Who should use the Intelligent Automation workflow?
Teams or solo builders working on work tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
7-step pipeline — follow each step in order
1Setup · Step 1 of 7
Open task pageWorkflow Automation
Prepare inputs and settings through Workflow Automation before running intelligent automation.
Why this matters
Workflow Automation sets up the foundation for intelligent automation; clean inputs here reduce downstream rework.
What you get
Inputs, context, and settings are ready so the workflow can move into execution without blockers.
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2Input · Step 2 of 7
Open task pageProcess Automation
Use Process Automation to build supporting assets that improve intelligent automation quality.
Why this matters
Process Automation strengthens intelligent automation by feeding better supporting material into the pipeline.
What you get
Supporting assets from process automation are prepared and connected to the main workflow.
3Input · Step 3 of 7
Open task pageCustomer Service Automation
Use Customer Service Automation to build supporting assets that improve intelligent automation quality.
Why this matters
Customer Service Automation strengthens intelligent automation by feeding better supporting material into the pipeline.
What you get
Supporting assets from customer service automation are prepared and connected to the main workflow.
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4Core · Step 4 of 7
Open task pageIntelligent Automation
Execute intelligent automation with Intelligent Automation to produce the primary automation run.
Why this matters
This is the core step where intelligent automation actually happens, so it determines baseline quality for everything after it.
What you get
A first-pass automation run is generated and ready for refinement in the next steps.
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5Refine · Step 5 of 7
Open task pageAI-Driven Automation
Refine and validate intelligent automation output using AI-Driven Automation before final delivery.
Why this matters
AI-Driven Automation adds quality control so issues are caught before the workflow is finalized.
What you get
The automation run is improved, validated, and prepared for final delivery.
6Refine · Step 6 of 7
Open task pageSearch
Refine and validate intelligent automation output using Search before final delivery.
Why this matters
Search adds quality control so issues are caught before the workflow is finalized.
What you get
The automation run is improved, validated, and prepared for final delivery.
7Deliver · Step 7 of 7
Open task pageAI Companion
Package and ship the output through AI Companion so intelligent automation reaches end users.
Why this matters
AI Companion is what turns intermediate output into a usable, publishable result for real users.
What you get
A finalized automation run is ready for publishing, handoff, or integration.