IdentifyAI TRANSFORMATION
AI Workflow Library

84 practical workflows.
Built around real work.

A public library of AI workflow patterns across Operations, Marketing, Sales, Finance, Customer, People and Leadership. Filter by function, then take the strongest hypothesis into the Opportunity Finder or a Transformation Sprint.

84/
AI TRANSFORMATION · AUSTRALIAN SMALL & MEDIUM BUSINESSES
THE LIBRARY

Start with a workflow, not a tool.

Each card describes work moving from an input to an action. That makes the implementation problem visible: what context is needed, what AI is allowed to do, where human judgement remains, and which business measure should move.

TURN MY DEPARTMENT INTO A SHORTLIST
84 WORKFLOWSALL FUNCTIONS
01Operations

Management reporting

Systems → exceptions → narrative → management pack
Cycle timeAdmin hours returnedException volume
EXPLORE OPERATIONS
02Operations

Daily / weekly operating summaries

Operational events → structured summary → actions
Admin hours returnedException volumeResponse time
EXPLORE OPERATIONS
03Operations

SOP and policy retrieval

Question → governed knowledge → answer + source
Exception volumeResponse timeRework
EXPLORE OPERATIONS
04Operations

Incident administration

Incident input → classify → route → follow-up
Cycle timeAdmin hours returnedException volume
EXPLORE OPERATIONS
05Operations

Supplier communication

Request / issue → context → response → escalation
Admin hours returnedException volumeResponse time
EXPLORE OPERATIONS
06Operations

Workflow handoffs

Completed step → validation → next owner
Exception volumeResponse timeRework
EXPLORE OPERATIONS
07Operations

Meeting action capture

Conversation → decisions → actions → owners
Cycle timeAdmin hours returnedException volume
EXPLORE OPERATIONS
08Operations

Multi-site coordination

Site updates → common view → exception management
Admin hours returnedException volumeResponse time
EXPLORE OPERATIONS
09Operations

Data reconciliation

System A + system B → discrepancy → review
Exception volumeResponse timeRework
EXPLORE OPERATIONS
10Operations

Roster / capacity inputs

Demand signals → planning input → human decision
Cycle timeAdmin hours returnedException volume
EXPLORE OPERATIONS
11Operations

Quality / compliance checks

Submission → rules → exceptions → reviewer
Admin hours returnedException volumeResponse time
EXPLORE OPERATIONS
12Operations

Continuous improvement backlog

Friction signals → themes → prioritised opportunities
Exception volumeResponse timeRework
EXPLORE OPERATIONS
13AI Assistants

Internal Q&A bot

Question → approved knowledge → sourced response
Hours returnedResolution timeHuman escalation rate
EXPLORE AI ASSISTANTS
14AI Assistants

Document intake

Files → extraction → completeness check → owner
Resolution timeHuman escalation rateAccuracy
EXPLORE AI ASSISTANTS
15AI Assistants

Enquiry classification

Message → intent → team assignment
Human escalation rateAccuracyResponse time
EXPLORE AI ASSISTANTS
16AI Assistants

Policy retrieval

Permissioned knowledge → answer → citation
Hours returnedResolution timeHuman escalation rate
EXPLORE AI ASSISTANTS
17AI Assistants

Quality checks

Draft → rules → exceptions → reviewer
Resolution timeHuman escalation rateAccuracy
EXPLORE AI ASSISTANTS
18AI Assistants

Operating summaries

System data → signal → commentary → action
Human escalation rateAccuracyResponse time
EXPLORE AI ASSISTANTS
19AI Assistants

CRM record assistance

Customer context → structured update → review
Hours returnedResolution timeHuman escalation rate
EXPLORE AI ASSISTANTS
20AI Assistants

Follow-up assistant

Trigger → context → draft → approval
Resolution timeHuman escalation rateAccuracy
EXPLORE AI ASSISTANTS
21AI Assistants

Exception monitoring

Sources → changes → escalation
Human escalation rateAccuracyResponse time
EXPLORE AI ASSISTANTS
22AI Assistants

Service request bot

Request → information → routing → response
Hours returnedResolution timeHuman escalation rate
EXPLORE AI ASSISTANTS
23AI Assistants

Research assistant

Approved sources → summary → human decision
Resolution timeHuman escalation rateAccuracy
EXPLORE AI ASSISTANTS
24AI Assistants

Learning from corrections

Reviewer feedback → tested improvement → reusable pattern
Human escalation rateAccuracyResponse time
EXPLORE AI ASSISTANTS
25Sales & Growth

Account research

Account → trigger → commercial context
Seller time returnedSpeed to proposalLead response time
EXPLORE SALES & GROWTH
26Sales & Growth

Meeting preparation

CRM + account context → briefing
Speed to proposalLead response timeCRM completeness
EXPLORE SALES & GROWTH
27Sales & Growth

Lead qualification

Enquiry → criteria → routing
Lead response timeCRM completenessConversion
EXPLORE SALES & GROWTH
28Sales & Growth

CRM updates

Conversation → structured record → review
Seller time returnedSpeed to proposalLead response time
EXPLORE SALES & GROWTH
29Sales & Growth

Proposal drafting

Opportunity → approved components → draft
Speed to proposalLead response timeCRM completeness
EXPLORE SALES & GROWTH
30Sales & Growth

RFP response support

Requirements → evidence library → response matrix
Lead response timeCRM completenessConversion
EXPLORE SALES & GROWTH
31Sales & Growth

Follow-up sequencing

Meeting outcome → next action → draft
Seller time returnedSpeed to proposalLead response time
EXPLORE SALES & GROWTH
32Sales & Growth

Pipeline risk summaries

Pipeline → gaps / stalls → manager view
Speed to proposalLead response timeCRM completeness
EXPLORE SALES & GROWTH
33Sales & Growth

Expansion signals

Customer activity → opportunity hypothesis
Lead response timeCRM completenessConversion
EXPLORE SALES & GROWTH
34Sales & Growth

Win / loss synthesis

Closed deals → themes → action
Seller time returnedSpeed to proposalLead response time
EXPLORE SALES & GROWTH
35Sales & Growth

Sales knowledge retrieval

Question → approved commercial knowledge
Speed to proposalLead response timeCRM completeness
EXPLORE SALES & GROWTH
36Sales & Growth

Forecast commentary

CRM changes → signal → leadership narrative
Lead response timeCRM completenessConversion
EXPLORE SALES & GROWTH
37Finance & Administration

Management reporting

Source data → narrative → pack
Close-cycle timePreparation hoursException resolution time
EXPLORE FINANCE & ADMINISTRATION
38Finance & Administration

Invoice intake

Document → extraction → validation → route
Preparation hoursException resolution timeReconciliation backlog
EXPLORE FINANCE & ADMINISTRATION
39Finance & Administration

Reconciliation support

Sources → differences → exception list
Exception resolution timeReconciliation backlogReporting latency
EXPLORE FINANCE & ADMINISTRATION
40Finance & Administration

Expense administration

Submission → policy checks → reviewer
Close-cycle timePreparation hoursException resolution time
EXPLORE FINANCE & ADMINISTRATION
41Finance & Administration

Budget commentary

Actual vs plan → drivers → draft commentary
Preparation hoursException resolution timeReconciliation backlog
EXPLORE FINANCE & ADMINISTRATION
42Finance & Administration

Cash / receivables review

Ageing → priority → follow-up support
Exception resolution timeReconciliation backlogReporting latency
EXPLORE FINANCE & ADMINISTRATION
43Finance & Administration

Board pack preparation

Inputs → structure → review-ready pack
Close-cycle timePreparation hoursException resolution time
EXPLORE FINANCE & ADMINISTRATION
44Finance & Administration

Contract / renewal calendar

Document → dates → obligations → reminders
Preparation hoursException resolution timeReconciliation backlog
EXPLORE FINANCE & ADMINISTRATION
45Finance & Administration

Procurement administration

Request → policy → workflow
Exception resolution timeReconciliation backlogReporting latency
EXPLORE FINANCE & ADMINISTRATION
46Finance & Administration

Recurring data movement

System → validate → destination
Close-cycle timePreparation hoursException resolution time
EXPLORE FINANCE & ADMINISTRATION
47Finance & Administration

Audit evidence preparation

Request → evidence retrieval → pack
Preparation hoursException resolution timeReconciliation backlog
EXPLORE FINANCE & ADMINISTRATION
48Finance & Administration

Finance knowledge assistant

Policy / process → grounded answer
Exception resolution timeReconciliation backlogReporting latency
EXPLORE FINANCE & ADMINISTRATION
61People & HR

Policy retrieval

Question → policy → answer + source
HR admin hoursTime to onboardQuery response time
EXPLORE PEOPLE & HR
62People & HR

Onboarding workflow

Starter → tasks → owners → status
Time to onboardQuery response timeManager self-service
EXPLORE PEOPLE & HR
63People & HR

Recruitment administration

Applications → structured summary
Query response timeManager self-serviceProcess completion
EXPLORE PEOPLE & HR
64People & HR

Interview preparation

Role + candidate context → guide
HR admin hoursTime to onboardQuery response time
EXPLORE PEOPLE & HR
65People & HR

Learning support

Role / need → approved learning path
Time to onboardQuery response timeManager self-service
EXPLORE PEOPLE & HR
66People & HR

Manager support

People process → steps / templates
Query response timeManager self-serviceProcess completion
EXPLORE PEOPLE & HR
67People & HR

Employee query triage

Question → category → response / route
HR admin hoursTime to onboardQuery response time
EXPLORE PEOPLE & HR
68People & HR

Document preparation

Approved templates → first draft
Time to onboardQuery response timeManager self-service
EXPLORE PEOPLE & HR
69People & HR

Workforce reporting

People data → trend → narrative
Query response timeManager self-serviceProcess completion
EXPLORE PEOPLE & HR
70People & HR

Exit administration

Trigger → checklist → owners
HR admin hoursTime to onboardQuery response time
EXPLORE PEOPLE & HR
71People & HR

Role / skills mapping

Role library → capability view
Time to onboardQuery response timeManager self-service
EXPLORE PEOPLE & HR
72People & HR

HR knowledge maintenance

Policy changes → knowledge updates
Query response timeManager self-serviceProcess completion
EXPLORE PEOPLE & HR
73Leadership & Board

Opportunity portfolio management

Ideas → scoring → roadmap
Value pipelineDeployments in productionAdoption
EXPLORE LEADERSHIP & BOARD
74Leadership & Board

AI investment cases

Workflow → baseline → value hypothesis
Deployments in productionAdoptionTime to decision
EXPLORE LEADERSHIP & BOARD
75Leadership & Board

Executive briefing

Market / capability → implications → decisions
AdoptionTime to decisionBenefits realised
EXPLORE LEADERSHIP & BOARD
76Leadership & Board

Board reporting

Portfolio → progress → risk → outcomes
Value pipelineDeployments in productionAdoption
EXPLORE LEADERSHIP & BOARD
77Leadership & Board

Management information synthesis

Reports → signal → implications
Deployments in productionAdoptionTime to decision
EXPLORE LEADERSHIP & BOARD
78Leadership & Board

Risk / governance register

Use cases → controls → ownership
AdoptionTime to decisionBenefits realised
EXPLORE LEADERSHIP & BOARD
79Leadership & Board

Vendor / platform decisions

Requirements → comparison → decision brief
Value pipelineDeployments in productionAdoption
EXPLORE LEADERSHIP & BOARD
80Leadership & Board

Transformation cadence

Workstreams → status → blockers
Deployments in productionAdoptionTime to decision
EXPLORE LEADERSHIP & BOARD
81Leadership & Board

Scenario analysis support

Inputs → scenarios → assumptions
AdoptionTime to decisionBenefits realised
EXPLORE LEADERSHIP & BOARD
82Leadership & Board

Competitive intelligence

Market signals → implications
Value pipelineDeployments in productionAdoption
EXPLORE LEADERSHIP & BOARD
83Leadership & Board

Policy / governance updates

Change → impact → action
Deployments in productionAdoptionTime to decision
EXPLORE LEADERSHIP & BOARD
84Leadership & Board

Benefits realisation

Baseline → live result → next investment
AdoptionTime to decisionBenefits realised
EXPLORE LEADERSHIP & BOARD
HOW TO USE THE LIBRARY

Do not automate a workflow you have not understood.

The library is a source of hypotheses, not a promise of ROI. Before Build, baseline the current process, confirm systems and data, define the human-accountability boundary, map exceptions and agree the operating measure that should change.

01BASELINE THE CURRENT WORK02MAP CONTEXT + SYSTEMS03DEFINE HUMAN OWNERSHIP04DESIGN EXCEPTIONS05MEASURE THE OUTCOME06CAPTURE THE REUSABLE PATTERN
MAKE IT SPECIFIC

Tell us your department, team size and pain point.

RUN THE AI OPPORTUNITY FINDER
FORTNIGHTLY AI BRIEFING

What matters in applied AI.
Without the noise.

Practical AI workflows, implementation lessons, Australian market signals, governance notes and upcoming Identify events for leadership teams.

By subscribing, you agree to receive Identify’s fortnightly AI Briefing and occasional related event updates. Unsubscribe any time. Privacy.