Possibility 01
Set up a team workspace with agreed instructions for preparing client correspondence.
Strategy, setup & adoption
Business AI workspace setup
Configure an agreed business AI workspace so people have appropriate access, shared guidance and a workable starting setup.
Plan your AI workspaceGive your team a considered starting setup.
Plan the workspace
Agree users, roles, approved features and information boundaries.
Configure the essentials
Set up access, shared instructions and specifically approved connections.
Introduce the setup
Walk through representative tasks and document administration and review responsibilities.
Explore each step. The approach is shaped around your tools, people and review needs.
See how it could workThe work behind the idea
Give your team a considered starting setup.
Individual AI accounts and improvised instructions can leave people working in different ways. A shared business workspace can bring agreed access, guidance and knowledge connections into a more deliberate setup.
Possibility 02
Configure access to selected business documents for an approved assistant.
Illustrative use cases, ready to adapt to your business. These are not claims of completed client work.
From question to a workable approach
How this could
come together.
- 01
Plan the workspace: agree users, roles, approved features and information boundaries.
- 02
Configure the essentials: set up access, shared instructions and specifically approved connections.
- 03
Introduce the setup: walk through representative tasks and document administration and review responsibilities.
Define it together
A useful scope.
A clear starting point.
Available to discuss and scope. The right approach depends on your systems, information, people and the decisions you want to support.
What we can scope
- Set up workspace access, roles and agreed configuration.
- Prepare shared instructions, approved knowledge connections and onboarding guidance.
What helps us get started
- The selected business AI platform and account ownership
- User roles and an authorised administrator
- Approved instructions and any information sources to connect
Worth thinking through
Workspace settings and subscription tiers affect available controls. Access to a source must be approved before it is connected, and ongoing administration needs an identified owner.
Tools we could consider
Microsoft 365 Copilot · Google Workspace · ChatGPT · Claude
Illustrative options, not partnerships or certifications. We agree selection, access and licensing for each engagement.
Let’s talk about your next step
Give your team a shared place to start with AI.
Tell us which platform you use, who needs access and what work it should support. We can scope a workspace with clear roles, shared guidance and approved connections.
Plan your AI workspace