AI Automation Page Overview
The Automations page centralizes key automation tools, including AI Rules, Approvals Workflow, and AI Agent Settings. Use this page to review AI-generated values, create rules, and provide feedback that improves future predictions.
1. Accessing the Automations Page
To open the Automations page:
Select the Automations tab (lightning bolt icon) in the top-right corner
The page includes:
AI Rules
Approvals
Settings
2. Viewing and Managing AI Rules
The AI Rules section displays rules currently being used.
To manage rules:
Review the list of existing rules and their Created Date
Select any rule to edit or delete
Use the search bar to search rules by keyword
Please Note: The AI will notify you of any conflicts with existing rules before allowing the new rule to be saved.
3. Automation Settings
In the Settings section, configure AI Task Reviewers.
To set reviewers:
Select who should review vendor-matching tasks
Select who should review job-matching tasks
4. Managing Approval Workflows
The Approval Workflows section allows you to maintain your workflows.
To edit workflows:
Select a workflow to edit
Duplicate a workflow if needed
Add new workflows
5. Viewing AI-Generated Details When Uploading Bills
When a bill is uploaded and read by the AI, a banner appears stating it was autofilled by Adaptive AI.
To view AI-generated details:
Select View Details on the banner
Scroll to the bottom to see fields edited by AI, including amount, vendor, reference, and other details
Select View AI Rules to return to the rules applied to the bill
6. Creating or Updating AI Rules From a Bill
When adjusting AI-predicted values, such as Cost Code, the system displays a Help AI Improve button.
To create or update a rule:
Change the incorrect value
Select Help AI Improve
Follow the prompt to create a new rule
If you have questions or want to share feedback, contact [email protected].