AI Automation Center
The AI Automation Center lists automatic actions the AI can take, each with your approval, so you stay in control of anything that changes your records or contacts customers.
Why and when you use it
Automation saves time, but a wrong automatic action can annoy a customer or upset your books. The Automation Center keeps AI-driven actions in one place, with approval before they run. Owners and admins use it to decide what the AI may do and to approve or reject what it proposes.
Before you start
- AI set up for your business (see AI Workspace)
- Owner or admin access
- A clear idea of which tasks you are comfortable automating
Step by step
- Open AI Automation CenterIn the left sidebar, find AI Automation Center with the other AI Workspace tools and open it. If the screen is locked or empty, check AI Workspace to see whether an AI provider is configured.
- Review the available automationsRead what each automatic action does and what it would change. If you are unsure what one does, leave it off.
- Look at what is waiting for approvalOpen each proposed action and read the details: which customer, which document, what amount.
- Approve only what you have checkedApprove an action only after checking it against the real screen. Reject anything that looks wrong.
- Start with low-risk actionsBegin with internal actions (a reminder to staff, a report) before customer-facing ones.
- Check results and logsAfter approving, confirm the result on the matching screen, and use AI Logs to see what ran.
Worked example
The AI proposes, on 12 Nov 2026, payment reminders to three Sharma Traders customers with overdue bills, including Gupta Kirana Store for ₹42,500.
- Open AI Automation Center and look at the three waiting reminders.
- Open Receivables to check each amount; Gupta Kirana Store's overdue ₹42,500 is correct.
- One customer already paid ₹15,000 yesterday, but the receipt was entered late; reject that reminder.
- Approve the other two reminders.
- Open AI Logs to confirm the two approved actions ran.
Result: Two correct reminders go out and the customer who already paid is not troubled. Reminders do not change the books; balances change only when payments are recorded.
💡 Tips
- Enter receipts promptly so the AI does not propose reminders for bills already paid.
- Review the approval list at a fixed time daily.
- For non-AI automatic rules on documents, see Workflow Rules and Workflow Diagnostics.
⚠️ Common mistakes
- Approving everything in one go. Fix: open and check each action.
- Switching on customer-facing automation in the first week. Fix: start with internal actions.
Questions
What is the difference from Workflow Rules?
Workflow Rules are fixed automatic approvals and actions on your documents. The AI Automation Center is for actions the AI proposes, which wait for your approval.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open AI Automation Center.
- Scene 2: Show three proposed reminders waiting.
- Scene 3: Check amounts in Receivables.
- Scene 4: Reject one, approve two.
- Scene 5: Confirm in AI Logs.