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Solutions/Functions/Research and development/Innovation

AI workflows for innovation.

Exploring new technologies and ideas, and turning the promising ones into tested proposals.

Who does this work

  • Innovation manager
  • Research and development manager
  • Technology scout

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Plan a proof of concept for a new technologyIllustrative
  2. Prepare the technology watch briefIllustrative
  3. Screen submitted ideas against agreed criteriaIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan a proof of concept for a new technologySets out what a proof of concept will test, the success and stop criteria, time, cost, data needed and who decides, before any work starts.Illustrative · not built yet
Prepare the technology watch briefSummarizes developments in the technologies the company tracks, from supplied sources, with what each could mean for the business and which deserve a closer look.Illustrative · not built yet
Screen submitted ideas against agreed criteriaGroups duplicate ideas and scores each against the agreed criteria with the evidence given, and lists the questions that would move an idea forward.Illustrative · not built yet

Workflow templates

There is no workflow template for innovation yet: request one below and we build it with you.

Request this workflow

Tell us the innovation work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of research and developmentEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of research and development

  • Experiments and lab records
  • Literature reviews and evidence synthesis
  • Research data and computing
  • Research writing and publication
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