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Use Cases

Automation recipes filed under Use Cases.

Use Cases AI Agents and RPA: Use the Hybrid Stack or Get Stuck With Brittle Bots TriggerA recurring business event, such as an incoming document, form submission, ticket, or scheduled data refresh, that requires a multi-step response across two or more systems. ActionThe agent interprets the request and decides the next step, while the RPA layer performs the deterministic clicks, keystrokes, file moves, and record updates in the target systems. ToolHybrid stack combining an agentic orchestration layer with an RPA or workflow execution layer, plus connectors, queues, and a human review console. SavesTypically 5 to 30 minutes of manual effort per run, depending on the number of systems touched and the amount of judgment required. ComplexityHigh Most automation programs hit the same wall. Use Cases Agentic Automation Is Real, but RPA Still Does the Heavy Lifting TriggerA recurring business event such as an invoice arriving, a form being submitted, a ticket being created, or a scheduled reporting cycle beginning. ActionRetrieve the relevant data, validate it against business rules, apply decisions or transformations, update the target system of record, and notify the responsible person when the outcome needs confirmation. ToolA layered stack combining deterministic RPA bots for system interaction, workflow orchestration for routing and state, and an agentic AI layer for classification, extraction, and judgment on unstructured inputs. SavesTypically 5 to 20 minutes of manual effort per run for a well-scoped task, depending on how many systems are touched and how often the input requires human clarification. ComplexityModerate for the overall pattern; low for the deterministic steps and high for the agentic steps that interpret unstructured content. Agentic automation has moved from conference slide to production reality, but the story is not a replacement narrative. Use Cases RPA vs. Agentic AI: Why You Need Both, Not One TriggerA recurring business process event, such as a new invoice, order, ticket, or data record arriving in a system of record. ActionRoute and execute the task: deterministic steps run through rule-based automation while ambiguous or judgment-heavy steps are handled by an AI agent that plans, calls tools, and produces a recommended outcome. ToolProcess orchestration and workflow automation platform combined with an agent framework and integration or API connectors. SavesTypically minutes to a few hours per run, depending on the number of systems touched and the amount of human review required. ComplexityHigh, because it combines deterministic automation with probabilistic reasoning and requires governance across both. Robotic process automation and agentic AI are often framed as competing approaches, as if a team must pick one and abandon the other. Use Cases Don't Ditch Your RPA Bots for AI Agents—Here's the Smarter Play TriggerA recurring, rules-based business process (for example, invoice intake, order entry, or employee onboarding) reaches a queue, inbox, or scheduled interval and requires data to move between systems. ActionAn existing RPA bot performs the deterministic, high-volume steps (data extraction, validation, system-to-system entry, record creation) while an AI agent handles the ambiguous, judgment-adjacent steps (unstructured document interpretation, exception triage, natural-language correspondence) and escalates uncertain cases to a human. ToolRPA platform for deterministic task execution, orchestration/workflow layer for routing and handoffs, AI agent or LLM-based reasoning component for unstructured inputs, and a human review queue or case management interface. SavesTypically minutes to a few hours per run depending on process volume; the hybrid pattern preserves the bot's existing throughput while removing the manual triage that previously stalled exceptions. ComplexityModerate The arrival of agentic AI has produced a familiar pattern in automation programs: teams that spent years building and stabilizing robotic process automation suddenly feel pressure to replace it. Use Cases Stop Replacing RPA with AI Agents—Hybrid Is the Only Winning Play TriggerA recurring business process that already has a working RPA bot but now includes steps requiring judgment, unstructured input, or conversational interaction. ActionRoute deterministic steps to the existing RPA bot and hand off ambiguous or unstructured steps to an AI agent, then reconcile both outputs into one completed transaction. ToolRPA platform plus agentic AI orchestration layer, with a shared queue and human review console. SavesTypically 40 to 70 percent of the manual handling time compared with running either approach alone. ComplexityHigh Teams that already run robotic process automation are under pressure to rip it out and replace it with AI agents.