How to use Digital Workers to automate business processes

Digital Workers are AI agents built to handle real business tasks that require flexibility, judgment, and collaboration. Instead of following rigid automation scripts, they pursue defined goals and intelligently adapt as conditions change. They seamlessly move across tools and data—from emails and PDFs to structured databases—and clearly document every step they take.

Business processes have specific demands. Digital Workers are designed with these in mind:

• Accountability and traceability: All actions are logged, giving full visibility into decisions, steps taken, and tools used.
• Collaboration: Recognizes when to escalate issues, request approvals, or notify stakeholders, integrating smoothly into existing business workflows.
• Adaptive problem solving: Executes tasks with clear goals, adjusting effectively if conditions change or unexpected issues arise.
• Business data understanding: Processes both structured and unstructured data (such as emails, documents, and databases) to make informed decisions.

Getting started with Digital Workers

Using a Digital Worker doesn’t require technical skills. You simply define the task clearly, review how it works, and then let it integrate into your processes. Here’s how it looks in practice:

1. Describe the work

Domain experts—the people who understand the process best—can directly configure a Digital Worker. Describe the task or goal plainly, as if explaining it to a new team member. The Digital Worker will clarify any ambiguities and request access to necessary tools or systems.

2. Test and refine

Next, the Digital Worker runs the task using actual business data, but without performing real actions in live systems. You’ll see exactly how it makes decisions, and you can review detailed logs. This gives you a chance to refine its approach, providing feedback naturally, without any complex coding.

3. Deploy and collaborate

Once satisfied, deploy the Digital Worker into your workflow. It handles tasks independently but knows when to escalate issues, ask for approval, or seek clarity. Over time, it continues learning from your feedback, steadily improving, just like a valued team member.

What’s like to work with a Digital Worker

Think of your Digital Worker less like software and more like a new teammate. Clear communication and feedback help it become a reliable partner. Here’s how to build that relationship:

Define Clear Tasks and Instructions

Select specific tasks suited for automation, clearly describing goals and expectations in natural language. Precise instructions help the Digital Worker fully understand your intent and objectives.

Communicate Using Natural Language

You won’t need to code. Everything from initial setup to ongoing refinement is handled through everyday language. AI interprets your intent, making it easy to adjust and improve tasks without technical complexity.

Determine Collaboration Points

Decide when and how approvals, escalations, or status updates should occur, ensuring the Digital Worker fits seamlessly into your existing workflow.

Giving feedback

Consistent feedback helps your Digital Worker refine its decisions and actions, steadily becoming more precise and dependable. Just like any reliable team member.

From setup to results

Digital Workers bring intelligence and clear visibility into business automation. Setting them up is straightforward (no technical skills required) and they smoothly integrate into your existing workflows.

With clearly defined tasks and feedback, Digital Workers quickly become reliable teammates, handling processes that need flexibility, judgment, and accountability.