patternestablishedmedium complexity

Workflow Automation

Workflow Automation with AI embeds models such as LLMs, OCR, and ML classifiers into orchestrated, multi-step business workflows. It uses triggers, AI-powered tasks, human-in-the-loop approvals, and system integrations to execute processes end-to-end with minimal manual effort. Traditional workflow or orchestration engines coordinate the sequence, while AI steps handle perception, understanding, and decision-making. Monitoring, governance, and exception handling ensure reliability, compliance, and auditability in production environments.

136implementations
28industries
Parent CategoryAutonomous Systems
01

When to Use

  • When you have repetitive, rule-heavy workflows that still require human judgment or document understanding.
  • When the process spans multiple systems (ERP, CRM, ticketing, email) and manual coordination is slow or error-prone.
  • When large volumes of semi-structured or unstructured data (emails, PDFs, forms) must be processed consistently.
  • When you want to reduce cycle time and manual effort while maintaining or improving quality and compliance.
  • When there is a clear, measurable business KPI (e.g., time-to-approve, cost-per-case, error rate) that automation can impact.
02

When NOT to Use

  • When the process is highly creative, exploratory, or non-repeatable, with no stable sequence of steps.
  • When decisions are extremely high-stakes (e.g., life-critical medical decisions, major legal judgments) and regulations require full human control.
  • When you lack reliable access to the necessary systems or data sources to complete the workflow end-to-end.
  • When the process volume is very low and the cost of building and maintaining automation outweighs the benefits.
  • When business rules and policies are unclear, constantly changing, or undocumented, making it hard to encode them in workflows.
03

Key Components

  • Event triggers (API calls, webhooks, message queues, scheduled jobs, UI actions)
  • Workflow or orchestration engine (BPMN, low-code workflow, DAG scheduler, agentic orchestrator)
  • AI task nodes (LLM calls, OCR, document classification, entity extraction, prediction models)
  • Business rules and decision logic (rule engines, policy checks, routing logic)
  • Human-in-the-loop steps (approvals, reviews, exception handling, escalation paths)
  • System integration connectors (ERP, CRM, ticketing, RPA bots, databases, SaaS APIs)
  • Data pre-processing and post-processing (validation, normalization, enrichment, formatting)
  • Context and memory management (state store, case file, conversation or workflow context)
  • Monitoring, logging, and tracing (observability for each step and AI call)
  • Governance and compliance controls (access control, PII handling, audit trails, retention)
04

Best Practices

  • Start with a narrowly scoped, high-volume workflow (e.g., one document type or one request type) before scaling to broader processes.
  • Explicitly model the workflow as a graph or BPMN/DAG with clear states, transitions, and timeouts instead of burying logic inside prompts.
  • Use AI for perception and judgment (classification, extraction, drafting) and keep final authority and control flow in deterministic code or workflow rules.
  • Design each AI step as a small, single-responsibility task (e.g., classify, extract, summarize) rather than one giant prompt that tries to do everything.
  • Standardize AI outputs with schemas (JSON, Pydantic models, function calling) and validate them before downstream steps consume them.
05

Common Pitfalls

  • Trying to fully automate complex, high-risk workflows without a human-in-the-loop or phased rollout.
  • Embedding critical business rules inside opaque prompts instead of explicit, testable logic.
  • Letting the LLM control the workflow path (e.g., deciding which API to call) without guardrails or validation of tool outputs.
  • Underestimating integration complexity with legacy systems (ERP, CRM, line-of-business apps) and RPA bots.
  • Not validating AI outputs, leading to malformed data, incorrect routing, or downstream system errors.
06

Learning Resources

07

Example Use Cases

01Invoice processing: ingest emailed invoices, extract key fields with OCR + LLM, validate against purchase orders, route exceptions to finance, and post approved invoices to ERP.
02Customer support triage: classify incoming emails or tickets, summarize the issue, suggest responses, auto-resolve simple cases, and route complex ones to the right support queue.
03Claims processing in insurance: parse claim forms and attachments, detect missing information, flag potential fraud, propose settlement amounts, and orchestrate approvals.
04Employee onboarding: generate personalized onboarding checklists, create accounts in HR and IT systems, schedule training, and track completion status.
05Contract review and approval: extract key clauses and risks from contracts, compare against policy, suggest redlines, and route to legal or business approvers.
08

Solutions Using Workflow Automation

43 FOUND
automotive4 use cases

Automotive Supply Chain Resilience AI

This AI solution analyzes complex automotive supply networks using graph-based LLMs to detect vulnerabilities, forecast disruptions, and simulate risk scenarios such as pandemics or geopolitical shocks. It recommends optimized sourcing, inventory, and logistics strategies that strengthen resilience, reduce downtime, and protect revenue across the end-to-end automotive supply chain.

automotive4 use cases

Automotive Smart Supplier Selection

This AI solution analyzes cost, quality, sustainability, and risk data to help automotive manufacturers identify and select the optimal mix of suppliers. By continuously optimizing procurement and supply chain decisions, it improves resilience, reduces material and logistics costs, and supports sustainability and compliance targets.

fashion3 use cases

Fashion Alliance Strategy Intelligence

This AI suite analyzes digital transformation, blockchain adoption, and AI risk management across the fashion ecosystem to guide strategic industry alliances. It synthesizes market signals, partner capabilities, and regulatory trends to help brands, suppliers, and tech providers form high-value collaborations that accelerate innovation. By quantifying benefits and risks of prospective partnerships, it enables more resilient, sustainable, and future‑proof fashion value chains.

healthcare10 use cases

Healthcare Resource Orchestration AI

This AI solution coordinates beds, staff, operating rooms, transport, and patient flow in real time across hospitals and clinics. By continuously optimizing scheduling, triage, and capacity allocation, it reduces wait times and bottlenecks, cuts operational costs, and improves patient outcomes and staff satisfaction.

hr24 use cases

AI Talent Assessment Orchestration

This AI solution covers AI systems that design, deliver, and interpret candidate assessments across the hiring funnel, turning resumes, tests, simulations, and behavioral signals into standardized, comparable skills profiles. By automating assessment workflows and surfacing decision-ready insights for recruiters and HR leaders, these tools improve quality of hire, reduce time‑to‑fill, and cut manual screening effort while enhancing fairness and consistency in selection decisions.

public sector7 use cases

Smart City Service Orchestration

Smart City Service Orchestration is the coordinated use of data and automation to plan, deliver, and continually improve urban public services across domains such as transportation, energy, public safety, and citizen support. Instead of siloed, paper-heavy, and reactive departments, cities use integrated data and decision systems to route requests, prioritize interventions, and tailor services to different resident groups, languages, and accessibility needs. This turns fragmented digital touchpoints and back-office workflows into a single, responsive service layer for the city. AI is applied to fuse sensor, administrative, and citizen interaction data, predict demand, recommend actions to officials, and personalize information and service flows for individuals. It powers policy simulations, dynamic resource allocation, and automated handling of routine cases, while keeping humans in the loop for oversight and sensitive decisions. The result is faster responses, more inclusive access, better use of scarce budgets and staff, and a more transparent, trustworthy relationship between residents and local government.

real estate9 use cases

Predictive Maintenance

This application area focuses on using data and advanced analytics to anticipate when building systems and equipment are likely to fail, so maintenance can be performed before breakdowns occur. In real estate, this includes HVAC units, elevators, boilers, pumps, and other critical infrastructure across commercial and rental properties. Instead of relying on fixed schedules or reacting after something breaks, property teams use sensor data, asset histories, and usage patterns to prioritize and time interventions. It matters because unplanned outages drive up emergency repair costs, disrupt tenants, and can lead to churn, reputational damage, and lower occupancy. Predictive maintenance reduces downtime, extends asset life, and smooths maintenance workloads, which lowers operating expenses and improves tenant comfort and satisfaction. AI models detect early warning signals in equipment behavior and recommend optimal maintenance actions, transforming maintenance from a reactive cost center into a proactive, value‑adding function for landlords and property managers.

sports11 use cases

AI Sports Fan Engagement Media

This AI solution uses AI to power interactive sports broadcasts, personalized content discovery, and real-time fan engagement across streaming, social, and in-venue channels. It blends live data, athlete avatars, and automated highlight creation with ad and content optimization to keep fans watching longer and interacting more deeply. The result is higher audience retention, new digital revenue streams, and more effective media monetization for sports leagues and broadcasters.

architecture and interior design13 use cases

AI Spatial Layout Designer

AI Spatial Layout Designer automatically generates and optimizes floor plans and interior layouts from constraints like dimensions, use cases, and style preferences. It converts sketches, photos, and brief requirements into 2D/3D room configurations and visualizations, enabling rapid iteration and side‑by‑side option comparison. This shortens design cycles, improves space utilization, and lets architects and interior designers focus on higher‑value creative and client-facing work.

hr11 use cases

AI Workforce Planning & Allocation

This AI solution covers AI systems that forecast staffing needs, match people to roles, and automate scheduling across HR functions. By continuously optimizing workforce allocation, these tools reduce labor costs, minimize understaffing and overtime, and free HR teams from manual planning so they can focus on strategic talent initiatives.

mining11 use cases

AI-Powered Mining Loading Automation

Suite of AI systems that automate and optimize loading operations across open-pit and underground mines, from shovels and loaders to autonomous haul trucks and cargo drones. These tools use real-time data to improve loading accuracy, reduce cycle times, and cut fuel and energy use while enhancing safety in high‑risk zones. The result is higher throughput, lower operating costs, and more predictable, resilient mining operations.

automotive4 use cases

AI Automotive Process Optimization

This AI solution uses AI and machine learning to continuously monitor automotive production lines, detect bottlenecks, and recommend optimal process adjustments in real time. By improving line balance, reducing scrap and rework, and increasing overall equipment effectiveness (OEE), it boosts throughput and lowers manufacturing costs while maintaining consistent quality.

ecommerce10 use cases

Ecommerce Understock Prevention AI

Ecommerce Understock Prevention AI predicts future product demand and continuously monitors inventory levels across channels to prevent stockouts without overstocking. It dynamically adjusts purchasing, replenishment, and allocation decisions for every SKU and warehouse. This reduces lost sales, rush shipping costs, and working capital tied up in excess stock while keeping high-demand items consistently available.

automotive9 use cases

Automotive Predictive Scheduling

This AI solution uses AI to predict equipment failures, optimize production schedules, and dynamically adjust factory operations across automotive manufacturing. By combining predictive maintenance with multi-objective optimization, it minimizes downtime, stabilizes throughput, and improves energy and resource utilization, resulting in higher plant productivity and lower operating costs.

construction10 use cases

AI-Powered Construction Site Assessment

This AI solution uses AI, computer vision, and generative design to analyze construction sites, assess environmental and safety conditions, and optimize civil and structural designs. By automating site analysis, project planning, and sustainability evaluations, it reduces rework, accelerates project delivery, and improves compliance with environmental and safety standards.

finance10 use cases

AI Transaction Compliance Monitoring

This AI solution uses AI to automatically monitor financial transactions, detect suspicious patterns, and streamline AML/KYC reviews across banks, wealth managers, and other financial institutions. It replaces manual investigations with intelligent agents and APIs that continuously flag, prioritize, and explain risk events, improving regulatory compliance while cutting review times and false positives. The result is stronger AML controls, lower compliance costs, and reduced risk of regulatory penalties and financial crime exposure.

architecture and interior design6 use cases

AI Preliminary Floor Plan Design

AI Preliminary Floor Plan Design tools automatically generate, analyze, and refine early-stage layouts for residential and commercial spaces based on requirements, constraints, and design preferences. They help architects and interior designers explore multiple options in minutes, improve space utilization, and accelerate client approvals, reducing both design cycle time and rework costs.

insurance17 use cases

AI Claims Liability Engine

AI Claims Liability Engine automates assessment of insurance claims by analyzing documents, images, and historical data to estimate fault, coverage applicability, and likely payout ranges. It streamlines claims handling, reduces leakage and fraud risk, and enables more consistent, data-driven liability decisions that accelerate settlement and improve loss ratios.

architecture and interior design13 use cases

AI Spatial Design & Planning

AI Spatial Design & Planning tools automatically generate, evaluate, and visualize floor plans and interior layouts in 2D and 3D from high-level requirements, sketches, or existing spaces. They combine layout optimization, style generation, and spatial data platforms to accelerate design iterations, reduce manual drafting time, and improve space utilization. This enables architects and interior designers to deliver better concepts faster, win more projects, and lower design production costs.

energy30 use cases

AI Grid Optimization & Resilience

This AI solution uses AI to dynamically optimize power flows, storage dispatch, and demand flexibility across large grids, microgrids, and energy-constrained data centers. By intelligently integrating renewables, reducing congestion, and improving configuration of hybrid storage assets, it boosts grid reliability and resilience while lowering operating costs and curtailment. Utilities and energy-intensive enterprises gain higher asset utilization, fewer outages, and more predictable energy economics in increasingly complex, AI-driven power systems.

insurance15 use cases

AI Insurance Claims Orchestration

This AI solution uses AI to triage, validate, and process insurance claims end-to-end across property, casualty, and medical lines. By automating document intake, fraud checks, coverage validation, and payment decisions, it accelerates claim resolution, reduces manual effort, and improves payout accuracy and customer experience.

advertising4 use cases

AI Ad Creative Design

This AI solution uses AI to generate, adapt, and animate advertising creatives across formats, channels, and audiences. It accelerates creative production, enables large-scale testing of variations, and improves campaign performance by continuously learning which designs drive higher engagement and conversions.

insurance13 use cases

AI Insurance Claims Automation

This AI solution uses AI agents to intake, triage, validate, and route insurance claims across property, casualty, and other lines of business. By automating documentation review, fraud checks, and claims decisions, it shortens cycle times, reduces manual workload, and improves payout accuracy and customer experience for insurers.

real estate14 use cases

Smart Building Operations Optimization

This application area focuses on optimizing the day‑to‑day operation of buildings—primarily HVAC, lighting, and related building systems—to reduce energy use and operating costs while maintaining or improving occupant comfort and uptime. Instead of relying on static schedules, manual setpoints, and siloed building management systems, these solutions continuously ingest data on occupancy, weather, tariffs, equipment performance, and tenant behavior to drive real‑time control decisions. AI is used to forecast demand, learn building thermal and lighting behavior, and automatically adjust thousands of control parameters across portfolios of facilities. It also surfaces anomalies, predicts equipment issues, and guides investment in automation and IoT upgrades. This matters because commercial, residential, and senior living facilities waste a significant share of energy through inefficient controls and fragmented operations, and facility teams are too constrained to optimize manually at scale. Smart building operations optimization directly addresses energy costs, emissions targets, regulatory pressures, and tenant experience in a unified way.

automotive9 use cases

Automotive Predictive Scheduling Optimization

This AI solution uses predictive maintenance, stochastic modeling, and multi-objective optimization to continuously refine production and service schedules across automotive factories and fleets. By anticipating equipment failures, balancing energy and capacity constraints, and dynamically re-allocating resources, it maximizes uptime and throughput while minimizing unplanned downtime and maintenance costs.

energy38 use cases

Wind Turbine Predictive Maintenance

AI models fuse SCADA, vibration, weather, and inspection data to predict wind turbine component failures before they occur, from blades and gearboxes to generators. By enabling condition-based maintenance scheduling and asset optimization across onshore and offshore fleets, this reduces unplanned downtime, extends asset life, and maximizes energy yield and ROI for wind operators.

automotive6 use cases

Automotive AI Inventory & Logistics

This AI solution uses AI, LLMs, and graph-based analytics to optimize automotive inventory, logistics, and end‑to‑end supply chain flows. It forecasts dealer and parts demand, synchronizes production with distribution, and orchestrates loop logistics to cut stockouts, excess inventory, and transport waste while improving service levels and working capital efficiency.

construction10 use cases

AI-Driven Construction Site Assessment

This AI solution uses computer vision and generative AI to analyze construction sites, designs, and project data for environmental and operational impacts. It automates site analysis, improves design and planning decisions, and enhances safety and sustainability, reducing project risk, rework, and delays while supporting greener construction practices.

finance146 use cases

Financial Crime Compliance

AI that detects financial crimes across transactions, communications, and customer behavior. These systems analyze vast data volumes to flag suspicious activity, prioritize alerts, and provide audit trails—learning patterns that rule-based systems miss. The result: fewer false positives, faster investigations, and proactive threat detection.

finance8 use cases

AI KYC & AML Compliance Automation

This AI solution uses AI agents and APIs to automate KYC and AML checks, from smart screening and identity verification to ongoing transaction and crypto compliance monitoring. By orchestrating end‑to‑end compliance workflows, it reduces manual review effort, accelerates customer onboarding, and strengthens defenses against financial crime, while keeping financial institutions aligned with evolving regulations.

customer service97 use cases

Customer Service Automation

AI that handles routine support inquiries and analyzes customer sentiment at scale. These systems resolve common questions via chat, route complex issues to agents, and surface insights from feedback. The result: 24/7 response, lower support costs, and agents focused on what matters.

telecommunications2 use cases

Network Service Orchestration

Network Service Orchestration in telecom focuses on dynamically designing, provisioning, and managing network services—such as 5G slices, IoT connectivity, and edge computing resources—across multi-vendor, software-defined infrastructures. Instead of manually configuring rigid hardware networks, operators use centralized orchestration platforms to translate business intent (e.g., “deploy low-latency connectivity for a factory”) into coordinated actions across radio, core, transport, and cloud domains. AI is increasingly embedded in these orchestration layers to predict demand, optimize resource allocation, and automate complex workflows in real time. This enables faster rollout of new services, higher utilization of network assets, and more reliable performance guarantees for enterprise and consumer offerings. As a result, orchestration becomes the key control plane that turns programmable networks into a flexible platform for innovation and new revenue streams.

mining7 use cases

Mining AI Safety Governance

Mining AI Safety Governance is a suite of tools that designs, monitors, and enforces safety protocols for AI and autonomous systems in mining operations. It unifies risk scanning, guardrails for LLMs, and log-based risk inference to detect unsafe behaviors early and standardize safe responses. This reduces the likelihood of accidents, compliance breaches, and downtime as AI use expands across mines.

consumer4 use cases

Consumer Delivery Network Orchestration

This AI solution optimizes end-to-end delivery and replenishment for consumer and e‑commerce brands by analyzing supply chain, demand, and logistics data in real time. It coordinates production, inventory placement, and last‑mile delivery across manufacturers, retailers, and logistics partners to cut lead times, reduce stockouts, and lower transport costs while improving on‑time, in‑full performance.

public sector2 use cases

Digital Government Service Automation

Digital Government Service Automation focuses on streamlining public-sector services—such as permits, benefits, licenses, and citizen requests—by replacing paper-based and manual workflows with data-driven, automated processes. It covers end-to-end service journeys: intake of citizen requests, routing and case management, document handling, eligibility checks, and status notifications, all orchestrated across legacy systems and modern platforms. The goal is to improve service speed, accuracy, accessibility, and consistency while operating within strict regulatory, budgetary, and ethical constraints. AI is applied to classify and route requests, extract and validate data from forms, assist caseworkers with recommendations, and provide virtual assistants that offer 24/7 self-service to residents and businesses. Analytics and decision-support tools help leaders monitor performance, identify bottlenecks, and guide broader digital transformation. This application area matters because it directly impacts citizen experience, administrative burden, and trust in government, enabling agencies to do more with limited resources while maintaining strong governance and accountability.

ecommerce77 use cases

Ecommerce Conversion Optimization

This application area focuses on using data and automation to systematically increase online sales conversion, average order value, and margin across ecommerce stores. It spans dynamic and personalized pricing, product discovery and recommendations, merchandising automation, and large-scale content generation for product pages, ads, and on-site experiences. Rather than operating as isolated tools, these capabilities work together to remove friction from the customer journey—from search and browsing to cart and checkout—while tuning offers and experiences in real time. AI and advanced analytics enable this by continuously learning from shopper behavior, competitive signals, and operational constraints such as logistics and shipping costs. Models power dynamic pricing for thousands of SKUs, generate and optimize creative assets and copy for multiple channels, and improve product search and recommendations using richer semantic and commonsense understanding of products and queries. The result is smarter, always-on optimization of the ecommerce funnel that would be impossible to manage manually at scale.

energy5 use cases

AI Energy Flexibility Balancing

This AI solution uses AI and deep reinforcement learning to dynamically balance load, storage, and generation across grids, microgrids, and EV assets. By optimizing flexibility, siting, and sizing of battery storage under uncertainty, it improves grid reliability and security while reducing energy costs and supporting decarbonization targets.

technology3 use cases

Intelligent Software Development

Intelligent Software Development refers to the use of advanced automation and decision-support tools throughout the software delivery lifecycle—planning, coding, testing, review, and maintenance—to augment engineering teams. These tools generate and refactor code, propose designs, create and execute tests, and surface issues in real time, allowing developers to focus more on architecture, product thinking, and integration rather than repetitive implementation tasks. This application area matters because organizations are under pressure to ship high-quality software faster despite talent shortages, rising complexity, and demanding reliability requirements. By embedding intelligent assistance into IDEs, CI/CD pipelines, and governance workflows, companies can accelerate delivery, improve code quality, and standardize best practices at scale. Strategic adoption also requires new operating models, guardrails, and metrics to ensure productivity gains without compromising security, compliance, or maintainability.

mining14 use cases

AI Mining Hazard Intelligence

AI Mining Hazard Intelligence continuously analyzes sensor feeds, video, control system logs, and worker wearables to detect hazards, predict incidents, and flag unsafe conditions across mining operations. It unifies risk monitoring from pit to plant, supporting real-time alerts, safer work practices, and proactive policy decisions. This reduces accidents and downtime while improving regulatory compliance and productivity in high-risk mining environments.

insurance3 use cases

AI Claims Intake Automation

AI Claims Intake Automation uses machine learning and workflow orchestration to capture, validate, and route insurance claims with minimal human intervention. It ingests omnichannel submissions (photos, forms, emails, FNOL), auto-populates claim systems, and applies business rules to accelerate triage and decisioning. This reduces cycle times, lowers handling costs, and improves customer experience through faster, more accurate claim setup and resolution.

insurance3 use cases

Agentic Insurance Policy Orchestration

This AI solution uses agentic workflows to automate policy activation, claims intake, and customer interactions across the insurance lifecycle. By coordinating multiple specialized agents to handle data collection, verification, and decision support, it speeds up policy issuance and claims resolution while reducing manual effort and error. Insurers gain higher throughput, lower operating costs, and more consistent customer experiences at scale.

entertainment6 use cases

AI Film & Media Music Studio

This AI solution uses generative AI to compose, arrange, and enhance original music and soundscapes tailored to films, videos, and virtual performers. By automating soundtrack creation, improving audio quality, and assisting composers, it cuts production time and costs while enabling highly customized, on-demand scores for entertainment content at scale.

sales2 use cases

Sales CRM Productivity Automation

This application area focuses on automating and augmenting core sales workflows inside CRM platforms such as Salesforce. It reduces manual data entry, streamlines administrative tasks, and enhances pipeline and forecasting visibility so sales reps can spend more time selling and less time on non‑revenue activities. By continuously capturing, cleaning, and organizing customer and deal data, it ensures that CRM records stay accurate, complete, and up to date. Intelligent automation is also applied to prioritize leads and opportunities, recommend next best actions, and personalize outreach based on historical behavior and engagement signals. This improves follow‑up quality and timeliness while helping managers forecast more accurately and coach teams more effectively. Overall, Sales CRM Productivity Automation increases win rates, deal velocity, and revenue per rep by making CRM both easier to use and more strategically valuable.