Category Demos

Focused demonstration guides tailored for specific business audiences and use cases.

Synthetic Demo Data Disclaimer

All documents and data used in these demos are completely fictional and synthetic. The festival operations business scenario, employee names, financial figures, vendor relationships, and business processes are created solely for demonstration purposes. This synthetic data showcases Openflow and Cortex Search capabilities across realistic business use cases.

For production use: Replace all demo documents with your organization's actual business content using the customization workflow provided.

Perfect for Targeted Presentations

Each demo takes 5-10 minutes and focuses on business value for specific stakeholder groups. Choose the category that best matches your audience!

Demo Categories

• Strategic Planning

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  Target Audience: C-level executives, strategic decision makers, board members

  Focus: Investment decisions, market expansion, strategic intelligence, competitive positioning

  Duration: 5-8 minutes

  Value Prop: Transform scattered documents into executive decision-making intelligence

  Strategic Demo

• Operations Excellence

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  Target Audience: Operations managers, process improvement teams, technology leaders

  Focus: Process optimization, technology modernization, operational efficiency, automation

  Duration: 6-10 minutes

  Value Prop: Unlock operational insights from documentation across all business processes

  Operations Demo

• Compliance & Risk

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  Target Audience: Compliance officers, risk managers, audit teams, legal departments

  Focus: Risk management, regulatory adherence, policy enforcement, audit trails

  Duration: 5-8 minutes

  Value Prop: Instant access to compliance documentation and risk assessment capabilities

  Compliance Demo

• Knowledge Management

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  Target Audience: HR teams, training managers, knowledge workers, organizational development

  Focus: Training effectiveness, knowledge sharing, collaboration patterns, staff development

  Duration: 6-9 minutes

  Value Prop: Transform training materials into searchable organizational knowledge

  Knowledge Demo

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Demo Benefits

For Sales Teams

• Audience-Specific Messaging - Perfect talking points for each stakeholder group
• Time-Efficient - Quick, focused presentations that respect busy schedules
• Value-Driven - Clear ROI and business impact for each use case
• Ready-to-Execute - Copy-paste queries and expected results included

For Technical Teams

• Proof of Concept - Demonstrate specific capabilities for targeted use cases
• Architecture Validation - Show multi-format document processing across business functions
• Integration Planning - Category-specific implementation roadmaps
• Scalability Evidence - Enterprise-ready document intelligence capabilities

For Business Users

• Department-Specific - Relevant examples for each business function
• Immediate Value - See exactly how your documents become actionable intelligence
• Implementation Planning - Clear next steps for departmental adoption
• Change Management - Understand the transformation impact for your specific role

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Document Requirements

Each demo category requires specific documents from the sample-data/google-drive-docs/ collection:

Quick Document Setup

Complete Demo: Copy all 9 documents for full cross-category functionality
Targeted Demo: Copy only the documents listed for your specific audience category

Document Requirements by Category

Demo Category	Core Documents	Purpose
Strategic Planning	4 documents	Market expansion, investment analysis, board decisions
Operations Excellence	5 documents	Process optimization, technology modernization, safety
Compliance & Risk	4 documents	Policy enforcement, incident management, vendor compliance
Knowledge Management	All 9 documents	Training effectiveness, collaboration patterns, learning analytics

Complete Document Set

Converted documents for demo upload (located in sample-data/google-drive-docs/):

google-drive-docs/
├── Strategic Planning/
│   ├── 2025-Festival-Expansion-Strategy-0.jpg
│   ├── 2025-Festival-Expansion-Strategy-1.jpg
│   ├── 2025-Festival-Expansion-Strategy-2.jpg
│   ├── 2025-Festival-Expansion-Strategy-3.jpg
│   └── 2025-Festival-Expansion-Strategy-4.jpg
├── Executive Meetings/
│   └── Board-Meeting-Minutes-Q4-2024.docx
├── Financial Reports/
│   └── Q3-2024-Financial-Analysis.pdf
├── Projects/
│   └── Sound-System-Modernization-Project-Charter.docx
├── Operations/
│   ├── Venue-Setup-Operations-Manual-0.jpg
│   ├── Venue-Setup-Operations-Manual-1.jpg
│   ├── Venue-Setup-Operations-Manual-2.jpg
│   └── Venue-Setup-Operations-Manual-3.jpg
├── Analysis/
│   └── Post-Event-Analysis-Summer-2024.pptx
├── Compliance/
│   └── Health-Safety-Policy.pdf
├── Training/
│   └── Customer-Service-Training-Guide.pptx
└── Vendors/
    └── Audio-Equipment-Service-Agreement.pdf

Document Source & Conversion Workflow

Markdown Source Files: Each directory also contains .md source files (e.g., 2025-Festival-Expansion-Strategy.md) which are the editable source documents.

Converting Sources to Demo Formats:

# Convert all documents to demo formats
task convert-all-docs

# Or convert to specific formats
task convert-to-pdf     # Generate PDF documents
task convert-to-pptx    # Generate PowerPoint presentations  
task convert-to-docx    # Generate Word documents
task convert-to-jpg     # Generate JPG images

Customization Workflow:

1. Edit the .md source files with your organization's content
2. Run the appropriate convert-* task to generate new demo files
3. Upload the converted files (not the .md sources) to Google Drive

Multi-Format Demo Capability

This conversion approach demonstrates Openflow's ability to process diverse document formats (JPG, PDF, DOCX, PPTX) from a single markdown source, showcasing real-world enterprise document variety.

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Getting Started

Before running category demos, ensure you have completed the basic setup:

• Prerequisites

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  Complete technical requirements and access verification

  Prerequisites Guide

• Quick Setup

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  15-minute streamlined setup for demo capability

  Quick Setup Guide

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Demo Setup Checklist

Complete Demo Setup (Recommended)

Best for: Multi-audience presentations, comprehensive capabilities demonstration

• Documents needed: All 9 converted documents (17 total files including multi-page formats)
• Time to upload: ~5 minutes
• Capabilities: Full cross-category functionality, collaboration analytics, complete business context
• Target audience: Demonstrations requiring all business use cases

Category-Specific Setup

Strategic PlanningOperations ExcellenceCompliance & RiskKnowledge Management

Best for: C-level executives, board presentations

Documents needed:

• ✅ 2025-Festival-Expansion-Strategy-0.jpg through -4.jpg (5 files)
• ✅ Board-Meeting-Minutes-Q4-2024.docx
• ✅ Q3-2024-Financial-Analysis.pdf

Time to upload: ~2 minutes

Best for: Operations teams, process improvement, technology leaders

Documents needed:

• ✅ Venue-Setup-Operations-Manual-0.jpg through -3.jpg (4 files)
• ✅ Sound-System-Modernization-Project-Charter.docx
• ✅ Post-Event-Analysis-Summer-2024.pptx
• ✅ Health-Safety-Policy.pdf
• ✅ Audio-Equipment-Service-Agreement.pdf

Time to upload: ~2-3 minutes

Best for: Compliance officers, risk managers, audit teams

Documents needed:

• ✅ Health-Safety-Policy.pdf
• ✅ Post-Event-Analysis-Summer-2024.pptx
• ✅ Audio-Equipment-Service-Agreement.pdf

Time to upload: ~2 minutes

Best for: HR teams, training managers, organizational development

Documents needed:

• ✅ Customer-Service-Training-Guide.pptx (primary document)
• ✅ All documents from other categories (for cross-functional analytics)

Time to upload: ~5 minutes (complete set required)

Document Upload Verification

After uploading documents, verify they're processed correctly:

-- Comprehensive document verification by demo category
SELECT 
    COUNT(*) as total_docs,

    -- Strategic Planning Documents (Expected: 7-8)
    COUNT(CASE WHEN 
        lower(DOC_ID) LIKE '%strategy%' OR 
        lower(DOC_ID) LIKE '%board%meeting%' OR 
        lower(DOC_ID) LIKE '%meeting%minutes%' OR
        lower(DOC_ID) LIKE '%financial%analysis%' OR
        lower(DOC_ID) LIKE '%q3%2024%financial%'
    THEN 1 END) as strategic_docs,

    -- Operations Excellence Documents (Expected: 6-7)
    COUNT(CASE WHEN 
        (lower(DOC_ID) LIKE '%operation%manual%' OR lower(DOC_ID) LIKE '%venue%setup%') OR
        (lower(DOC_ID) LIKE '%sound%system%' AND lower(DOC_ID) LIKE '%project%') OR
        (lower(DOC_ID) LIKE '%post%event%analysis%')
    THEN 1 END) as operations_docs,

    -- Compliance & Risk Documents (Expected: 3-4)
    COUNT(CASE WHEN 
        (lower(DOC_ID) LIKE '%health%safety%' OR lower(DOC_ID) LIKE '%safety%policy%') OR
        (lower(DOC_ID) LIKE '%service%agreement%' OR lower(DOC_ID) LIKE '%audio%equipment%') OR
        (lower(DOC_ID) LIKE '%post%event%analysis%')
    THEN 1 END) as compliance_docs,

    -- Knowledge Management Documents (Expected: 1)
    COUNT(CASE WHEN 
        lower(DOC_ID) LIKE '%training%guide%' OR 
        lower(DOC_ID) LIKE '%customer%service%training%'
    THEN 1 END) as training_docs,

    -- Document format breakdown
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%.jpg' THEN 1 END) as jpg_files,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%.pdf' THEN 1 END) as pdf_files,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%.docx' THEN 1 END) as docx_files,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%.pptx' THEN 1 END) as pptx_files

FROM file_hashes;

Expected Results

Complete Demo Setup (All 9 Documents = 15-16 Total Files):

Category	Count	Document Types
strategic_docs	7	Strategy images (5 JPG) + Board minutes (DOCX) + Financial analysis (PDF)
operations_docs	5	Operations manual (4 JPG) + Sound project (DOCX)
compliance_docs	3	Safety policy (PDF) + Service agreement (PDF) + Post-event analysis (PPTX)
training_docs	1	Customer service training (PPTX)
total_docs	15	Processed files (1 DOCX file may not process)

File Format Breakdown:

• jpg_files: 9 (5 strategic + 4 operations) ✅
• pdf_files: 3 (financial + safety + vendor agreement) ✅
• docx_files: 1-2 (board minutes + project charter - one may not process) ⚠️
• pptx_files: 2 (training + analysis) ✅

DOCX Processing Note

Available in sample-data: 2 DOCX files (Board minutes + Project charter)
Typically processed: 1 DOCX file

If you see docx_files: 1 instead of 2, this is normal. One DOCX file may not process due to: - File upload order/timing - OpenFlow processing optimization
- Document naming variations

Both documents contain similar strategic/project content, so demo functionality remains intact.

Document Format Distribution

The converted documents in sample-data (16 total files available, 15 typically processed):

• 📷 JPG Files: 9 total ✅
• Strategic expansion strategy: 5 images (2025-Festival-Expansion-Strategy-0.jpg through -4.jpg)

• Operations manual: 4 images (Venue-Setup-Operations-Manual-0.jpg through -3.jpg)

• 📄 PDF Files: 3 total ✅

• Financial analysis: Q3-2024-Financial-Analysis.pdf
• Safety policy: Health-Safety-Policy.pdf

• Vendor agreement: Audio-Equipment-Service-Agreement.pdf

• 📝 DOCX Files: 2 available, 1 typically processed ⚠️

• Board minutes: Board-Meeting-Minutes-Q4-2024.docx
• Project charter: Sound-System-Modernization-Project-Charter.docx

• Note: Usually only one DOCX file processes successfully

• 📊 PPTX Files: 2 total ✅

• Post-event analysis: Post-Event-Analysis-Summer-2024.pptx
• Customer training: Customer-Service-Training-Guide.pptx

Troubleshooting Document Counts

If counts don't match expected values:

1. Check file names match the converted document names (not .md source files)
2. Verify Google Drive folder structure follows the upload instructions
3. Confirm OpenFlow processing completed successfully
4. Review connector logs for any processing errors

Simplified VerificationIndividual Document Check

For quick verification, use this simplified query:

-- Quick document check
SELECT 
    COUNT(*) as total_docs,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%strategy%' OR lower(DOC_ID) LIKE '%board%' OR lower(DOC_ID) LIKE '%financial%' THEN 1 END) as strategic_docs,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%venue%' OR lower(DOC_ID) LIKE '%sound%system%' OR lower(DOC_ID) LIKE '%post%event%' THEN 1 END) as operations_docs,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%safety%' OR lower(DOC_ID) LIKE '%audio%equipment%' THEN 1 END) as compliance_docs,
    COUNT(CASE WHEN lower(DOC_ID) LIKE '%training%guide%' THEN 1 END) as training_docs
FROM file_hashes;

List all processed documents to verify specific files:

-- View all processed documents
SELECT 
    DOC_ID,
    CASE 
        WHEN lower(DOC_ID) LIKE '%strategy%' OR lower(DOC_ID) LIKE '%board%' OR lower(DOC_ID) LIKE '%financial%' THEN 'Strategic Planning'
        WHEN lower(DOC_ID) LIKE '%venue%' OR lower(DOC_ID) LIKE '%sound%system%' OR lower(DOC_ID) LIKE '%post%event%' THEN 'Operations Excellence'
        WHEN lower(DOC_ID) LIKE '%safety%' OR lower(DOC_ID) LIKE '%audio%equipment%' THEN 'Compliance & Risk'
        WHEN lower(DOC_ID) LIKE '%training%guide%' THEN 'Knowledge Management'
        ELSE 'Other'
    END as demo_category,
    UPPER(RIGHT(DOC_ID, 4)) as file_format
FROM file_hashes
ORDER BY demo_category, DOC_ID;

Setup Complete

When your verification query shows the expected document counts and formats, your demo environment is ready!