Less time, less effort, and less cost — the pillars of today's business. Indeed, companies are constantly looking for ways to achieve more with less. This is where artificial intelligence steps in.
But what happens when you combine business process automation (BPA) with artificial intelligence (AI)? You can expect streamlined operations, fewer manual processes, lower risks of human error, even in complex tasks, and quicker, smarter decision-making. However, there are also potential pitfalls to consider.
In this article, we'll explore how AI is changing the way businesses operate, where it can be most beneficial, and what companies of all sizes need to be aware of. We will also analyze some of the most promising trends to rely on for building the right intelligent automation strategy.
Understanding AI business process automation
AI business process automation (AI BPA) involves using artificial intelligence technologies to automate repetitive tasks and streamline business operations.
Bringing AI into the mix with traditional automation helps businesses work smarter. It cuts down on repetitive tasks, reduces mistakes, and makes it easier to base decisions on real insights. Take customer service, for instance—AI-powered chatbots can step in to answer routine questions, so teams can focus on more complex issues that actually need a human touch. In finance, AI can quickly analyze large datasets for fraud detection, flagging suspicious transactions faster than manual methods.
Key components of AI business automation

Machine learning (ML)
This technology uses algorithms to analyze data patterns, learn from data, and make predictions. The key idea is that ML systems improve automatically through experience, without the need for explicit programming.
ML and AI in business can be applied to predict, optimize operational costs and supply chains through demand forecasting, personalize marketing content based on past behaviors, as well as automate fraud detection based on patterns and data analysis in financial transactions.
Natural language processing (NLP)
Natural language processing enables machines to understand, interpret, and interact with human language in a way that is both meaningful and efficient. This allows for smoother and more intuitive human-computer interactions.
It is used in building AI process automation solutions for:
- sentiment analysis of customer feedback and social media posts;
- optimizing business processes related to working with documents, like contracts or invoices;
- enhancing search functions by allowing users to search using natural language queries.
Apart from this, natural language processing is an important technology for customer service automation.
Robotic process automation (RPA)
RPA, or robotic process automation, uses software bots to handle repetitive, rule-based tasks that people would normally do by hand. These bots copy the way humans interact with digital tools—clicking, typing, moving files—just faster and with fewer mistakes.
Data analytics
Data analytics involves using tools and techniques to process, interpret, and visualize large volumes of data. Data analysis and insights help businesses make informed decisions, optimize operations, perform complex tasks without wasting resources, and predict future trends.
Such AI technologies also play a crucial role in predictive analytics and reducing operational costs.
Together, all these technologies create a powerful ecosystem that can drive intelligent automation across all aspects of a business, from customer service and marketing to operations and decision-making.
AI business process automation at its best: key areas for maximum impact
After nearly two years of enthusiasm for generative AI, businesses are transitioning beyond the initial “excitement” to focus on what truly matters: harnessing this technology to generate value. Consequently, 71% of organizations are either experimenting with or increasing the adoption of generative AI.
Meanwhile, 67% of AI decision-makers say their organization plans to increase investment in generative AI in the coming year.
What key areas should be considered for maximizing the value of AI business process automation?

Data management and analytics
AI plays a crucial role in transforming business processes powered by data. AI automation can revolutionize a lot of tasks, from data entry to insight generation in real time.
For instance, machine learning algorithms can “sift” through customer data to identify purchasing trends, predict future demand, and optimize data management.
Check out how our low-code engineers built a Retool billing tool to tackle the complexities of hierarchical license management. The solution includes enhanced data management, automated reporting, and dashboard features. Learn more about the case study.
How AI Business Process Automation helps in data management:
- It automatically removes duplicates and ensures data quality.
- AI-driven automation systems can analyze historical data to predict future trends and customer behavior.
- It processes large data sets instantly, delivering actionable insights.
On top of that, using AI in automation gives businesses access to powerful data analysis. Instead of just collecting numbers, AI can sift through huge amounts of information, spot patterns, make predictions, and even suggest ways to improve how things run day to day.

Customer support
AI-powered chatbots and virtual assistants have changed customer service by enabling faster and more accurate responses to customer queries. They deliver immediate responses, aligning with the expectations of 82% of consumers who seek instant resolution to their issues.
Such AI process automation systems reduce the need for human intervention and optimize processes by offering seamless support 24/7. Gartner projects that by 2025, 80% of support teams will incorporate generative AI to boost agent productivity and enhance the customer experience.
How AI Process Automation helps in customer support:
- By implementing AI chatbots, businesses can handle customer inquiries instantly, reducing response time.
- AI learns from customer data to provide personalized support, anticipating customer needs.
- Automating routine tasks allows companies to reduce customer service costs.

Sales and marketing
AI-powered automation makes it easier for companies to fine-tune their sales and marketing. It helps teams tailor customer experiences for different audiences, take care of routine tasks like lead follow-ups, and make sense of all the customer data so campaigns hit the mark more often.
How AI helps in sales and marketing:
- It prioritizes leads based on their likelihood to convert, helping sales teams focus on high-value opportunities.
- AI tailors marketing messages based on individual customer behavior and preferences.
- From sending follow-up emails to managing social media campaigns, AI reduces manual work, allowing teams to focus on strategy.
If you want to learn more about how Akveo developed solutions to automate lead generation processes for a venture capital company, read this case study.

Workflow and task automation
Changing how everyday tasks get done often brings a shift in the way teams work together. People start finding new ways to solve problems and think more creatively. With less time spent on boring, repetitive work, there’s more space to focus on the things that actually matter—like coming up with ideas, improving processes, and working on long-term goals. Indeed, 72% of workers trust AI to bring value to their work processes.
How AI helps in Business automation:
- AI automation software can route documents and requests for approval, eliminating bottlenecks in processes like procurement or contract management.
- It helps allocate tasks based on employee availability and skill, improving resource utilization.
- Being able to track progress as it happens helps make sure everything stays on schedule—and if something goes off track, managers can spot it early and step in before it becomes a bigger problem.
Besides, AI process automation streamlines repetitive and mundane tasks, allowing employees to focus on higher-value and creativity-driven activities. For instance, AI can undertake data entry, process invoices, or respond to customer queries with chatbots.
Low-code development for rapid process automation
How can businesses build custom applications without deep technical skills? Low-code development platforms make this possible by enabling companies to design tailored solutions quickly and efficiently.
These platforms empower teams to develop applications with minimal (or no) coding. These solutions can be a top option for quickly creating automation solutions that can be customized to the specific needs of your company.
How AI process automation and low-code solutions boost efficiency:
- Build faster: Instead of waiting months, teams can get apps up and running in just a few weeks—speeding up progress across the board.
- Save money: These tools help cut down on the need for high-cost development, making projects more budget-friendly.
- Easy to tweak: Workflows and apps can be adjusted as things change, without having to rebuild everything from the ground up.
The combination of low-code development with artificial intelligence capabilities allows organizations to innovate faster and automate processes even with limited technical resources. What's more, by leveraging low-code/no-code solutions, organizations can empower non-technical staff to contribute to the automation process, increasing agility and reducing reliance on IT departments.
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AI in business automation: What are the risks?
Smarter tools are already shaking up the way companies work—but even the most efficient teams can hit bumps when trying to bring new tech into their processes. Some of the biggest challenges are behind the scenes, like keeping systems running smoothly or making sure everything lines up with the company’s bigger goals.
Getting new systems in place isn’t always easy. Some teams are still figuring things out, and others just don’t have the time or resources to fully dive in. These bumps in the road are normal, but they show that change doesn’t happen overnight.
Even so, streamlining how work gets done can really pay off—freeing up time and helping people focus on the things that move the business forward. That said, it’s worth being mindful of the downsides too. Here are a few common challenges companies should be aware of.
Job displacement
One of the most commonly discussed risks of AI automation for business is the potential loss of jobs. Approximately 60% of jobs may be impacted by AI. And some employees are worried. PwC's annual global workforce survey reveals that 30% of employees worry their jobs may be replaced by technology in the coming years.
What should be considered:
Impact on lower-skilled jobs
Positions in industries such as manufacturing, logistics, and customer service are especially vulnerable to automation, leading to workforce anxiety.
New roles emerging
While AI might reduce certain roles, it also opens up opportunities for workers to shift to more value-driven tasks. Forrester predicts that by 2030, just 1.5% of jobs will be lost due to generative AI, while 6.9% will be impacted by it.
What companies can do:
Leaders should be open about what’s changing and why—it helps build trust and keeps people motivated. One way to support teams through the shift is by offering training that helps them grow their skills and feel confident working with new tools.
Bias and ethical concerns
AI systems are only as effective as the quality of the data they are trained on. If an AI model is trained with “false” data, it can perpetuate or even amplify biases in decision-making. Problems can really show up in areas like hiring, lending, and customer service—where the stakes are high and fairness matters.
There are a couple of things worth thinking about:
- If the information used to guide decisions is already biased, the outcomes can be unfair—especially when it affects who gets hired.
- Some systems are so complicated that it’s hard to explain how decisions are made, which makes it tricky to know who’s responsible if something goes wrong.
What companies can do:
Businesses should focus on transparent AI models and carefully monitor their training data to mitigate bias risks.
Data security concerns
AI can be vulnerable to cyberattacks—hackers might try to mess with automated processes or twist the way decisions are made for their own gain.
- Data breaches: AI systems often handle vast amounts of sensitive data, making them attractive targets for hackers.
- Model manipulation: attackers could attempt to manipulate AI models to alter business outcomes or compromise system integrity.
What companies can do to ensure data security:
Companies should focus on strong cybersecurity practices—like keeping systems updated and regularly checking for anything suspicious—to stay ahead of potential threats.
Lack of expertise and vision for AI process automation
To really get value from automation, companies need a clear plan that ties back to what the business is trying to achieve. But the reality is, many teams jump in without a solid strategy or the right know-how to make it work.
When there’s no clear direction, efforts can fall flat—tools get put in place without a real purpose, and things don’t scale the way they should. Without the right experience behind it, it’s easy to end up with solutions that look good on paper but don’t actually solve the problems they were meant to fix.
What companies can do:
It is recommended to invest in AI education and training, develop a clear AI process automation strategy, and start with small, scalable projects.
What is the future of AI in business process automation?
Business automation is one of the most critical tasks for organizations aiming to stay competitive in a fast-evolving digital economy. Today, there are a lot of advanced AI process automation solutions in place. But does it mean that AI tools have already reached the final point of their development? Absolutely not. Tech progress is ongoing, and the trend for AI-powered automation is just gaining momentum.
Let's take a closer look at the tendencies that are shaping the future of AI automation.
Hyperautomation
AI is driving hyperautomation. This concept presupposes automating not just simple tasks but whole complex business processes and workflows end-to-end. Companies won't just automate isolated tasks anymore, as it is not always feasible and efficient. They will focus on connecting AI, robotic process automation, and low-code platforms to automate entire operations across all business functions.
Personalized automation for higher customer satisfaction
Automation isn’t something you can just copy and paste across every business. The tools will adjust on the fly, shaping workflows to fit what’s actually happening in the moment. For instance, customers with different needs might get different responses, onboarding steps, or support experiences—automatically. It’s a smarter way of working that not only helps things run more smoothly but also makes the experience better for customers.
Democratization of automation
User-friendly AI process automation platforms powered by machine learning and natural language processing will allow non-technical experts to automate parts of their work without relying on IT teams. This trend is mainly driven by the growing popularity of the low-code approach and will massively speed up innovation inside companies.
Self-healing processes
Traditional automation systems greatly depend on human intervention. If any complex processes are not executed in the right way, IT specialists (or, in some cases, citizen developers) need to introduce updates. Intelligent process automation systems will monitor automated workflows, detect when something breaks, and successfully self-correct them without human intervention.
In other words, AI-powered process automation and business process management will be more "self-sufficient". Machine learning and AI tools will get insights from the running business processes and improve the workflows for better operational efficiency.
IoT and edge computing integration
In areas like manufacturing, logistics, and energy, connected devices are already sending in real-time data that helps make smarter decisions. This kind of info is key—it gives automation systems exactly what they need to keep things running smoothly, spot issues early, and improve how everything works day to day.
Automated systems will make decisions instantly at the "edge", very close to the source of data.
Ethics and governance
Business automation with AI tools is getting smarter. In this context, companies will need strong frameworks to ensure AI-powered automation systems operate transparently, avoid biases, comply with regulations, and remain auditable.
Conclusion
Having the right technology is only part of the successful introduction of AI technologies. It's just as crucial to have the right people and processes in place. It is essential to balance technological advancement with human oversight, strategic planning, and ethical considerations.
If you're looking to implement AI process automation technologies in your business operations, Akveo can help. Our team offers business process automation services, including workflow automation, low-code development, and robotic process automation to ensure you get the most out of digital transformation while minimizing risks.
Let's work together to future-proof your business!
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Streamlining Gifting Marketplace Operations with Retool
Afloat, a gifting marketplace, needed custom dashboards to streamline order management, delivery tracking, and reporting while integrating with Shopify and external APIs.
The solution:
We built two Retool-based dashboards:
- A Retail Partner Dashboard embedded into Shopify for managing orders and store performance.
- An Admin Dashboard for handling deliveries and partner data.
Both dashboards included real-time integration with Afloat's Backend and APIs for accurate, up-to-date data and scalability.
The result: enhanced efficiency, error-free real-time data, and scalable dashboards for high-order volumes.
Billing Automation for a SaaS Company with Low-Code
Our client needed a robust billing solution to manage hierarchical licenses, ensure compliance, and automate invoicing for streamlined operations.
The solution:
We developed a Retool-based application that supports multi-tiered licenses, automates invoicing workflows, and integrates seamlessly with CRM and accounting platforms to enhance financial data management.
The result:
- Achieved 100% adherence to licensing agreements, mitigating penalties.
- Automated invoicing and workflows reduced manual effort significantly.
- Dashboards and reports improved decision-making and operational visibility.
Retool Dashboards with HubSpot Integration
Our client needed a centralized tool to aggregate account and contact activity, improving visibility and decision-making for the sales team.
The solution
We built a Retool application integrated with HubSpot, QuickMail, and Clay.com. The app features dashboards for sorting, filtering, and detailed views of companies, contacts, and deals, along with real-time notifications and bidirectional data syncing.
The result
- MVP in 50 hours: Delivered a functional application in just 50 hours.
- Smarter decisions: Enabled data-driven insights for strategic planning.
- Streamlined operations: Reduced manual tasks with automation and real-time updates.
Lead Generation Tool to Reduce Manual Work
Our client, Afore Capital, a venture capital firm focused on pre-seed investments, aimed to automate their lead generation processes but struggled with existing out-of-the-box solutions. To tackle this challenge, they sought assistance from our team of Akveo Retool experts.
The scope of work
The client needed a tailored solution to log and track inbound deals effectively. They required an application that could facilitate the addition, viewing, and editing of company and founder information, ensuring data integrity and preventing duplicates. Additionally, Afore Capital aimed to integrate external tools like PhantomBuster and LinkedIn to streamline data collection.
The result
By developing a custom Retool application, we streamlined the lead generation process, significantly reducing manual data entry. The application enabled employees to manage inbound deals efficiently while automated workflows for email parsing, notifications, and dynamic reporting enhanced operational efficiency. This allowed Afore Capital's team to focus more on building relationships with potential founders rather than on administrative tasks.
Retool CMS Application for EdTech Startup
Our client, CutTime, a leading fine arts education management platform, needed a scalable CMS application to improve vendor product management and user experience.
The scope of work
We developed a Retool application that allows vendors to easily upload and manage product listings, handle inventory, and set shipping options. The challenge was to integrate the app with the client’s system, enabling smooth authentication and product management for program directors.
The result
Our solution streamlined product management, reducing manual work for vendors, and significantly improving operational efficiency.
Building Reconciliation Tool for e-commerce company
Our client was in need of streamlining and simplifying its monthly accounting reconciliation process – preferably automatically. But with a lack of time and low budget for a custom build, development of a comprehensive software wasn’t in the picture. After going through the case and customer’s needs, we decided to implement Retool. And that was the right choice.
The scope of work
Our team developed a custom reconciliation tool designed specifically for the needs of high-volume transaction environments. It automated the processes and provided a comprehensive dashboard for monitoring discrepancies and anomalies in real-time.
The implementation of Retool significantly reduced manual effort, as well as fostered a more efficient and time-saving reconciliation process.
Creating Retool Mobile App for a Wine Seller
A leading spirits and wine seller in Europe required the development of an internal mobile app for private client managers and administrators. The project was supposed to be done in 1,5 months. Considering urgency and the scope of work, our developers decided to use Retool for swift and effective development.
The scope of work
Our developers built a mobile application tailored to the needs of the company's sales force: with a comprehensive overview of client interactions, facilitated order processing, and enabled access to sales history and performance metrics. It was user-friendly, with real-time updates, seamlessly integrated with existing customer databases.
The result? Increase in productivity of the sales team and improved decision-making process. But most importantly, positive feedback from the customers themselves.
Developing PoC with Low Code for a Tour Operator
To efficiently gather, centralize, and manage data is a challenge for any tour operator. Our client was not an exception. The company was seeking to get an internal software that will source information from third-party APIs and automate the travel itinerary creation process. Preferably, cost- and user-friendly tool.
The scope of work
Our experts ensured the client that all the requirements could be covered by Retool. And just in 40 hours a new software was launched. The tool had a flexible and easy-to-use interface with user authentication and an access management system panel – all the company needed. At the end, Retool was considered the main tool to replace the existing system.
Testing New Generation of Lead Management Tool with Retool
Our client, a venture fund, had challenges with managing lead generation and client acquisition. As the company grew, it aimed to attract more clients and scale faster, as well as automate the processes to save time, improve efficiency and minimize human error. The idea was to craft an internal lead generation tool that will cover all the needs. We’ve agreed that Retool will be a perfect tool for this.
The scope of work
The project initially began as a proof of concept, but soon enough, with each new feature delivered, the company experienced increased engagement and value.
We developed a web tool that integrates seamlessly with Phantombuster for data extraction and LinkedIn for social outreach. Now, the company has a platform that elevates the efficiency of their lead generation activities and provides deep insights into potential client bases.
Building an Advanced Admin Portal for Streamlined Operations
Confronted with the need for more sophisticated internal tools, an owner of IP Licensing marketplace turned to Retool to utilize its administrative functions. The primary goal was to construct an advanced admin portal that could support complex, multi-layered processes efficiently.
The scope of work
Our client needed help with updating filters and tables for its internal platform. In just 30 hours we've been able to update and create about 6 pages. Following features were introduced: add complex filtering and search, delete records, styling application with custom CSS.
Together, we have increased performance on most heavy pages and fixed circular dependency issues.
Creating MVP Dashboard for Google Cloud Users
Facing the challenge of unoptimized cloud resource management, a technology firm working with Google Cloud users was looking for a solution to make its operations more efficient. The main idea of the project was to create an MVP for e-commerce shops to test some client hypotheses. Traditional cloud management tools fell short.
The scope of work
Determined to break through limitations, our team of developers turned Retool. We decided to craft an MVP Dashboard specifically for Google Cloud users. This wasn't just about bringing data into view; but about reshaping how teams interact with their cloud environment.
We designed a dashboard that turned complex cloud data into a clear, strategic asset thanks to comprehensive analytics, tailored metrics, and an intuitive interface, that Retool provides. As the results, an increase in operational efficiency, significant improvement in cost management and resource optimization.
Elevating CRM with Custom HubSpot Sales Dashboard
Our other client, a SaaS startup, that offers collaborative tools for design and engineering teams, was on a quest to supercharge their sales efforts. Traditional CRM systems were limited and not customizable enough. The company sought a solution that could tailor HubSpot to their workflow and analytics needs.
The scope of work
Charged with the task of going beyond standard CRM functions, our team turned to Retool. We wanted to redefine how sales teams interact with their CRM.
By integrating advanced analytics, custom metrics, and a user-friendly interface, our developers provided a solution that transformed data into a strategic asset.
In 40 hours, three informative dashboards were developed, containing the most sensitive data related to sales activities. These dashboards enable our customer to analyze sales and lead generation performance from a different perspective and establish the appropriate KPIs.
Building a PDF Editor with Low-Code
Our client, a leading digital credential IT startup, needed a lot of internal processes to be optimized. But the experience with low-code tools wasn’t sufficient. That’s why the company decided to hire professionals. And our team of developers joined the project.
The scope of work
The client has a program that designs and prints custom badges for customers. The badges need to be “mail-merged” with a person’s info and turned into a PDF to print. But what is the best way to do it?
Our developers decided to use Retool as a core tool. Using custom components and JavaScript, we developed a program that reduced employees' time for designing, putting the data, verifying, and printing PDF badges in one application.
As a result, the new approach significantly reduces the time required by the internal team to organize all the necessary staff for the conference, including badge creation.