Why workflow matters
Teams lose time when research, drafting, and review are treated as separate worlds. A better workflow connects them so each pass improves the recommendation instead of creating rework.
Suggested structure
- Start with a clear question and the decision the client needs.
- Collect evidence once and use it across the memo and deck.
- Draft the answer before polishing the slide design.
- Run a review pass for logic, evidence, and missing assumptions.
- Finalize the output only after the story is defensible.
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How AI fits in the workflow
AI is most useful when it speeds up summarization, helps compare options, and points out missing logic. It is less useful when it is asked to replace judgment. The best workflow uses AI as a review layer, not as the final authority.
What good looks like
Good workflow means faster first drafts, better review discipline, and more consistent output quality. If a team can move from research to a defensible client-ready memo with fewer back-and-forth cycles, the workflow is doing its job.