Solutions

Intelligence for your organization.

Connect organizational knowledge with AI agents and intelligent systems that support informed decisions.

Illustrative possibilities, not client case studies. Each engagement is scoped around your goals and systems.

Example solutions.

Staff knowledge assistant

Answer policy questions in Teams using approved SharePoint documents, with source references and a route to human support.

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How it could function

Connect an assistant to approved knowledge sources and test answers against common staff questions.

Human oversight

Respect document access, show source references, and route uncertain answers to a person.

Measures to consider: Answer quality, source relevance, and time spent finding information.

Invoice and order intelligence

Use AI agents to interpret incoming emails, extract and validate relevant details, and prepare entries in connected systems for human review.

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How it could function

Identify document types, extract relevant fields, and prepare records in connected systems.

Human oversight

Validate required fields and send exceptions or uncertain entries for human review.

Measures to consider: Processing time, correction rates, and manual handoffs.

Grant drafting assistant

Prepare proposal drafts from past applications and program information, with staff reviewing facts and funder requirements.

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How it could function

Use approved past proposals and program information to prepare a funder-specific first draft.

Human oversight

Staff verify claims, figures, eligibility, and submission requirements before use.

Measures to consider: Drafting time, completeness, and the extent of staff revisions.

Operational intelligence

Connect information from selected systems so AI can surface patterns and prepare insights for team review.

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How it could function

Bring selected data sources into an analysis workflow that prepares insights for decision-makers.

Human oversight

Check data quality and have people review interpretations before acting.

Measures to consider: Preparation time, data completeness, and reporting consistency.

Customer inquiry support

Use approved service information to prepare responses and route questions that require a person.

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How it could function

Ground draft responses in approved service information and identify questions needing escalation.

Human oversight

People review sensitive responses; unclear or unsupported requests go to staff.

Measures to consider: Response time, draft quality, and escalation accuracy.

Program knowledge hub

Enable staff to locate program guidance and supporting materials across approved documents.

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How it could function

Organize approved program guidance so staff can ask questions and retrieve relevant materials.

Human oversight

Apply source access rules and direct users to staff when guidance is incomplete.

Measures to consider: Search time, retrieval relevance, and repeated support questions.

Training topics

Training that turns knowledge into capability.

Practical sessions that equip leaders and teams to use AI securely and effectively. Illustrative topics, each tailored to your team's roles, tools, and goals.

Build a shared understanding of what AI can do, where it falls short, and how to use it without putting information at risk.

Who it's for

All staff, especially teams new to AI tools and anyone who handles personal, financial, or other sensitive information.

What participants practice

Spotting unreliable output, deciding what information can be shared, reviewing results before use, and knowing when to involve a person.

Participants leave with

A common language for AI and clear guidance aligned with your policies and platform settings.

Delegate everyday tasks to AI assistants, including those built into the tools you already use, then review and refine what they produce.

Who it's for

Staff who draft, summarize, research, or respond to inquiries as part of their role.

What participants practice

Giving clear instructions and context, using AI for email, meetings, and documents in tools such as Copilot in Microsoft 365, Gemini in Google Workspace, ChatGPT, or Claude, and checking results before use.

Participants leave with

Reusable approaches for their most common tasks.

Make sure AI assistants draw on the right information and only show people what they're meant to see.

Who it's for

IT, information management, and team leads preparing to introduce AI assistants.

What participants practice

Reviewing access and sharing settings, identifying outdated or duplicate content, and organizing trusted sources for AI to draw on.

Participants leave with

A practical plan to reduce oversharing and improve the quality of AI answers.

Use AI to prepare proposals, reports, and communications from your approved material, then refine them with your team's expertise.

Who it's for

Staff who write proposals, reports, updates, or outreach.

What participants practice

Selecting trusted source material, guiding AI to produce a strong first draft, and verifying facts, figures, and requirements before anything is shared.

Participants leave with

A repeatable way to produce strong first drafts and review them carefully.

Automate repetitive, multi-step work with simple AI agents and intelligent workflows that keep a person in control.

Who it's for

Operations teams, IT staff, and experienced users responsible for improving processes.

What participants practice

Mapping a process, building a simple agent or workflow in platforms such as Copilot Studio or n8n, and adding checks and human review.

Participants leave with

A working prototype and a checklist for testing it responsibly.

Prepare people to adopt a new AI solution, and give its owners the skills to keep it reliable after launch.

Who it's for

Teams starting to use a new assistant or intelligent workflow, and the people responsible for it, including solutions built and managed by Codaply.

What participants practice

Using the solution in daily tasks, knowing when to check its output, and reporting issues. Owners also practice reviewing answer quality, usage, and costs.

Participants leave with

Confident users and clear ownership for keeping the solution useful.

Put your next priority in motion.

Start with a 30-minute discovery call to find where AI can make the biggest difference for your team.

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