How Agentic AI Solutions can Power Operational Excellence with Intuitive and Smarter Workflow Automation

Imagine that you are a referral coordinator at a reputable hospital. You are expected to connect the patients with the right health specialists. Multiple patients need urgent care. You have to collect information such as insurance coverage status, transfer records, medical history, and the availability of specialists.

However, you are struggling to track patient referral data from emails, multiple spreadsheets, and an outdated EMR system. The hospital system makes the task feel insurmountable. More backlogs of waiting patients, data collection, and missing referrals.

This operational challenge is not unique to health organizations; it is a common pain point across all organizations. Most organizations still rely on manual processing, legacy systems, and siloed data, leading to operational inefficiencies—Agentic AI solutions can help organizations overcome this challenge.

Agentic AI solutions streamline and automate both routine tasks and complex workflows. For instance, Agentic AI can swiftly collect diverse patient data, keeping track of real-time updates. Smart agents can quickly analyze patient referral details and recommend the best treatment options based on the patient’s medical history and recent tests. This accelerates the care process, improves patient experience, and enhances referral processing efficiency.

A McKinsey report predicts that Agentic AI can help organizations achieve a 60% growth value.

A BCG report highlights that Agentic AI is proving to be invaluable in managing data traffic spikes around the clock.

AI-driven workflows can speed up business processes by 30% and 50% in finance and procurement, respectively.

Read the blog to understand how Agentic AI can help in establishing smarter, intuitive, and seamless workflows and drive operational excellence.

Unlike conventional chatbots that work on rigid rules, Agentic AI champions adaptability. It is a dynamic workflow orchestrator. It provides a platform to develop, deploy, and manage special AI agents, each assigned to fulfill certain role-based tasks. Organizations can integrate these agents for seamless data flow and automate workflows.

These advanced AI agents use reasoning and self-learning abilities to automate complex workflows. It can pull data from diverse systems, including CRM, BPM, HR, EMR, and ERP, and interpret it in real time. It is adept at performing multi-step processes with minimal human intervention. Salesforce Agents, for instance, helps in automating routine tasks, smartly routes complex customer queries to specialized support teams, and gives real-time data to agents.

Here is a list that highlights how Agentic AI solutions are improving business workflows:

1. Establish a Dynamic Workflow Orchestration: Agentic AI solutions can automate multiple workflows end-to-end. It employs task-planning frameworks to design a set of actions, such as onboarding, claims processing, and warehouse data management. Unlike conventional bots, Agentic AI solutions support cross-system integration. This empowers AI agents to collect data from HRIS, CRM, and ERP systems. Salesforce Agentic AI, for example, continuously improvises its task planning framework based on continuous feedback and reviews. Autonomous agents’ ability to interpret, reason, and act on information helps them to simplify and complete the tasks. Salesforce Agentforce empowers companies to build and run AI agents at scale, powering smart workflow automation.
2. Insightful Decision-Making and Task Prioritization: Unlike the traditional bots, Agentic AI solutions, based on their existing database and new data ingestion, can prioritize tasks based on urgency and unusual incidents in real time. This significantly enhances operational productivity. For instance, Agentic AI solutions support teams to handle customer queries on time and streamline IT workflows and manufacturing workflows. Salesforce Einstein, along with other predictive analytics tools, can assist you in processing large volumes of data, streamlining supply chain workflows. It can help manufacturers predict products in demand, reorder stocks proactively, identify potential product defects, and suggest optimal delivery routes based on weather and traffic updates in real time.
3. Intuitive Data Validation and Retrieval: One of the reasons Agentic AI solutions are receiving accolades from businesses is their ability to extract, interpret, and evaluate information from both structured and unstructured data. It can collect data from emails, client conversations, diverse documents, APIs, spreadsheets, POS data, systems, data logs, directories, and more. For example, Salesforce 360 enables agents to collect data from all Salesforce accounts and provide it as a single source for truth. MuleSoft Agent Fabric serves as an intermediary that helps your workflow agents collect data from external APIS and systems (legacy ERPS, Oracle, and CRM systems), ensuring security. The Retrieval Augmented Generation (RAG) in Data 360 helps AI agents to retrieve relevant data and take autonomous action. Salesforce Agentic AI solutions can help you assign a service agent to resolve billing disputes. The AI agent uses its reasoning to retrieve data from Agentforce Data Cloud to understand the customer’s CRM and payment data and provide a customized solution accordingly.
4. Reduces Work Overload: Organizations embracing Agentic AI solutions have significantly reduced their teams’ workload and burnout—and operational costs. A 2025 Gartner study predicts that by 2029 Agentic AI solutions will resolve 80% of generic customer service issues autonomously. Salesforce service agents help in monitoring and validating real-time data. A sales agent can quickly analyze a company’s latest productivity and development and provide insights to the appropriate sales development team. Microsoft Agentic AI solutions, such as Azure AI Foundry and Copilot Agents, help streamline workloads by proactively automating multi-process workflows. Azure AI Foundry simplifies the process of building and deploying smart Ai agents, ensuring secure integration. These responsible agents empower businesses to automate tasks such as data extraction, generating predictive forecasts, and more.
5. Accelerate Workflow Productivity: Agentic AI speeds up the overall workflow productivity. These agents, unlike traditional bots, are goal-driven. It does not wait for action manuals; instead, it assesses changes and modifies its data updates likewise. For instance, if the agents notice a change in market trend or sales data, it automatically helps the businesses understand where to adjust the market spend or stocks to reorder. Microsoft Agentic AI solutions, for example, can help businesses automate and streamline shipping invoice analysis.

The potential of Agentic AI solutions is vast. Businesses across the industrial sectors can leverage it:

BFSI: Agentic AI solutions can help customers with savings plans, track spending patterns, and provide relevant savings suggestions. It can streamline KYC, customer onboarding, credit resolutions, and detect fraudulent activities.

Cybersecurity: AI agents can streamline multi-step operations, ensuring security objectives. It can determine potential risks of blast radius, sudden transaction spike, and false customer profile, based on feedback and continuous learning.

Healthcare: The opportunity of leveraging Agentic AI solutions in healthcare is huge. It ranges from streamlining patient referrals, recommending personalized treatment to seamless claims processing, and accelerating the R&D process. Microsoft Security, Sentinel, and Defender and Salesforce Einstein help businesses streamline workflows, ensuring data safety, accuracy, and compliance.

Manufacturing and Supply Chain: Employing Agentic AI solutions to help businesses achieve operational excellence. It provides predictive analytics, automated quality control with high accuracy, track and match purchase, shipping, and delivery invoices. It helps by suggesting optimal reroutes to ensure delivery without additional costs and procurement. It helps manufacturers with real-time data, useful to optimize resource use with minimal wastage.

Retail: Agentic AI solutions can understand best pricing options to attract customers as per the purchase trend. It helps in designing a personalized customer journey in diverse channels to enhance engagement. Agents can recommend campaign strategy and promotions based on customer needs and interests. It can drastically improve frontline productivity.

Agentic AI solutions drive operational productivity through feedback and continuous learning, enabling them to autonomously manage both routine and complex workflows. It orchestrates dynamic multi-step workflows. The agents can automate tasks such as onboarding and claims processing and predict accurate business forecasts with high data accuracy and minimize operational latency.

However, addressing the challenges of data bias, security concerns, and accountability is necessary for effective implementation of Agentic AI solutions. Working with a reliable strategy and consulting services provider such as Evoke Technologies can help your business navigate through these challenges. Our in-house experts empower your businesses with customized AI agents and solutions. We ensure you leverage the best smart AIs, curated to boost your business’s operational excellence and growth.

Connect with us to know more.