
Why dotSource Is the Right Partner for AI Automation
Work with a team that has successfully delivered challenging digital projects for many years and understands how processes, data, systems and organisations interact. We reliably identify potential for AI-powered automation and provide a realistic assessment.
Benefit from explanations that make complex topics easier to understand. Our consultants break down AI-powered automation in a practical way, enabling decision-makers, departments and employees to grasp the broader context and actively support change.
Receive future-proof architectures that go beyond short-term optimisation and create a solid foundation for your digital transformation. By working with leading AI technologies and platforms, we ensure that every solution is optimally aligned with your business processes.
Our Services as a Process Automation Agency
Understanding Processes
Together with you, we take a close look at routines, time-consuming steps and typical bottlenecks across your business. This allows us to identify where automation meaningfully reduces workloads and where it adds little benefit.
Comparing Options
We examine different automation approaches to determine what works best for your use cases – from simple automations and AI-powered solutions to hybrid models. By outlining benefits, limitations and operational impact, we make informed decisions easier.
Developing a Roadmap
Based on these insights, we provide a plan tailored to your goals: Where do we start? Where can we achieve quick wins? What creates long-term value? We help you define measurable goals and clearly outline when investments start to deliver returns.
Implementing Workflows
We deploy functional workflows by connecting your systems and coordinating data flows. Depending on the requirements, we use automation tools such as n8n to accelerate implementation.
Empowering Employees
Through targeted training courses and co-build sessions, we equip your employees with the skills they need to handle new processes and make minor changes on their own.
Refining Automations
We continuously optimise your automations – step by step and in line with your requirements. We review existing strengths, identify areas for improvement and uncover opportunities for additional workload reduction.
AI Automation Consulting Session
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Successful Process Automation with the Right Solutions
Automation tools only deliver value when processes have been carefully analysed and structured beforehand. That is why dotSource starts with your processes rather than predefined solutions. Together with you, we then determine which option provides the best framework. This approach keeps you flexible and ensures that your automation tools truly fit your business.
Microsoft Power Platform

Microsoft Power Platform is ideal for companies already operating in a Microsoft environment and looking to standardise their workflows. It integrates seamlessly with existing systems, is easy to use and provides a reliable framework for controlled automation throughout your business.

What Is AI-Powered Process Automation All About?
AI-powered process automation goes beyond speed by adding intelligence to workflows. Unlike traditional automation, which follows predefined rules, AI understands context, assesses situations and learns from results. This makes it possible to automate processes that were previously considered too complex or too variable.
Traditional automation is not replaced but augmented. The focus shifts away from pure execution towards transparent, context-aware decision-making.
However, technology is not the goal in itself. What matters is the tangible benefits in day-to-day operations – reduced manual effort, more robust processes and clearer decision-making. AI complements teams by taking over routine tasks, allowing them to focus on activities that require experience and judgement.
Intelligence in Every Process: AI Automation Use Cases
With automation solutions, you can consolidate information from enterprise resource planning (ERP) tools, customer relationship management software and files without requiring manual intervention from your teams. Structured data from application programming interfaces can also be harmonised and processed efficiently.
What this means for you: Consistent data and reduced manual coordination in day-to-day operations
Recurring messages, status updates and alerts are triggered automatically and delivered to the right people at the right time. Whether via e-mail, Microsoft Teams or Slack: Information is sent as soon as defined events occur.
What this means for you: Faster response times and fewer follow-up questions through automated communication
Process automation connects applications that would not normally interact with each other. Steps across ERP tools, ticketing solutions and legacy software can be managed centrally, eliminating the need for manual execution at every interface. Decisions and approvals can be forwarded directly to downstream systems.
What this means for you: Smooth workflows – even in heterogeneous system landscapes
AI understands content, recognises intent and supports the classification of processes. E-mails, documents and feedback can be analysed and prioritised automatically. Decisions are prepared rather than made entirely manually.
What this means for you: Faster assessments and higher process quality
Automation handles routine tasks while humans remain involved at critical steps. Approvals, follow-up questions and manual input can be seamlessly integrated into automated workflows. Control is retained without disrupting process flow.
What this means for you: Efficiency gains without sacrificing decision-making autonomy
Other AI Services at a Glance
FAQ – Frequently Asked Questions About AI Automation
What is an automation platform?
An automation platform such as n8n or Microsoft Power Platform connects processes across multiple systems, standardises rules and centrally orchestrates workflows. By combining automation, AI and business intelligence, it is possible to refine rules based on data, enhance decision-making and optimise processes end to end, resulting in shorter cycle times, fewer errors and higher data quality across back-end processes. This creates a solid foundation for implementing new use cases faster and scaling operations in a controlled way.
Which KPIs can be improved through automation?
Automation positively impacts KPIs across departments: Sales reduces time to quote, production and operations enhance quality through higher first-pass yield and finance boosts efficiency by lowering cost per transaction. Technology becomes a strategic lever: By connecting processes intelligently, companies gain the ability to act in real time rather than merely react. As a result, automation moves beyond cost optimisation to become a driver of long-term value creation.
Where does AI-powered process automation make sense?
Initial automation projects typically focus on structured back-office routines, including data reconciliation, document processing, approvals, communication workflows and ticket prioritisation. AI supports these processes by analysing content and preparing decisions.
How do humans remain involved in automated processes?
Human-in-the-loop approaches ensure that automation supports rather than replaces human judgement. Routine tasks are automated, but critical decisions remain in human hands. This preserves control while keeping decision-making transparent.
