This workflow can help support teams that update regular leadership or executive presentations from changing source materials. This example uses finance materials from "Make Work Flow: Automating Finance presentations with Codex", but the workflow pattern can be adapted to any teams with a similar workflow!

Activator Labs 101: Foundations is a working session for Agent Activators: the people responsible for recurring work operations that a team or function depends on. They own or materially shape how that work gets done. Agent Activators coordinate the people, systems, requirements, and controls needed to design, develop, and operationalize safe, reliable AI workflows. This session helps apply that experience to carrying an AI workflow from a useful idea into responsible operation.

Activator Labs 101: Foundations is a working session for Agent Activators: the people responsible for recurring work operations that a team or function depends on. They own or materially shape how that work gets done. Agent Activators coordinate the people, systems, requirements, and controls needed to design, develop, and operationalize safe, reliable AI workflows. This session helps apply that experience to carrying an AI workflow from a useful idea into responsible operation. Learn a repeatable Design, Develop, and Operationalize method for AI workflows, see it applied to a practical example, and use it to make progress on one real workflow from your team. Leave with a useful starting scope, one concrete next decision, question, or rough draft, and a clear view of who to involve next.

Karthik Narayanan (AI Success Engineer, OpenAI) walks through how to automate updates to finance presentations, showing both how he built the workflow and how it operates. See how the workflow is structured, what context and instructions guide it, which tasks AI handles, and where human review remains important. Karthik also shares how source control, traceability, and human review are built into the workflow.