Use AI to Automate Workflow

Have you ever looked at the workflow in your agency and thought, “Does it add any value?” But your manager will give you a stinky eye and say, “It’s a workflow, we have to follow it” in a grunting voice, of course. Hot takes, but some workflows, even if they look boring, are essential, for example, documentation, which has helped in setting up AI to automate workflow for agencies.

A flooded market full of competition states its USP, and it boils down to three priorities. Price, quality, and efficiency, every IT agency promises these three factors. In deliverables, they convince their client that it separates them from the rest of their competitors. But is it really true? Well, through integrating AI to automate workflow, you can make it happen. If you are wondering how? Read along!

Vital Workflow that Needs Time & Effort

Before our Get Unstuck event, we wanted to understand what agencies lack today. Was it a direction to integrate AI into their workflow, or were they in need of a solution that might speed up one of their workflow? Turns out it was both. 

A Deloitte survey states that 94% of business executives believe AI is a key to success in the future. For integrating AI, who wouldn’t think of their company maximizing on the AI to automate the workflow? However, their unsuitability was justified as one needs to go past the noise that comes with the hype of these technologies. 

Apart from that, the market says 55% of organizations are concerned about data management and governance. For that, we have a clear way out, but first, let’s head back to the strategy board of AI to automate the workflow.

5 Task-Specific Workflow Automation Opportunities in Weam AI

So we’ve picked the above-explained 5 tasks. Looking forward to integrating AI to automate workflow, we want you to yield measurable and meaningful results.

1. Sales & Video Call Analysis Automation

While making your sales call, it is important to understand the person on the other side. A thorough research on their background is necessary, it can help you dive into a pool of meaningful discussions.

Problem Identification

You’ve just completed your nth sales call, but your mind is hammered with questions. Did I do it right? What was the cost decided? When should I call back? For that, you might’ve kept every sales call recording saved. The recording can be used for gathering information for a follow-up call. 

Additionally, the recording can also be utilized to boost your confidence for the next call. Chances are, you might’ve made a few mistakes and overplayed your hand. You can analyze the recording to review it, and you can use AI to automate workflow to perform that analysis.

AI Agent Overview

A Client Video Call Analyzer introduced by Weam AI can help to capitalize on strengths. 

• To easily fill the loopholes in your conversation with clients.
•  It generates a detailed report providing pointers about your sales calls.
• So you can review, reset, and enhance your clients’ onboarding, pitching or follow-up call experience with ease.

Benefits

• Analyze a sales call or transcript to form a strategy for your next scheduled call.
• Allows you to draft guidelines for beginners joining your sales team, 
• Providing them with insights for strengthening their confidence.
• Understand your clients, their requirements, and your low efforts.
• Highlight upsell/cross-sell opportunities.

2. CV Analysis Automation for Recruitment

A single profile opening is not just a position you need someone to fill in. There are responsibilities, jobs to be done, and ROI to be expected by any organization. 

Problem Identification

However, going through the long list of potential candidates is exhausting. Comparing their resume is even a bigger challenge.

Benefits

• AI to automate workflow, such as CV analysis, helps identify the right candidates with certainty.
• It eliminates the cost of using third-party services for the pre-interview workflow.
• Your recruiters can clearly state reasons to candidates to choose or not choose them.
• To go beyond, recruiters can also provide pointers to improve for candidates.
• Reduces the time required for picking candidates when your agency shifts its working approach & methodologies.

3. QA Automation for Website

Websites are like your clients’ businesses’ digital front as gone are the days of brick and mortar front. With 68.7% of people spending time online, chances are users are likely to check your client’s website before visiting in person. Even for shopping a website acts as an experience store, just digitalized.

Problem Identification

So there are two types of QA lists, a common list that every QA has. The other one is a specific checklist of errors that your quality analyst will make depending on project requirements. Both of these lists can act as a knowledge base for AI to automate workflow.

In both list, there are more than 100+ points. Once the analyst makes sure to go through the checklist, it adds a layer of certainty that the project/website is ready for users. However, it is exhausting and takes an enormous amount of time for the QA to perform that operation.

AI Agent Overview

• To tackle the time constraints and eliminate the repetitiveness of Quality Analysis of websites, we launched a QA agent in Weam AI.
• The agent will go through the project (crawl the URL) and find anomalies, generate a detailed report to recommend changes.
• The entire core idea of the Weam AI agent revolves around speeding up the QA workflow.
• Lastly, the use of AI to automate workflow for QA ends with a generated report, gives insights into:-
  • SEO best practices
  • Accessibility
  • Code quality
  • Security
  • Content quality
  • Performance & other analytics.

Benefits

• Quickly analyzes websites, detects bugs, and provides actionable insights to enhance performance and usability.
• Whether your clients want the team to focus on functionality or overall UI, the agent considers both.
• We are using a general QA list. For future upgrade it can be trained based on your QA requirements too.
• It saves time, resources, and effort spent on finding and learning how to fix those errors.
• A great way for beginners to get a head start in performing QA for WordPress websites.

4. SEO-Optimized Content Automation

We have talked a lot about how a website should have no errors. The agent above clearly states the things that need to be fixed in your WordPress websites. However, we haven’t stated what your website needs to reach people. 

Service offering informatively discussed on your website can sell itself. That’s where blogs come into the picture, it’s a structured way to discuss information at the same time, it helps you to build trust among your visitors.

Problem Identification

Every website needs to publish a blog about its service offering and deep dive into associated information. For this, using AI to automate workflow is ideal, but the results are not very impressive. 

At the end of the day, you want Gen AI enhanced. And let’s not forget that every time you have said it to generate a blog, it always starts with “The [thing] is revolutionizing/moving at a fast pace/rapidly advancing”. Nobody wants that. Also, amidst tight deadlines, you need to be consistent with the word output.

AI Agent Overview

• We can currently use AI to automate workflow for SEO optimization and the generation of content. It starts with a targeted keyword and the website’s URL, which provides three essential resources required for a successful SEO centric content. Those three resources are:
  • Topic
  • Competition ranking on those keywords
  • Recommended associated keywords revolving around those keywords.
• Based on a user-submitted website’s URL, a business summary is created, which acts as a promotional body, CTAs, and anchor content for the article.
• The agent also understands primary page rankers on the keyword and decides whether the topic is unique for the website, then begins drafting the article.
• The generated article follows Content and SEO’s best practices, satisfying content quality as well as reducing the time taken to research, draft, edit, and write the articles for agencies.

Benefits

1. It eliminates content creation bottlenecks that slow down SEO efforts.
2. Makes identifying high-performing keywords easy that match user intent.
3. Helps tackle the challenge of consistently producing optimized content at scale.
4. Allows to bridge the knowledge gap in how to incorporate SEO best practices in their blogs.
5. Provides you the flexibility to write an AI agent’s prompt in such ways that adapt modern content. Hence, you can quickly catch up with evolving search engine algorithms.

5. Business Proposal Automation

Business proposals are carefully crafted POAs with extensive information. The information generally revolves around research about your client’s bottlenecks, cost, resources, and time required.

Problem Identification

It’s necessary but they should not consume your energy and effort. Think about it if you spent too much time preparing for it when will make sales and build relationships. 

Also, what we’ve understood about bringing in AI to automate workflow, it should either target efforts or resources for achieving concrete results. Creating a business proposal consumes both. Hence, we’ve built an intelligent way to automate creating business proposals.

AI Agent Overview

• To tackle the ongoing challenges the agency faces in providing reasonable, justified, and easy-to-understand business proposals, Weam AI made an agent too.
• It studies the requirements of clients, about the project, and learns about companies offering to propose a comprehensible business proposal with calculated cost, time, and resources. 
• Again, the idea here is to help agencies automate mundane yet crucial tasks that may become unrecognized bottlenecks for them.

Benefits

1. Eliminates the time and effort required to create lengthy proposals that potentially delay client acquisition.
2. Allows you to maintain consistency in proposal quality and messaging.
3. Poor conversion rates from prospect to client due to underwhelming proposals.
4. Your sales team can spend time building relationships instead of creating documents.
5. State cost, time, and other details about your value propositions clearly and convincingly.

Make Your AI Agents in Weam AI

The agents we listed above were made by our Weam team. One of the reasons is that they need certain integrations to get the job done. Additionally, we’ve fine-tuned the models to help agencies get what they want. However, that is not how we aim to close the gap between you and AI literacy.

Weam AI is a simple solution to complex AI adoption. For agencies looking forward to bringing in AI into their workflow, the platform is a helpful choice. You and your team share a single workspace to access multiple AI models. Offering a distinctive way to use AI to automate workflow, we’ve added a custom AI agent builder.

All you need to do is:

• Define a role.
• Add system prompts
• Provide instructions (with uploading knowledge base for in-depth references)

If you are new to agentic AI and AI agents, click to learn more about different types of AI agents. 

Request for Super Weam AI Agents

We made AI adoption simple and are currently researching and developing different types of Weam AI agents. However, using AI to automate workflow requires a study of multiple use cases. We break those workflow down and understand how to build a helpful agent.

Our approach is:

• To build AI agents that save time and effort.
• Reduces the financial burden of integrating AI into your business.
• Finding the right use case that consistently generates or provides quality output.

Have awesome ideas about AI agents that’ll help with your business? Reach out to us. Or you can use Weam AI to understand AI agents and let us know how to enhance them.

Wrapping Up!

Capitalizing on AI to automate workflow is not new. There have been countless iterations of workflows that define the fundamental building blocks of these agents. Although an AI agent seems stepping stone, there is a long way to go till we fully understand automation on a large scale. But we have to start somewhere.

This is where Weam AI comes in, helping you with your AI adoption. Starting with our AI agents, we want to scale for you. Currently, we offer AI agents for SEO, QA, Sales operations, and HR. But soon will amplify our platforms’ widespread capabilities to help your agency adopt AI to automate workflow.

Frequently Asked Questions