submissions

Problem

Tender packs and admin submissions fail on boring missing documents, outdated certs, unclear ownership, and deadline drift.

Connects

→Tender docs
→Shared folders
→Certificate trackers
→Calendar reminders

Output

Missing-document checklists, evidence folders, submission prep notes, internal request lists, and renewal reminders.

Boundary

It prepares and checks. A responsible human still reviews the final submission. Revolutionary, apparently.

05 · Internal ops

An operations desk for “how do we do this here?”

Buyer

Growing SMBs where process lives in heads, DMs, and ancient docs with suspicious filenames

Problem

New staff ask the same questions, managers repeat themselves, and internal process docs are technically present but spiritually abandoned.

Connects

→SOPs
→Onboarding docs
→Internal FAQs
→Chat channels

Output

Onboarding answers, task checklists, escalation guidance, and links back to the correct internal source.

Boundary

Scoped to approved internal knowledge. Sensitive HR, payroll, and legal workflows stay out unless designed separately.

Pick the first workflow

Start where the team already complains.

If the problem requires a committee, a transformation roadmap, and six months of ‘stakeholder alignment’, it is probably a bad first workflow. Pick the thing people already repeat, chase, search for, or rewrite every week.

Book a workflow audit