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What is Workflow Automation using AI and how to use it?

Explain AI workflow automation?

AI workflow automation is a technique that utilizes artificial intelligence to initiate and manage monotonous or repetitive tasks. This advanced system acts as an AI-driven assistant, efficiently conducting various operations ranging from data entry to its organization and analysis. It is what we refer to as multi-step task execution. The primary objective of this technology is to alleviate the burden of routine tasks from teams, thereby enabling them to concentrate on more engaging and strategically significant aspects of their work.

Why is AI workflow automation of importance?

In the contemporary business landscape, the universal objective among enterprises is to foster growth that is not only profitable but also sustainable and conducted within ethical guidelines. The strategic implementation of AI workflow automation stands as a key enabler in this regard, allowing businesses of all sizes to realize substantial achievements, even with limited resources.

The advantages of incorporating AI workflow automation into business operations are manifold:

Increased Operational Efficiency: AI-driven workflows excel in efficiently managing tasks that are typically mundane and labor-intensive. This consistent and automated handling of routine tasks mitigates the risk of employee burnout, ensuring a steady flow of operations without the fatigue associated with repetitive work.

Minimization of Human Error: In tasks requiring meticulous attention to detail, the propensity for human error is heightened, particularly in monotonous projects. AI automation, with its inherent precision and consistency, serves as a more reliable alternative, significantly reducing the incidence of errors that can arise from human fatigue or oversight.

Cost-Effectiveness: The financial implications of integrating AI software are notably favorable when compared to the costs associated with employing a sizable human workforce for similar tasks. This cost efficiency does not compromise the quality of outcomes. Moreover, the financial savings achieved can be strategically reinvested in recruiting talent for creative and innovative roles, thereby enhancing job satisfaction and fostering a more dynamic work environment.

Scalability Across Organizational Sizes: The utility of AI workflow automation is not confined to large corporations. It is equally applicable and beneficial for smaller enterprises, providing them with a tool to level the playing field and gain a competitive edge in their respective markets.

Enhanced Customer Experience: The ultimate beneficiary of AI-driven workflow automation is the customer. Automated processes facilitate a smoother, more personalized customer experience. This improved interaction not only augments customer satisfaction but also contributes to building a loyal customer base, a critical factor in long-term business success.

The integration of AI workflow automation into business practices offers a pathway to achieving operational excellence, financial prudence, and enhanced customer engagement. It equips businesses with the tools to navigate the complexities of modern markets, ensuring growth and sustainability in an increasingly competitive and dynamic environment.

Who in your org benefits from AI workflow automation?

Artificial Intelligence (AI) workflow automation presents a significant advantage for various departments within an organization, such as sales, marketing, HR (& recruitment) and finance. 

These are the core departments within any organization and their teams stand to benefit immensely from the integration of AI-driven workflows. This technology has the potential to exponentially increase the efficiency and output of these departments.

In the realm of marketing, the implementation of digital strategies encompasses a diverse array of activities, which include, but are not limited to, search engine optimization (SEO), email marketing campaigns, and the strategic use of social media platforms. The fundamental objective of these endeavors is to channel an increased volume of traffic to the company's website, with the ultimate goal of converting these website visitors into viable leads or, ideally, into loyal customers.

The role of Artificial Intelligence (AI) in augmenting these marketing strategies cannot be overstated. AI stands at the forefront of revolutionizing programmatic content creation and optimization. This encompasses the generation of content that is not only relevant and engaging to the target audience but also optimized to rank well in search engine results, thereby enhancing the visibility and accessibility of the company's digital presence.

Automated workflows, powered by AI, offer a streamlined approach to the content creation process. By leveraging these technologies, marketers can significantly reduce the time and resources traditionally required to produce high-quality content

Some of our marketing workflows include;

  • Youtube to blog article
  • Repurpose blog article to social media posts
  • Competitor website analysis
  • Feedback on landing page
  • Image to social media caption
  • Image to product description 

Our team is constantly building out other marketing workflows backed by popular demand to help marketing teams 100X task execution.

The contemporary sales environment, particularly for teams focused on outbound strategies, is experiencing a notable shift. Engaging a potential client and eliciting a response in this competitive landscape is becoming increasingly challenging. A critical aspect of this challenge is the necessity for heightened personalization in the initial stages of outreach, particularly on platforms such as LinkedIn and through email communications. 

This personalization extends beyond the mere use of basic placeholders like the lead’s name or company. It involves a thorough examination of the prospect’s LinkedIn profile and company website, extracting specific details that can be integrated into the outreach efforts. This approach demonstrates a genuine investment of time and effort in understanding their needs and interests.

However, this level of detailed personalization presents a significant challenge, particularly when implemented on a large scale. The time and resources required to conduct such in-depth research for each potential client can be overwhelming, often leading to inefficiencies in the sales process. This is corroborated by research indicating that a substantial number of sales teams struggle to meet their monthly quotas, with inefficient time management identified as a pivotal factor contributing to this issue.

AI workflow automation offers a solution to these challenges. 

Some of our sales workflows include;

  • Cold email content creation
  • Personalization of LinkedIn connection requests
  • Generating personalized first lines for email
  • Prospect company research
  • Prospect industry research

Our team is diligently expanding our suite of sales workflows, developed in response to widespread demand, to assist sales teams in exponentially enhancing their task execution efficiency.

AI workflow automation emerges as a pivotal technological advancement, offering an array of benefits to HR teams. By integrating AI-driven automation into their workflows, HR departments can significantly streamline their operations, thereby elevating their overall efficiency. One of the most notable applications of AI in HR is the automation of routine tasks. This includes the screening of resumes, a process that typically demands considerable time and attention to detail. AI algorithms can efficiently parse through large volumes of applications, identifying candidates who best match the job requirements based on predefined criteria.

Furthermore, AI extends its utility to performance evaluations, transforming them from a traditionally subjective and time-intensive process into an objective and efficient one. Through the analysis of various performance metrics and data points, AI systems can offer unbiased assessments of employee performance, aiding in more equitable and effective appraisal processes.

Another critical area where AI proves beneficial is in facilitating general company-wide communication. AI tools can manage and streamline internal communications, ensuring timely and relevant distribution of information across the organization. This not only improves information dissemination but also contributes to a more connected and informed workforce.

In addition to these operational improvements, the adoption of AI allows HR professionals to reallocate their time and expertise towards more strategic aspects of their roles. This includes focusing on employee engagement strategies, talent

development, and crafting initiatives that contribute to a positive and productive work environment.

Some of our HR workflows include;

  • CV screening
  • Summarize candidate feedback
  • Performance evaluations + email
  • Job description + email
  • Hire letter + email

Examples of leveraging AI workflow automation?

AI workflow automation offers a wide range of possibilities, and its potential applications are largely determined by your team's objectives. We will explore some use cases that have the capability to enhance your workflows exponentially.

In marketing, let's explore these examples;

Convert Youtube video into blog

Workflow automation using AI to convert YouTube videos into blog content presents a fascinating opportunity for marketers. This process taps into the rich, engaging content available in video format and transforms it into written blogs, effectively doubling the content output with minimal effort. It enables marketers to reach a broader audience, catering to those who prefer reading over watching videos. 

Repurpose blog post

Implementing AI-driven workflow automation to repurpose blog content into social media posts offers a highly efficient strategy for marketers. This approach maximizes the utility of existing content, enabling a quick and cost-effective way to maintain a consistent and engaging online presence across multiple platforms. It allows marketers to amplify their reach by transforming detailed blog posts into bite-sized, shareable social media content, tailored to suit the unique characteristics and audience of each platform. This not only increases content visibility but also drives traffic back to the original blog, enhancing overall engagement and SEO performance. Such automation ensures a cohesive content strategy, reduces manual effort, and keeps the brand message consistent, making it an invaluable tool in a marketer's arsenal.

Additionally, this approach enhances SEO efforts, as blogs are rich in keywords and can drive organic traffic to websites. By repurposing video content, marketers can maximize their content strategy, ensuring their message resonates across different mediums and reaches a wider demographic, ultimately leading to increased engagement and potential conversions.

In sales, let's explore these examples;

Personalize outreach using LinkedIn profile

For sales teams, AI-driven workflow automation that crafts personalized LinkedIn connection messages and emails based on data from LinkedIn profiles can be exceptionally beneficial. This technology enables a highly customized approach to outreach, using specific insights gleaned from a prospect's profile to create tailored communication. 

Such personalization can significantly increase the chances of engagement, as messages resonate more deeply with potential clients when they reflect a genuine understanding of their professional interests and needs. This not only streamlines the lead generation process but also enhances the quality of connections made, allowing sales teams to focus on building meaningful relationships rather than spending time on manual data analysis and message crafting. This targeted approach can lead to improved conversion rates and more effective sales strategies.

Company research using website

AI-driven workflow automation for conducting automated research on prospect companies through their websites holds great potential for sales teams. This use case streamlines the time-consuming task of gathering key information about the prospects company. By automating this research process, sales professionals can quickly gain an understanding of their prospects, enabling them to tailor their sales pitches more effectively to each prospect.

In human resource, let's explore these examples;

CV screening for candidate compatibility

For HR teams, utilizing AI workflow automation for CV screening to automatically determine candidate compatibility scores is immensely valuable. This use case revolutionizes the initial stages of the recruitment process by efficiently analyzing resumes to assess how well a candidate's skills, experience, and qualifications align with the job requirements. This automated screening not only speeds up the recruitment process significantly but also ensures a more objective and unbiased assessment, reducing the likelihood of human error or unconscious bias. By quickly identifying the most promising candidates, HR professionals can focus their efforts on more in-depth aspects of the recruitment process, such as interviews and candidate engagement. 

All you have to do is upload the CV document, enter the job description to give the AI a baseline and then hit start. In about 25 seconds, Klevere’s AI provides a short summary of the candidates CV, a detailed comparison between the job description and the CV, a compatibility rating and finally, a recommendation. 

This leads to a more streamlined, efficient, and effective hiring process, ultimately contributing to better hiring decisions and a stronger workforce.

Screen LinkedIn profile for candidate compatibility

Leveraging AI workflow automation to screen candidates' LinkedIn profiles for automatic compatibility scoring is another alternative Klevere offers in situations where recruiters don’t have CV’s at hand. In the case of outbound recruitment or headhunting, this would be very useful. 

This innovative approach goes beyond traditional resume analysis, tapping into the rich, dynamic content of LinkedIn profiles to gain deeper insights into candidates' professional experiences, skills, endorsements, and network interactions. By quantifying these aspects into a compatibility score, HR teams can efficiently assess the suitability of candidates for specific roles. This method enhances the objectivity and comprehensiveness of the screening process, allowing for a more informed and accurate assessment of potential hires.

What else should I consider for AI workflow automation?

Your AI workflow automation platform should align with the specific objectives your team aims to achieve. However, regardless of these goals, there are some essential characteristics to consider when choosing an appropriate platform:

User-Friendly Interface: It is crucial to select software that is straightforward and easy to navigate. Opt for a platform with an intuitive user interface (UI) that can be quickly and easily mastered by all members of your team.

Scalability and Cost-Effectiveness: Assessing the financial implications of a platform as your organization grows is vital. It's important to consider not only the current cost but also how the pricing structure changes as your usage scales. This approach ensures that the software you select is not only affordable in the short term but also aligns with your long-term business objectives. Evaluate the cost of each platform in light of the results you anticipate achieving in the future, rather than those you are experiencing presently.

When is a good time to start using AI workflow automation?

It is imperative for businesses to swiftly integrate AI workflow automation into their operations, as this technology offers substantial benefits across various business sizes, including small, medium and large.

The presence of AI in businesses is growing significantly, with a range of statistics highlighting its increasing adoption and impact across various industries. In 2023, around 35% of businesses and 51% of e-commerce businesses are employing AI​​.

A significant 79% of businesses reported that incorporating AI into their commercial strategies has increased their revenue.

Why is Klevere the superior option for AI workflow automation?

Klevere distinguishes itself in the realm of AI-driven workflow automation by offering a comprehensive solution that extends to the core functions of all organizations including marketing, sales, HR and finance. We believe that for a business to fully accelerate outcomes and outpace competitors, all of the core departments have to be firing on all cylinders. This is also why we’ve built a platform that allows multi-user access. 

The workflow automation use cases mirror real pain-points that functional teams face daily and we’ve built complex yet simple to use multi-task execution flows in order to 100X productivity. 

Get inspired and start executing at scale. Klevere offers a free version to explore its capabilities. Early adopters of this advanced technology stand to gain significant advantages, being among the pioneers in utilizing this cutting-edge platform for workflow automation.

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