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Project Information
HealthCare
Woe LR
Power Bi
Azure Databricks
Synapse
Improved Patient Care
Increaed Productivity
Reduction in cost associated with unnecessary staff
Industry:
Marketing & Creative Services
Techniques:
GPT-based Conversational AI
Technology Stack:
Azure OpenAI, Azure AI Search, Document Intelligence, Power Automate
Business Benefits:
Streamlined briefing
Faster turnaround
Enhanced client experience

Ready to unlock the same results?

Overview

A leading marketing agency partnered with TrueNorth to improve the way client briefs were captured and executed.

 Using AI Copilot technology, TrueNorth developed an intelligent customer portal that guides clients through structured conversations, automatically generating detailed project briefs for marketing teams to review, approve, and action instantly.

 

The Challenge

Marketing teams spent excessive time clarifying incomplete client briefs and managing manual approvals.

This resulted in:

Slow project kick-offs and turnaround times
Miscommunication between clients and delivery teams
Administrative bottlenecks during the approval process
The goal was to create a guided, conversational system that captures complete briefs upfront and streamlines workflow from submission to execution.
Our Approach

TrueNorth designed an AI Copilot system integrated into the client portal, combining conversational intelligence with automation tools.

1
Conversational AI
Implemented GPT-based dialogue models to understand client needs, ask clarifying questions, and structure information naturally.
2
Auto-Generated Briefs
Used Azure Document Intelligence to automatically generate and format detailed creative briefs ready for internal approval.
3
Integrated Automation
Leveraged Power Automate and Microsoft Teams connectors to route documents through digital approvals, track project status, and trigger task assignments.
1
Collect & Correlate
Collected and structured key datasets, including:
  • Demographics and population health data
  • Epidemiology and diagnosis statistics
  • Historical patient volumes and level-of-care requirements
    • 2
    Application submission
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    3
    Inspection
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    4
    Release Letter
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    5
    Premium Collection
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    6
    Insurance Permit
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    The Results
    Streamlined briefing process, reducing manual admin
    Faster project turnaround, from request to approval
    Enhanced client experience, with transparent communication and automated feedback loops
    Business Impact

    By embedding conversational AI directly into the client workflow, TrueNorth transformed how briefs are created and approved.

     The solution reduced friction between clients and marketers, freeing up creative teams to focus on delivery rather than data entry – leading to higher satisfaction and faster execution cycles.



    What does the Copilot do differently from a chatbot?
    Copilot doesn’t just chat, it collects structured information, generates documents, and triggers workflow automations.
    Can the AI adapt to specific client or campaign types?
    Yes. The model can be fine-tuned for industry language, project types, and tone preference
    What systems can this integrate with?
    The solution connects seamlessly with tools like Microsoft Teams, CRM systems, and document management platforms such as DocuSign.
    testi1
    Excellent service and reliable coverage! This insurance provider really cares about their clients. They took the time to explain all my options and helped me choose the best plan for my needs. I’m so glad I chose them!
    testi2-1

    Ashley Jonson

    NewYork, USA

    US Office

    SA Office