DRIVECO
Business AI workshop - 60 to 75 minutes

From daily tasks to AI workflows

A practical path from context and sources to connected demos, team assets and safe adoption.

SharePoint
Outlook
Slack
Notion
Salesforce
Site Tracker
SAP
10kcharging points in operation or deployment
150+employees scaling across France and Europe
7daily tools to connect to AI workflows
DRIVECO EV charging station connected to business workflow nodes
DRIVECO
01 - Introduction

Not an AI 101. A workflow design session.

  • El Mahdi Moubarak, (lazy) software engineer and hands-on developer — emoubarak.github.io/my-cv
  • Daily AI user for productivity, learning, code, creative work and personal organization.
  • Constant technology watch: I test new tools, break them, compare them and keep what works.
  • Today: practical use cases for HR, marketing, sales, finance, deployment and support.
Corporate AI workshop meeting room with business teams
DRIVECO
60 to 75-minute flow

Build the lens first. Then run the demos in one block.

00:00
Why AI matters at DRIVECO: fragmented work, shared workflows
5 min
00:05
The mental model: context, sources, tools and human validation
8 min
00:13
The workflow method: from vague request to reliable AI brief
8 min
00:21
OpenAI tool map: chat, projects, connectors, GPTs, skills, automation
8 min
00:29
Live demo block in ChatGPT: one uninterrupted sequence
20-25 min
00:54
Business translation, governance and first pilots
6 min
01:00
Questions, discussion, and candidate workflows from the room
15 min
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Opening

The value is not ONLY in the chatbot.

The value is also in the business workflow it improves.

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Why DRIVECO business teams are a strong AI candidate

DRIVECO work crosses documents, emails, systems, partners and decisions.

  • Sales and partnerships use Salesforce, Outlook, SharePoint and approved proof points.
  • Marketing and HR use Notion, SharePoint, Slack and recurring content workflows.
  • Finance and admin use SAP exports, contracts, leases and validation checklists.
  • Deployment and support use Site Tracker, Slack, emails, procedures and escalation rules.
EV charging station connected to DRIVECO business teams and tools diagram
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AI in 7 minutes

The minimum theory needed to work well

Enough concepts to use AI properly. No history lecture.

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Concept 1 / 6 — What everyone needs to understand
1

LLM

A model that predicts, reasons, rewrites and structures from context.

An overqualified expert available 24/7, who has absorbed the entire internet — but whose memory wipes clean at the end of every conversation. Without precise instructions and the right tools, they improvise in their own direction, not necessarily yours.
LLM memory diagram
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Concept 2 / 6 — What everyone needs to understand
2

Multimodal

Text, files, images, tables, audio and screenshots in one workflow.

Multimodal diagram
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Concept 3 / 6 — What everyone needs to understand

Retrieval

Give the model the right sources so it does not have to guess.

📄 Documents — internal files, PDF, Excel
🌐 Web — live external sources
🔌 Connected tools — CRM, database, MCP
Retrieval diagram
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Concept 4 / 6 — What everyone needs to understand
4

Agent

An AI system that can follow steps, use tools and produce a checkable result.

Agent diagram
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Concept 5 / 6 — What everyone needs to understand
5

Human loop

People keep responsibility for judgment, customer impact and production risk.

Human in the loop diagram
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Concept 6 / 6 — What everyone needs to understand

Limit

AI is confident even when context is missing. That is why workflow design matters.

AI confidence diagram
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Simple analogy

ChatGPT without context is a brilliant intern dropped into a meeting with no file.

With files, connectors, instructions and tools, it becomes an assistant that has read the case before entering the room.

ChatGPT context quality split screen: without vs with sources
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Prompting

Better prompts, better outputs

Prompting is not poetry. It is briefing.

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Six rules

The prompt formula employees can reuse tomorrow

1

Role

Tell the AI what expert perspective it should use.

2

Context

Give the business situation, audience, goal and constraints.

3

Input

Attach the file, paste the facts, quote the approved source.

4

Format

Ask for an email, table, checklist, memo, JSON or action plan.

5

Uncertainty

Ask it to list assumptions, missing data and human checks.

6

Iteration

Ask for a shorter, clearer, more executive or more customer-friendly version.

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Reusable template

Copy this structure, then adapt it

Role: You are [role]. Context: We are working on [business situation]. Trusted sources: Use only [attached file / SharePoint doc / Salesforce export / notes below]. Task: Produce [deliverable]. Constraints: Keep it [tone, length, language, compliance]. Output format: [table / email / checklist / action plan]. Quality check: List risks, assumptions, and what a human must verify. Reuse check: Should this stay a chat, become a Project, GPT, Skill or automation?
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Mini-demo

Bad prompt vs useful prompt

Bad

"Write an email to Carrefour."

No role, no context, no audience, no source, no success criteria.

Useful

Using the attached account notes, the retail offer page and the previous Outlook thread, draft a concise follow-up email for a Carrefour regional stakeholder. Keep DRIVECO proof points accurate, list the next three actions, and flag missing commercial information.

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OpenAI ecosystem

From ChatGPT to business workflows

A practical map of the tools business teams can use before asking IT to industrialize.

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Practical map — 1 / 3
A

Daily workbench

ChatGPT, Projects, file upload, Data Analysis, Deep Research, Canvas, voice and meeting notes.

Daily workbench
Level A

ChatGPT as a daily workbench

  • Projects: keep files, instructions and chats for a long-running topic.
  • Data Analysis: turn CSV, Excel and exports into insights.
  • Deep Research: produce sourced briefings on complex topics.
  • Canvas: refine procedures, training docs and partner content.
  • Voice / record: convert conversations into decisions and actions.
ChatGPT Business Data Analysis with DRIVECO mock Salesforce/SAP export
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Practical map — 2 / 3
B

Specialized assistants

Custom GPTs, instructions, reference files, apps/connectors, skills and controlled actions.

Specialized assistants
Level B

Custom GPTs, apps/connectors and skills

  • A GPT is a specialized assistant with a mission, tone, documents and rules.
  • Apps/connectors bring authorized knowledge from SharePoint, Outlook and other approved tools.
  • Skills encode repeatable procedures: how to brief, summarize, check, escalate.
  • Actions or custom connectors can be added with IT when the workflow needs controlled execution.
Generic ChatGPT answers questions. A DRIVECO assistant follows DRIVECO sources, formats and validation rules.
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Practical map — 3 / 3

Connected workflows

When a workflow proves its value, extend it — connect APIs, agents and app integrations to scale the output.

Connected workflows
Level C

When a good prompt becomes a team asset

  • Project: keep files, chats and instructions around one business topic.
  • GPT: package a recurring team assistant with sources and rules.
  • Skill: standardize exactly how a repeated task should be done.
  • Automation: involve IT when tools, permissions, APIs or production data are needed.
Example mission: Using the attached Salesforce notes, SharePoint pitch deck and Outlook thread, create a partner brief, follow-up email and validation checklist.
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Live demos - one ChatGPT sequence

We stay in ChatGPT: all demos are visible from one control slide.

00
Opening - email partenaire

Outlook -> 5 livrables business en 60 secondes.

01
Sales - account brief

Notion + SharePoint -> brief, objections, follow-up email.

02
Marketing - campaign kit

Annonce Autocharge -> 5 contenus pour 4 audiences.

03
HR - onboarding plan

Documents RH Notion -> plan 30-60-90 jours.

04
Finance - decision memo

Export SAP + bail -> anomalies, obligations, decision memo.

05
Supply Chain - risk register

Site Tracker + Slack -> risques, owners, deadlines.

06
Support - ticket queue

10 tickets + FAQ -> queue structuree et escalades.

07
GPT Live - Sales Copilot

Construire un Custom GPT reutilisable en direct.

08
Deep Research - benchmark

Retail EV charging -> rapport source et implications DRIVECO.

09
Canvas - note comite

Transformer la recherche en briefing executif editable.

Demo rule

Same rhythm every time: show the source, produce the business deliverable, then point to missing information and the human validation step.

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After the demos

Now translate the pattern to each team.

Same method, different trigger, different sources, different validation owner.

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Business labs by department

What can each team use tomorrow?

Six workflows connected to DRIVECO tools. One rule: practical or removed.

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Sales / Business Development

Turn scattered account context into a partner-ready brief

Salesforce

Account, opportunity, status, next steps.

SharePoint

Pitch deck, approved proof points, partner material.

Outlook

Previous emails, objections and promised actions.

Draft

Account brief, objection table and follow-up email.

Validate

Commercial owner checks pricing, promises and next steps.

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Demo output example

A salesperson does not need generic text. They need a meeting brief.

PartnerNeedProof pointNext action
Retail chainAttract qualified trafficFast charging turns dwell time into local spendSend 5-slide brief
Property ownerRecurring income0 capex / 0 opex, rent model, long-term leaseRequest site eligibility data
Fleet operatorOperational continuityReliable network, charging speed, support coveragePrepare objection answers
DRIVECO salesperson workflow: Salesforce, SharePoint, Outlook to account brief
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Marketing / Communication

From one product announcement to a full campaign kit

1

Extract

Key messages from Autocharge, booking or app feature content.

2

Segment

Drivers, retail partners, property owners, internal audience.

3

Package

LinkedIn, newsletter, FAQ, partner email, video script and QA checklist.

Output: campaign kit, approved proof points, unsupported claims to remove, publishing checklist.
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Supply Chain / Deployment

Deployment coordination is full of hidden dependencies

  • Use Site Tracker status, Slack updates, vendor emails and SharePoint documents.
  • Transform site meeting notes into tasks, owners and deadlines.
  • Detect blockers: hardware, grid connection, civil works, permits, access.
  • Generate a risk register, vendor email and pre-installation checklist.
DRIVECO deployment risk register: Site Tracker, Slack, Outlook, SharePoint inputs
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Finance / Admin

From exports and contracts to a decision-ready memo

S

SAP export

Invoices, payment status, PO references and anomalies.

C

Contracts

Leases, obligations, dates, rent mechanisms and risks.

F

Salesforce

Account and opportunity context before financial review.

O

Outlook

Partner exchanges, missing documents and pending answers.

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HR / People

Growth is easier when onboarding becomes a repeatable workflow

  • Use SharePoint HR policies, Notion playbooks and role descriptions.
  • Create 30-60-90 day onboarding plans by role.
  • Build manager checklists and interview scorecards.
  • Turn anonymized feedback into themes, risks and next actions.
  • Keep sensitive people data outside unapproved workflows.
DRIVECO HR onboarding workflow: SharePoint, Notion, Outlook to onboarding plan and scorecard
Support / Operations

A shared example everyone understands

  • Classify incoming driver tickets by category and priority.
  • Retrieve the right FAQ, procedure or station context.
  • Draft customer reply and internal action.
  • Escalate sensitive payment, legal or outage cases.
Why keep it short?

It demonstrates the pattern without making the session support-centric

  • Trigger: ticket, email or Slack escalation.
  • Sources: FAQ, procedure, station notes, previous cases.
  • Output: queue view with next action and escalation flag.
  • Reuse: GPT or Skill once the procedure is stable.
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From individual use to team assets

A good prompt is a start, not the destination.

The goal is to package repeatable work into Projects, GPTs, Skills and approved automations.

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Demo idea

DRIVECO Business Assistants

  • Sales assistant: account brief, objections, partner follow-up and proposal outline.
  • HR assistant: onboarding plans, internal FAQ and manager checklists.
  • Marketing assistant: campaign kits, content QA and audience adaptation.
  • Finance/admin assistant: obligation extraction, anomaly tables and decision memos.
  • Gives source-aware answers instead of improvised confidence.
DRIVECO Business Assistant ChatGPT mockup with four department assistants
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Reuse ladder

Choose the smallest reusable tool that fits the workflow

Chat

One-off task, low reuse, no sensitive data.

Project

Long-running topic with files and instructions.

GPT

Recurring team assistant with approved sources.

Skill

Standard operating procedure repeated the same way.

Automation

IT-secured connector, action, API or agent with approval.

Exercice

Each person maps one of their own recurring tasks onto the reuse ladder: trigger, inputs, source of truth, expected output, human check, reuse level. First step to turning a manual routine into a structured AI workflow.

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Decision rule

Business teams design the workflow. IT secures the connection.

  • Start with mock data, exports or approved files.
  • Package what works into a Project, GPT or Skill.
  • Measure time saved, quality and reuse.
  • Ask IT for connector/API/agent work only after value is proven.
DRIVECO ChatGPT maturity ladder: Chat, Project, GPT, Skill, Automation
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Pilot candidates

Four business pilots that fit DRIVECO's tool ecosystem

S

Sales GPT

Salesforce account brief, SharePoint proof points, Outlook follow-up and partner objection handling.

H

HR onboarding Skill

Role-specific onboarding, manager checklist, interview scorecard and internal FAQ generation.

M

Marketing campaign Project

Autocharge or booking content transformed into multi-audience campaigns with source and claim checks.

F

Finance review assistant

SAP export analysis, contract obligation extraction and decision memo with human validation points.

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Governance

Governance without killing momentum

Security is not a reason to stop. It is a reason to design pilots properly.

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Simple operating rules

Keep the human responsible, make the workflow measurable

1

Protect data

No secrets, unnecessary personal data, banking data or confidential contracts in unapproved tools.

2

Require sources

Ask for citations, attached-file grounding, assumptions and missing information.

3

Keep approval

Human validation for customer impact, legal, finance, security and production actions.

4

Start small

Read-only pilots, anonymized exports, limited users and controlled permissions.

5

Measure

Time saved, error rate, user satisfaction, escalations avoided and adoption.

6

Scale carefully

Industrialize only after the pilot proves value and risk is understood.

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Closing

A practical 30-day AI action plan for DRIVECO

Day 1

Choose 4 pilot teams: Sales, Marketing, HR, Finance/Admin.

Week 1

Map 8 repetitive workflows with sources, risk and owner.

Week 2

Build 4 Projects and 2 GPT or Skill prototypes.

Week 3

Test with real users on mock or anonymized data.

Week 4

Document, measure, decide what becomes team standard.

Do not ask: what can ChatGPT do? Ask: which workflow do I repeat every week?
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Suggested next step

From presentation to pilot

A focused workshop can turn this into measurable internal value.

  • Workflow mapping workshop with Sales, Marketing, HR and Finance/Admin.
  • One Project per team using safe DRIVECO-like data.
  • Two reusable assets: one GPT and one Skill.
  • Short restitution: gains, adoption, risks and connector roadmap.
DRIVECO AI workflow collaboration meeting: cross-functional business teams
DRIVECO
Thank you

Questions?

And if we had to prototype only one workflow first, which one would you choose?

Contact

Personal page: emoubarak.github.io/my-cv

Demo documentation: demos/documentation.html

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