Infodesk runs regular customer webinar workshops to help users get more value from the platform. This week’s customer forum focused on how teams go beyond monitoring regulatory, market, and competitive information to structuring, tagging, and managing content so it can be acted on quickly and confidently.
At Infodesk we run a regular workshop as a webinar with existing customers to provide this community with insights into how to find more value from using Infodesk.
This week the latest Infodesk customer forum looked at how customers use Infodesk to achieve intelligence activation, to go beyond monitoring and delivering regulatory, market and competitive information to structuring, tagging, and managing content so it can be acted on quickly and confidently.
The focus was around the Infodesk human-first approach, using automation and AI to create efficiencies while keeping users in control.
The team outlined the content journey, demonstrating how AI and automation can be integrated into workflows to gradually enhance intelligence across the platform and create a direct link from information to action. A light demo illustrated how these technologies work in practice.
The session concluded with an open discussion and peer sharing.
Intelligence activation is Intelligence activation is the next evolution beyond business intelligence. It’s the process of turning information into action by embedding validated, decision-ready insights directly into the workflows where outcomes happen.
Most tools stop at presenting data or dashboards. Intelligence activation goes further. It connects intelligence to the tasks, teams and decisions that drive enterprise performance. This means moving from awareness to execution, ensuring every insight is traceable, defensible, and audit-ready from discovery to decision.
The customers and team at the forum discussed this and agreed the key benefits of intelligence activation were knowing they had targeted information with purpose and they gained confidence over all the noise, as well as having confidence that the intelligence for which they were responsible was being acted on by their organizations at a greater return and more value.
The team agreed this involves going beyond simply providing information by structuring, clarifying, and distilling content to enable immediate action, aiming to reduce noise and increase confidence in decision-making.
The team and customers discussed all of the Infodesk values, and highlighted how one value is especially central to intelligence activation: at Infodesk, we prioritize a people-first approach. The conversation underscored the importance of putting human expertise at the forefront, with AI serving to support and amplify informed human decision-making. We use AI to elevate human judgment, not to replace it. The customers felt this really resonated with them as they develop their AI capability and find the human-in-the-loop with Infodesk is so vital to their confidence and reassurance of the quality of the information they’re managing.
The human-first principle was emphasized, while AI can automate and curate content, the process always prioritizes human judgment, ensuring that AI supports rather than replaces human decision-making, and that full automation is not always considered best practice.
The team clarified that the effectiveness of AI, particularly LLMs, depends on the type of content, such as news versus medical information, and that their systems learn from user behavior rather than the content itself, which is important for compliance with content providers.
Regulatory, market and competitive intelligence information or content in the Infodesk platform is monitored, curated and turned into targeted intelligence through three key steps which move through to delivering targeted intelligence which organizations can then act on and use to support decision-making.
The workshop included a detailed walkthrough of the Infodesk content journey, including feed creation, leveraging metadata, pre-tagging, and the use of taxonomy for organizing and automating content.
The whole content funnel is broken down into three key steps: data aggregation, cleaning and validation and analysis and activation.
Feed creation and methodology
The team shared and discussed:
Rules-based tagging
The session shared the concept behind rules-based categorization, where tags are applied based on defined logic such as keywords or phrases in specific document fields, allowing for granular and department-specific tagging, with flexibility for super users to manage these rules.
This step of the content funnel in Infodesk includes Inbox Processing, Saved Searches, and AI Automation.
Inbox processing
This workflow includes streamlining, validation, saved searches, and the use of AI and Boolean logic for automating content qualification. Boolean logic and AI prompts expose hidden relationships and reveal patterns across data streams. This means the most relevant signals are surfaced. Targeted filters elevate what matters while minimizing noise and bias. All of this means manual effort is reduced while generating the most targeted intelligence. Automated prompts streamline interpretation, delivering faster, clearer intelligence.
Inbox Streamlining and Validation
Automation assists with inbox processing by curating, triaging, and enabling users to review or set items for further review, reducing manual workload and improving efficiency.
Saved Searches and AI Integration
Saved searches, including AI-powered searches, can be used to surface the most relevant content, with best practices including the concept of the “Rule of 10” – AI models have a “context window” (the amount of text they can process at once) using the “Rule of 10” helps reduce noise and gain efficiencies within the results.
AI Prompting and Qualification
The team looked at the methodology for building AI prompts, including defining qualifying criteria, themes, topics, and logic, and demonstrated how the system provides reasoning for content qualification or rejection, allowing for iterative refinement.
What this looks like in Infodesk
Because of the efficiencies customers gain from using Infodesk they are able to move to analysis tasks, effective sharing of intelligence and ensuring it is used, acted on and converts to business value.
If/ Then workflow automation
Infodesk workflows incorporate ‘if/then’ logic, so actions and outcomes stay consistent and predictable.
Intelligence activation
Intelligence activation comes with Infodesk as customers tackle information overload with AI-driven discovery, prioritization, and delivery for faster, clearer decisions.
Rules, Automation, Agents
Customers leverage Infodesk categorizations, automated workflows, and agentic AI to boost transparency and efficiency.
Iterate and Engage
Customers adopt iterative implementation, apply real-world use cases, and partner with Infodesk to unlock value.
This private event is for existing customers only and is part of our commitment to our customers and values, especially where we value our partnership with our customers over transaction: we work side by side with our clients. They stay with us because we listen, solve real problems and show up when it counts. This workshop means customers can share and discuss getting more value from Infodesk in confidentiality and confidence of their privacy. All customers are welcome.
Please contact your Account Manager if you’d like to register to attend these in the future.