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By Team/Role

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Sales Teams

Scenario: Sales manager needs to review upcoming dealsWith AVA:
@Salesforce show me all opportunities closing this quarter
with deal value over $50K. Group by stage and highlight any
at risk.
Result: AVA pulls live Salesforce data, analyzes each opportunity, provides risk assessment, and can generate a PowerPoint presentation for the weekly sales meetingTime Saved: 2 hours/week → 5 minutes
Scenario: Preparing for customer meeting tomorrowWith AVA:
@Calendar who am I meeting with tomorrow at 2pm?
@Salesforce show me their account history
@Mail find all email threads with this contact
Draft a meeting agenda based on previous conversations
Result: AVA connects the dots across calendar, CRM, and email to provide complete account context and drafts a personalized agendaTime Saved: 45 minutes → 5 minutes
Scenario: Need to create custom proposal for prospectWith AVA:
  • Upload previous winning proposals to workspace
  • @Salesforce pull prospect details and requirements
  • Use AVA Tasks to create multi-step proposal workflow
  • Export final proposal to Word or PowerPoint
Result: Consistent, high-quality proposals leveraging past successesTime Saved: 4 hours → 45 minutes

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Customer Support Teams

Knowledge Base Search

Scenario: Customer asks complex technical questionWith AVA: Use Knowledge Search with support documentation corpus to find relevant articles instantly, even if exact keywords don’t matchBenefit: Faster resolution, consistent answers

Customer History

Scenario: Need full customer context quicklyWith AVA: @Salesforce get case history, @Mail find all correspondence, @Files access shared documents—all in one conversationBenefit: Complete context without system-hopping

Response Drafting

Scenario: Complex technical response neededWith AVA: Query knowledge base, reference similar past cases, draft response using your custom instructions for tone and formattingBenefit: Professional, accurate responses quickly

Case Updates

Scenario: Update multiple systems after resolving issueWith AVA: @Salesforce update case status, @Mail send customer update, add resolution to knowledge base—all from one conversationBenefit: Consistent updates across systems

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Development Teams

  • Sprint Planning
  • Code Review Context
  • Bug Investigation
  • Documentation Generation
Workflow:
  1. @Jira show all issues in next sprint
  2. @GitHub check which PRs are still open
  3. Ask AVA to analyze capacity and dependencies
  4. Generate sprint planning doc with recommendations
  5. Export to PowerPoint for sprint kickoff
Value: Data-driven sprint planning with minimal manual work

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Executive Leadership

1

Meeting Preparation

Scenario: Board meeting tomorrow, need comprehensive updateWith AVA:
  • @Calendar review this week’s meetings
  • Access recorded Teams meetings for key discussions
  • @Salesforce get sales metrics
  • Generate executive summary in notes
  • Export to PowerPoint for presentation
2

Decision Support

Scenario: Need analysis for strategic decisionWith AVA:
  • Query multiple data sources simultaneously
  • Analyze trends and patterns
  • Ask “what-if” questions with different scenarios
  • Generate decision memo with supporting data
3

Communication Drafting

Scenario: Company-wide announcement neededWith AVA:
  • Review previous communications for tone/style
  • Draft announcement with custom instructions
  • Get feedback from AVA on clarity and impact
  • Export final version

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HR Teams

Scenario: Employee asks about PTO policyWith AVA Knowledge Search:
  • Create corpus from HR policy SharePoint site
  • Employee handbook auto-synced
  • HR can quickly search: “What’s the PTO rollover policy?”
  • AVA returns exact policy with source citation
Benefit: Instant, accurate policy answers; Less HR admin time
Scenario: New hire starting MondayWith AVA:
  • @Files access onboarding checklist template
  • @Calendar schedule orientation meetings
  • @Mail draft welcome email
  • Use Tasks to create personalized onboarding plan
  • Share with manager via Microsoft 365 group
Benefit: Consistent, comprehensive onboarding
Scenario: Need to find all documentation for employee reviewWith AVA:
  • @Files search for employee’s documents
  • @Mail find performance review emails
  • Compile everything in workspace
  • Generate review summary document
Benefit: Complete employee context quickly

Contract Analysis

Use Case: Review hundreds of contracts for specific clauseSolution: Knowledge Search corpus of all contracts; Query: “Find all contracts with indemnification clauses”Time Saved: Days → Minutes

Legal Research

Use Case: Find relevant precedents and case lawSolution: Corpus of legal documents; Semantic search finds relevant cases even with different terminologyBenefit: More comprehensive research

Compliance Checks

Use Case: Ensure vendor contracts meet requirementsSolution: Create task template for contract review checklist; Apply to each new vendor contractBenefit: Consistent compliance verification

Document Drafting

Use Case: Draft new contract based on templatesSolution: Upload template contracts; Use AVA to customize for specific situation; Export to WordBenefit: Faster drafting with consistency

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Marketing Teams

  • Content Creation
  • Campaign Analysis
  • Event Preparation
Workflow:
  1. @Files access brand guidelines and past campaigns
  2. @Salesforce get target customer personas
  3. Use AVA Tasks for content creation pipeline:
    • Step 1: Research topic
    • Step 2: Create outline
    • Step 3: Draft content
    • Step 4: Optimize for SEO
  4. Export to Word for review
Value: Data-informed content at scale

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By Industry

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Financial Services

Scenario: Wealth advisor preparing for client meetingWith AVA:
  • Query client portfolio data from internal systems
  • Access market research documents via Knowledge Search
  • @Calendar review past meeting notes
  • Generate personalized portfolio recommendations
  • Create presentation deck automatically
Compliance: All data access logged, respects existing permissions
Scenario: Quarterly compliance report dueWith AVA Tasks:
  • Multi-step workflow to gather data from required systems
  • Automated formatting per regulatory requirements
  • Source citation for all data points
  • Export to required format (Excel/PDF)
Benefit: Faster, more accurate reporting
Scenario: Analyze risk exposure across portfolioWith AVA:
  • Pull data from multiple risk systems
  • Query historical incident reports via Knowledge Search
  • AI-powered pattern analysis
  • Generate risk assessment report
Value: Comprehensive risk view

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Healthcare

Clinical Documentation

Scenario: Review patient care guidelinesSolution: Knowledge Search corpus of clinical protocols; Quickly find relevant treatment guidelinesBenefit: Evidence-based care

Research Support

Scenario: Literature review for research projectSolution: Corpus of research papers and journals; Semantic search across all publicationsBenefit: Comprehensive literature review

Compliance Documentation

Scenario: Prepare for accreditation auditSolution: AVA Tasks for documentation gathering; @Files access all required documentationBenefit: Organized audit preparation

Staff Scheduling

Scenario: Create next month’s staff scheduleSolution: @Calendar check availability, @Mail coordinate with staff, use AVA to optimize scheduleBenefit: Efficient scheduling

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Manufacturing

  • Quality Documentation
  • Incident Investigation
  • Supplier Management
Scenario: Find all QA procedures for specific product lineSolution:
  • Knowledge Search across QA documentation
  • Query: “Show all quality control procedures for Product X”
  • Get instant results with source citations
Benefit: Fast access to critical procedures

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Education

1

Curriculum Development

  • @Files access previous course materials
  • Knowledge Search educational resources
  • Use AVA Tasks to create new curriculum
  • Generate course syllabus and materials
2

Student Support

  • Knowledge Search FAQ and support docs
  • Quickly answer student questions
  • Consistent information across support team
  • Reduce time to resolve student issues
3

Administrative Tasks

  • @Calendar coordinate meetings and events
  • @Mail automate routine communications
  • Generate reports and documentation
  • Streamline administrative workflows

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Common Workflow Patterns

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The “Research & Synthesis” Pattern

Perfect for: Market research, competitive analysis, literature reviews Steps:
  1. Create AVA Task with research steps
  2. Add relevant documents to workspace
  3. Query connected data sources with @ mentions
  4. Use Knowledge Search for deep document analysis
  5. AVA synthesizes findings across all sources
  6. Export final research report
Example: “Analyze our competitors’ pricing strategies”

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The “Data Gathering” Pattern

Perfect for: Status reports, dashboards, executive summaries Steps:
  1. @Salesforce get sales data
  2. @Jira get project status
  3. @GitHub get deployment stats
  4. Ask AVA to combine and analyze
  5. Generate summary report
  6. Export to PowerPoint or Excel
Example: “Create weekly executive status report”

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The “Document Processing” Pattern

Perfect for: Contract review, resume screening, invoice processing Steps:
  1. Upload documents to workspace (or use @Files)
  2. Create Task template with processing steps
  3. Apply template to each document
  4. Extract key information consistently
  5. Compile results
Example: “Extract key terms from all vendor contracts”

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The “Communication Drafting” Pattern

Perfect for: Emails, announcements, reports, presentations Steps:
  1. Gather context from connected sources
  2. Review similar past communications via @Files or Knowledge Search
  3. Apply custom instructions for tone/style
  4. Draft with AVA
  5. Refine with back-and-forth conversation
  6. Export to appropriate format
Example: “Draft customer email explaining new feature”

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The “Meeting Preparation” Pattern

Perfect for: Client meetings, reviews, presentations Steps:
  1. @Calendar identify upcoming meeting
  2. Access previous meeting recordings/notes
  3. Gather relevant data from connected sources
  4. Use AVA to create agenda and talking points
  5. Generate presentation in PowerPoint
  6. Add notes in workspace during meeting
Example: “Prepare for quarterly business review with Acme Corp”

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Success Metrics

Organizations using AVA report:

80% Time Savings

On research and data gathering tasks

10x Faster

Document search and retrieval

5 Hours/Week

Average time saved per knowledge worker

90% Adoption

Within 30 days of deployment

Zero Training

Intuitive interface, familiar patterns

100% Security

Delegated permissions, data in tenant

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Getting Started with Your Use Case

1

Identify Pain Points

What repetitive tasks consume the most time for your team?
2

Start Simple

Begin with AVA Chat and @ mentions for daily tasks
3

Create Knowledge Bases

Set up Knowledge Search corpora for your document libraries
4

Build Task Templates

Convert common workflows into reusable task templates
5

Share & Scale

Share successful prompts and tasks with your team

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Next Steps

Quick Start Guide

Get started with AVA today

AVA Chat Features

Learn about conversational AI

Knowledge Search

Set up document search

Contact Us

Discuss your use case with us