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AI workflow automation. For document-heavy, repetitive processes.

Intake, extraction, classification, approvals and reporting, automated with AI and connected to your systems. People handle the exceptions, with the evidence in front of them.

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In short

What is AI workflow automation?

AI workflow automation runs a process through fixed steps, with an AI model doing the parts that used to need a person reading: understanding an email, extracting data from a document, classifying a request or drafting a summary. Unlike an agent, the path is set in advance, so every run is predictable and easy to audit. Solorai builds these workflows on Claude, connected to your systems, with exceptions sent to people.

Written and reviewed by Solorai

intake, extraction, classification, approval, reporting
5 steps
logged with its source documents
Every run
from one workflow to production
6 to 8 weeks

What does AI workflow automation include?

One workflow at a time, from the inbox to your systems of record.

  • Intake

    Emails, forms, scans and uploads collected from the channels you already use.

  • Extraction

    Data read from invoices, contracts, claims or orders, with each value linked to its place in the source.

  • Classification and routing

    Requests sorted by type, urgency and owner, and sent to the right queue.

  • Approvals and exceptions

    Cases outside the rules go to a person with the evidence attached, and every approval is recorded.

  • System updates

    Results written to your ERP, CRM or case system through their APIs, with checks before every write.

  • Reporting

    Volumes, exception rates, processing times and errors, visible to the process owner.

Example workflow

Rules, AI or a person: who does each step?

Supplier invoices, step by step. AI does the reading and writing, rules do the checks, people make the decisions.

  1. Receive

    Rules

    Invoices arrive by email or upload and are logged.

  2. Read

    AI

    Supplier, amounts, dates and lines extracted from the document.

  3. Match

    Rules

    Checked against the purchase order and the goods receipt.

  4. Explain

    AI

    Any difference described in plain language, with the evidence.

  5. Decide

    Person

    Exceptions approved or returned to the supplier.

  6. Post

    Rules

    Approved invoices posted to the ERP.

Where to start

How do we start automating a workflow?

Fixed formats with a clear scope. Prices are agreed in a written proposal.

  • AI agents

    AI agent pilot

    One agent on one workflow, taken into production.

    Duration
    6 to 8 weeks
    Team
    With a technical partner

  • Start

    AI readiness assessment

    An analysis of your use cases and the data available for them, ending with a plan and its costs.

    Duration
    About 2 weeks

FAQ

AI workflow automation, in short

What is AI workflow automation?

Automating a business process through fixed steps, with an AI model handling the steps that need reading or writing, such as extracting data from documents, classifying requests or drafting replies.

What is the difference between AI workflow automation and RPA?

Robotic process automation repeats fixed steps on screens and needs structured input. AI workflow automation also reads unstructured documents and messages, such as emails, scans and PDFs, and turns them into structured data for the next step.

When should we use an AI agent instead?

When the steps cannot be fixed in advance and each case needs judgement about what to do next. If the path is known, automation is cheaper to run and easier to audit.

Which processes suit AI workflow automation best?

Document-heavy, repetitive processes with clear rules: invoice processing, order entry, claims intake, contract intake, onboarding files, request triage and periodic reporting.

How do you handle errors and exceptions?

Extracted values are checked against rules and against your systems. Cases that fail a check go to a person with the document and the reason attached, and every run is logged.

Is Solorai an AI automation agency?

Solorai is an enterprise AI consultancy. We design and build AI workflow automation and AI agents for mid-size and large companies, with monitoring and human control.

Related reading

Sources: Model Context Protocol, Regulation (EU) 2024/1689

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