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AI AGENTS & WORKFLOW AUTOMATION
Move beyond repetitive manual tasks with AI agents and intelligent workflow automation.
FACTS helps businesses explore AI-powered assistants and automation solutions that support everyday business activities, from routing emails and documents to sending notifications and organising information.
Connect business processes, reduce repetitive work and create more efficient workflows with practical AI solutions.
Demo: a supplier email, a WhatsApp leave request or a daily schedule starts a workflow. The Facts AI agent reads it, identifies what it is, applies business rules and routes it. A person approves where the rules require it, then the workflow updates FactsERP or HR, sends notifications and sets reminders.
Please find our invoice for October deliveries attached.
What are AI agents and workflow automation?
Many business activities involve repetitive tasks such as reviewing emails, routing documents, updating spreadsheets, sending follow-ups and sharing information between teams.
AI agents and workflow automation can help businesses organise and streamline these activities through configured processes and supported applications.
AI agents can assist with specific tasks by interpreting information, following defined instructions and supporting users with relevant actions. Workflow automation connects different steps in a process so that routine activities can be handled in a more structured way.
When combined with appropriate human approval and business rules, these capabilities can help teams manage everyday operations more efficiently.
Sorted and routed by Facts AI
Support users with defined tasks and access to approved information.
Direct emails, documents and requests through configured workflows.
Support timely communication through automated notifications.
Connect selected process steps across supported business applications.
Why businesses need AI workflow automation
Manual workflows can involve repeated communication, information transfer and coordination between departments. AI workflow automation helps businesses explore ways to simplify these activities.
Automate selected routine activities that consume valuable employee time.
Use defined rules and processes to organise recurring business activities.
Direct relevant emails, documents and requests to the appropriate workflow or team.
Support follow-ups and reminders through configured alerts.
Make workflow activities and task progress easier to monitor.
Help employees focus more time on activities that require judgement and decision-making.
Key AI agent and automation capabilities
FACTS helps businesses explore AI agents and workflow automation based on their operational needs and supported applications.
Support users with defined tasks, information retrieval and routine business activities using approved information sources.
Organise incoming emails and documents and route them through configured business workflows.
Support recurring communication, follow-ups and notifications based on defined business rules.
Support selected activities involving spreadsheet information, data organisation and information transfer.
Prepare and distribute scheduled summaries or notifications using supported data sources and configured workflows.
Connect selected automation steps with supported ERP systems and business applications, subject to integration availability and configuration.
Business use cases
AI agents and workflow automation can support different departments by helping coordinate routine tasks and information.
Support document routing, recurring reminders and selected reporting workflows.
Organise selected employee-related requests, notifications and document workflows.
Support supplier communication, document routing and follow-up activities.
Assist with defined enquiry-routing and follow-up processes.
Coordinate routine notifications, information transfers and process updates.
Receive scheduled business summaries and notifications from supported information sources.
How AI workflow automation works
Understand the existing workflow, repetitive tasks and areas where automation may add value.
Establish the instructions, conditions, approvals and responsibilities for each workflow.
Set up the relevant AI assistant, routing process, notifications or supported application connections.
Test the workflow, review its outputs and confirm that approval and exception-handling steps work as intended.
Put the configured workflow into operation and monitor its performance, with human oversight where required.
Benefits of AI agents and business process automation
AI agents should operate within clearly defined permissions and business rules. Actions involving financial transactions, approvals, sensitive information or important business decisions should include suitable human oversight.
FAQ
AI agents are AI-powered systems designed to assist with defined tasks by interpreting information, following instructions and supporting selected business activities.
AI workflow automation combines artificial intelligence and configured workflows to help organise and streamline repetitive business processes.
AI agents and automation workflows can support email and document routing where suitable applications, rules and integrations are configured.
AI agents can support selected ERP-related workflows when the required integration is supported and configured with appropriate permissions.
Yes. Configured workflows can support recurring reminders, follow-ups and notifications based on defined business rules.
Not necessarily. The level of automation depends on the task, permissions and workflow design. Human approval should be included for sensitive or important actions where appropriate.
Discover how AI agents and workflow automation can help simplify routine business activities, connect processes and improve operational efficiency.
Talk to FACTS about practical AI automation opportunities for your business.
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