AI Workflows

Darcy's AI Workflows transform complex business processes into repeatable, automated sequences that dramatically improve productivity, consistency, and quality. By encoding your best practices into intelligent workflows, you can scale your organization's capabilities without proportional increases in headcount or resources.

AI Workflows are powered by 1 or Many AI Agents, assigned to help solve or complete a task.

Key Features

DocumentVault

The DocumentVault is a novel approach to enabling AI Agents to work across complex files and content.

Feature	Capability	Business Impact
Massive File Support	Upload dozens of files simultaneously	No more limiting choices to just 5 files
Enhanced File Size	Up to 50MB per file (10x industry standard)	Process complete, detailed documentation
Folder Upload	Drag and drop entire folders	Streamline document organization

While other AI systems force you to work within strict limitations, DocumentVault removes these barriers entirely, allowing you to process your documentation needs at enterprise scale.

Tasks + Goals

Drawing inspiration from leading AI Agent systems such as CrewAI, SmolAgents, and Anthropic's MCP - Tasks are configured using a Goal framework to keep Agents on-task for your needs.

Enhancement	Description	Value
Task and Goal Framework	Structured approach to workflow setup	Clear path to workflow success
Simplified Agent Creation	Intuitive interface for single or multi-agent setup	Flexible agent orchestration
Natural Language Workflow Creation	Create workflows using plain English commands	Reduced technical barriers
Real-time Agent Visibility	Live view of agent activities and progress	Transparent workflow execution

Agents

Users can configure one or many agents to solve a Task (maximum of 5). We recommend starting with One Agent and then expanding into multiple depending on complexity of the task.

Agents have a Role, as well as access to Tools.

• Role: A persona given to an agent to help guide its output. IE "You are a AWS Solution Architect with 10 years of experience"

• Tools: Tools are APIs and integrations that Agents can use to help solve tasks. For example, a Tool an Agent can use is Internet Search, or leveraging a Knowledge Base

  • Coming Soon: Support for custom integrations

Create one or many agents

Give an Agent a persona as well as tools

Use Cases

Document Generation

Transform raw inputs into polished, professional documents in minutes instead of hours or days:

Workflow Type	Input	Output Format	Business Value
Statement of Work	Customer requirements, project scope	MS Word document with TOC, sections, and terms	Reduce creation time from days to minutes; ensure consistent quality and compliance
Technical Proposal	RFP, customer environment details	Word document with embedded diagrams and specifications	Accelerate response time; standardize solution descriptions
Executive Presentation	Solution details, customer challenges	PowerPoint deck with branded templates	Create compelling presentations without design resources
Legal Contracts	Deal parameters, terms	Formatted legal documents with proper clauses	Reduce legal review cycles; ensure term consistency
Implementation Plan	Solution design, requirements	Excel/Word project plan with timeline	Set clear customer expectations; standardize delivery approach

Customer Research and Intelligence

Gather and synthesize actionable intelligence about prospects and customers:

Workflow Type	Output Value	Time Saved
Competitive Analysis	SWOT analysis, market position, strengths to exploit	5-8 hours
Industry Research	Market trends, regulatory impacts, growth opportunities	4-6 hours
Customer Profiling	Business model, leadership insights, strategic initiatives	3-4 hours
Pain Point Analysis	Key challenges, priorities, and business drivers	2-3 hours

Proposal Development

Create winning proposals that perfectly align with customer needs:

Workflow Type	Output Value	Business Impact
RFP Response	Complete response with all required sections	Meet tight deadlines; increase win rates
Solution Architecture	Technical design with diagrams and specifications	Reduce technical SME time; ensure solution quality
Pricing Model	Optimized pricing with options and comparisons	Improve margin management; speed quote delivery
Business Case	ROI analysis and value justification	Stronger customer business case; faster approvals

Sales Enablement

Accelerate sales cycles with intelligence and personalized materials:

Workflow Type	Business Problem Solved	Output Value
Prospecting Research	Generic outreach with low response rates	Personalized messages based on company-specific insights
Meeting Preparation	Unprepared sales reps; inconsistent discovery	Briefing document with industry context and strategic questions
Follow-up Content	Slow, generic follow-up	Tailored responses addressing specific customer questions
Case Studies	Limited relevant references	Customized success stories highlighting similar challenges

Strategic Analysis

Address complex business challenges with sophisticated analytical workflows:

Workflow Type	Strategic Value	Business Outcome
Win/Loss Analysis	Identify patterns across won/lost deals	Improved sales approach; higher win rates
Product-Market Fit	Evaluate offerings against market needs	Better product decisions; stronger positioning
Account Growth Strategy	Develop account expansion roadmap	Increased customer lifetime value; higher retention
Competitive Response	Rapidly counter competitive threats	Preserved deals; effective differentiation