Automation with artificial intelligence (AI) is not a future promise: it is already transforming how companies manage their administrative and operational processes. Below, we review concrete applications of this technology and accessible tools to get started.
Common administrative processes to automate with AI
Data entry and processing: Automate forms, digitize documents, and extract key information using technologies like OCR and semantic AI.
Customer service: Chatbots trained to answer frequently asked questions, classify requests, and forward only the most complex cases to humans.
Scheduling appointments and managing agendas: Automation of bookings, reminders, and adjustments using virtual assistants.
Processing claims or requests: Automatic validation of documents, classification by urgency, and generation of automatic responses.
Inventory management and order tracking: Using AI to detect purchasing patterns, anticipate stockouts, and automate orders.
Common mistakes when implementing automation with AI
Attempting to automate undefined processes.
Not involving operational teams from the beginning.
Choosing overly complex tools for simple needs.
Not establishing clear metrics to measure the project's success.
Quick guide to get started
Identify repetitive processes with high volume and low added value.
Evaluate tools based on the type of task, integration with your systems, and ease of use.
Design a pilot flow, involve the team, and measure results.
Iterate: adjust, expand, or change based on learnings.
Recommended tools
Make: No-code automation platform that allows connecting applications, defining workflows, and leveraging basic AI capabilities.
Zapier: Widely used alternative for its ease of use, with hundreds of pre-configured integrations, ideal for environments without technical knowledge.
n8n: Open-source alternative with advanced integration features.
From Bytepeaks we assist organizations interested in automating processes, helping them identify the most suitable tools based on their size, sector, and level of technological maturity.
Frequently asked questions we hear at Bytepeaks
Do I need programmers to implement these tools?
Tools like Make or Zapier allow no-code configurations, although having technical profiles can be key to ensuring a robust implementation, maintaining the integrity of connected systems, and avoiding errors in more complex workflows.
How long does an implementation take?
From days to a few weeks, depending on the complexity of the process.
What type of company can benefit?
From startups to established SMEs or departments within large companies. Any organization with repetitive processes or the need to scale operations can take advantage of these solutions.
Concrete benefits
Time and cost savings.
Reduction of human errors.
Improvement in customer experience.
Traceability and real-time analysis.
So, what now?
Knowing which processes you can automate and what tools are available is just the first step. If you want to move forward with assurances, we recommend following a clear and focused strategy from the beginning.
We have prepared a specific guide with the initial steps to start automating with AI, common mistakes to avoid, and useful tips based on real experience. You can read it here: How to start automating with AI: first steps.
