Input
Client question, appointment notes and the approved intake checklist.
Fictitious example — not a customer case
A professional adviser reuses one method across three workflows
This example shows what a PKA Professional could contain. It uses no customer data and makes no claim about measured client results.
A visual layer can be configured here without changing the page template.
User goal
Prepare consistent advisory work without delegating judgement
- Instruction profile
- Use a concise professional tone, cite supplied sources, identify uncertainty and separate facts from recommendations.
- Knowledge structure
- Approved method, report template, intake checklist, writing guide and reviewed example outputs.
- Prohibited actions
- Do not invent dossier facts, approve advice, contact the client or publish generated output as knowledge.
Workflow 1
Prepare an intake
Working method
Map known facts, identify missing information and prepare questions by topic.
Output and control
A draft agenda marked draft; the adviser edits it before the meeting.
Workflow 2
Structure an advisory report
Input
Selected dossier files, approved analysis method and report template.
Working method
Organise evidence by the method, cite documents and flag contradictions.
Output and control
A draft report; the adviser verifies evidence, judgement and recommendations.
Workflow 3
Draft a follow-up email
Input
Approved meeting notes, next steps and writing guide.
Working method
Separate agreements, customer actions, adviser actions and deadlines.
Output and control
A draft email; the adviser checks commitments and sends it manually.
Output status
Draft does not become approved knowledge automatically
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01
Generated outputs start as draft.
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02
The adviser can review and correct the result.
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03
Only explicitly approved reusable material enters the knowledge structure.
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04
Deprecated examples remain distinguishable from current guidance.