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Incoming Email
An incoming customer email can be classified and summarized before being routed to the appropriate person.
AI Automation
Automate the repetitive.
Focus on what matters.
Learn how AI can be combined with workflows, applications and data to reduce repetitive work and improve productivity.
The Fundamentals
What is AI Automation?
AI automation combines traditional workflow automation with artificial intelligence. Instead of manually performing every step, software can handle repetitive actions while AI can help interpret, generate or classify information.
The goal is not to automate everything. Good automation removes repetitive work while keeping humans involved where judgment, creativity or accountability are important.
⚙️
A simple automation
Trigger
A new email arrives
↓
AI Processing
AI summarizes and classifies the email
↓
Action
The workflow sends it to the correct destination
Explore Applications
Where can AI automation help?
AI automation can be useful anywhere repetitive information processing or predictable workflows consume time.
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Email Automation
Use AI to summarize emails, draft responses, classify messages and organize repetitive communication.
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Data Automation
Automate repetitive data collection, cleaning, transformation and reporting tasks.
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Content Automation
Create drafts, summaries, social media content and other repetitive content workflows with AI.
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Workflow Automation
Connect different applications and automate actions that normally require manual work.
🤖
AI Agents
Explore systems that can perform multiple steps toward a goal instead of responding to a single instruction.
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Productivity Automation
Use AI to reduce repetitive work and spend more time on tasks that require human judgment.
Automation Process
From repetitive task to automated workflow.
Start small. Find one repetitive process and design a workflow that saves time without removing necessary human oversight.
01
Identify
Find a repetitive task that takes unnecessary time.
02
Design
Define what should happen before, during and after the task.
03
Connect
Connect the applications, data sources or AI tools involved.
04
Automate
Let the workflow perform the repetitive steps automatically.
05
Review
Monitor the results and improve the workflow when necessary.
Real-World Ideas
What could you automate?
These examples show the type of repetitive workflows that can be candidates for AI-assisted automation.
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Document Processing
Information from documents can be extracted and transferred into a structured database or spreadsheet.
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Weekly Reports
Data can be collected from multiple sources and transformed into a recurring report.
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Content Workflow
One piece of content can be transformed into multiple formats for different platforms.
Understand the Difference
Automation vs AI Automation
⚙️
Traditional Automation
Traditional automation generally follows predefined rules. When an event happens, a predetermined action takes place.
If X happens → Do Y
🧠
AI Automation
AI automation can introduce capabilities such as classification, summarization, extraction and natural language processing into a workflow.
Receive information → AI interprets it → Take action
🛡️
Automate responsibly.
Automation should be tested and monitored. Keep humans involved when decisions involve sensitive information, significant financial consequences, safety or accountability.