At a Glance
Embracing Change: Fusing AI and Workflow Automation
AI integration is being painted as the ultimate solution for improving everything! Well information technology was once hyped in a similar way. And as recent history showed us, work isn’t about information management but how it improves the lives of the people: who do that work. In a similar vein, workflows are not just about efficiency or speed—they are a deeply human activity. There is an interplay between AI and workflow, called automation; know why and where to use it first. Why?
As workflows are fundamentally about how tasks are performed, the introduction of AI for automation will seem like a disruption rather than a complement. Workflows reflect our decisions, intuition, and ability to solve problems. Over-automating them with AI risks stripping away what makes workflows dynamic, adaptable, and effective.
However, AI can still play a supportive role when implemented thoughtfully. Exploring why workflows should remain human-centric and how selective AI automation can still add value; is how we integrate new technology in our management systems.
How to Start with Workflow Automation
Workflows are not just systems or steps; they are an embodiment of institutional knowledge, habits, and best practices. What this means? Every team has its unique rhythm in the way they work. This is shaped by its culture, needs, and nuances. Here’s how to make AI fit without disrupting your workflow
Example
Lawyers rely on expertise and context to make judgments that AI cannot replicate. Automating this could undermine their specialized skills. Focus on areas where AI can assist, not replace.
To improve performance
Use AI tool for reducing errors, saving time, and builds confidence in using AI.
AI works with your team
Integrating AI into workflows requires a careful balance between human decision-making and algorithmic rules. Workflows often depend on nuanced, and the pesky situational decisions that AI cannot fully replicate.
A Selective Approach to AI: Adding Value to Document Workflows
While AI can undermine workflows when misapplied, it can be valuable when used selectively—particularly in document management systems.
Automating Repetitive Tasks
Search and Retrieval
Supporting Compliance and Security
Simplifying Document Classification
AI Isn’t the Fix for Everything
Balance AI with Human-Centric Workflows
Workflows are, and should remain, fundamentally human-centric. They are the product of institutional knowledge, adaptability, and creative input—qualities that AI cannot replicate.
However, AI can still play a valuable role when applied selectively. In document workflows, AI should be a tool for automation and support, handling repetitive tasks, enhancing search capabilities, and ensuring compliance. The key is to use AI where it adds value without undermining the processes that make workflows meaningful.