How to Start Enterprise Workflow Automation in 6 Simple Steps

Consider that you have many reports to write, each involving extensive background research. Your colleagues count on you to deliver on time, and there's no room for mistakes. As you sit down to tackle the task, you can't shake the feeling that you're about to drown in the work. Writing one report isn't bad, but the thought of all the research and writing. You wish there were a way to organize all the tasks involved. 

Enterprise workflow automation could help. AI workflow management systems can help businesses automate their repetitive, mundane tasks with the power of artificial intelligence. By combining automation with AI, enterprise workflow automation tools create more thoughtful, efficient processes that continuously improve over time. These systems can analyze data, predict outcomes, and optimize workflows for better performance. 

One of the most significant features of these AI systems is their ability to learn. The more you use them, the better they get at enhancing your unique business processes. Business reports aren’t the only tasks that enterprise workflow automation can help with. The systems can optimize and automate myriad processes across departments, from HR to IT to finance.

Table Of Contents

• Importance of Enterprise Workflow Automation

• Where to Use Workflow Automation in Enterprises

• How to Start Enterprise Workflow Automation in 6 Simple Steps

• 12 Best Enterprise Workflow Automation Tools

• Supercharge Your Researching Ability With Otio — Try Otio for Free Today

Importance of Enterprise Workflow Automation

Every business has day-to-day tasks that are essential to keep operations running smoothly. Over time, these tasks can become repetitive and dull. For example, consider how monotonous it can be to manually enter the same customer data into your systems each time a new order is placed. Workflow automation helps alleviate the burden of such repetitive tasks by using technology to streamline processes and reduce the amount of manual work required to get the job done. This relieves employee boredom, allowing them to focus on more meaningful activities to help achieve business goals.  

Improved Employee Productivity and Cost Savings 

Workflow automation solutions allow a company to make the most of its resources. With technology managing various time-consuming activities, businesses can reallocate staff members to take charge of other, more critical responsibilities. The automation software acts like a super-productive digital staff member, quietly handling all the tedious work that employees would rather not worry about because they have more significant work to accomplish, which is a better use of their limited time. 

As a result, overall productivity increases, and businesses save money. Many business leaders recognize the significant cost savings that workflow automation tools can provide. For instance, when asked about ways to lower expenses for finance departments, four out of five CFOs in a 2024 Deloitte survey said increasing the automation of lower-value and repetitive activities was the single most effective cost-reduction measure. When considering potential strategies for reducing future costs for finance departments, 81% agreed that more automation was the best way.  

Greater Precision with Fewer Errors

A hectic work environment where employees constantly juggle too much minutia can lead to rushed, error-prone results. Workflow automation improves accuracy and reduces the possibility of mistakes through:  

Maintaining Consistency 

By following predefined rules, a business can make sure tasks are performed on time and will consistently meet the company’s precise standards. This means fewer errors due to employee oversight or fatigue.  

Validating Information

Checking data against established criteria and triggering alerts when discrepancies are detected, such as missing or invalid information, allows staff to step in at the right time so a project based on incorrect data doesn’t continue to move forward.  

Auditing Processes 

A business can quickly identify and correct errors by monitoring every process step. By analyzing error patterns and determining the root cause of issues, a company can take action to prevent future problems and avoid the need for costly rework.  

Improved Time Efficiency 

Employees only have so many hours in a day to get work done and only so much energy. With that in mind, business leaders should regularly ask themselves. Is my employees' daily work worth their time? The answer will likely be “no” if mind-numbing, duplicative procedures gobble up their workday. For example, does it make sense to ask an employee to spend several hours manually entering information about multiple customers into a digital database when an automated system can complete the task in seconds? Probably not.  

Additionally, humans can manage only so much multitasking at once and still do everything well, whereas technology can expertly handle several tasks in parallel. Rather than checking off items on the to-do list sequentially, automation can take care of multiple demands simultaneously. And unlike humans, who need rest, automated systems can run around the clock, even after a business closes, leading to faster project completion rates and reduced idle time.  

Streamlined Communication and Easier Collaboration  

By keeping everyone on the team in the loop and making sure all the necessary bases are covered on a particular workflow, automation technology paves the way for better communication and smoother collaboration.  

Suppose an employee submits an expense report through an automated platform, for example. In that case, the system will first determine which expenses are permitted under the company’s guidelines and which are not, so administrative staff won’t have to sift through the fine print in the rules to pinpoint allowed expenses. Then, the software will notify a manager to approve certain costs while flagging other expenses that the manager should review more closely.  

Meanwhile, the system will send regular status updates to the employee and the manager, including requests for additional documentation and alerts about approved payments, all while tracking reimbursement delivery times. In the end, automation allows for easier, more transparent communication, keeping everyone on the same page about status and any next steps that need to be taken to push the expense report through quickly and accurately.  

Better Workflow Stability and Systems Integration  

It’s impractical for employees to watch the vast number of ongoing tasks in every department to look for potential kinks that could disrupt a critical process. However, automation technology can do just that, ensuring each step is done exactly as the company dictates. This leads to a more stable workflow with fewer interruptions. Suppose the system detects an issue, such as a network anomaly that delays payment to a supplier. In that case, it can automatically take action, rerouting traffic and alerting staff to address the problem.  

In addition, seamless integration between automation technology and other internal software systems allows for easy data exchange across departments. An ecommerce retailer, for example, can connect its inventory management system with its sales platform, giving company officials real-time updates on supply levels to prevent the business from overstocking or understocking products.  

Enhanced Compliance  

Industry standards and regulatory compliance requirements differ depending on the country where a company operates. The rules are also constantly evolving, making it challenging for companies to keep up. Automated workflows can assist by enforcing all necessary regulatory protocols in every aspect of an organization, reducing the risk of non-compliance. 

In addition, a computerized system generates comprehensive reports documenting how the company is adhering to regulations, which can help the company prove compliance in an audit. For example, doctors’ offices that must follow strict privacy regulations can rely on automated workflows to record who has access to patient data and to document when information gets modified or shared, allowing healthcare providers to demonstrate compliance with privacy laws.  

Heightened Visibility and Transparency  

Workflow automation significantly improves business visibility and transparency by providing teams with real-time insights into every workflow process step. This eliminates guesswork, giving every department a holistic, up-to-the-minute view of the progress of individual tasks to determine whether a project is hitting its milestones and meeting its expected deadlines. The system will spot any possible slowdowns, allowing staff to take quick action to iron out issues and keep the workflow moving.  

An automated supply chain management workflow, for example, might track each order from the moment it’s submitted and provide updates about the precise movement of goods from suppliers to customers, all while keeping tabs on inventory levels, shipment status, and any potential snags in the process that might cause delays.  

Improved Employee and Customer Experiences  

Suppose employees arrive at work dreading another dull day and constantly sneak glances at the clock. In that case, business leaders should make it their mission to remove cumbersome roadblocks to make employees’ jobs more enjoyable and increase retention rates. By improving employee satisfaction, businesses are bound to boost the customer experience since a happier, more productive employee is more likely to eagerly and quickly serve customer needs. 

Improving employee and customer experience is a top objective for businesses that adopt automation software, with 30% of all automated processes focusing on the employee or customer experience, according to the 2024 Work Automation Index report by Workato.  

Greater Job Satisfaction  

Allowing employees to hand off their most painful, repetitive tasks to technology gives people time and brain space for more thoughtful, strategic work. And employees who are engaged in more meaningful, gratifying work aren’t only happier, but they’re bound to perform at a higher level and are less likely to leave the company. 

Plus, eliminating manual tasks allows workers to take a step back, analyze which business processes are working well and which aren’t, strategize improvements, and share critical insights that can improve decision-making for the business. When employees take on higher-level responsibilities, they can continue growing professionally, boosting morale and increasing job satisfaction.  

Healthier Company Culture  

Automation encourages a more positive culture of unity and shared purpose among employees by speeding processes and improving communication among departments. During its earliest applications, automation was typically used within a single department to streamline individual tasks. 

However, the Workato report shows that 74% of teams are now leveraging automation to handle a series of functions across more than one business team, and a whopping 52% are using it across four teams or more. As a result, automation processes build more excellent connections among departments, fostering a healthier, more collaborative culture where all business units work together to accomplish common goals.  

Better Customer Experience  

A customer’s impression of a brand is shaped at every point in the buyer’s journey, from initially browsing a company’s website and contacting customer service with questions to purchasing, receiving products in a reasonable timeframe, and requesting post-sales support. Customers who encounter bumps at any stage along that journey will not likely become repeat customers.  

Workflow automation technology works hand in hand with employees to meet customer expectations, quickly responding to customers’ inquiries and following through on their requests. An introductory, automated confirmation email that arrives seconds after a customer makes a purchase, followed by additional automated updates when the product ships and is delivered, puts the customer’s mind at ease that the company is on top of the order. 

This amounts to a smooth and enjoyable customer experience that repeatedly entices consumers to return to the business. Businesses are increasingly recognizing the benefits of automation in serving customer needs. Customer retention is the No. 1 strategic priority for automation, with customer support and operations experiencing 226% growth in automation processes in 2023, according to the Workato report.  

Renewed Innovation and Growth  

More creative, innovative ideas emerge with employees devoting their workdays to more intense cognitive activities, such as brainstorming new strategies and solving complex problems. And with automation accelerating the pace of project timelines, companies can bring those new ideas to market quickly, taking advantage of promising opportunities to expand the business. 

For instance, the global robotic process automation market is expected to see a compound annual growth rate of nearly 40% between 2023 and 2030, according to Grand View Research. Here’s a more detailed look at how workflow automation supports innovation and growth.  

Improved Strategy and Accountability  

When mapping out plans for automated workflows, a business should start by reviewing its broader strategic priorities, tying company goals to expected outcomes, establishing clear expectations, reducing ambiguity, and raising the bar on accountability. Automation can help businesses execute new strategies and measure progress. 

For instance, if a company needs to up its game on content generation, software tools can assist with creating and distributing a wide variety of content, including marketing blogs, email promotions, social media posts, and product descriptions on websites. Additionally, companies can leverage artificial intelligence-powered tools to automate content generation for customer interactions, such as answering questions about products and offering technical support.  

Once the new content-generation strategy is in place, real-time performance analytics and feedback loops allow managers to monitor performance and identify where to adjust plans to support business growth. For instance, If a marketing approach isn’t generating sufficient engagement, the automation platform’s data-crunching capabilities will hold the business accountable. This allows the marketing department to shift resources to a new strategy, with a renewed goal of attracting more customers.  

Emergence of New Products and Services  

With more staff devoted to mission-critical activities and more results-oriented data about product performance and customer behavior, companies can quickly make informed decisions and take advantage of new business opportunities. 

Often, this allows staff to focus on developing new or improved products, services, and processes to ease customer pain points and boost sales. With automation simultaneously shrinking project turnaround times and shortening development cycles, companies have the bandwidth to regularly experiment with new ideas that may result in successful products and services.  

More Opportunities for Market Expansion  

Workflow automation supports the ability of companies to scale their operations and accelerate the testing of their products and services in new markets. And with automation tools keeping an eye on regulatory requirements in different regions of the world while simultaneously analyzing market research and consumer trends, companies can focus on tailoring their product and service offerings to meet the various preferences of diverse audience segments.  

Plus, automation systems often feature advanced communication tools that help bring global teams together, regardless of location, to exchange ideas and best practices more efficiently, which can spark innovations that support business growth. 

For example, automated workflows can facilitate interdepartmental collaboration among engineering, design, marketing, and sales teams when developing a new product, keeping everyone moving toward shared goals. Automation can help these teams work constructively to personalize products and services to accommodate varied customer needs in different parts of the world.  

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Where to Use Workflow Automation in Enterprises

1. Streamlining Employee Onboarding and Offboarding Activities

Enterprise workflow automation can effectively ease the employee onboarding and offboarding processes.  For instance, an onboarding workflow can automate numerous tasks, including: 

• Create employee profiles on your HRMS platform and provide them with all required access.

• Informing the team members and stakeholders with automated Teams/Slack notifications.

• Posting welcome messages across different channels and groups.

• Adding the employee to relevant channels and providing access to CRM, HRMS, and other tools. 

An end-to-end employee onboarding workflow can ease the employee experience and establish cross-collaboration amongst multiple teams. Likewise, during an employee's off-boarding journey, you can automate the essential yet repetitive tasks of removing access to the Azure directory, apps, or their assets.

2. Automating Incident Management Workflows

Another area ripe for automation is effective incident management across the enterprise. Using AI models, we can trigger the routing of requests. We can identify the right intent, map them to the right tools, and drive the right automation so that people are productive and not waiting to get work done. - Vijay Rayapati, CEO, Atomicwork. You can automate incident management workflows to:

• Cluster similar incidents intelligently, simplifying issue resolution.

• Notify stakeholders automatically without copy-pasting updates individually to different Slack channels and Teams groups. 

• Execute bulk actions like changing status and assigning agents without manual interference.

3. User Access Provisioning

Enterprise workflow automation can help you create custom-made user access workflows. You can easily automate repetitive provisioning activities like creating new employee accounts during onboarding, removing employee access from all software during off boarding, providing the proper user access to different team members, etc., without involving human agents in the loop. 

Apart from onboarding and offboarding, user access provisioning workflows can automatically modify access during role changes. You can manage user control smoothly by integrating with Azure AD, Okta, Salesforce, and other relevant applications.

4. Asset Management Workflows

Managing IT and non-IT assets requires a lot of manual work. Adopting workflow automation for enterprise asset management allows you to streamline scattered assets with efficient segmentation and configuration. Automating an asset management workflow can help you auto-trigger notifications for relevant stakeholders regarding asset expirations and warranties, create asset maintenance checklists for routine audits, and send automated notifications for asset compliances. 

These help IT admins keep a close tab on asset maintenance to avoid spending excess costs in renewing asset license costs post-expiration.

5. Employee Document Generation

Employees often request documents like payslips, tax certificates, compensation breakdowns, job descriptions, etc. Creating these documents from scratch each time is a big trouble. With employee document generation software paired with your workflow automation tool, you can create custom-made workflows that auto-generate employee documents.

6. Knowledge Management Workflows

As an enterprise grows, it faces significant challenges in managing information. Information fragmentation becomes obvious when every team uses different tools and knowledge bases. Today, people must go to too many places to find the correct information. Advanced information retrieval is a problem that could be solved using AI. - Vijay Rayapati, CEO, Atomic Work. 

To address these challenges, an enterprise workflow tool leverages GenAI for advanced information retrieval. These solutions aim to integrate enterprise knowledge bases and automate knowledge retrieval. This is true for traditional knowledge management systems like Confluence and SharePoint and modern knowledge bases like Notion. This integration ensures company-wide access to relevant information. 

Let Otio be your AI research and writing partner—try Otio for free today!

How to Start Enterprise Workflow Automation in 6 Simple Steps

1. Use Otio to Simplify Your Research Workflows

Today, knowledge workers, researchers, and students suffer from content overload and are left to deal with it using fragmented, complex, and manual tooling. Too many settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with a button, this problem will only worsen. Otio solves this problem by providing researchers with one AI-native workspace. It helps them: 

1. Collect many data sources, from bookmarks, tweets, and extensive books to YouTube videos. 

2. Extract key takeaways with detailed AI-generated notes and source-grounded Q&A chat. 

3. Create draft outputs using the sources you’ve collected. Otio helps you to go from the reading list to the first draft faster.

Along with this, Otio also helps you write research papers/essays faster. Here are our top features that researchers love: AI-generated notes on all bookmarks (Youtube videos, PDFs, articles, etc.), Otio enables you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT, as well as AI-assisted writing. 

2. Map Your Current Business Processes and Define Goals 

Before implementing enterprise workflow automation software, it’s crucial to understand your organization’s existing processes deeply. Document and analyze your business workflows to identify inefficiencies, bottlenecks, and areas for improvement. Develop a strategic plan, defining the desired outcomes of your enterprise workflow automation initiatives—this way, you know which manual processes and use cases to prioritize.

3. Choose an Enterprise Workflow Automation Solution that Fits Your Needs

Implement a customizable workflow management software that makes setting up and getting visibility into your processes easy. Ensure it integrates with your existing collaboration tools and can handle increased data volume, user numbers, and process complexity. 

Look for these key features and capabilities in your enterprise workflow software:

Features of Workflow Management Systems and Benefits to Enterprises

• No-code user interface: With an intuitive interface, even users without coding skills can easily create and customize workflows.  

• Workflow templates: Predefined models or patterns of workflows serve as starting points for creating consistent and standardized processes.  

• Notifications and alerts: Real-time messages and updates inform relevant stakeholders about task assignments, status changes, or other essential activities.  

• Activity tracking: Monitoring the progress of tasks and processes within a workflow provides a transparent view of who is doing what and when.  

• Security: Access control, encryption, and other security measures protect sensitive data and guarantee the confidentiality, integrity, and availability of information.  

• Pre-built integrations: Integrations enable smooth data exchange, collaboration, and coordination between productivity apps.

4. Provide User Training to Foster Adoption

According to a Salesforce study, 89% of full-time workers are more satisfied with their jobs due to automation. Provide training to your team on your enterprise workflow management system. Leverage pre-built workflow templates to give them ideas of the type of automation they can incorporate into regular processes. Promote user adoption by emphasizing the benefits of automated workflows, in particular, sharing how teams will save time and improve their work-life balance. 

5. Ensure Data Security

Implement robust security measures to protect sensitive data and comply with industry regulations. Workflow automation software for enterprises usually comes with multi-factor authentication, permission controls, audit trails, and more. 

6. Monitor Progress and Identify Opportunities for Improvement

After you build your first automated workflows, learn from that experience and gradually expand your use cases. The key is to regularly review and analyze digital processes to identify new opportunities for automation.

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12 Best Enterprise Workflow Automation Tools

1. Otio: Streamline Research Workflows with AI Tools 

Today, knowledge workers, researchers, and students suffer from content overload and are left to deal with it using fragmented, complex, and manual tooling. Too many settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with a button, this problem will only worsen. Otio solves this problem by providing researchers with one AI-native workspace. It helps them: 

1. Collect many data sources, from bookmarks, tweets, and extensive books to YouTube videos. 

2. Extract key takeaways with detailed AI-generated notes and source-grounded Q&A chat. 

3. Create draft outputs using the sources you’ve collected. Otio helps you go from the reading list to the first draft faster. 

Along with this, Otio also helps you write research papers/essays faster. Here are our top features that researchers love: AI-generated notes on all bookmarks (Youtube videos, PDFs, articles, etc.), Otio enables you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT, as well as AI-assisted writing. 

Let Otio be your AI research and writing partner—try Otio for free today!

2. Microsoft Power Automate: Automate Workflows Across Microsoft and Third-Party Apps  

Microsoft Power Automate, formerly known as Microsoft Flow, is a comprehensive workflow automation software that allows you to automate repetitive tasks and streamline business processes across various applications and services. Power Automate is a part of the Microsoft Power Platform that offers you a suite of data analysis, app development, and workflow automation tools. This helps you automate repetitive tasks, integrate different systems, and create workflows without having extensive coding knowledge. 

Key Features 

Power Automate seamlessly integrates with Microsoft Office 365, Dynamics 365, and Azure services, allowing you to automate tasks and workflows within familiar Microsoft applications. It offers AI-driven capabilities like AI Builder, enabling you to automate data extraction, prediction, and decision-making processes using machine learning models. You can create an automated workflow with triggers, actions, and conditions based on your business needs. 

It provides connectors for integrating hundreds of third-party applications and services, allowing you to automate tasks and data exchange across different platforms and systems. Power Automate offers robust security features, including data encryption, access controls, and compliance certifications to ensure all your sensitive information remains secure. 

3. Tactiq: Record Meeting Notes for Consistent Documentation  

Tactiq is a tool that simplifies note-taking and transcription during meetings and phone calls. It integrates seamlessly with various video conferencing platforms, allowing users to capture and organize meeting notes automatically. Note-taking is made effortless with Tactiq, as it reliably records any information discussed during meetings. The tool’s voice transcription feature ensures that everything said by participants in a call or gathering is accurately documented. 

One notable feature of this software is its ability to recognize YouTube videos and automatically generate drafts when meetings are held on Skype or other popular platforms like Google Hangouts. 

Key Features

• Real-Time Transcription: It instantly transcribes spoken words into written text, allowing users to view the minutes on screen and download them later for review. 

• Highlighting and Tagging: Users can highlight essential sections for easy reference in the future. 

• Integration with Collaboration Tools: Compatible with platforms like Google Meet and Zoom, making it easy to share and review notes with team members.

4. Filestage: Automate Content Review and Approval  

Filestage is a collaboration platform that helps your organization speed up the content review and approval process by automating time-consuming tasks. Automated file sharing, reminders, and status updates mean there’s less time spent on manual tasks, and more time to focus on other productive activities. With Filestage you can say goodbye to chasing people for feedback and worrying about missing deadlines. The tool also offers an integration with Zapier to enhance your workflows. 

You can choose from a range of preset Zaps or build your own, depending on the needs of your team. 

Key Features 

Create and customize review workflows with multiple stages and reviewers to ensure the content progresses seamlessly through approval. Use real-time collaboration features like comments, annotations, and version history to establish efficient collaboration during the review process. 

All reviewers receive automated reminders and notifications from Filestage to ensure you complete reviews on time and reduce delays and bottlenecks. With version control capabilities, Filestage helps you track changes and revisions to content to ensure your team is always working on the latest version. Filestage integrates with applications like Zapier, Slack, Monday, Adobe Creative Cloud, Jira, Notion, Clickup, and others to help you build the most efficient automation workflows.

5. Xembly: Automate Meeting Management to Reduce Work About Work  

Klaviyo estimates that the average American has 1,602 unread emails in their inbox; Slack sends you 125 notifications daily, and a study by McKinsey shows that knowledge workers spend 1.8 hours daily (i.e., 22.5 percent of the working week) trawling through their work apps. That’s the problem Xembly solves. Xembly is your AI Chief of Staff who helps you focus on meaningful tasks. Xembly lives inside Slack, where you can get help with Capturing meeting transcripts, summaries, and notes. 

Prioritizing specific action items on your calendar (e.g., deep work, lunch, 1:1 with your manager). Rescheduling any meetings that conflict with action items—Xembly learns your time management habits and helps you build healthier ones. Blocking off time on your calendar to complete your to-do list. Sending you custom reminders, scheduling your priorities into your calendar, and updating tasks in Salesforce, Jira, and Asana.

6. Zapier: Unify Your Business Apps to Automate Workflows  

Zapier is a popular enterprise workflow automation tool that connects different apps and services. It lets you automate workflows through simple “Zaps” without any coding knowledge. Zapier serves as a bridge between various web applications, enabling your organization to automate tasks and data transfer seamlessly. With its user-friendly interface and vast library of pre-built integrations, this workflow management software empowers you to create customized automation workflows tailored to your team’s needs. 

Key Features 

An extensive library of pre-built integrations between thousands of enterprise applications allows your organization to connect and automate diverse workflows. Customizable automation workflows with triggers, actions, and conditional logic help you automate complex business processes. Multi-step Zaps allow you to create sophisticated automation sequences to address enterprise-specific needs. Advanced scheduling options for time-based automation enable organizations to automate tasks at specific times or intervals. Granular control over data privacy and security, including encryption, access controls, and compliance with industry regulations.

7. UiPath: Leverage RPA to Automate Repetitive Tasks Across Your Business  

UiPath is a leading robotic process automation platform that helps your organization automate repetitive tasks and streamline business processes. UiPath offers a comprehensive suite of tools for process automation, including robotic process automation, artificial intelligence, and machine learning. UiPath also allows you to create, deploy, and manage bots that mimic human actions. The content automation tool sets up rule-based processes across various applications and systems to improve efficiency, accuracy, and productivity regardless of the size of your business. 

Key Features

It provides a visual, drag-and-drop interface for building automation workflows, making it easy for users to create and modify automation processes without coding. UiPath incorporates AI and cognitive capabilities to automate data extraction, decision-making, and natural language processing tasks. It offers tools for centralized management, monitoring, and governance of software robots that ensure optimal performance and compliance with organizational policies. 

The tool includes process discovery and analytics that analyze user interactions to identify automation opportunities, optimize workflows, and prioritize automation initiatives. It seamlessly integrates with enterprise systems and applications, including ERP, CRM, and legacy systems that enable end-to-end automation of business processes.

8. Scribe: Automatically Document Processes for Training and Compliance  

Scribe is an AI-powered process documentation tool that automatically generates step-by-step guides for any repetitive task, all in seconds. Whether you’re trying to onboard a new intern or draft SOPs for repetitive tasks, Scribe helps you Create guided onboarding docs, SOPs for training, and process briefs for employees, interns, and new hires. Answer FAQs with training guides and on-demand help docs. Coach your team to adopt new tools with training manuals. Generate titles and captions for every slide in your AI-generated guides using AI (meta, I know).

9. IBM Robotic Automation Platform: Boost Enterprise Productivity with Intelligent Process Automation  

As one of the biggest names in the world of business technology innovation, IBM offers a suite of automation tools, including the IBM Robotic Automation Platform. The platform provides comprehensive automation capabilities, including business process management, robotic process automation, and decision management. 

Besides automating workflows, your organization can use the IBM Robotic Automation Platform to integrate disparate systems and make data-driven decisions. This enterprise workflow automation software also uses AI and machine learning technologies to automate repetitive tasks, optimize processes, and improve operational efficiency. 

Key Features

The platform offers business process modeling and workflow orchestration capabilities to design and automate enterprise workflows across diverse systems and departments. It offers AI-powered decision management to automate complex decision-making processes and optimize outcomes based on real-time data and insights. Its low-code application development tools enable the rapid development and deployment of custom automation solutions tailored to enterprise needs. 

It integrates with IBM Cloud services for scalability, reliability, and security to ensure seamless automation operations across the enterprise. IBM Automation Platform offers industry-specific automation solutions and use cases to address industries' unique needs and challenges.

10. Nanonets: Automate Data Entry and Document Processing  

Nanonets automates manual data entry and lets you scrape information from documents, webpages, invoices, passports, and any physical or virtual medium from which you want to strip out figures into your database. It uses OCR technology to identify the data type you’re trying to export, validate it using ML, double-check, and enrich your database with machine-readable data. 

Whether you’re a fintech founder trying to onboard thousands of new users and verify their ID documents (passports, driver’s licenses, etc.), an accountant looking to digitize all the paper invoices I receive, or a bookkeeper struggling to manage the accounts payable process. Transfer data from unstructured invoices (SKU-level items, dates, and amounts) into your JSON database. 

Extract date, location, and order details from bank statements, receipts, purchase orders, and bills of lading using OCR. Capture data points from multinational IDs, such as passports, driver’s licenses, voters’ cards, etc. Identify and record transactions and automatically update your financial books based on data scraped from your invoices and receipts via OCR. Classify unstructured data in your inbox.

11. Automation Anywhere: Automate Business Processes with Intelligent Bots  

Automation Anywhere is a leading robotic process automation platform that empowers organizations to automate repetitive tasks and streamline business processes. With its intuitive interface and advanced features, Automation Anywhere enables your team to easily create bots that mimic human actions, interact with applications, and execute complex workflows. 

Key Features 

Automation Anywhere provides a comprehensive suite of bot development tools that allow you to create, test, and deploy bots without writing code, speeding up the automation process. It uses cognitive automation capabilities to enable bots to understand unstructured data and make decisions or adapt to changing conditions. It offers process discovery and analytics tools that help your organization identify automation opportunities, optimize workflows, and measure the impact of automation. 

With robust security features like encryption, access controls, and audit trails, the tool ensures the security and integrity of sensitive data and processes. The tool integrates with various enterprise systems, including ERP, CRM, and legacy applications.

12. Nintex: Automate Workflows for Business Process Optimization  

Nintex is a workflow automation platform that simplifies and streames business processes across organizations. It offers intuitive tools for process mapping, automation, and optimization, empowering your team to automate tasks and workflows without extensive coding knowledge. Nintex also seamlessly integrates with SharePoint, Office 365, Salesforce, and other platforms, facilitating collaboration and data exchange across your organization. 

Key Features 

Nintex allows you to visually design and map out complex workflows using a drag-and-drop interface, making it easy to understand and modify processes as needed. With Nintex, your organization can automate repetitive tasks and manual processes to reduce errors and save valuable time for employees.

It offers document generation capabilities to automatically generate and populate documents, forms, and contracts based on predefined templates and data inputs. The tool provides mobile-friendly forms that allow you to capture data and approvals. It offers advanced analytics and reporting tools that provide insights into process performance, bottlenecks, and opportunities for optimization.

Supercharge Your Researching Ability With Otio — Try Otio for Free Today

Knowledge workers, researchers, and students today suffer from content overload. Otio tackles this issue head-on by providing one AI-native workspace for researchers that streamlines content collection, organization, and writing. 

Collecting Research Content from Diverse Sources 

Otio allows users to collect various research materials, from bookmarks, tweets, and extensive books to YouTube videos. This makes it easy to address content overload, as you can aggregate information from countless sources in one place. 

Extracting Key Takeaways with AI 

Next, Otio helps you make sense of all those research materials. It extracts key takeaways from your collected data using detailed AI-generated notes. Otio even features source-grounded Q&A chat so you can get the information you need quickly and efficiently. 

Creating Drafts to Accelerate Writing 

Once you've collected research materials and extracted notes to help you understand the content, Otio helps you write research papers/essays faster. The platform enables you to create draft outputs using your collected sources. With Otio, you can go from the reading list to the first draft faster.

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