My role
Lead UX Designer
Timeline
3 weeks
Team
1 designer · 2 PM
Focus
Agentic workflows
Work is enterprise focused, therefore not many images of work may be published publicly. Low-fidelity images provided when applicable.
quick summary
I designed and prototyped an AI agent experience that helps care teams prepare for huddles, capture decisions, assign work, and follow through across shifts and roles.
overview
Clinical huddles help care teams coordinate what has changed, what needs to happen next, and who owns the follow-up. However, that information can be spread across live conversations, handwritten notes, individual memory, and multiple shifts.
Huddle Agent explored how an AI-supported experience could create a shared memory and action layer for a ward. The concept connected huddle preparation, ambient capture, task extraction, patient context, and follow-through in one workflow. Internally, the team referred to this as a ‘ward brain’ that kept context of patient across everyone that is working.
The challenge
Clinical huddles are meetings between nurses and other care staff, which meant they could be scheduled or on the fly. This agent needed to be able to support multiple people talking at once about multiple people in multiple roles, clinical or non-clinical. The project needed to support more than just taking meeting notes by capturing role boundaries, making ownership clear, and working in mobile environments.
Another challenge was deciding where the experience should live. We explored three different products where this agent could interface. Each surface came with different navigation patterns, capabilities, and expectations. The design needed to communicate the value of the agent without becoming dependent on one shell too early. Not every organization has access to all of these so the experience should be able to be adaptable.
The design question
How do we keep patient context across many roles and shifts?
my role
I translated an early incubation concept into a working product narrative and interactive prototype. I redesigned the information architecture, mapped the experience to familiar product patterns, created role-based task views, and worked through how huddles, patients, tasks, and agent conversations should connect.
I also wrote the walkthrough, recorded the prototype, and produced a demo video that showed the full experience through a nurse’s workday. This forced the concept to work as a coherent flow instead of a collection of isolated features.
design evolution
01
move from a meeting recorder to a workflow agent
The early concept focused on recording and summarizing a huddle. I expanded the experience to cover the full lifecycle of a patient’s journey in a care setting by focusing on the nurse’s job. The agent needed to be able to prepare an agenda, start a huddle, review captured information, confirm tasks, and follow work through completion.
02
create role-based views
Clinical and non-clinical users could participate in the same workflow without seeing the same information. The prototype filtered tasks and context based on role, allowing a nurse to see clinical detail while support staff received only the operational information relevant to their work.
03
connect huddles, patients, and tasks
I reorganized the experience so people could move between a ward-level view, a patient’s history, past huddles, and assigned tasks. Patient views surfaced only the part of a huddle relevant to that patient, while task views made ownership and status easier to understand.
04
support missed-huddle follow-up
The agent notified users when they were assigned work in a huddle they did not attend. Instead of exposing the full note, it provided the context needed to understand and complete the task.
05
Bring informal information into the shared record
One comment we got from nurses when researching this was “do not take away my pen and paper!” The prototype included scanning a handwritten note and turning relevant items into structured context and tasks. This demonstrated how the agent could close gaps between informal shift artifacts and the digital workflow.
06
tell the end-to-end story
I created a concise demo centered on a nurse beginning a shift, reviewing work, preparing a handoff, recording the huddle, confirming tasks, and incorporating a handwritten note. The narrative made the concept understandable to leadership and exposed areas where the workflow still needed refinement.
final solution
The final prototype presented Huddle Agent as a connected experience for preparing, capturing, and following through on clinical huddles. A user could review ward tasks, ask the agent to prepare an agenda, start and record a huddle, confirm extracted tasks, view patient-specific history, and scan handwritten information into the workflow.
The demo positioned the agent as a shared memory for the ward while showing how that memory could appear differently depending on each person’s role. It also made the concept tangible enough to support leadership review and cross-team discussions about where the capability should live.
overview & Reflections
The project moved quickly from a broad incubation idea into an interactive prototype and a complete product narrative. The final video was shared across the the Health and Life Sciences org at Microsoft and prompted broader discussion about how the concept could connect to different products, nursing workflows, mobile use, and related agent efforts.
Next project