Name: Workplace AI Agents in Action #1
Uploaded: 2026-09-09T16:46:16.697Z
Duration: 29 min 26 s
Description: Workplace AI Agents in Action #1

Transcript for "Workplace AI Agents in Action #1": Awesome. It is time. If you are just joining, share where you're coming from and then your favorite or coolest use of AI. We're gonna jump we're gonna get started in just a few minutes since we only have thirty minutes. So, yeah, let's hear it. Put it in the chat. I love that you put creating slides way faster. That was gonna be mine. Literally my favorite. I'm the word I think my weakness is creating a good PowerPoint slide. Yeah. Yeah. Having cloud, like, cloud code kind of write out the outline and then create a first draft or putting it into Google Apps Script, and then having it do it is just game changing. Yeah. Design is not my forte. Here, I put brainstorming partners since, since you took my slides. Oh, creating, first. stress of comps. else from Austin. Yes. Well, For those who a perfect one for for, you. Sorry. yeah. Go ahead. You came to the right session. For anyone who just joined, yeah, feel free to drop in your name, where you're from, and then your favorite AI use case. I'll give it another minute, and then we'll just get started. Mostly so I can just steal them. That's the that's the reason I want your use case. Cool. Okay. Everybody's since we their secrets. yeah. Exactly. Just gatekeepers your secrets. in this It's. fine. Awesome. Well, since we only have twenty eight minutes, let's jump into it. Hello, and welcome to the first ever workplace AI agents in action by LumApps. This this series really was a brainchild of just talking to a lot of customers and and hearing consistently, hey. We wanna know how we can use your awesome technology. We wanna think about how we can use AI internally, and how can we actually create value from this thing. Right? Because we're spending a lot of money on AI, but are we really seeing the value? What are other companies doing? What problems are they facing? So that's why we started launching this series. This is the first of hopefully many. This session, we're gonna show, without any slides, just examples of workplace challenges that can be solved through agents, AI agents, spanning communications, HR, operations, and IT. So very much taking a full, kind of employee and organizational approach. This first session is actually really close to what Alea was mentioning about creating first drafts. So it's about improving content quality with what we're calling the page writer agent. Before we jump into it and start sharing the secret sauce, I wanna just introduce myself. I'm Sid Khaitan. I'm a staff product marketing manager on our AI solutions at LumApps, and I have the pleasure of being joined by Sarah O'Meara. Sarah, do you wanna introduce yourself? Yeah. Hello, everyone. I'm Sarah O'Meara. I'm head of product for North America and JPAK, and this is very, very relevant to me in my past life. I used to be a community manager where I would do internal communications, and I would spend I think it was about two hours a week, adjusting banners, for example, and writing communications. And a blank page is the scariest thing you can encounter. So really excited to show you guys, what this could look like with AI supported, that you'll be able to, modify and make sure that your your content that you're creating is reading reaching the right audience. Yes. That is a perfect segue to what we're gonna be talking about. So, yeah, let's jump into it. As I mentioned, we're gonna be starting with the page writer agent. And part of the reason is this is what many of our customers have been asking for and talk about often based on what Sarah was just talking about. Right? So comms leaders, at the end of the day, they want their employees and contributors to be able to create great content that's standardized, that's useful to everyone else. But the reality is a lot of employee contributors consider themselves to be artists. So they paint outside the lines. They create their own kind of pages. And then the problem is there's no standard for the company. People who are trying to discover that information struggle to understand where to find it and also, of course, the metadata and the governance and everything else that happens on the back end to make sure, that content is approved, that content is consistent with the brand, all of the above. So what we often find is those employees, of course, don't have that expertise. They're not Internet managers. They don't think of this as their as their, like, full time job. They're just trying to share information and communicate with each other. And that leads to a lot of different formats and a disjointed experience for those employees that are trying to search for something. Inconsistent branding, language, and formats create a lot of confusion for people. They also mess with the search results that come when people are searching for information. And, of course, as a comms leader, it's very hard to police every single department or employee on how to create great content. We hear that often as well. After the onboarding, how do you make sure that these employees, are drafting information and creating pages the right way? So what if there was a way to do this better? What if employees could draft and publish content using approved templates in the format that you want and it all looks consistent? And not just that, but handle the back end translations, metadata, and target audience suggestions so that the information that is being conveyed is at a maximum visibility and engagement level. Viewing up the page writer agent. Sarah's Screenshare, do you wanna share a little bit of what it looks like? Yeah. Absolutely. Happy to run you through a demo. And I really wanna emphasize that this isn't just for comms. We really wanna make sure that we allow anybody who wants to create content to be able to write content. And I personally as well have been afraid to give to delegate rights to create content because you're not sure, are they gonna do it correctly? Are they going to be comfortable writing? Are they going to do it to the right audience? So this is a way to be able to delegate access to other teams, whether they're in IT, whether they're in HR. Really any team can take advantage of this. Let me go ahead and share my screen. All right. So can you confirm you see my demo platform? Yes. Excellent. All right. There's a couple of different ways that you can get into the PageWriter editor sorry, PageWriter agent. I'm going to start from the Create menu. You'll notice that, yes, I can create a lot of different types of content, but where I want to start off is creating with a PageWriter agent. And so if you click on PageWriter agent, it's going to pop up, a module, a chat section with the PageWriter where you can start interacting and building your page. So just to set the scene, something that is actually quite common that I've encountered is not just you're creating content from scratch, but it's actually perhaps you've done a rollout of an initiative, and now you need to continue that rollout. And you already have some content created, but now you need to create new content that is for your specific audience. So in my example here, we have rolled out in Madrid, a pay transparency. And now that was so successful, we're going to roll it out to North America. I've already written this once. I don't want to have to write it again, but I do want it to be customized. So I'm going to ask the agent, hey, we have released a pay transparency already in Madrid where we want to roll it out to North America. And I can attach contacts for it. So I'm going to say I know that we already, have done this previously, and so I can search for Madrid. And I have HR, transparency that I've done previously, so I can allow the AI to reference that. So it knows, okay, I'm going to use this as my basis, and I'm going to customize it specifically for North America. And so I'm going to ask the agent to create that content with that reference content. And you can see what the agent is writing as it's doing it. What's really key here is it's actually going to help you find a template as well. So one of the problems a lot of our customers encounter is you have templates and you're not really sure which one to use, especially again, if you're delegating control to somebody who doesn't create content very often. So it's going to suggest, ah, you're writing news content. So let's start with the, the news template. So this is already a great start and I'm like, yes, that's what I'm trying to write. Let's go ahead. And so it's saying, okay, we have the template, I have the title and then the brief you want me to create. So I'll go ahead and hit let's generate, and it'll start it'll pop open a page, that it will start creating from. And so what's happening on the background is it's actually automatically translating this content into the different languages that I have asked it to, or that's available in my site. You'll see it's going to actually not just fill in the information, it's going to give you the reason. Here it's created a title for me, giving the reason why, it's creating the summary, rich text, and you can see it populate as it goes through. And so if I switch the language here to, let's do Japanese, you can see that it has automatically translated the content as well. Alright. So it's just checking its work, finishing up, and you can see as I'm clicking in, you can actually make changes directly as well. So again, it's not about let's have AI just create our content. It's let's not have a blank page, let's not duplicate work, and I can review and customize it. So it looks good, gives me a summary of what it has done, and it says, do you wanna make any adjustments? Looks good. Let's go. So the hardest part of creating the content, and I've adjusted it, Looks great. Another problem that we encounter a lot is people post things and then perhaps they forget to set an audience or they forget to, put in the metadata, so essentially tagging the content. And we have a way for AI to now check and help make recommendations for you. Because, again, if you are delegating or you are letting people who don't create content very often do this, they're not gonna be familiar with what audience should should I do this for, what tags should I apply to it. So it's going to help you out there. So you'll see here visible by, it's recommended. Alright. So since you're rolling this out to North America, we're gonna have it for US employees. The HR department needs to be aware of it, and then also managers as well. And I'll say, yep, that looks good. I could also, remove or adjust that as well, but I've, let it continue to apply those groups for me. And now it's going to say, let's add tags. Here it's doing, America's human resources policy announcement, people and culture. Again, I could maybe I say, well, maybe it's not people and culture, so I can remove that or I can add additional metadata as well and hit Apply. And so this is really assisted so that you don't forget to, any of these important details when you're creating content because it's very easy to forget. And it's also what I love is it's going to do a quality check. So the AI has created the content and then it's going to review its own work. It's going to make sure, all right, does everything look good? How's the title quality? And so I'll be like, okay, it looks good here, and we're able to go ahead and publish. So this is just a really quick example of, how you can create a page with, the PageWriter agent. Then you can also distribute the content through different channels as you would like as well. Alright. So that's just an example of how you can publish that, content using AI assistance as well. Awesome. Alright. Thank you, Yeah. Sarah. Of course. I think, as you're going through it, of course, as Sarah mentioned, although comms might feel the pain the most, this very much applies to IT policy pages or or onboarding for HR. You name it. You can come up with a reason to use this and help your employees out. Right? So those are some of the kind of main ways we see customers using it. Right? You have to announce a new policy, a new change. There's why you can create a page for this. And as Sarah O'Meara mentioned, it's an assisted human in the loop kind of process that doesn't require your employees to become prompt engineers. Right? So they just press a few buttons. They get a guided experience. They're still the expert. They're still providing the judgment, but AI is helping them throughout each step and kind of taking away some of the labor so that they can publish something faster, information is communicated faster, and then get on with their day. A few of the benefits of this. Right? Some of the outcomes we see right away, is first of all, you're publishing those polished pages faster and less errors in the review cycle. So you spend less time policing the content, needing to review it. You're keeping all the content consistent across your teams, languages, and regions. We saw how Sarah O'Meara approved or used an approved template to make sure that it, is following the branded guidance. And then it's letting like, we were talking about, it's democratizing content creation. Right? Contributors are able to do this while comms, IT, whoever else keeps control of the design, the layout, the settings. So I think that's really the power here of the page writer agent, and really one of the first things we built just based on customer demand and what we kept hearing. So that's, that's kind of what we had to share today, and I wanna open it up for questions. But before I do, if you are interested in using this as a customer, please reach out to your, customer success team or account manager to get this turned on. You can also schedule a discovery workshop with us if you're still kind of earlier in the journey and wanna figure out where to prioritize. This is one of many agents, and we're gonna be showing more of those as time goes on. And then, related to that, we will be hosting the next webinar, where we're where we will show kind of how you can do this with the policies agent in helping surface the right information in search. Awesome. So I think we covered a lot. I wanna start by answering any questions. We had one or two that came from customers in advance that I wanna make sure we address. One of them was, will the page writer follow user access permissions when recommending templates, metadata, and target audience? Sarah O'Meara, Yeah. do you wanna take this one? Absolutely. So, this is a real key component. Our agents always respect permissions. It's really important that anytime you use agents that it's respecting permissions, it's secure, it's safe, and it's keeping, you know, permissions safe from people who shouldn't be accessing it. So to answer your question, absolutely. The agent will respect and knows who you are, and it knows that you have certain permissions. So it won't give you templates that you do not have access to. It will not give you metadata that you do not have access to. And it's not going to offer, it will offer you because you have access to groups, it will offer your groups, but again, we have a lot of new governance coming as well, so you'll have a lot more control around that. But the key here is that it will respect permissions and it won't give you access to things that you should not have access to. Yes. The second one, I can actually take as well. It's, is it possible to edit existing content using the AI page writer? The answer is yes. Sarah O'Meara showed what that looks like. You see to make sure you're in writer mode. Right. So you're able to actually see and make those edits. But at the end of the day, the AI is providing a initial output that you can then edit as you see fit. So that's kinda how it works. Question from Kevin. Can you tell us about the widgets that need to be included on the templates in order for the page writer agent to work? Sarah, do you know this one? I'm not sure if I fully do. Yeah. So, an important port important point here is the title widget will get, translated, the summary as well, the summary widget. And then it's important to note that it's the rich text, widget that you want to include. So not the HTML. Some customers use the HTML widget. It's actually the rich text widget that is going to be the one used by the editor. It can also fill in the I've tested it with the file widget as well, and that works. So definitely test it out. There are some that are coming. So for example, play video is something that is on the roadmap and on the radar to have, AI fill out as well. So there's still some things coming in terms of widgets, but the key ones for the widgets that get filled in today, definitely the rich text editor, title, summary widget Yeah. with more coming. Yeah. Yeah. Absolutely. And speaking of that, right, like, a lot of this, we heard from our customers. We built this out, and there's still, of course, a lot more we can we're going to continue to do to improve these and also build new agents. So this is very much how do we solve what customers are looking for today, what are some of their priorities, and then continuing to build out more. So very much the beginning. Question about, Yes. is this an add on to our existing plans? So that is a great question. Currently, we are piloting a lot of these with our customers to really get a better understanding of what kind of value is this creating for you, which agents should we continue to prioritize on the road map. So as part of our POC process, that's just something we're we're giving people access to for a limited amount of time to be able to go test them out, see how this is working for their company, their employees, and from there, introduce a packaging change and an add on. But in the in the interim, right, really, very much our goal is to make sure that you're seeing the value, and we're able to continue calibrating what we're doing as well. So Samantha used the q and a properly, I was gonna mention, and, you you also posted in the chat. Thank you so much. So Samantha has a wonderful question. She has asked, is there a way for the company to create our own Microsoft Copilot agent that can then manage content within LumApps? For example, create news, make edits to existing pages. Just wondering if it's possible to connect something like that technically. So I'm gonna reshare my screen really quickly here. So there's pros and cons. The short answer is yes. So we have released, MCP and it's been out for a while now. We have over 180 tools available. For those of you who are not familiar, MCP is a way for our tools to talk together. So for example, your agent would be able to say, create this content, make this modification. But I do want to point out some pros and cons. And also, this might be new for some of you, we are releasing agent to agent as well. So to directly address your question about Copilot, that can now be an agent. You can see my screen here, I'm popping open the agent. This can actually now be connected to your Copilot. So you can ask it to do certain things and it can use, for example, our MCP to do those things. The benefit of, having our page writer agent is that this is going to require a user to know to open the chat and ask it to do something. And then what Microsoft Copilot is not going to do, is do it at the same time. Like visually, you ask it to do something, you won't be able to see the changes happening as it's going. It will just do the item for you and you have to check it yourself. So some of the pros of having the page writer agent is what we call behind the button, is surfacing the agent in action where it's needed. For somebody who's creating content, we can surface a button that says, Hey, create it with your page writer agent. It's going to surface in a couple of different places. I'll go ahead and go into the back office as well. So I'm in the back office, I'm in the all content tab. Again, I can click on new content and it's going to offer create with PageWriter agents. If I open the agent chat, it's going to start me on the, well, content manager agent here, but our agents are able to be text aware. They'll surface the buttons where it's needed. And then as you saw in my demo, it's going to show the page and show you the changes happening and update it with you live. So, that was very long winded, but to answer your question about Microsoft Copilot, you can attach your agent, and it can do things using our MCP, but you're going to lose out on being able to visually see it happening and surfacing that option, to the use to your creators as they need it. Hope that was clear. Yeah. And and similarly, right, we're piloting this with some of our customers already. Samantha, to your question, where can you find details about the MCP? I think the best would just be, yeah, to reach out to your customer SaaS team. We will kind of work with you to set up the specific use case. At you know, related to how does one Copilot agent access something in LumApps or vice versa and MCP and a two a. Really, there's infinite types of use cases. And the way I I like to look at it is, like, what is each tool best at, and how do we kind of take the best of both worlds and connect them in that sense? So I think very much understanding, like, what is your current setup? Where does it make sense to have a Copilot agent reference information from LumApps' MCP server and possibly vice versa? Right? You might have information within the Microsoft ecosystem that you want LumApps to surface. So based on that, yeah, I would love to understand kind of what you're working with. I'm sure Sarah and I will get looped into one of those calls anyways. So that'd be, that'd be a fun one to discuss. Yeah. Especially signing up for the AI discovery because that would allow you to see options and then also discuss MCP as well, like, depending on what you're trying to achieve. So definitely excited to explore that with you. Alright. Please put your questions in the q and a or chat. We are here. This is open q and a. You have at least one expert, Sid, and I I do what I can to help out here. But what. questions can we answer? Yeah. I think, killing the slides made us move a lot faster. So now you guys just get more time for questions. If not, we could wrap a few early, but always nice if we if you guys have more to ask us while we're actually here. And I did want to mention that the PageWriter agent is currently in, public early access, and it will be moving to general availability at the end of this year. Although it's in a great state right now, you can absolutely go ahead and use it today, but just wanted to let you know about what's coming up for it. One other question that I get quite frequently, and I guess I'll make sure I address it here, is you saw that I added context for the agent from a content that was on LumApps. You can also add it from the media library. Something that is a future consideration is also hooking up to like Google Drive, for example. So you can pull it from other sources as well. Awesome. So I don't, see any. more questions. Seems, like everyone's means everybody's ready, ready to just use it, get started. yeah. So okay. We have, I can't remember. With the PagerDuty agent, can it use images? So, yes, it can, generate images as well. And it did for my example, when I did the demo, is it can generate an image. You can swap it out. And I don't I don't believe it's by default because we were doing a demo, we we instructed the agent to go ahead and create the image, just to make it speed up. But you don't have to use it, but it can generate generate an image for you. And then there is another question here. Can you point the page writer agent to a specific template and content type? For example, we have knowledge based articles that anyone can create, which uses a template, but we have other content types that are locked down to certain people. So it again, it respects permission. So if you have content types that are locked to certain people, it means that the templates are in that content type and they do not have permission to create it. It will not offer it as an option for the template. So that answers one part of your question. Your other, part of your question is a little bit more broad, which is, can you, you know, specify only use this template? Sid Khaitan, I don't think we have instructions for that specific agent. However, we do have an overall rule that you can set for your agents. So I don't see why you wouldn't be able to specify in your overall AI agent, say, if somebody's talking about knowledge base, ensure that the only template you offer is the knowledge base one as well. So that's something to try out. I'm not a 100% sure at the moment, but you should be able to do that from the global instructions for your agent is to be. more specific. Yes. And and even more importantly, like, basically, it's supposed to find and recommend the best one. To your point, Of course. there might be other alternatives that it's considering. So, yeah, that's something that I think we wanna explore deeper. Yeah. The other option is, I mean, just make sure your template is only like, if if you only want people to use one specific template or a person to use a specific type of template, you can restrict templates to a certain audience so that they only have one option as well. So you don't necessarily have to do it from an agent point of view. You can do it from the template level, say Bob can only use this one template, and therefore it's the only template that the agent could recommend. And they wouldn't even be able to change, what that other template is because they don't have access to the other ones. Alright. So there is another question here. We have a lot of pages created. Is it possible the agent translate the pages and separate the languages, English, Portuguese, and Spanish? So if your question is, can it translate into multiple languages? Absolutely. And it does it by default. So any languages you have enabled, it's within the same con within the same page. So depending on the language that they have selected, it will show their preferred language. If your question is about creating separate pages, so one page for English, one page for Portuguese, and one separate page for Spanish, which means different URLs and having three pages on the platform instead of one, you can you would need to do it one at a time. I don't believe the agent will create three pages at the same time if you wanted it to have three separate pages. But I have suggest that unless you have a good reason, I would suggest having just one page and having it translate into multiple languages that's way that way it's, one page and they can split the language as well. So if their default is in English, but they want to see it in Portuguese or Spanish, they can use the language selector and flip it to see it. That way you're not having a proliferation of content that's essentially duplicate in three different URLs. You just have one to manage. Because let's say that you've changed a word, you now have to change that word in three different pages rather than changing it once, and we now have alerts that will let you know to change it in the other languages as well on the same page. So that would be my recommendation. Cool. Any last questions? Yeah. Of course. Awesome. Okay. I think we did good. 11:29. So as I mentioned, definitely reach out to your CSM or Anne, if you want to schedule a session, discuss this deeper. We are going to start doing this periodically. So the next session, I believe, Sarah O'Meara the other Sarah O'Meara on our team dropped a link to in the chat. So, please join us. It's gonna be an exciting one about more so about policies and making sure the right information surfaces. We got root stamp of approval. So clearly, these are gonna work, and we're gonna keep doing it. So thank you very much. See you next time. Thank you, everyone. Take care..