Find and summarise company information with sources
Agree the source material, the expected output and who checks it before the workflow is used.
Ego / General digital assistant
Give Ego a defined source set, a repeatable task and a named person to review the result.
The role
Start with one repeatable task and agree what a useful result looks like.
Agree the source material, the expected output and who checks it before the workflow is used.
Agree the source material, the expected output and who checks it before the workflow is used.
Agree the source material, the expected output and who checks it before the workflow is used.
See the workflow
Choose an example, read the supplied source and reveal the prepared result.
Illustrative walkthrough using fictional sample material and prewritten outputs. This is not a live AI session or evidence of measured customer results.
The task
Sample source
Illustrative policy note, version 2: overnight travel now requires manager approval before booking. Day trips follow the existing process.
Prepared result
Change: ask your manager to approve overnight travel before booking. Unchanged: the day-trip process. Source: illustrative policy note, version 2.
Check that version 2 is current and that the person can access it. No booking or approval has been made.
Make it useful
Keep ownership explicit from the first example.
Define its frequency and the person who owns the result.
Confirm which material the role and its users may access.
Check sources, omissions and proposed next steps before acting.
Compare the time, corrections and quality against the original routine.
Start with one job
Tell us the sources, the people involved and the decision that needs to stay with you.