Workflow Automation
Using AI to handle or assist with repetitive process steps — drafting standard emails, categorizing tickets, summarizing meeting notes, extracting data from documents. It's the most common entry point for business AI adoption and often generates quick, visible wins. The risk: mistaking workflow automation for AI strategy. Automating a bad process still leaves you with a bad process, just faster. And automation that saves individual time often creates organizational dependencies that weren't planned for.
In practice
Every Monday, your ops team manually pulls a report, summarizes it, and emails it to leadership. You build a Claude-powered workflow: it runs automatically, pulls the data, writes the summary, and sends the email — without anyone touching it. That's workflow automation: replacing a recurring manual process with something that runs on its own.
Related concepts
Where Workflow Automation shows up
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