More Workflow Examples

High-Volume Administrative Documents

Single User Example: Performance Review

Scenario: An HR Manager generates a performance review for an employee completing probation.

1. Inputs:

   • Employment history from the HR database.
   • Employee self-assessment form.
   • Feedback from colleagues.

2. Workflow:

   • The HR Manager selects the performance review template.
   • Using Smart Forms, they pull data from the HR database and employee self-assessment into the necessary fields.
   • An AI chain compiles feedback into a cohesive report.
   • The final document is prepared for review, formatted with organizational branding.

Collaborative Example: Incident Report

Scenario: A team of managers compiles an incident report following a workplace accident.

1. Users Involved:

   • HR Officer
   • Safety Manager
   • Operations Manager

2. Workflow:

   • Each manager completes their section of the incident report using Smart Forms.
   • The HR Officer uploads witness statements, while the Safety Manager adds a checklist of violated safety protocols.
   • The Operations Manager initiates an AI chain that integrates all inputs and generates the report.
   • Team members review and finalize the document before distribution.

Government & Social Services

Single User Example: Benefits Application

Scenario: A Case Worker prepares a benefits application for a client seeking food assistance.

1. Inputs:

   • Client intake form details.
   • Medical documentation.
   • Income verification documents.

2. Workflow:

   • The Case Worker selects the food assistance application form and uses Smart Forms to auto-fill relevant fields.
   • They upload medical documents for context and use an AI chain to highlight necessary sections.
   • After reviewing for accuracy, the application is submitted electronically, streamlining the process.

Collaborative Example: Healthcare Enrollment Documentation

Scenario: Social workers compile healthcare enrollment documentation for multiple clients.

1. Users Involved:

   • Social Worker 1
   • Social Worker 2
   • Administrative Assistant

2. Workflow:

   • Social Worker 1 enters client data using Smart Forms, while Social Worker 2 adds supplementary documentation.
   • The Administrative Assistant compiles everything and initiates an AI chain to generate the healthcare enrollment documents.
   • The team collaborates in real-time, ensuring documents meet submission guidelines before finalizing them.

Healthcare & Medical

Single User Example: Patient Treatment Plan

Scenario: A physician develops a treatment plan for a patient with diabetes.

1. Inputs:

   • Patient history from electronic health records (EHR).
   • Lab test results.
   • Patient dietary and exercise logs.

2. Workflow:

   • The physician uses Smart Forms to gather information and generate the treatment plan.
   • An AI chain analyzes data to propose patient-specific management interventions.
   • The physician reviews and adjusts the treatment plan based on discussions with the patient.

Collaborative Example: Discharge Summary

Scenario: A multidisciplinary team prepares the discharge summary for a patient leaving the hospital.

1. Users Involved:

   • Physician
   • Nurse
   • Physical Therapist

2. Workflow:

   • The physician compiles clinical notes, while the nurse adds medication management instructions.
   • The physical therapist includes rehabilitation goals tailored for the patient.
   • After all entries are made, an AI chain combines the inputs into a cohesive discharge summary for final review.

Education & Academic

Single User Example: Individualized Education Plan (IEP)

Scenario: A special education teacher creates an IEP for a student needing additional support.

1. Inputs:

   • Assessment results from psychologists.
   • Teachers’ current progress notes.
   • Parent feedback from previous meetings.

2. Workflow:

   • The teacher enters assessment results and parent feedback into the IEP template using Smart Forms.
   • An AI chain analyzes the gathered data to propose tailored goals and recommendations for the student.
   • After reviewing, the teacher shares the IEP with the parents for feedback before submission.

Collaborative Example: Student Report Cards

Scenario: Teachers collaborate to generate report cards for students at the end of the term.

1. Users Involved:

   • Math Teacher
   • English Teacher
   • Science Teacher

2. Workflow:

   • Each teacher inputs grades and comments into their section of the report card template.
   • They retrieve data from assessments stored in a shared student management system.
   • An AI chain aggregates inputs into report cards for each student, which are then reviewed and finalized by the team.

Legal & Compliance

Single User Example: Contract Template

Scenario: A legal assistant drafts a contract for a new client.

1. Inputs:

   • Client intake form details.
   • Standard clauses from previous contracts.
   • Relevant legal terms.

2. Workflow:

   • The legal assistant pulls together contract specifics using Smart Forms.
   • They use an AI chain to draft the contract, integrating standard clauses and unique client information.
   • The assistant reviews the document for accuracy before making it final.

Collaborative Example: Compliance Report

Scenario: Compliance officers prepare a report for an upcoming audit.

1. Users Involved:

   • Compliance Officer 1
   • Compliance Officer 2
   • Internal Auditor

2. Workflow:

   • Compliance Officer 1 collects information from various departments and logs findings into a Smart Form.
   • Compliance Officer 2 compiles historical compliance data and incident reports.
   • The Internal Auditor reviews all inputs and provides insights before an AI chain generates a comprehensive compliance report for the audit.

Business Operations

Single User Example: Project Proposal

Scenario: A project manager drafts a proposal for a new client engagement.

1. Inputs:

   • Background information about the client.
   • Budget estimates and resource allocation data.
   • Successful project templates.

2. Workflow:

   • The project manager uses Smart Forms to structure client information and goals in a proposal template.
   • They include budget and resource data sourced from finance.
   • An AI chain generates a complete proposal, which the project manager reviews before submission.

Collaborative Example: Sales Presentation

Scenario: A sales team creates a presentation for a key client meeting.

1. Users Involved:

   • Sales Representative
   • Marketing Specialist
   • Product Expert

2. Workflow:

   • The Sales Representative provides client needs in Smart Forms.
   • The Marketing Specialist contributes relevant case studies.
   • The Product Expert adds information about product features.
   • They utilize an AI chain to generate a presentation, collaborating on final adjustments before sharing it with the client.