AI Workflow Guides

Step-by-step playbooks for automating real business workflows with AI. Each guide includes tools, timelines, before/after states, and expected outcomes.

25 Guides

Browse All Workflow Guides

Find the right automation playbook for your industry and use case

Intermediate

AI-Optimised Procurement & Vendor Management

Deploy AI to automate procurement workflows, optimise spend, and proactively manage vendor risk — achieving 8-15% savings on addressable spend.

3-5 monthsView guide
Beginner

AI-Powered Meeting Intelligence & Knowledge Management

Deploy AI to capture, summarise, and make searchable every meeting and conversation — reclaiming 5-8 hours per employee per week lost to meeting overhead.

1-2 monthsView guide
Beginner

AI-Powered Marketing Content & Campaign Optimisation

Deploy AI to generate marketing content at scale, personalise campaigns, and optimise ad spend — increasing marketing ROI by 30-50%.

1-3 monthsView guide
Intermediate

AI-Enhanced Financial Planning & Analysis (FP&A)

Transform FP&A with AI-powered forecasting, automated reporting, and scenario analysis — reducing planning cycle time by 60% and improving forecast accuracy by 25%.

3-5 monthsView guide
Beginner

AI-Powered Recruitment & Talent Acquisition

Deploy AI to screen candidates, match skills to roles, and reduce time-to-hire by 50% while improving quality of hire.

2-3 monthsView guide
Beginner

Intelligent Document Processing with AI

Automate extraction, classification, and processing of business documents — invoices, contracts, forms — reducing manual data entry by 85%.

2-3 monthsView guide
Beginner

AI-Powered Customer Support Automation

Deploy AI chatbots and agent assist to handle 60-70% of support tickets automatically while improving customer satisfaction.

2-4 monthsView guide
EducationIntermediate

AI-Powered Assessment & Automated Feedback

Implement AI grading and feedback for essays, projects, and complex assessments — reducing grading time by 80% while providing instant, detailed feedback to students.

2-4 monthsView guide
EducationIntermediate

AI-Personalised Learning Pathways

Deploy adaptive AI that personalises learning content, pace, and assessments for each student — improving completion rates by 40% and learning outcomes by 25%.

3-6 monthsView guide
TechnologyAdvanced

Building an AI Product Recommendation Engine

Build a personalised recommendation system that increases conversion rates by 15-25% and average order value by 10-20%.

3-6 monthsView guide
TechnologyIntermediate

AI-Driven Incident Detection & Response

Deploy AIOps to detect incidents before users notice, automatically diagnose root causes, and reduce mean time to resolution by 65%.

3-5 monthsView guide
TechnologyBeginner

AI-Powered Code Review & Software Quality

Implement AI-assisted code review that catches bugs, security vulnerabilities, and quality issues before they reach production — reducing defect escape rate by 60%.

1-2 monthsView guide
Professional ServicesAdvanced

AI-Powered Audit & Assurance

Transform audit sampling into continuous AI monitoring — analysing 100% of transactions instead of statistical samples to improve risk detection.

4-8 monthsView guide
Professional ServicesBeginner

AI-Enhanced Consulting & Advisory Delivery

Integrate AI into consulting workflows — from research and analysis to deliverable creation — to accelerate engagement delivery by 40% and improve insight quality.

1-3 monthsView guide
Professional ServicesIntermediate

AI-Assisted Legal Document Review & Due Diligence

Deploy AI to accelerate contract review, due diligence, and regulatory analysis — reducing review time by 70% while improving coverage and consistency.

2-4 monthsView guide
ManufacturingAdvanced

AI-Driven Supply Chain Optimisation for Manufacturing

Deploy AI across demand forecasting, inventory optimisation, and supplier management to reduce inventory costs by 20% while improving service levels.

4-8 monthsView guide
ManufacturingIntermediate

AI Predictive Maintenance for Manufacturing Equipment

Implement IoT-connected AI that predicts equipment failures 2-4 weeks before they occur, reducing unplanned downtime by 70%.

3-6 monthsView guide
ManufacturingIntermediate

AI Visual Quality Inspection for Manufacturing

Deploy computer vision to automate visual quality inspection, achieving 99.5%+ defect detection rate at production line speed.

3-6 monthsView guide
HealthcareIntermediate

AI-Optimised Patient Flow & Bed Management

Use AI to predict patient admissions, optimise bed allocation, and reduce emergency department boarding times.

3-5 monthsView guide
HealthcareAdvanced

AI-Powered Medical Imaging Triage

Implement AI triage for radiology workflows — automatically prioritising urgent findings and flagging critical abnormalities for immediate review.

4-8 monthsView guide
HealthcareIntermediate

AI-Assisted Clinical Documentation

Deploy ambient AI to automate clinical note-taking, reducing physician documentation burden by 60% while improving note quality and completeness.

2-4 monthsView guide
Financial ServicesAdvanced

AI-Driven Portfolio Risk Analytics

Deploy AI to provide real-time portfolio risk monitoring, stress testing, and early warning signals across your investment or lending book.

4-6 monthsView guide
Financial ServicesIntermediate

AI-Automated Customer Onboarding & KYC

Automate KYC verification and customer onboarding with AI, reducing processing time from days to minutes while improving compliance.

3-5 monthsView guide
Financial ServicesAdvanced

Real-Time AI Fraud Detection Pipeline

Build an AI-powered transaction monitoring system that detects fraud in real-time while reducing false positives by 50%.

4-8 monthsView guide
Financial ServicesIntermediate

AI-Powered Credit Risk Assessment

Transform manual credit analysis into AI-augmented risk assessment, reducing processing time by 60% while improving accuracy.

3-6 monthsView guide

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