20 ways business teams can boost productivity with Brief Me for Moveworks Copilot

Just the other week, we unveiled Brief Me, our Copilot’s newest productivity booster. Given its powerful summarization capabilities, we've been excited to hear about how customers have been putting it to use. In the spirit of “yes, and,” we’ve taken and expanded a few applications for some summarization inspiration. 

In this post, we’ll highlight a few different prompts you are able to use today to generate some very helpful business unit results.  

AI summarization use cases for the enterprise

We’ve designed Brief Me to help all teams work more efficiently. Here's a few scenarios that show how different departments are able to use it.

Human Resources (HR) AI summarization use cases

Streamlining the candidate resume review process

Brief Me compares multiple candidate resumes at once to help HR teams identify the best fits for their jobs.

• "What are the key qualifications and experiences that differentiate these candidates?"
• "Summarize the strengths and weaknesses of each candidate based on their resumes."
• "Which candidate aligns best with the role based on the required skills and past experiences?"

Keeping policies up to date and maintaining labor law compliance

Brief Me is able to ensure that company policies reflected in documents like the employee handbook are up-to-date and compliant with the latest labor regulations. Try summarizing existing or new versions alongside other compliance reports and policy updates to spot gaps.

• "What new compliance requirements should we add to our employee handbook?"
• "Summarize the recent labor law changes and their impact on our policies."
• "Identify any sections of our current HR policies that need updating based on these compliance documents."

Benchmarking your benefits offerings

Brief Me makes it easy to evaluate and improve the benefits competitiveness with quick  comparisons against industry benchmarks and the latest guides.

• "Compare our current benefits package to the industry standard."
• "What changes are recommended in the 2024 benefits guide?"
• "Summarize the key differences between our benefits and those offered by competitors in our space."

Bolstering the employee onboarding experience

By streamlining your onboarding process and subsequent new hire materials, Brief Me is able to make new hires get up and running faster.

• "What are the key new hire training points in the onboarding manual that need updating?"
• "Summarize the steps involved in our onboarding process and make recommendations for any existing gaps."
• "How can we improve our onboarding based on these industry training guides?"

Sales AI summarization use cases

Sharpening prospect account research

Brief Me is able to streamline account research from extracting key pieces of intel from annual reports, press publications, and speaking transcripts. 

• "What are the key insights from the 10-K reports that could impact our pitch?"
• "Summarize the main objectives and challenges outlined in the client’s annual reports."
• "What public positions are their execs taking that we can use to position our products?"

Pitching products more convincingly 

Brief Me is able to help your field teams sharpen their pitches by pulling in new details about product spec sheets and competitor analysis to position your teams in more impactful ways.

• "What are the top features of our product according to the spec sheet?"
• "How does our product compare to the main competitor in this analysis?"
• "Summarize the unique selling points we should highlight in our pitch."

Creating more compelling client upsell proposals

Brief Me is able to help you tailor proposals that address specific client needs derived from usage summaries, QBR analyses, joint success plans, and more. by using proposal templates and client feedback summaries.

• "Draft a proposal outline recommending our offerings and align them to the customer’s usage documents."
• "What key client concerns should we address in this proposal?"
• "Summarize the most relevant parts of the proposal as an email I can send to my account champion."

Developing more strategic sales plays

Use Brief Me for refining existing sales strategies inside existing sales playbooks, intelligence briefings, and win/loss reports to potentially  improve overall sales performance and close rates.

• "What are the suggested improvements to our sales process according to these documents?"
• "How can we update our current playbook strategies with the trends outlined in these documents?"
• "Summarize the key sales tactics that have been most effective.”

Marketing AI summarization use cases

Analyzing what works (and doesn’t) for campaigns

Assess the effectiveness of recent marketing campaigns by reviewing campaign performance reports against their briefs, and creating assets to identify areas for improvement.

• "What were the key successes of our last marketing campaign?"
• "Summarize the main insights from the campaign performance report."
• "What assets and materials should we focus on to improve our next campaign?"

Driving quicker action from market research

Brief Me is able to instantly highlight key market trends and adjust strategies based on new market research, analyst and industry reports, and competitor earnings reports. 

• "What are the main consumer behavior trends to consider addressing in our campaigns?"
• "How should we adjust our current strategy based on these market trends?"
• "Highlight perceived competitor weaknesses we can tap into.”

Refine your marketing content strategy 

Adapt content strategies to current trends and audience needs by comparing content pieces to market and external research.

• "Summarize the key points of our current content strategy."
• "How does our content strategy align with the trends in this research?"
• "What are the recommended changes we should make to our content approach to better address the market?"

Finance AI summarization use cases

Build new efficiency into managing your budgets

Brief Me is able to help you adhere to and enforce budget stipulations with quick analyses of budget reports and financial statements.

• "What areas of our budget are over or under-spent according to this report?"
• "Summarize the budget variances for this quarter."
• "How should we reallocate funds based on our current budget analysis?"

Initiate business actions from financial analyses

Brief Me is able to help you analyze quarterly financial statements, performance reports, and line of business assessment to report out more accurate and actionable financial insights.

• "Summarize the key financial performance metrics from this quarter."
• "What are the lines of business trends seen in these documents?"
• "What financial insights can we draw from and take action on based on these documents?"

Assess and prioritize investment strategies

With Brief Me, investment teams are able to optimize how they’re investment company funds maximize returns and manage risks using investment portfolio reports, market analysis, and prospectuses.

• "Which investments yielded the highest returns this quarter?"
• "Summarize the recommended changes to our investment portfolio."
• "Compare quarter over quarter performance of our top and bottom investments"

IT AI summarization use cases

Monitoring and optimization system performance

Ensure the smooth operation of IT infrastructure with summarized system performance analyses, incident and outage reports.

• "Summarize our overall IT service performance."
• "What are the identified bottlenecks in our IT infrastructure according to these documents?"
• "What optimization strategies are suggested in the performance analysis?"

Maintaining IT compliance and security

Brief Me is able to help streamline the review of security audits, compliance reports, and IT policy documents to identify and insulate the business from changing risks. 

• "What are the major security risks highlighted in the recent audit report?"
• "Summarize the compliance requirements we need to meet based on these documents."
• "Identify any gaps in our current IT policies according to this security assessment."

Procuring new software and hardware

Brief Me is able to  evaluate vendor proposals, compare product and pricing specifications, and review historical procurement reports.

• "What are the key differences between the software solutions in these vendor proposals?"
• "Summarize the benefits and drawbacks of the options we are considering."
• "How do these procurement reports suggest we negotiate with vendors?"

Legal AI summarization use cases

Accelerate the contract review process

Brief Me is able to help legal teams ensure contracts are legally sound and beneficial for the organization by analyzing contract documents and legal briefs.

• "What are the key obligations and liabilities to be aware of in this contract?"
• "Identify any clauses that could pose risks in this contract."
• "Summarize the main points of concern in this contract review."

Stay on top of changing compliance standards

Verify that the company’s operations comply with relevant legal and regulatory requirements by using Brief Me to compare new compliance guidance, compliance documents, and internal policy guides.

• "How does this compliance document relate to our current policies?"
• "Identify any compliance gaps in our current operations."
• "Summarize any new regulatory requirements we need to address in our existing stance."

Mitigate business exposure and legal risk

Brief Me is able to help you proactively assess and posture against potential legal risks by analyzing legal briefs, risk assessments, existing policies, and related regulatory documents.

• "What are the potential legal risks identified in this document?"
• "Summarize the strategies suggested for mitigating these risks."
• "Compare the legal risks mentioned across these documents."

AI summarization can be your secret sauce

As you’ve seen, Brief Me’s productivity possibilities are limited only by your teams’ imaginations. Generative AI holds so much potential to reshape the ways we work. Who would've thought that AI summarization could offer so much potential?

If you’re interested in learning more about what Copilot and all its capabilities can do for your teams, let’s get in touch. 

Book a demo to see Brief Me in action.

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