How to Use AI in Business Automation

Beyond Simple Rules

Traditional automation moves data from Point A to Point B. AI automation analyzes the data while it’s moving.

Use Case 1: Smart Routing

Instead of routing support tickets based on simple keywords, use OpenAI to read the ticket.

• Prompt: “Read this email and categorize it as Billing, Tech Support, or Sales. Also determine urgency.”
• Based on the AI’s JSON response, route the ticket to the right Slack channel.

Use Case 2: Content Summarization

When a long sales call recording is finished (via Zoom), send the transcript to an LLM.

• Prompt: “Extract the key action items and objections from this call.”
• Save the summary directly into the CRM deal notes.

Use Case 3: Data Extraction

Processing invoices used to require expensive OCR software. Now, you can pass a PDF text dump to an LLM and ask it to find the “Total Amount” and “Vendor Name”, regardless of the invoice layout.

AI makes automation resilient and capable of handling unstructured data.