Put enterprise knowledge to work inside everyday office tools.

The challenge

Employees prepare reports, spreadsheets and presentations using information scattered across documents, business applications and shared workspaces. General-purpose AI tools can help with drafting, but an enterprise needs more than a convenient chat interface.

The system must understand which employee is asking, what information that person is entitled to access and which actions the application may perform on their behalf. A useful response also needs to survive beyond the conversation: the employee should be able to create a working document, update a spreadsheet or assemble a presentation without losing the connection to the underlying evidence.

The solution

The delivered workflow connected an enterprise AI assistant with the tools and information employees use. Authentication and role-based authorisation governed access to enterprise content, while source provenance maintained the connection between generated output and its underlying material.

An employee could ask for a management briefing assembled from approved reports, a spreadsheet analysis supported by enterprise data or a presentation outline based on an existing document set. The assistant would prepare an editable artefact and retain references to the source material used, including the relevant versions where available.

The work combined productivity-software integration with enterprise data access, RBAC and provenance as parts of the application workflow. Permissions governed what information the employee could use; source references helped them understand the material behind an answer or draft. The integration remained specific to the client's productivity environment rather than assuming office suites share interchangeable connectors or permissions.