RPA & AI AUTOMATION

Process automation with RPA and AI.

Eliminate repetitive work, improve data quality and speed up throughput — by combining RPA and AI intelligently. Once prerequisites are clear and APIs are documented, the technical build is surprisingly straightforward.

Process automation with RPA and AI
60–80%
time savings on repetitive back-office processes when RPA and AI are combined.
3 wks from process intake to first working bot in production
~70% fewer manual actions on repetitive processes
24/7 unattended processing — bots never get stuck in traffic
API-first where possible, UI automation only where necessary
RPA, AI or both?

Two technologies, one goal: less manual work.

RPA and AI solve different problems. RPA follows rules — perfect for stable, structured processes. AI makes judgements — essential for unstructured input like email, PDFs or free text. The biggest gains come from combining both.

RPA · Rule-based

Robotic Process Automation

Software bots that precisely replicate human actions — filling forms, transferring data between systems, building reports. Predictable, fast and cheap to scale.

UiPathPower AutomateMake / n8n
AI · Cognitive

AI & LLMs

Models that understand language, images and context. They classify, summarise, extract and make data-driven decisions — even when input is messy.

GPT / Claude / MistralOCR + IDPAgents
Hybrid · Best of both

RPA + AI together

The bot handles the steps; AI does the thinking. Email arrives → AI reads and classifies → RPA transfers to ERP, writes note and triggers follow-up workflow. End-to-end, with audit trail.

Document AIAgentic WorkflowHuman-in-the-loop
Use cases

Where RPA & AI deliver immediate time savings.

Six processes we frequently see at organisations. Not all automation needs to start big — often one well-defined process is enough to build the business case.

01 · Finance

Purchase invoice processing

AI reads invoice (PDF/email), identifies supplier, line items and VAT. RPA books in ERP, links to PO and queues for approval. Exceptions: human-in-the-loop.

Document AISAP / Exact3-way match
02 · HR

New employee onboarding

From the HR system, RPA generates contracts, accounts, authorisations and hardware tickets. AI personalises standard texts and checks for missing fields.

AFAS / VismaAD / EntraITSM
03 · Customer Service

Incoming email triage

AI classifies intent and urgency, extracts customer and order data. RPA opens ticket, fills fields, sends confirmation and routes to the right department.

Outlook / GmailZendesk / TOPdeskIntent
04 · Logistics

Order & packing slip processing

Scan packing slips, compare to order, flag discrepancies. RPA books receipt and triggers invoicing. No more manual typing in WMS.

OCR / IDPWMS / TMSEDI fallback
05 · Compliance

KYC & document review

AI reads contracts and KYC documents, extracts fields and flags risks. RPA archives in DMS and queues review tasks for the compliance officer.

LLM extractionDMSAudit trail
06 · IT & Service

Ticket resolution & routing

AI categorises tickets and suggests responses. RPA executes standard actions (password reset, mailbox permissions) and escalates to second line when needed.

ServiceNowPower AutomateSelf-service
Our approach

Technology is rarely the problem — preparation is.

A successful RPA or AI project succeeds or fails based on what you agree before the build. Our experience: once the process, owner and APIs are clear, we typically build the first working version in days, not months.

  • 01
    Map the process, not the wish

    We walk through the process as it actually runs — including exceptions, workarounds and the spreadsheet nobody knows about.

  • 02
    Owner & KPIs defined

    One process owner from the business, one technical lead. With measurable KPIs: throughput time, error rate, FTE reduction.

  • 03
    APIs & access verified

    Which systems have a clean API? Where do we need UI automation? Are credentials, scopes and rate limits sorted? This is the critical success factor.

  • 04
    Build, measure, scale

    First, get one process end-to-end to production. Then expand. We build in sprints with the business — no big bang.

The four phases of our automation cycle
D
Discover Process mining + interviews. We deliver a shortlist of high-potential processes with business case.
D
Design Process flow, decision rules, data contracts and RPA/AI boundaries on the table. Pre-flight check on APIs.
B
Build & test Develop bot + AI steps, test on acceptance with production-like data. Human-in-the-loop for edge cases.
R
Run & improve Production + monitoring. Measure drift, errors and exceptions; iteratively improve with the process owner.
Architecture

One workflow, four clear layers.

A well-functioning RPA + AI solution is a chain of clearly separated responsibilities. Each layer has one task and a clear contract with the next.

  • 1
    Trigger & intake

    What starts the process? Email, scan, form, schedule or API event. We choose the most reliable signal as the starting point.

  • 2
    AI layer for understanding

    Document AI, classification and extraction. Here AI makes the unstructured world machine-readable — with confidence scores per field.

  • 3
    RPA & orchestration

    The bot executes the steps. High confidence: automatic. Low confidence or exception: human-in-the-loop with context.

  • 4
    Systems of record

    ERP, HRM, CRM and DMS. Preferably via API; UI only when absolutely necessary. With audit log and idempotent write actions.

The team

Meet your automation partners.

Two senior partners who guide the entire journey — from process inventory to production and maintenance. With experience in Finance, Manufactoring and Logistics.

Marten — KODIFY
Marten
Co-founder · Process & AI Strategy

Translates processes and business goals into achievable automation. Works closely with process owners, finance and HR to choose the right first step.

Book an intake with Marten →
Tanmay — KODIFY
Tanmay
Solution Architect · Principal Consultant

Designs and builds the infrastructure for the RPA process in combination with AI and ERP systems. Hands-on knowledge of APIs, queues and exception handling.

Plan a tech deep-dive with Tanmay →
Prerequisites

When these are in order, the build becomes surprisingly straightforward.

The weight of a successful RPA + AI project sits before the first line of code. Our experience: once the prerequisites are clear — and APIs are documented — technical realisation is usually the least complex step. Eight points we work through with you as standard.

1
Process mapped & scoped
+

The actual process — not how it should be — is documented, with start, end, decision points and exceptions.

What we agree upfront
  • Process flow covering 100% of happy-path steps
  • Top-5 exceptions and how they are handled
  • Volume per day/week and peak periods
  • Definition of done for one process instance
As-is flowVolumesDefinition of done
What goes wrong without this
  • Bot works on 80% of cases — the rest becomes messy manual work
  • Scope creep: every exception becomes a mini-project
  • No baseline to measure improvement against
2
One process owner from the business
+

Someone with authority, daily process knowledge and the ability to make decisions on exceptions. Not IT — the business.

What we agree upfront
  • One named owner with decision-making authority
  • Weekly ritual to discuss exceptions
  • Mandate to adjust standard rules
RACIMandateStand-up
What goes wrong without this
  • Decisions don't get made; bot stays 80% ready
  • IT and business point at each other during outages
  • No buy-in — users bypass the bot
3
APIs & documentation available
+

The biggest accelerator. Does every system have a clean, stable API with decent documentation? Then we build fast, robust and maintainable.

What we agree upfront
  • API spec (OpenAPI/Swagger) or working examples per endpoint
  • Authentication, scopes and rate limits mapped
  • Sandbox or test environment available
  • Data contract: which fields are mandatory, which optional?
  • Idempotency & error codes — how does the API behave on retries?
OpenAPISandboxData contract
What goes wrong without this
  • UI bots that break on every release of the source system
  • Unexpected rate limits halt the process
  • Unnecessarily high maintenance costs long-term
4
Access & permissions sorted
+

The bot has its own technical identity with the minimum required permissions — not a colleague's password.

What we agree upfront
  • Own service account per bot (no personal credentials)
  • Least-privilege scoping per system
  • Secret management via vault (no plaintext)
  • Rotation policy on tokens and passwords
Service accountVaultLeast privilege
What goes wrong without this
  • Bot runs on the account of a colleague who leaves
  • Audit cannot distinguish human vs. bot
  • Security incidents are harder to isolate
5
Data quality & mastering
+

The bot can't be better than the data it works with. Duplicate customers, missing fields or inconsistent code lists lead to errors you have to fix elsewhere.

What we agree upfront
  • Master system per data entity (customer, supplier, product)
  • Mandatory fields & validation rules documented
  • Data cleanup plan for polluted tables
MDMValidationCleanup
What goes wrong without this
  • Bot neatly delivers error-upon-error at scale
  • Reconciliation costs more time than the old manual flow
  • Trust in automation is gone within a quarter
6
Privacy, compliance & AI policy
+

Which data may the AI layer see? Which models may we use, and where do they run? This must be resolved before the build — not after.

What we agree upfront
  • DPIA for processes involving personal data
  • EU hosting requirement on models (GDPR / EU AI Act)
  • PII masking before external model calls
  • Retention periods for logs and intermediate results
DPIAEU hostingPII masking
What goes wrong without this
  • Customer data ends up in public model training
  • Audit blocks the production go-live
  • Fines and reputational damage
7
Human-in-the-loop & SLAs
+

Which cases may the bot handle independently, and when must a human review? How quickly does that human respond? This is a process agreement, not a technology choice.

What we agree upfront
  • Confidence threshold per decision
  • Work queue for exceptions + SLA
  • Escalation path on outage or unknown error
HITLSLAWork queue
What goes wrong without this
  • Exceptions pile up into a backlog
  • Nobody knows if the bot is running or stuck
  • Customer or employee gets a response too late
8
Monitoring & ownership post go-live
+

A bot is software. Someone needs to look after it. Ideally the same person who owns the process, supported by dashboards that are clear at a glance.

What we agree upfront
  • Dashboard with volume, throughput time and error rate
  • Alerts on outage, AI output drift or API errors
  • Monthly improvement meeting with the business
DashboardsAlertsContinuous improvement
What goes wrong without this
  • Bot runs incorrectly in silence; nobody notices
  • Improvements are never made — ROI flattens
  • After staff turnover: nobody understands the bot anymore
EU Compliance

Your processes and data stay in Europe.

GDPR and EU AI Act are not an afterthought — they are built into the design. Bots run on controlled infrastructure, AI models on EU-hosted infrastructure, with full audit trail per process instance.

  • 1 Step 1. Your data and model in the EU — fully GDPR-compliant.
  • 2 Step 2. AI policy & training — awareness, prompts, agents and spreadsheets.
  • 3 Step 3. Security, quality, consistency and governance implemented.
GDPR

Personal data processed in accordance with GDPR requirements.

EU AI Act

Risk-based approach in line with the European AI Regulation.

PII Control

Automatic detection and masking of privacy-sensitive data.

ISO 27001

Full audit trail and documented governance.

Healthy Integration Project

A healthy integration as the foundation under every bot.

Our 'healthy integration' approach ensures data is exchanged cleanly, traceably and repeatably between systems — before we apply automation. No brittle scripts, only durable connections.

  • Clear data contracts between source and target system
  • Idempotent write actions & clean error handling
  • Logging at process instance level, not API level
  • Fallback strategy for API outage or UI changes
Next step

Ready to get started?

In a free 60-minute scan we look at one process you have in mind. You get a go/no-go on feasibility, an initial business case estimate and — if it fits — a concrete first sprint.

Good to know. We start small. One process in production often delivers enough business case to fund the next three.

Ready to automate your first process?

KODIFY uses RPA and AI to eliminate repetitive work and get the people in your organisation back to meaningful work. Senior experts, embedded in your team — from first scan to production and continuous improvement.

#LetsGetKodified