Workflow guide · Professional and administrative services
Professional and administrative services
AI and automation with human control.
Where should automation for professional and administrative services start?
Start with a specific workflow: complete case files before making decisions. AI can help organise information and prepare tasks; a person should review exceptions and approve business decisions.
Bring documents, deadlines and enquiries into an organised case file. Automation can flag missing information and prepare drafts; advice and professional actions require review.
| Area | Proposal to assess |
|---|---|
| Initial workflow | Complete case files before making decisions |
| Human review | Verify document accuracy, confidentiality and professional decisions before communicating or submitting. |
| What to measure | Outstanding documents, missed deadlines and preparation time per case. |
| Condition for proceeding | Check permissions, data quality and pilot outcomes before expanding the workflow. |
Choose your activity
Complete case files before making decisions
What to prepare before connecting tools
- Real request examples, removing personal data that is not necessary.
- A list of tools, fields and statuses you currently use.
- Approved information for the workflow: complete case files before making decisions.
- A person responsible for approving exceptions and a procedure for returning to manual work.
What should remain under your control
Verify document accuracy, confidentiality and professional decisions before communicating or submitting.
Set minimum permissions, review drafts before sending and stop the workflow when information is incomplete or no answer has been confirmed.
How to assess whether it adds value
Outstanding documents, missed deadlines and preparation time per case.
Record these measures during a week of manual work and compare them with a pilot of the same scope. Include reviews and corrections in total time: fewer steps are not enough if error correction creates more work.
Guides to explore the workflow
View all guides →Questions before you start
Can every part of professional and administrative services be automated?
We do not assume so. This guide proposes assessing specific administrative tasks. Service delivery, physical work and professional decisions may require people and specific obligations.
Which tools do I need?
It depends on your existing tools and their integration permissions. Start with your calendar, documents or management system and validate which information can be read and written. We do not assume an integration works before checking it.
How do I request access information?
Join the waitlist or email jm@unapersona.es with your activity, the workflow you want to improve and the tools you use.
Illustrative organisation and automation proposals. Feasibility, qualifications, permissions and obligations for each activity must be checked before implementing a workflow.
Tell us about your workflow