Skip to main content
AUTOMATION CHOICE

Rule-based automation or AI automation?

The best workflow doesn't use AI everywhere. Each step receives the simplest approach that is reliable enough for the decision.

A workflow can combine fixed rules, AI and human judgment. The design gets better when each decision-making step explicitly explains why a particular approach is needed.

Three ways to take a step

01

Fixed rule

Suitable when input and outcome are predictable.

  • Exact conditions
  • Instantly Explainable
  • Consistent result
02

AI Interpretation

Suitable when language, documents or context vary.

  • Classify
  • Consume
  • Recognize Information
03

Human assessment

Need in doubt, exceptions or meaningful impact.

  • Accept
  • Review nuance
  • Carrying responsibility

The Clarivo Choice Matrix

FeatureFixed ruleAIHuman
ImportsStructured and predictableVariable text, image or documentIncomplete or context sensitive
DecisionExactly formulatedProbability or interpretationStandard, balancing or responsibility
Error ImpactLow and easily repairableLimited by thresholdsHigh or difficult to repair
ControlTest for linesExamples, scores and exceptionsAssessment and agreed approval

Example: an incoming enquiry

  1. Rule: check that mandatory fields are present.
  2. AI: determine topic and make a short summary.
  3. Rule: router by subject and customer type.
  4. Human: Review commercial priority and send the final response.

Thus AI does not have to control the full workflow. The model shall only do the part for which interpretation is useful; rules and people guard the borders.

Primary sources

Sources support the framework; Clarivo adds the procedural translation and decision structure.

Do you want to apply this framework to your own process?

We start with the context, exceptions and desired decision before we advise a solution.

Schedule a consultation
Focused workspace for a substantive AI exploration