back_office_ops · saas · workflow

How Moveworks built Brief Me: an agentic document intelligence feature for the Moveworks Copilot

Without an AI assistant, synthesizing information across multiple enterprise documents for tasks like competitive comparisons requires manual searching, scanning, reading, and writing—a process that can take hours.

How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · User uploads sources
A user uploads PDF, Word, or PPT files into chat, or provides URLs to managed files, web pages, or intranet links to start a session.
Tools used
Moveworks CopilotBrief MeGPT-4oBM25MPNetOpenSearch
Outcome

Brief Me achieves 97.24% correct-action rate and 97.35% correct-resource rate in internal evaluations on 2,200 real-usage query-response pairs, and provides paragraph-level citations enabling users to place greater trust in generated responses.

Results
Time saved<10 seconds
Volume97.24
Source

https://www.moveworks.com/us/en/resources/blog/how-we-built-brief-me-for-productivity

How we source this →

Grounding & classification
Source type: technical build writeup
38 fields verified against source quotes.
agentic workflowcontent generationdocument aienterprise searchragsummarizationknowledge basehuman review describedmetric backedproduction runtime claimedtools describedvendor confirmedworkflow describedsoftwareaccuracy improvementemployee productivitytime savedtechnical build writeupback office opssales opsagentic task executionrag answering