Who this guide is for
Teams that need inspiration, experienced AI users exploring broader possibilities and leaders who want concrete examples without committing to a specific implementation.
The NAVI AI Enablement Journey · Opportunity Discovery
What’s Possible with NAVI
A collection of ideas for imagining how AI-assisted workflows, recurring automations and bounded agents could change work across the organization.
Core idea
NAVI can help people research, create, analyze and decide. It can also coordinate recurring work, watch for changing conditions and take approved action. The possibilities become clearer when they are connected to work people already recognize.
When to use it
Browse it before discovery, during brainstorming or later in the journey when the organization is ready to look beyond its first workflows.
Decisions it helps make
Recognize ideas worth investigating and distinguish helpful AI assistance, connected recurring workflows and more advanced bounded-agent patterns.
How to continue
Select only the patterns relevant to your work. Then use the AI Use Case Discovery and Roadmap guide to examine the real workflow, evidence, ownership, controls and value before adding anything to the roadmap.
Ask NAVI to apply this guide
“Use the What’s Possible with NAVI guide as an inspiration gallery. Based on our available business context, identify a small set of transferable workflow patterns that may be relevant to us. Explain why each may fit, what evidence is missing and which ideas should be explored through the AI Use Case Discovery and Roadmap guide rather than treated as ready-made solutions.”
Start helpful.
Imagine further.
Imagine further.
The same business area may use simple assistance, connected recurring work and more agentic patterns. These are possibilities—not a required progression.
Ideas by department
and role
and role
Some examples are intentionally familiar. Others show where connected systems, recurring automation and agentic work could eventually lead.
Business function
Helpful now
Connected next
Imagine further
Executive and managementPlanning, decisions and operating cadence
Decision-ready leadership briefsWalk into an operating review with priorities, evidence, unresolved questions and decisions already organized.
A continuously prepared operating reviewReceive recurring KPIs, commitments, risks and exceptions assembled from the systems where the work occurs.
An operating agent that watches the businessMonitor defined commitments and thresholds, surface what changed and route follow-through to accountable owners.
Sales and marketingAccounts, pipeline, proposals and campaigns
Account research and proposal supportPrepare meeting briefs, opportunity summaries, recommended questions, proposals and campaign ideas.
Always-current pipeline intelligenceCombine CRM, calls, market signals and company knowledge into recurring account-risk and opportunity reports.
An agent that watches for the next best moveIdentify account changes, prepare outreach and CRM actions and route consequential steps for approval.
Customer service and successSupport, health, renewals and follow-through
Fast, source-backed customer answersPrepare consistent responses from approved product, policy, service and account information.
Proactive customer health and renewal preparationCombine tickets, usage, commitments and account history into recurring risk, trend and renewal summaries.
An agent that triages and advances supportAssess urgency, gather context, prepare a response or escalation and complete approved low-risk updates.
Operations and project deliveryPlans, status, handoffs and exceptions
Instant work packages and handoffsTurn requirements, contracts, messages, SOPs and prior work into plans, briefs and handoff packages.
Live status and exception reportingGenerate daily updates, late reports, service-commitment reviews and project summaries from operational records.
An agent that keeps work movingWatch for delays, missing steps or threshold exceptions and initiate the permitted corrective workflow.
Finance and performanceAnalysis, close, reporting and controls
On-demand financial explanationTurn approved financial and operating data into budget, variance, profitability and cashflow commentary.
A recurring management-reporting engineConsolidate close support, missing-information lists, forecasts and performance packs on schedule.
An agent that watches for anomaliesDetect defined unusual conditions, request supporting evidence and assemble review or approval packages.
People, HR and trainingOnboarding, learning and workforce support
Role-specific onboarding and learningCreate useful onboarding guides, policy answers, interview briefs and training support from approved material.
Adaptive learning supportDeliver role-based materials, track milestones and surface recurring questions or capability gaps.
An onboarding agent that keeps progress visibleWatch approved milestones, identify missing steps and route support tasks while employment decisions remain human.
Product, engineering and ITRequirements, delivery, quality and incidents
Technical planning and review assistanceSynthesize requirements, prepare code plans, review changes, explain incidents and draft release documentation.
Continuously prepared release readinessAssemble test evidence, security findings, unresolved issues, ownership and communications before release.
An agent that advances bounded remediationDetect defined issues, gather evidence, open tickets and perform approved reversible actions within tested limits.
Knowledge, compliance and auditPolicies, evidence, lifecycle and assurance
Source-backed policy and evidence reviewCompare policies, contracts, records and standards and prepare concise findings, gaps and open questions.
Always-ready review and audit evidenceTrack review dates, gather approved evidence, flag stale content and prepare recurring compliance packages.
An agent that protects trusted knowledgeMonitor defined conditions, quarantine outdated content and route required review and approval work.
Possibility comes before prioritization
Use this gallery to broaden the conversation and help people recognize what AI-enabled work could become. Then return to the AI Use Case Discovery and Roadmap guide to decide what matters, what is viable, what should begin now and what belongs further out on the roadmap.
These are illustrative possibilities, not promises of feasibility, value or current product behavior. Consequential decisions and actions require appropriate human authority, controls and review.