AI Essentials for Admin & Document Workflows

1 x Bespoke Session (online, demonstration led, nothing to follow along)

The opening session of a bespoke series: the tasks staff themselves named in a feedback form, each taken apart on screen with the realistic options for solving it, including the ones AI cannot solve yet.

Summary:

A working session built entirely from a feedback form, in which staff wrote down the repeated tasks that genuinely cost them time. Each one is presented as a problem, then two or three real ways of solving it, weighed on what each option can and cannot do, with a pause for questions after every use case. Nothing is demonstrated on invented material: the examples are the organisation’s own work, drawn from across its units. Where no good answer exists yet, the session says so and explains what would have to change first, and it ends by deciding which of these become the tailored training that follows.

Course Breakdown:

Use case 1: Excel file comparison and ticket reconciliation

• The problem
• Option: the spreadsheet’s own AI agent
• Option: an AI chat working across the files
• Option: a script or automated flow

Use case 2: action plan dashboard from meeting minutes

• The prerequisite nobody mentions, and why it decides everything else
• Minutes from a transcript
• Minutes built to a template
• An automated minutes agent feeding a progress dashboard

Use case 3: document and email formatting to templates

• In-app AI working inside the document
• General AI chat as the alternative

Use case 4: helpdesk management and draft replies

• A basic agent with a knowledge base
• A chatbot with a knowledge source
• A full agent platform build

Use case 5: secure document translation

• Why this one has no clean answer today
• Step: classification
• Step: automated anonymisation
• Step: private translation

Use case 6: compliance and regulation questions

• An assistant that drafts the answer, with mandatory human review every single time

Where this is going

• Agentic tooling, and what is arriving next
• Information at scale, and what AI means across millions of pages
• From brainstorm to tailored training: which teams go first
• Which use cases, and at what level

Outcome:

The organisation ends the session with its own workflows mapped to real options, each with its limits stated out loud rather than glossed over, and with a decision made about what the training that follows should contain and who should be in the room. Staff see their own work on screen instead of a generic demonstration, which is what makes the later sessions land.