Workflow
Connects steps, systems and approvals when the path through the work is clear.
Not every process needs AI. Intelligent Automation combines consistent process steps with smarter handling where information or exceptions call for it. The right approach starts with the work itself.
It is not a single tool. It is a way to improve a process from end to end: automate predictable steps, help interpret information where useful, and keep a person involved when certainty or context is missing.

Connects steps, systems and approvals when the path through the work is clear.
Can carry out repeated actions in existing applications when direct integrations are unavailable or unsuitable.
Can help read or organise less structured information. Its output needs checking before it drives an important next step.
Look for processes where several of these signals appear together:
For rare or highly variable work, simplifying the process may help more than automating it. AI should not make ungoverned decisions about sensitive data or business-critical actions. Access, privacy, error handling and human oversight belong in the design from the start.
Describe the starting point, manual steps, systems involved and exceptions.
The Automation Scan maps the process; the optional IA questions explore whether AI assistance is worth considering. Both provide direction, not final technical advice.
Decide together which step needs attention first and which people and controls are required.
You do not need to know the solution yet. One concrete example of recurring work is enough to start a conversation.