Update an insurance claim synopsis when evidence changes
Review new claim documents against a defined aspect checklist and prepare a source-cited synopsis with changes and unresolved conflicts.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Check image capture quality before ending the session
Route newly captured images to the approved quality check, explain specific capture defects, and prepare a bounded correction request while the operator can still act.
Compare response options for a supply disruption
Connect a disruption to affected shipments, stock and demand, then compare feasible transfers, reroutes or substitutions for an operations owner.
Assemble a source-backed chargeback response packet
Map a payment dispute to the relevant transaction, fulfillment and customer agreement evidence, then prepare a concise response for finance review.
Audit commissions against the rate effective for each transaction
Match paid commissions to the applicable plan version, recompute expected amounts, and prepare an evidence-backed exception report for payroll or finance.
Check evidence for loan funding conditions across documents
Compare a submitted funding package with explicit closing conditions, reconcile counterparties and asset details, and prepare a sourced blocker list for a lending reviewer.
Compare warehouse picking routes under operating constraints
Use a warehouse layout and a frozen pick list to compare a proposed route with the current route while respecting load, sequencing and access rules.
Build a performance-review evidence packet from a work journal
Gather dated work records into a factual self-review packet, separating delivered results, shared contributions and unfinished commitments.
Review a sales proposal against the client brief and team standards
Check an existing proposal for missing client requirements, inconsistent commitments and departures from an approved proposal rubric.
Find delivered work that may be missing from billing
Reconcile delivered project work with contracts, invoices, credit notes and payments to prepare a finance review queue for possible billing omissions.
Build a broken-link repair queue for a business website
Check an authorized website inventory for broken destinations and propose evidence-backed repairs for the pages that reference them.
Develop offer names from the audience’s own vocabulary
Extract relevant terms from approved audience material and build a naming shortlist with a clear rationale and screening questions.
Prepare a regulatory clarification request for legal review
Turn a factual business question and verified reference material into a structured draft request for clarification, ready for counsel to review.
Answer a business question through a reviewed read-only query
Translate a business question into a bounded read-only query and return a reproducible answer with definitions, filters and data freshness.
Refresh a storefront while preserving its existing URL map
Prepare a storefront redesign in staging with an explicit old-to-new URL map and checks for catalog, checkout and analytics continuity.
Prepare a reviewed batch of object cutouts for a catalog
Use image segmentation to create consistent object cutouts while preserving originals, identifiers, fine details and a queue for uncertain masks.
Prepare color-separation files for a print specialist to review
Apply a print shop’s approved separation recipe to existing artwork and prepare plates, previews and preflight findings for specialist signoff.
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