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FREE WORKSHOP GUIDE

The AI Playground Workshop

A simple guide for teams that don't know what they need yet.

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It's natural to want clarity before you commit — to debate whether you need prompts, agents, copilots, workflows, digital workers, or AI platforms before doing anything.

There's a faster path.

Play first. Architect later.

The goal is not to find the perfect AI solution. The goal is to discover where people are wasting time — and where AI might help.

STEP 01

What repetitive things do you do every week?

"What is something you do every week that feels boring or repetitive enough that you could explain it to someone else?"

Writing the same emailsLooking for informationCreating status updatesTaking meeting notesSummarizing documentsUpdating spreadsheetsPreparing reportsCreating presentations

🧪 Try This

Have your team open Microsoft Copilot, ChatGPT, Claude, Gemini, or another AI tool and ask: "I spend 2 hours every week doing this task. How could AI help me?"

Prompting opportunity

If AI can immediately help with the task, you found a good prompting opportunity.

STEP 02

What parts of your job do you wish would disappear?

"If you could remove one frustrating part of your job tomorrow, what would it be?"

Scheduling meetingsUpdating systemsChasing approvalsCreating reportsWriting documentationCopying information between toolsReading long email chains

🧪 Try This

Ask AI: "How would you automate this process?"

Prompt

Helps me

Agent

Does it for me

AI Agent

If the answer involves looking things up, following business rules, or repeating the same process — you may need an agent.

STEP 03

Where could better summaries — or sharper analysis — save everyone time?

"What information should more people know, but they don't — because nobody has time to read everything, or crunch the numbers?"

Meeting notesProject updatesCustomer feedbackSales & pipeline dataSupport ticket trendsSurvey responsesWeekly recaps

🧪 Try This

Take a real document or dataset and try three prompts:

"Summarize this for an executive."

"What patterns or outliers are in this data?"

"What's the one thing I'm missing?"

Content generation opportunity

If summaries create immediate value, you found a content generation opportunity. These are usually the easiest AI wins.

Analytical agent opportunity

If the value comes from spotting a pattern, trend, or root cause — not just restating facts — you found a job for an analytical agent: one built to reason over data, not just repeat it back.

STEP 04

What work requires multiple tools?

"What tasks make you jump between systems all day?"

Copying data from emails into CRMCreating tickets from Teams messagesUpdating spreadsheets from meetingsMoving information between HR, Finance, and IT systemsChasing information across multiple applications

🧪 Try This

Have someone explain the full process to AI: "Here are all the steps involved."

Workflow opportunity

If the task spans Teams, Outlook, CRM, SharePoint, ServiceNow, Jira, or Excel — you found a workflow opportunity. These are often better candidates for agents, automation, and digital workers than simple prompts.

STEP 05

What needs constant human intervention?

"What process keeps breaking because people have to step in and fix it?"

Data entryApprovalsRouting requestsTicket assignmentCustomer follow-up

🧪 Try This

Ask AI: "Where would humans still need to be involved in this process?"

Automation candidate

If people only step in to approve, review, or correct obvious mistakes — you may have found a strong automation candidate.

STEP 06

The Magic Wand Test

"If I could hire a digital worker tomorrow, what would you make it do?"

Not "help." Not "assist." Actually do.

Monitor inboxesPrepare reportsSchedule meetingsResearch competitorsReview contractsCreate presentationsTrack projectsFollow up on open items

Your highest-value AI opportunity

Their answer is usually the highest-value AI opportunity. It often reveals: an AI Agent, a Digital Worker, an AI Workflow, or an Autonomous Agent.

STEP 07

Sort Your Ideas

After brainstorming, put every idea into one of these four buckets.

Bucket 1

Help Me

  • Writing
  • Summarizing
  • Brainstorming

Prompts

Bucket 2

Do This Task

  • Answer questions
  • Look things up
  • Create tickets
  • Follow a process

Agents

Bucket 3

Run This Process

  • Approvals
  • Employee onboarding
  • Customer service workflows
  • Cross-system tasks

Workflows & Multi-Agent Systems

Bucket 4

Be My Digital Worker

  • Research projects
  • Weekly reporting
  • Monitoring systems
  • Long-running work

Digital Workers & Autonomous Agents

The Simplest Discovery Question

Which of these sounds most like your idea?

"Help me think."→ Prompt
"Help everybody."→ Shared Agent
"Do this task."→ Business Agent
"Run this process."→ Workflow
"Be my teammate."→ Digital Worker
"Run in the background and handle it."→ Autonomous Agent

Final Rule

Don't start with technology.
Start with frustration.

The best AI use cases rarely start with "We need an agent."
They usually start with "I hate doing this every week."

That's where the best ideas come from.

Found something worth building? We'll help you figure out the right tool and scope it fast.