In today’s fast-paced, technology-driven business landscape, organizations are under constant pressure to streamline operations, reduce inefficiencies, and make smarter, data-driven decisions. Intelligent automation platforms, low-code interfaces, and agentic AI workflows are emerging as transformative strategies to meet these demands. These tools can not only eliminate manual bottlenecks but can also help facilitate seamless integration across systems, empowering businesses to operate with greater agility and precision.
These technologies are reshaping the way businesses approach automation and integration. From reducing operational overhead to enabling real-time decision making, the following article highlights practical applications and strategic benefits. Whether you’re looking to scale existing automation efforts or exploring these tools for the first time, this overview provides a road map for leveraging cutting-edge technology solutions to help drive efficiency and innovation in your organization.
Intelligent Automation Platforms to Improve Processes
Platforms like NetSuite ERP and Workato can help reduce manual processes and operational bottlenecks. These platforms help with seamless system-to-system connectivity, even when prebuilt connectors fall short. Workato, an integration platform as a service (iPaaS), is a leader in this space, offering over 8,600 connectors to integrate diverse applications, from customer relationship management services (CRMs) like Salesforce to e-commerce platforms like Shopify. The platform’s ability to automate workflows, such as payroll data integration, invoice reconciliation, and e-commerce data synchronization, eliminates the need for human intervention in repetitive tasks. This not only reduces errors but also enhances efficiency by enabling real-time data flow and reporting. Workato’s flexibility allows businesses to adapt quickly to changing needs, such as integrating tariff data or automating procurement processes, demonstrating its agility in addressing dynamic business challenges.
Low-Code Interfaces to Manage Workflows
Workato’s low-code, drag-and-drop interface can be a game-changer for workflow management. Unlike traditional programming-heavy solutions, Workato empowers business analysts and non-technical users to build and manage integrations. The platform’s “recipe” framework simplifies complex automation by breaking it into readable, modular steps. For example, a recipe can automate the creation of sales orders in NetSuite based on closed opportunities in Salesforce, or reconcile invoices by extracting data from email attachments using intelligent document processing (IDP). The platform also supports human-in-the-loop workflows, allowing users to approve or modify automated actions via interfaces like Slack or custom-built dashboards. This democratization of automation helps organizations decentralize workflow management, fostering a culture of innovation across departments while maintaining IT oversight.
Agentic AI Workflows for Orchestration & Real-Time Decision Making
Agentic AI workflows are intelligent agents or “genies” that act autonomously to support orchestration and decision making. These agents leverage AI capabilities like contextual analysis, natural language processing, and vector databases to perform tasks such as retrieving aging invoices, comparing customer data across systems, or answering queries about standard operating procedures. For instance, a collections agent built on Workato can autonomously fetch overdue invoices from NetSuite, analyze payment terms, and even initiate follow-up actions. These agents are context-aware, capable of reasoning, and can execute complex workflows by integrating multiple systems and data sources. This level of intelligence not only enhances operational efficiency but also provides actionable insights, enabling businesses to make informed decisions in real time.
Conclusion
There is strategic value in integrating intelligent automation platforms, low-code interfaces, and agentic AI workflows into business operations. Platforms like Workato offer a scalable, user-friendly tool for automating processes, managing workflows, and enabling real-time decision making. By reducing manual effort, enhancing data accuracy, and fostering cross-departmental collaboration, these technologies help enable organizations to achieve operational excellence and drive innovation. For business leaders, adopting such solutions represents a significant step toward future-proofing their enterprises in an increasingly digital and data-driven world.
How Forvis Mazars Can Help
Forvis Mazars is here to assist you and your organization in transitioning to intelligent automation platforms. In addition, watch our archived webinar, “Beyond Integration: Unlocking Intelligent Automation,” for a more in-depth discussion on these topics.