How to Use AI for Business Automation: Top Use Cases

“AI for business automation combines artificial intelligence with traditional automation techniques to perform repetitive business operations in a faster yet smarter way. This helps businesses boost productivity and efficiency, which eventually leads to scalable growth.”

For many years, businesses have been using automation tools to cut down manual workload and focus on more intricate processes with ease. And these tools actually helped streamline simple repetitive tasks like sending a welcome email when someone signs in or moving a file from one place to another.

But today, the time has changed with technological advancements, and so are the customer expectations.

Today, our customers expect not just to have instant responses. Rather, they expect to have personalized experiences and services. Moreover, with the widespread of customers across the globe, businesses are receiving a huge amount of data from everywhere every day. This is where rule-based automation is falling short.

The traditional automation systems rely on pre-set rules, and so they only do what they are programmed. They can’t think, adapt, or learn before performing any operation, just like we humans do. If a single operation is updated in your workflow, the automation stops working. 

Gartner stated in its 2022 survey that 80% of businesses said that their traditional automation tools were unable to keep up with modern business needs.

That’s where AI for business automation comes in. 

Instead of just following pre-set rules, AI business process automation analyzes the data and takes the desired action accordingly. This is why you can easily hand over your repetitive tasks like handling common customer queries, managing leads, and even predicting future trends to AI process automation without worrying about any inefficiencies.

What is Business Process Automation?

Business process automation refers to using artificial intelligence (AI) technology with traditional automation techniques to perform repetitive and time-consuming tasks without needing any human intervention. 

By using AI for business automation, we actually give a transformative shift to regular automation from simply doing things faster to doing things faster and smarter. By performing every work operation with human intelligence, AI process automation allows employees tto easily focus on high-value operations without worrying about inefficiencies or delays in mundane tasks.

AI business process automation analyzes every data, understands it, and executes the desired operation accordingly. And this becomes possible because of its major component drivers behind it.

The Major Components of Business Process Automation:

• Natural Language Processing: Helps AI in interpreting and understanding human commands so it can deliver the desired result efficiently.
• Machine Learning: Enables performing operations based on real-time data instead of pre-set rules.
• Robotic Process Automation: Automates repetitive tasks with the help of bots powered by artificial intelligence.

So, that’s how AI business process automation allows businesses to work smarter while automating every operation efficiently.

How to Use AI for Business Automation

Using AI process automation, we can automate around 45% of workforce tasks, which is expected to save around $2 trillion in the global workforce –  A recent report by PWC, The Audit and Assurance Services in the USA.

This is why it becomes essential for businesses to implement smart technology in their daily workflows.

Popular business giants like Amazon, Salesforce, and Netflix have already started using AI automation to simplify their workflows, and their long-term success shows how powerful the leading technology is.

Let’s have a detailed glimpse at how you can use AI for business automation with real-world use cases.

Customer Support and Services

Customers today prefer to partner with businesses that are quick and prompt in resolving their doubts satisfactorily. 

While human executives can resolve customer queries promptly, it would become challenging to answer every query with personalized solution, especially when you need to handle several queries in a day. This is where AI-powered chatbots become really helpful.

Here’s How AI Does It:

• Properly understands and responds to customer queries using Natural Language Processing (NLP)
• Automates ticket routing to the appropriate support team
• Offers self-service options for FAQs and troubleshooting

This eventually helps in streamlining the process efficiently, which satisfies the customers, thus leading to lasting relations.

Real-World Use Case: H&M, the leading fashion powerhouse, uses chatbots and virtual assistants to assist customers in tracking orders and returns. The AI-powered bots also recommend products to customers based on their needs and preferences. These virtual bots handle thousands of queries daily, and that too with efficiency, which allows the live agents to focus on more intricate operations.

Hiring and Onboarding

Finding the right talent can be time-consuming for businesses. Although you can automate the resume screening process with traditional automation, it cannot help in hiring the right workforce according to your needs. AI business process automation simplifies this cumbersome process with automated screening and scheduling solutions. 

How it Benefits:

• Screens several resumes quickly using an AI-powered applicant tracking system
• Finds and suggests the right fit based on the job requirements
• Auto-schedules interviews based on the recruiter’s availability
• Assesses personality traits and communication skills on video interviews using sentiment analysis

By involving AI in the recruitment process, organizations can quickly and efficiently find candidates perfectly matching the required roles.

Real-World Use Case: Unilever, the leading consumer packaged goods company, cuts down the hiring time by 75% by using AI in its hiring process. The AI-powered hiring tools allow the company to assess video interviews, which eventually leads to better hirings.

Sales and Marketing

Today competition is at peak in every sector. And so businesses cannot rely on old sales and marketing tactics to have fruitful sales and conversions. By using AI process automation, businesses can automate lead qualification and follow-ups with personalized messages and push notifications.

Here’s How AI Does It:

• Ranks potential leads by analyzing their past behavior and preferences
• Plans and recommends the next marketing move based on the conversion possibility
• Auto-schedules the outreach messages and follow-ups with personalized content
• Integrates with CRM tools for efficient client handling and communication

Personalization brought by AI business process automation in sales and marketing helps in targeting the right audience and boosting engagement and conversions.

Real-World Use Case: The famous software company, Hubspot, uses AI for business automation to automate lead scoring and outreaching. This automation has helped Hubspot’s sales and marketing team to save their valuable time and energy from mundane tasks and focus on planning effective strategies for organizational growth.

Real-Time Detailed Data Analytics

Effective strategic decisions are essential for successful growth for any business. And this becomes possible only when decisions made, are based on real-time insights. This is where AI process automation comes in. The AI-driven data analytics tools perform detailed analytics of data and recommend growth-provoking strategies to organizations. 

Here’s How AI Does It:

• Collects data from multiple sources and analyzes it
• Finds anomalies and trends with the help of machine learning (ML)
• Generates real-time reports with accuracy in no time
• Supports data-driven decision-making across different departments

Real-time analysis by AI-powered business process automation becomes utterly helpful for businesses in finding inefficiencies and making effective decisions.

Real-World Use Case: The leading OTT platform Netflix uses AI process automation to analyze user behavior and latest trends, which allows them to recommend shows and enhance user engagement. Moreover, the AI-powered data insights also help Netflix in making content investment decisions with high precision and efficiency.

Invoice Creation and Management

The finance department of any industrial business is loaded with creating several invoices of different products and services, which finally result in errors and delays. Moreover, invoices and receipts are a very crucial element for any business that needs proper handling and maintenance for years. 

The finance department can overcome these inefficiencies by leveraging AI for business automation. 

The leading technology helps businesses in creating error-free invoices by extracting data from scanned documents and properly validating every field. 

This is how businesses can easily improve invoice processing times by 74% through AI process automation.

Here’s How AI Does It:

• Extracts key information like vendor name, amount, and date through Optical Character Recognition (OCR)
• Validates invoice data with purchase orders and payment terms and conditions
• Reviews invoices to avoid inconsistencies and duplicacies
• Automates approval workflows for quick processing

Real-World Use Case: Airbnb, the leading giant for vacation rentals, processes its varied invoices with AI business process automation. AI automatically scans, validates, and processes vendor invoices, which ultimately helps Airbnb ensure quality processing just like its services.

So, this is how you leverage AI for your business automation. However, the application of AI process automation is not just limited to these scenarios. You can integrate AI into your entire workflow to have successful and scalable growth.

Step-by-Step Process to Implement AI Business Process Automation in Your Workflows

Businesses aiming to streamline their daily work operations and eliminate inconsistencies need to follow a strategic approach to implement AI for business automation. This is because

“The secret of change is to focus all your energy not on fighting the old, but on building the new.”

— Dan Schulman, CEO of PayPal

Following strategic approach will help you integrate AI without any errors, which will lay a strong foundation for long-term growth. So, here’s a step-by-step process for involving AI process automation in your workflows.

Step 1: Identify the Key Operations to Automate

Before starting to look for vendors or AI tools, you need to identify the operations that need automation. List down all the repetitive and complex tasks that are consuming your time and energy unnecessarily every day.

For instance, you need AI process automation for scheduling emails, employee onboarding, or responding to customer queries. Listing down such operations will help you decide exactly in which processes you need to apply AI business process automation.

Step 2: Choose the Right Tech Stack

The success of your AI business automation heavily depends on choosing the right tools and technologies. Here is a glimpse of some popular tools and technologies used for AI process automation.

Besides, there are other AI tools and technologies for varied automations. Choosing the right tech stack will ensure smooth integrations with your existing ecosystem and efficient scalability. 

Step 3: Start with One Pilot Project

Instead of automating all operations at once, it is recommended to start with one process which are at low risk. This will help you identify challenges involved during implementation and will also help you refine them effectively. After the successful implementation of your pilot project, you can automate other workflows easily.

Step 4: Integrate and Train Your Team

After successful implementation, you can easily integrate the business automation tools with your essential tools like CRMs and HRMs for unified accessibility and management. Once integrated, train your team in using the business automation tools for driving effective results.

Transform Your Business Operations with Technocrats Horizons

With the steep rise in competition across diverse industries, it becomes a necessity for businesses to stop wasting time on mundane tasks and focus on making growth-powering strategies. 

That’s where AI for business automation can actually become helpful. However, implementing AI process automation needs definite skills and expertise, which Technocrats Horizons possesses.

With 13+ years of expertise, we have understood how AI process automation is the only way for businesses to thrive in the competition. This is why we perform detailed analysis on your business operations and find the major intricacies hindering your growth. This allows us to implement AI business process automation in the right workflows, which becomes a reason for your efficient and lasting growth.

Contact us now to empower your business operations smartly and efficiently with our AI automation services.

Final Say

AI is the present and the future. With this, traditional automation based on pre-set rules does not deliver effective results for organizations. Enter AI for business process automation, which not just automates repetitive workflows but also performs every operation with human intelligence.

That’s how AI business process automation holds the power of revolutionizing entire workflows for businesses. From resolving customer queries with relevant solutions and personalizing marketing campaigns to streamlining invoice processing quickly and efficiently. You can streamline every repetitive task with AI process automation.

So, start leveraging the powerful AI for business automation as the future of successful business is not human or AI, it’s AI + Human.