Digital Transformation Using AI, Low Code Automation Platforms and RPA

In today’s rapidly evolving business landscape, organizations are constantly seeking ways to optimize operations, reduce costs, and enhance customer experiences. The convergence of Artificial Intelligence (AI), Low Code Automation Platforms, and Robotic Process Automation (RPA) represents a powerful trifecta that’s revolutionizing how businesses approach digital transformation.

Understanding the Technologies

Artificial Intelligence (AI)

AI encompasses machine learning, natural language processing, computer vision, and predictive analytics that enable systems to learn, reason, and make intelligent decisions. In business contexts, AI excels at pattern recognition, data analysis, sentiment analysis, and making complex predictions that would be impossible for traditional rule-based systems.

Low Code Automation Platforms

Low code platforms democratize software development by providing visual interfaces, drag-and-drop components, and pre-built modules that allow business users and developers to create applications with minimal hand-coding. These platforms accelerate development cycles, reduce IT backlogs, and enable rapid prototyping and deployment of business solutions.

Robotic Process Automation (RPA)

RPA uses software robots to mimic human actions and automate repetitive, rule-based tasks across multiple systems. These digital workers can log into applications, move files, extract data, fill in forms, and perform structured tasks 24/7 with perfect accuracy and consistency.

The Power of Integration

While each technology delivers value independently, their true potential emerges when integrated into a cohesive automation ecosystem. This integration creates intelligent automation that combines the speed of RPA, the flexibility of low code platforms, and the decision-making capabilities of AI.

RPA provides the hands to interact with existing systems and execute tasks across applications without requiring API integrations or system modifications.

Low code platforms serve as the orchestration layer, connecting disparate systems, managing workflows, and providing user interfaces that make automation accessible to business users.

AI acts as the brain, handling unstructured data, making intelligent decisions, learning from patterns, and continuously improving process outcomes.

Real-World Automation Flow Example

Let’s examine a comprehensive customer onboarding process that leverages all three technologies:

Scenario: Automated Customer Onboarding for Financial Services

Imagine a new customer wants to open a bank account. Here’s how the three technologies work together to make it seamless:

Step 1: Receiving and Reading Documents

What happens: A customer uploads their ID, proof of address, and income documents through your portal or sends them via email.

RPA’s role: The software robot constantly watches for new submissions, just like an employee checking their inbox. When documents arrive, it immediately grabs them and starts the process.

AI’s role: Instead of requiring documents in a specific format, AI reads and understands any type of document – whether it’s a PDF, photo, or scanned image. It pulls out names, addresses, dates, and account numbers automatically. The AI also checks if the ID photo looks legitimate or if there are signs of tampering or fraud.

Real benefit: Customers don’t need to worry about document formats, and the process starts instantly without waiting for business hours.

Step 2: Checking and Validating Information

What happens: The system verifies the customer’s information and assesses whether they’re a good fit for your services.

Low Code Platform’s role: This acts like a smart traffic controller, deciding where each piece of information needs to go next and in what order. It creates a visual workflow that your team can easily modify without calling IT.

AI’s role: The AI analyzes the customer’s financial information to calculate credit scores, evaluates risk by comparing patterns with thousands of previous customers, and flags unusual cases that need human attention. It’s like having an expert analyst review every application instantly.

Real benefit: Decisions that once took days now happen in minutes, and only truly complex cases require human review.

Step 3: Entering Data Across Multiple Systems

What happens: Customer information needs to be entered into your CRM, banking system, compliance tools, and other platforms.

RPA’s role: The robot logs into each system (just like a person would) and enters the information in the right fields. It can work with old legacy systems that don’t have modern APIs or integration capabilities.

Low Code Platform’s role: It manages the sequence – making sure the CRM is updated before the banking system, handling any errors that pop up, and sending notifications to the right team members when their action is needed.

Real benefit: No more manual data entry across multiple screens, no typos, and every system stays perfectly synchronized.

Step 4: Running Compliance Checks

What happens: Regulatory requirements demand screening against sanctions lists, criminal databases, and negative news.

AI’s role: It searches through millions of news articles, social media posts, and public records looking for any red flags associated with the customer’s name. Natural language processing understands context – knowing the difference between “John Smith the fraudster” and “John Smith the teacher.”

RPA’s role: The robot simultaneously checks official government databases and watchlists, performs the searches, and documents everything for audit purposes.

Real benefit: Comprehensive compliance checks happen in seconds instead of hours, and nothing slips through the cracks.

Step 5: Making the Decision and Communicating

What happens: All the gathered information leads to an approval or rejection decision, and the customer receives a response.

Low Code Platform’s role: It brings everything together into one dashboard where approvals, rejections, and pending cases are clearly visible. Your team can see exactly where each application stands.

AI’s role: For straightforward cases meeting all criteria, AI approves automatically. For borderline cases, it prepares a detailed summary explaining the concerns and recommending whether a human should approve or reject. When communicating with the customer, AI personalizes the message based on their profile and situation.

RPA’s role: Once approved, the robot creates the actual customer account, sets up initial access, and provisions services like debit cards or online banking.

Real benefit: Simple cases get instant approval, complex cases get intelligent recommendations, and customers receive clear, personalized communication immediately.

Step 6: Learning and Getting Better

What happens: The system doesn’t just run – it learns and improves over time.

AI’s role: Machine learning tracks which types of applications get approved or rejected, how long each step takes, and where delays occur. It spots patterns like “applications from Company X always need additional documents” and suggests improvements. It can even predict busy periods based on historical trends, so you can plan staffing accordingly.

Real benefit: Your process gets smarter and faster every month without manual intervention, and you can proactively address bottlenecks before they become problems.

Business Benefits at ROBORA

This integrated approach delivers transformative results for our clients:

Getting Started with ROBORA

At ROBORA, we understand that digital transformation is not about replacing technology wholesale, but about strategically augmenting existing capabilities. Our approach involves:

1. Process Assessment: Identifying high-impact processes suitable for automation
2. Technology Selection: Choosing the right combination of AI, low code, and RPA based on your specific needs
3. Phased Implementation: Delivering quick wins while building toward comprehensive transformation
4. Change Management: Ensuring your team embraces and maximizes automation benefits
5. Continuous Optimization: Monitoring performance and refining processes for ongoing improvement

The future of business operations lies not in choosing between AI, low code platforms, or RPA, but in orchestrating these technologies into intelligent automation ecosystems that drive sustainable competitive advantage.

Ready to transform your business processes? Contact ROBORA today to discover how we can design and implement an intelligent automation solution tailored to your organization’s unique challenges and opportunities.