Industry workflow example
Professional Firm
Common request
“Prepare a client meeting brief from the engagement letter and last workshop notes.”
How AI Hub handles it
- 1
Gather sources
Consultant uploads engagement letter, prior minutes, and slide deck to Knowledge.
- 2
Brief outline
Guided task builds agenda, objectives, open decisions, and stakeholder list.
- 3
Cited summary
Chat answers prep questions with links to exact paragraphs in source files.
- 4
Partner review
Engagement lead edits talking points and approves the brief.
- 5
Share
PDF brief emailed to the client team or saved to the project folder.
Example workflow for illustration. Sign in to the product console to run tasks on your own documents and meetings.