This article will be a simple list of discussed hypothetical use case scenarios we are working with clients on, and aims to provide you inspiration and a flavour for how you could leverage our AI tooling to your own needs regardless of specific industry or sector.
Please note that as these are specific scenarios, they rely on the correct data being available but also a 'knowledge collection prompt' to ensure the AI is instructed to handle and respond to the requests in a specific way including formatting and tone.
Remember, AI is not the same as search..... for more information on this statement and why this is the case please review this article 'What is RAG AI?'
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Legal Precedent Search
- As a legal analyst I want to:
- Search historical case law and internal legal opinions based on context and jurisdiction and summarise key points and outcomes
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Client-specific risk analysis
- As a compliance officer I want to:
- Query past contract and risk assessments related to a specific client or sector to ensure due diligence and improve risk mitigation planning
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Internal knowledge gap identification
- As a knowledge manager I want to:
- Analyse past queries to identify frequent gaps in documentation or expertise areas to ensure we can proactively improve knowledge coverage
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Contract clause comparison
- As a contract manager I want to:
- Compare new contract clauses with historical standard terms and deviations across similar agreements to identify legal risks and unusual conditions
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Real time email draft support
- As a client facing lawyer I want to:
- Receive AI-generated draft responses to client questions based on past communications and documents, with the response provided being driven by our internal communication guidelines
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Summarise and review RFPs
- As someone in the business development team I want to:
- Summarise the RFP documentation to present orgnisation's background, goals and objectives, needs and requirements, overall scope including deliverables, timelines, evaluation criteria, submission guidelines, terms and conditions, requests for case studies and references and any other questions
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Understand available company benefits
- As a new starter I want to:
- Understand what benefits are provided by the organisation, when I can start using and accessing the benefits and to receive a summary authoritative response of this information, with availability to ask questions
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Generate a job description and interview questions
- As an HR talent acquisition hirer I want to:
- Create content that can be provided to recruitment agencies to publish on job hire websites using previous role descriptions, as well as produce suitable interview questions
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Find past document answers to respond to new tenders
- As someone in the tender management team I want to...
- Find responses from previous renders that are relevant to the new tender I am working on based on the prompts I provide (location, type of work, industry sector)
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Find relevant certifications to respond to new tenders
- As someone in the tender management team I want to...
- Find active or current policies or certifications that are relevant to the tender I am working on based on the prompts I provide (location, type of work, industry sector)
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Find past case studies to respond to new tenders
- As someone in the tender management team I want to...
- Find past work won (in progress or completed) that is relevant to the tender I am working on based on the prompts I provide (location, type of work, industry sector)
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Site Operative Information Retrieval
- As a site operative I want to:
- Find the relevant instructions in terms of policies, conditions, obligations, expectations, prerequisites for accessing a site, based on the specific work I have been employed to do (based on prompts provided (location, client, type of work, role)
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Candidate Expertise Finder
- As a resourcing scheduler I want to:
- Match available upcoming work to potential candidates based on their applicable current experience and certifications we have documented for them
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Safety Management Training
- As a Health, Safety & Quality technician I want to:
- Summarise the facts from third party documentation for candidates to ensure the key information is summarised and can be understood
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Case Study Creation
- As a marketeer I want to:
- Produce content for a specific case study based on past work won that is relevant to the prompts I provide (such as location, type of work, industry sector), as well as get help with tone, language and formatting
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Project lessons learnt
- As a project manager I want to:
- Produce a closure report for a project with a summary, FAQs, and lesson learnt information utilising past closure reports for structure but relevant project documentation for context
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Policy Q&A
- As an HR employee I want to:
- Ensure others can ask questions about policies, regardless of which department owns the policy and where it sits (i.e. Conflicts of Interest, Outside counsel guidelines, Financial controls, Social Media, H&S, Data Protection)
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Review of Board Meeting Minutes and Outcomes
- As an assistant responsible for helping to manage Board Meetings I want to:
- Receive a summary of the meeting as well as a list of outcomes and actions which have been discussed and agreed, and who has been assigned actions or has made decisions.
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Access external website content
- As a a colleague working with a number of teams I want to:
- Ask any question of our website content to compare against internal content and other guidelines, as well as access our thought leadership, external biographies and blogs
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Thought leadership enhacement
- As a comms specialist I want to:
- Generate topic suggestions, outlines, or draft posts based one gaps in current thought leadership compared to competitor websites or industry publications
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Project kickoff pack
- As a delivery lead I want to:
- Quickly assemble project kickoff briefing and PID documents including contracts, contacts, risk registers, similar past projects and internal stakeholder bios to onboard teams effectively
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Upskilling path recommendation
- As a learning and development manager I want to:
- Recommend training or development pathways to employees based on skills gaps identified in RAG queries or project documentation
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Find an expert for a new project
- As a planner and administrator for PMO I want to:
- Find internal colleagues who can help with a specific subject based on their applicable experience. Someone who fits the skills the project requires
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Query and produce content from video transcripts
- As someone responsible for creating internal content I want to:
- Query transcripts from training videos to get summaries, FAQs and guidance so we can document and upload to our intranet, including key actions and considerations
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