Bizagi

Do's & Don'ts

Do's

• Use Bizagi for complex, multi-step business processes.
• Map and understand the existing process before automating it.
• Use AI Agents for suitable repetitive or knowledge-intensive tasks.
• Connect existing systems instead of unnecessarily replacing them.
• Use process analytics and monitoring to identify bottlenecks.
• Keep human review in workflows where decisions require judgment or compliance oversight.

Don'ts

• Don't automate a poorly designed process without first reviewing it.
• Don't assume AI-generated decisions are automatically accurate.
• Don't remove human oversight from critical business decisions without appropriate controls.
• Don't treat Bizagi as a simple consumer automation tool.
• Don't deploy integrations without testing data flow and permissions.

Use Cases

• Customer Service: Automate customer inquiries, routing, approvals, and case handling.
• Finance: Automate billing, approvals, financial workflows, and document processing.
• Procurement: Streamline purchasing, supplier processes, and approval workflows.
• Employee Onboarding: Coordinate HR tasks, approvals, documents, and system access.
• Compliance: Automate regulatory workflows, reviews, and audit processes.
• Insurance: Manage claims, customer cases, approvals, and document-heavy workflows.
• Banking & Financial Services: Automate onboarding, approvals, service requests, and compliance processes.

How to Get Started?

1. Visit the Bizagi website.
2. Identify the business process you want to improve or automate.
3. Use Bizagi's process modeling tools to map the existing workflow.
4. Analyze the process to identify bottlenecks and automation opportunities.
5. Build the workflow using Bizagi's low-code automation tools.
6. Connect required business systems through native integrations, APIs, or connectors.
7. Add AI Agents or AI capabilities where they provide value.
8. Test the process and configure appropriate governance and human-review points.
9. Deploy and monitor the automated workflow.
10. Expand automation to additional processes as required.