Match the automation to the work
Repeated screen steps and open-ended questions need different approaches. Compare the task, the available information and the cost of an error before choosing a tool.
Where RPA works best
- Stable, UI-driven steps with minimal data variability.
- Low ambiguity and minimal exceptions.
Where AI assistance may help
- Questions and documents that vary between requests
- Information gathered from several approved sources
- A result a person can inspect and approve
- Sources and actions recorded for review
Decision filter
- If the task needs unstructured information, compare an AI-assisted approach with the current process. Keep important judgments with the responsible person.
- For stable rules and repeated screen steps, evaluate a script, an API or RPA before adding a model.
Have a workflow question?
Bring one recurring task and an example. Let’s discuss the information, handoff and result that would make the work easier.