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  • What is AI automation?
  • What is AI automation?
  • AI automation comparison
  • How does it work with automation?
  • Benefits
  • Impact of AI and automation
  • AI for unstructured environments
  • Optimizing Human-AI Collaboration
  • Adaptive AI
  • Examples of comapnies
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AI + automation: Why AI is the next step for automation

AI automation combines artificial intelligence (AI) with automated systems to make processes more efficient. By bringing together AI technologies with automation tools like RPA, organizations can accelerate workflows, improve decision-making, and rely less on human input.

Robotic process automation (RPA)

What is AI automation?

Often referred to as Intelligent Automation or hyperautomation—a term coined by Gartner—AI automation represents the integration of advanced automation capabilities with AI technologies. AI extends the reach of automation by enabling systems to learn, adapt, and make informed decisions, accelerating every stage of the automation lifecycle.

The potential of combining AI technologies with automation tools like robotic process automation (RPA) is immense, offering businesses new pathways to efficiency and innovation.

AI automation vs BPM, RPA, and other technologies.

While traditional automation and business process management (BPM) focus on predefined rules, AI-powered automation allows systems to adapt and learn. Because AI excels at making predictions and decisions, while automation tools reliably handle execution between or within systems, it can infuse automation with flexibility to respond to business needs and conditions that are constantly changing.

AI-driven automation is built on the seamless integration of AI with automation technologies including RPA and BPM, that together form the foundation of Intelligent Automation. Unlike traditional automation or BPM, which rely on rule-based approaches, AI introduces cognitive capabilities to automation, allowing systems to understand, learn, and make decisions. This cognitive layer is what defines AI-driven automation, enabling it to handle complex tasks that require adaptability and insight.

AI agents are the next big thing in this ecosystem. AI agents embody the combination of cognitive abilities for planning, predicting outcomes, and making decisions, with the ability to take action across enterprise systems, all while continuously learning from the data they process.

How AI and automation come together.

As both AI and automation technology continue to evolve, organizations and solution providers are discovering more and more opportunities to take advantage of the ways they complement each other and extend the benefits of AI to new use cases.

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Human Resources: Recruiting

AI's role: AI analyzes resumes and application data to predict the best candidates for a job based on skills, experience, and fit.

Automation's role: Once AI identifies top candidates, automation systems schedule interviews, send follow-up emails, and update candidate tracking systems.

Sales: Forecasting

Sales: Forecasting

AI's role: AI models predict future sales trends by analyzing historical sales data, market conditions, and customer behavior to make strategy decisions.

Automation's role: Based on AI's forecasts, automation adjusts sales strategies, updates CRM systems, and triggers targeted marketing campaigns.

IT security:  Threat detection

IT security: Threat detection

AI's role: AI systems predict and identify potential cybersecurity threats by analyzing network traffic and user behavior patterns.

Automation's role: Upon detecting a threat, automation systems execute security protocols, such as isolating affected systems, alerting IT teams, and initiating data backup processes.

Benefits of combining AI with automation.

Applying AI with automation delivers wide-ranging benefits for enterprises that ultimately drive operational transformation.

Increased efficiency tops the list of benefits, but the impact of faster, error-free, streamlined processes extends beyond efficiency gains. By enabling the automation of not only routine tasks but also complex and multi-function workflows, applying AI and automation allows businesses to allocate resources more effectively and focus on strategic initiatives that drive growth and innovation. This efficiency-driven shift can both boost productivity and reduce operating costs.

At both strategic and tactical levels, AI's ability to quickly process and analyze data at scale can redefine the speed of decision-making, enabling enterprises to respond to change in real time.

Combining AI with automation drives increased accuracy across operations, minimizes errors, and improves overall performance. Precision execution of high-volume data-driven processes is particularly valuable in industries where compliance and accuracy are critical, such as finance and healthcare.

Scalability and adaptability are additional benefits of AI-powered automation, allowing enterprises to manage mixed system environments. Because AI systems learn and adapt, they can handle a wider range of tasks, from simple data entry to complex decision-making processes, providing on-demand operational flexibility that enables organizations to quickly scale and accommodate growth and evolving business needs.

Impact of AI and automation on non-technical jobs.

The emergence of generative AI has accelerated the impact of recent changes to the nature of work, as organizations have sped up their adoption of automation technologies.

Today, the potential of AI and automation extends far beyond traditional technical roles and tasks to work not typically associated with automation, such as customer service and creative industries. In these fields, AI, and in particular generative AI, can augment human capabilities rather than replace repetitive task execution.

In customer service, for example, AI can work alongside human agents to surface expert-level guidance and execute multi-system data acrobatics to enable agents to focus on the customer interaction, enabling them to handle more complex issues that require empathy and nuanced understanding. At the same time, AI-powered automation can independently handle routine customer inquiries and provide instant responses, improving the customer experience while freeing up human resource time.

Similarly, in creative industries, AI can assist in generating ideas or content, allowing human creators to focus on refining and perfecting their work.

AI for unstructured tasks and workflows

AI for unstructured tasks and workflows

Traditional automation systems rely on predefined rules and structured data, which means they hit a wall when facing complex and unstructured workflows. AI, however, is a perfect match for unstructured processes and environments where data is often messy, inconsistent, or incomplete.

AI excels at processing and interpreting unstructured information, such as text, images, and audio, using advanced techniques like natural language processing (NLP) and computer vision. This allows AI models to understand and extract meaningful insights from data that would otherwise be inaccessible to conventional automation systems. By processing unstructured information, AI empowers enterprises to accelerate workflows that were previously considered too complex or variable to automate.

In the insurance industry, for example, AI can analyze unstructured data from claims forms, emails, and customer communications to automate the claims processing workflow. By interpreting the context and content of these documents, AI systems can make informed recommendations about claim approvals, reducing processing time and improving accuracy.

Similarly, in customer service, AI-driven chatbots can handle inquiries that involve unstructured conversations, understanding customer intent and providing relevant responses.

In healthcare, AI can process unstructured data from medical records, lab reports, and imaging studies to support clinical decision-making and automation of administrative tasks. By extracting critical information and identifying patterns, AI systems can assist healthcare professionals in diagnosing conditions, recommending treatments, and better managing patient care.

Optimizing human-AI collaboration

Optimizing human-AI collaboration

By maintaining a balance between automation and human input and oversight, enterprises can harness the potential of AI while ensuring trust in the integrity of AI-driven decisions. The "human-in-the-loop" model, where human input refines and enhances automated systems, is particularly important in scenarios where AI-driven decisions need validation or adjustment based on human judgment.

Processes that leverage human-AI collaboration can increase the time available for human interaction where there is high interaction value, such as in customer experience.

In all cases, optimizing human-AI collaboration is a core factor in the success of workflows supported by AI and automation. Best practices to drive effective collaboration include embedding access to AI-driven automations directly within work applications and providing training in both the use and purpose of the technology, including understanding the AI system.

Providing training on both the effective use of the AI system and its underlying mechanics, including data sources, can greatly enhance successful human-AI collaboration. Understanding what the system does—its purpose and intended uses—enables employees to evaluate the AI performance critically and identify possible issues or biases. This awareness makes it possible for everyday users to determine if AI operates as intended and aligns with organizational goals and standards.

Optimal use of AI is further supported by robust oversight mechanisms. Effective oversight of AI systems requires a multifaceted approach that includes continuous monitoring, real-time analytics, regular audits, and impact reviews. Continuous monitoring involves keeping a constant watch over the AI system's operations to detect anomalies, performance issues, or deviations from expected behavior. Regular audits examining the system's algorithms, data usage, and decision-making processes help to maintain transparency and accountability.

At the organizational level, impact reviews that assess the broader effects of AI systems are essential for ensuring their long-term success and safe application within enterprise operations. Assessing whether the application is achieving its intended objectives and identifying any unintended consequences on employees, customers, and broader enterprise operations helps inform the overall AI and automation strategy. This process also drives adjustments or improvements to the AI system, ensuring it continues to deliver value while minimizing potential risks.

Adaptive AI - how AI learns over time

Adaptive AI - how AI learns over time

Augmenting and automating complex and creative work hinges on the ability of AI systems to adapt over time and improve on their own through continuous learning processes.

At the heart of adaptive AI are advanced learning mechanisms such as machine learning and reinforcement learning, which empower AI systems to refine their performance and decision-making capabilities without constant human intervention.

Machine learning enables AI to identify patterns and extract insights from enormous datasets, allowing it to make predictions and decisions based on historical data. And as AI systems process more data, they continue to learn and improve accuracy and efficiency.

Reinforcement learning allows AI systems to learn from interacting with their environment. That means when they receive feedback on their actions, these systems can adjust strategies to maximize desired outcomes. This age-old trial-and-error approach enables AI to adapt to new challenges and optimize its performance over time, which is particularly valuable in the context of creative and complex tasks where solutions are not always straightforward.

Examples: Companies using AI and automation.

In the enterprise business landscape, there are countless compelling examples of how AI and automation are transforming functions by working together to optimize processes and execute complex tasks. Applying the combined power of AI and automation to new enterprise use cases continues to deliver jaw-dropping results. No matter the industry, companies are seeing a profound impact on both efficiency and innovation through AI and automation.

Petrobras, a Brazilian multinational energy giant, took a comprehensive approach to integrating AI and automation into its operations, led by their CIO who championed the implementation of advanced automation and generative AI technologies. The application of AI-driven automation in the tax department alone resulted in savings of $120 million in just three weeks and a significant increase in efficiency.

A global leader in sustainable mining, Vale harnessed AI to automate process discovery. In the span of a few days, generative AI identified and documented five high-impact processes to automate, which would have otherwise taken months to surface. This rapid process discovery, which was 89% faster than traditional methods, not only saved 121,000 hours but also resulted in $5 million annual savings for the organization.

In healthcare, AI and automation can improve process efficiency and operational accuracy while simultaneously amplifying human value. A case in point is the NHS Hospital's unique application of Intelligent Automation. The hospital implemented a first-of-its-kind automation to monitor oxygen supplies 24/7. This automation significantly reduced both error risk, elevating patient care standards and resource burden, freeing up 1,500 hospital staff hours.

As examples like these illustrate, AI and automation can make a profound impact in any industry to not only optimize and accelerate but also power innovation and operational transformation.The future of AI and automation will empower teams to build automations using natural language and deploy self-healing automations that adapt to system changes in real time, reducing failures and minimizing maintenance.

Frequently asked questions.

What are the common pitfalls organizations face when integrating AI with automation, and how can we avoid them?

Integrating AI with automation has significant benefits, which makes being aware of common pitfalls and proactively addressing them a key part of the journey to gaining full value from these technologies. Keep in mind that it’s possible to avoid many of the common challenges around integrating AI and automation by using an agentic process automation platform.

Common pitfalls and what you can do about them:

Lack of clear goals
One of the biggest mistakes organizations make is not defining clear objectives for AI and automation initiatives. Without specific goals, it’s difficult to measure success or determine the right technologies to implement.

What to do: Take the time to outline what you want to achieve—whether it’s improving efficiency, reducing costs, or enhancing customer experience. Clear goals will guide your strategy.

Insufficient data quality
AI systems rely heavily on data to learn and make decisions. If the data is incomplete, outdated, or biased, it can lead to poor outcomes.

What to do: Invest in data management practices to ensure that the data being used is accurate and relevant. Regularly auditing data sources and cleaning up inconsistencies can help maintain high-quality data for AI training and task execution.

Ignoring change management
Implementing AI and automation often requires changes in workflow and employee roles. Failing to consider how these changes will affect your team can lead to resistance and decreased morale.

What to do: Involve employees early in the process, provide training on new technologies, and communicate the benefits clearly. Engaging teams from the get-go can help build a culture of experimentation and collaboration.

Overlooking integration challenges
Integrating AI with existing automation systems can be complex. Organizations may underestimate the technical steps involved, leading to delays and frustration.

What to do: Conduct thorough assessments of your current systems and identify potential integration issues beforehand. Consulting experienced professionals and providers can also help streamline this process.

Neglecting human oversight
Yes, AI makes self-driving automation possible, however it’s essential to maintain human oversight, especially in critical decision-making areas. Relying solely on AI without human input can lead to serious mistakes.

What to do: Implement "human-in-the-loop" approaches where human judgment complements AI decisions. This ensures accountability and can improve the overall effectiveness of your AI initiatives.

Failure to measure and adapt
After implementing AI and automation, organizations sometimes neglect to monitor performance and adapt strategies based on results.

What to do: Establish key performance indicators (KPIs) and regularly review the outcomes of AI initiatives. Use this information to make necessary adjustments and continuously improve AI-driven processes.

How can IT and technical leads make a business case for investing in AI and automation to their executive teams?

Engaging executives with a well-researched, data-driven approach will greatly increase your chances of securing their support for AI and automation initiatives. Some effective strategies for IT and technical leads who want to secure executive buy-in for investing in AI and automation are:

Align with strategic business goals
Start by aligning your proposal with the organization’s strategic objectives. Identify specific goals that AI and automation can help achieve, such as improving operational efficiency, reducing costs, enhancing customer experience, or driving innovation. Clearly articulating how these technologies support the company’s vision will resonate with executives.

Demonstrate ROI
Use data and metrics to demonstrate the potential return on investment (ROI). Present estimates of cost savings, productivity gains, and revenue growth that can result from implementing AI and automation. For example, if automation can save employees several hours a week, calculate the cost savings from reduced labor hours. Including concrete numbers makes the case for AI and automation more convincing.

Show successes from similar companies
Highlight examples of successful AI and automation implementations from other companies in your industry. Case studies can illustrate how similar organizations have benefited from these technologies, making your argument more relatable and persuasive.

Address risks and concerns
Acknowledge potential risks and concerns related to AI and automation, such as data security, implementation costs, or employee reskilling. Present suggested approaches for mitigating these challenges, including strategies for ensuring data privacy, providing training for employees, and managing change effectively. This shows that you have considered the challenges and are prepared to address them.

Emphasize competitive advantage
Explain how investing in AI and automation is an imperative for remaining competitive in today’s fast-paced business environment. Companies that employ these technologies can respond more quickly to market changes, enhance customer satisfaction, and innovate faster than their competitors. Highlighting these advantages can motivate executives to consider the investment seriously.

Outline a clear implementation plan
Provide a roadmap for how AI and automation will be implemented, including key milestones, timelines, and resource requirements. A clear plan demonstrates that you have thought through the process and can manage the project effectively, increasing confidence among executive leaders.

Involve stakeholders
By gathering input and support from different areas of the organization, you can create a more robust business case that reflects a broad range of perspectives. This collaboration can also help build a coalition of advocates for the investment.

What industries have seen the most success from AI automation, and what can you learn from them?

AI automation has made a significant impact across industries, leading to remarkable success stories. Top-level takeaways from success with AI and automation across industries:

  • Data-driven decisions: Across all industries, data analysis through AI has improved operations and powered informed decision-making.
  • Efficiency gains: AI supercharges the benefits of automation, driving even greater process efficiency, cost savings, and productivity improvements, allowing employees to focus on higher-value tasks.
  • Enhanced customer experience: IMany successful implementations of AI with automation center around improving customer interactions.

At the individual industry level, here are industries that have seen the standout results and what you can learn from their experiences:

Manufacturing
The manufacturing industry has embraced AI automation to enhance productivity and efficiency. Companies apply AI to tasks like assembly, quality control, and inventory management. For example, AI can predict equipment failures before they happen, allowing for timely maintenance and reducing downtime.

Key takeaway: Implementing predictive maintenance and automating repetitive tasks can lead to significant cost savings and increased operational efficiency.

Healthcare
In healthcare, AI automation is transforming patient care and administrative processes. AI systems analyze patient data to assist doctors in diagnosing conditions and recommending treatment plans. AI-powered automation also streamlines administrative tasks, such as scheduling appointments and processing insurance claims.

Key takeaway: Automation using AI for data analysis can improve decision-making and patient outcomes and free up healthcare professionals to focus on direct patient care.

Financial services
The finance industry has successfully integrated AI automation for tasks like fraud detection, risk assessment, and customer service. AI algorithms analyze transaction patterns to identify suspicious activity and initiate mitigation protocols. Agentic workflows handle routine customer inquiries. This not only enhances security but also improves customer satisfaction.

Key takeaway: AI for real-time data analysis can enhance operational security and efficiency. Agentic automation can improve customer experiences by providing instant support.

Retail
Retailers have adopted AI automation to optimize inventory management, personalize customer experiences, and streamline supply chains. Agentic AI automation analyzes customer data to predict buying trends and autonomously manage stock levels. Similarly, agentic automation in logistics drives on-time deliveries and efficient order processing.

Key takeaway: Agentic automation can act on AI insights, like understanding customer behavior through data analysis, to drive sales and improve inventory efficiency—and improve the overall shopping experience.

Transportation and logistics
The transportation industry has seen significant advancements through AI automation in route optimization, fleet management, and predictive maintenance. AI algorithms help companies find the most efficient delivery routes, saving time and fuel costs.

Key takeaway: Implementing AI automation for route optimization can lead to reduced operational costs and improved delivery times.

Customer service
Many companies have implemented AI agents to handle customer inquiries and support. This AI automation allows businesses to provide 24/7 service and quickly respond to customer needs.

Key takeaway: Agentic AI automation in customer service can enhance responsiveness and satisfaction.

How do AI-driven automation initiatives compare in ROI to traditional automation like RPA or BPM?

When comparing the return on investment (ROI) of AI-driven automation initiatives to traditional automation methods like robotic process automation (RPA) or business process management (BPM), the core differences come down to the scope of tasks that can be automated and the overall efficiency gains.

Scope of automation: Traditional automation methods like RPA and BPM typically focus on automating rule-based, repetitive tasks. These approaches are effective but can generally automate only about 30% of tasks within a given process. This limitation stems from the fact that these approaches rely on predefined rules and workflows, making them less adaptable to changes or complex scenarios.

On the other hand, AI-driven automation, in particular agentic process automation, significantly expands the scope of automation. It can automate up to 80% of tasks by integrating AI capabilities that allow systems to learn, adapt, and make decisions based on real-time data. This higher level of automation means that AI-driven initiatives can handle more complex processes and dynamic workflows, leading to greater efficiency.

Efficiency gains and ROI: The much broader scope of automation with AI translates into substantial efficiency gains. By automating a more significant portion of tasks, organizations can reduce manual labor, minimize errors, and accelerate processes. This increased productivity drives higher ROI, as companies can achieve more with fewer resources.

For example, consider a business that implements traditional RPA to automate basic data entry tasks. While this can save time and reduce errors, the overall impact may be limited. In contrast, if the same business adopts AI-driven automation, it can streamline not only data entry but also data analysis, decision-making, and customer interactions. This broader impact can result in a more significant reduction in operational costs and an increase in revenue through improved service delivery.

Long-term benefits: AI-driven automation also offers long-term benefits that contribute to ROI. As AI systems learn and improve over time, they can adapt to changing business conditions and optimize processes further. This adaptability means that the value of AI-driven automation can increase over time, providing ongoing returns on the initial investment.

How should we manage automation failures or AI errors in mission-critical processes?

How you manage automation failures or AI errors in mission-critical workflows can make or break not only the processes themselves but also trust in your systems. Being prepared for potential failures is part of developing resilient workflows and ensures that your AI automation initiatives deliver reliable results. Here are some effective strategies to handle these situations:

Implement robust monitoring systems: Establish real-time monitoring for your automation and AI systems. This allows you to detect issues as they arise, rather than waiting for users to report them. Monitoring tools can track performance metrics, flag anomalies, and alert your team to potential failures making quick responses possible.

Develop a response plan: Create a clear incident response plan that outlines the steps to take when an automation failure or AI error occurs. This plan should include roles and responsibilities, communication protocols, and procedures for diagnosing and resolving issues. Having a structured approach helps ensure that teams can act quickly and effectively.

Conduct root cause analysis: After an error occurs, perform a root cause analysis to determine what went wrong. This involves examining the error's context, including data inputs, algorithms used, and system interactions. Understanding the underlying cause can help prevent similar issues in the future.

Include human-in-the-loop systems: For mission-critical processes, having human oversight at key decision points enables intervention if the AI system produces unexpected results. This can help maintain control and ensure that high-stakes decisions are validated by a human expert.

Use fail-safe mechanisms: These could include backup systems, automatic rollbacks to previous stable states, or alternative workflows that can be activated if the primary automation fails. These measures help minimize disruptions and maintain continuity in operations.

Regularly update and train AI models: AI systems can become less effective over time as data and conditions change. Updating and retraining your AI models with fresh data can help improve accuracy and reduce the chances of errors.

Communicate transparently: If an automation failure or AI error impacts users or stakeholders, communicate openly and transparently about the issue. Explain what happened, the steps being taken to resolve it, and any potential impacts on operations. Transparency helps build trust and reassures stakeholders that you are actively managing the situation.

Learn and improve: After resolving an issue, take the time to review the incident and identify lessons learned. Use this information to refine processes, improve monitoring systems, and refine training for your team. Continuous improvement helps strengthen automation and AI systems over time.

What's the best way to train our team to collaborate with AI-driven automation?

Training your team to work effectively with AI-driven automation is an important part of maximizing its benefits. Top training strategies to consider:

Provide a strong foundation: Start with training sessions that explain what AI is, how it works, and the specific automation tools your team will use. This foundational knowledge helps everyone understand the technology and start out on the same page.

Hands-on experience: Incorporate practical training that allows team members to interact with AI tools. Use real-life scenarios to demonstrate how automation works to boost their productivity.

Encourage a growth mindset: Help your team view AI as a supportive tool rather than a replacement. A growth mindset helps employees feel more comfortable with technology and open to change. Teach your team how to work alongside AI systems. Emphasize the importance of human judgment and creativity in areas where AI may fall short.

Develop critical thinking: Equip your team to evaluate AI outputs critically and make informed decisions. Training should include exercises on assessing AI-generated insights.

Offer ongoing support and collect feedback: Provide continuous resources, such as online courses or workshops, and maintain open communication for questions and feedback. Create channels for team members to share their experiences and suggestions for improvement. This feedback helps refine both training and automation processes.

Celebrate successes: Recognize achievements in collaboration with AI automation. Highlight specific examples where automation has improved efficiency or decision-making to motivate your team.

How scalable is AI-powered automation when handling large and always-changing datasets?

AI-powered automation is highly scalable and particularly suited for managing large and constantly changing datasets.

In particular, agentic process automation is designed for fast-changing environments with high volumes of real-time data. Its ability to learn dynamically, adapt in real time, and make autonomous decisions makes it the go-to solution for organizations aiming to thrive in fast-paced and complex environments. Its high scalability and flexibility mean that businesses can fully leverage their data, driving better decision-making and operational efficiency.

Here are some key reasons why agentic AI-powered automation excels with dynamic environments and data:

  • Dynamic learning: Agentic AI systems continuously learn from new data and experiences. This means they can adapt to changes in datasets without requiring extensive reprogramming. As new information is introduced, agentic AI adjusts its algorithms to improve accuracy and maintain performance.
  • Real-time adaptability: Unlike traditional automation methods, agentic AI automation can process data in real time and respond to changes as they happen. This capability is a game-changer for environments where information is constantly evolving, enabling rapid and informed decisions.
  • High volume processing: Agentic AI-powered automation can efficiently analyze and draw insights from large amounts of data. Its ability to handle millions of data points quickly enables organizations to scale operations without sacrificing speed or accuracy, even as data volumes grow.
  • Autonomous decision-making: Because agentic process automation is designed to make decisions independently based on real-time analysis, it can manage complex workflows and adjust to new circumstances without constant human intervention, powering greater scalability even for dynamic scenarios.
  • Distributed architecture: Many AI-powered automation solutions use distributed architectures, enabling them to operate across multiple servers or cloud platforms. This setup makes it easy to scale resources up or down based on demand, accommodating changes in data volume and complexity.
  • Modular design: AI automation systems often feature a modular design, which means organizations can add or modify components as needed. This flexibility supports innovation and enables businesses to adapt to new technologies or processes without overhauling entire systems.
  • Resource optimization: A big advantage of agentic AI-powered automation is that it can intelligently allocate resources based on current needs. For instance, if there’s a sudden spike in data volume, it can optimize processing power to handle the increased load, ensuring consistent performance.
  • Cost efficiency: By automating data handling and analysis, agentic AI automation reduces the need for extensive manual intervention. This not only saves time but also cuts costs, making it an attractive option for organizations looking to scale operations.

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