KNOWLEDGE & WORKFLOW — PILOT DISCUSSION BRIEF

Team or organization:
Process to improve:
Knowledge sources:
Process and content owner:
Decision requiring approval:
Success and acceptance checks:
Access, privacy or deployment considerations:

PROPOSED DISCUSSION
1. Bound one content area and confirm source availability, ownership and effective access.
2. Map one workflow: trigger, branches, permitted actions, approver, timeout and escalation.
3. Choose the model/provider, action tools and implementation scope.
4. Test representative cases and inspect citations, saved workflow revisions and run evidence.
5. Compare review time, reviewer corrections and unresolved handoffs with the current process.
6. Agree acceptance checks before expanding delegation.

IMPLEMENTATION QUESTIONS
Source credentials and connectors; folder permissions; identity and roles;
model and retrieval configuration; permitted tools; evaluation and human review;
hosting, privacy and retention.

PROTOTYPE SCOPE
Sources registers sample metadata. Message content, files and attachments are
not downloaded or indexed in the prototype. Ingestion transitions are simulated;
storage and extraction services require implementation. Sample evaluation data
does not establish live AI accuracy. Privacy views are not a compliance certification.

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