Getting Started with AI and Automation

What if you could manage every document, workflow, and piece of information in your organization with total clarity and control? In this learning module, you’ll explore how modern Artificial Intelligence (AI) and automation tools streamline information management, reduce manual effort, and improve accuracy across your organization. You’ll learn practical ways to apply AI driven features like intelligent search, automatic data and document recognition, smart content generation, and workflow automation, to simplify processes and support better decision making. Along the way, we’ll show how Sys.tm provides the secure, organized environment that makes these capabilities easy to use in real world scenarios. By the end, you’ll understand how to bring AI and automation into your own workspace to work smarter, add more value, and perform with confidence.

Could composable tech make your AI journey easier?

Watch this video for a roundup of industry analyst interviews, discussing the importance of composable technology solutions and the benefits they bring to both end users and software manufacturers alike.

Before You Start
This is foundational knowledge that will help you familiarize yourself with the concepts and terms discussed throughout this training module.
  • Glossary of Terms
    Download this Glossary of Terms to get familiar with key terminology that will appear throughout this learning series.
  • Watch this video for a roundup of industry analyst interviews, discussing the importance of composable technology solutions and the benefits they bring to users and software manufacturers alike.
  • AI Use Case Infographic
    Wondering where AI might help you? Get inspired by this infographic that identifies 9 common use cases.
  • Microservices Brief
    What if you could reduce your tech spend? Download the Microservices Brief to learn how your business could benefit from technology built on a microservices architecture.
  • Learn About Our AI Products
    Download this product sheet to learn more about how Sys.tm’s flexible, composable information management platform allows users to effectively manage files, share documents, and secure data.
  •  Accounts Payable Materials
    • Accounts Payable Brief
      What if you could reduce the amount of time and money your organization spends on manual accounts payable (AP) processes? Download the Accounts Payable Brief to learn how you can improve your AP processes.
  •  Human Resources Materials
    • Human Resources Brief
      Looking for ways to streamline your HR team? Download the Human Resources Brief to learn how you can leverage the power of automation and AI to cut costs, speed processes, and simplify regulatory compliance.
  •  Contract Resources Materials
    • Contract Management Glossary of Terms
      Download the Contract Management Glossary of Terms for a list of helpful terms and definitions related to contract management.
    • Contract Management Crossword Puzzle
      Feeling comfortable with the terminology defined in the Contract Management Glossary of Terms? Try this puzzle to quiz yourself.
    • Contract Management Brief
      Want to simplify contract management? Download this brief to learn how AI and automation can streamline contract reviews, approvals, renewals, and compliance tracking while improving visibility, security, and control over critical business agreements.
Start Learning
Great resources to help you improve your understanding of composable technology, microservices architecture, and Artificial Intelligence.
  • Struggling to get ROI from your AI efforts? This blog can help!
    Read this blog for some helpful information about how you can achieve Return on Investment (ROI) by using Generative AI for your business.
  • Ever wished you could build your own automation technology with just the features your company needs? It’s here! Watch this short video to learn about composable technology.
  • eBook: Is Composable Information Management Right for You?
    Download this eBook to learn more about the concept of composable technology, and see how it offers businesses of all sizes the opportunity for growth and profitability.
  • Hints for Better AI Results
     Still getting the hang of writing prompts for Generative AI? You’re not alone. Find useful tips, tricks, and guidelines here.
  • Three Technology Trends Reshaping Modern Business
     The Industry Leaders explains how automation, composable tech, and AI are transforming business.
  • As a pioneer in AI and automation, we’ve built the world’s only composable information management platform. Learn about Sys.tm here.
  • Nube Group Reduces Staff Fatigue and Speeds Projects with Sys.tm
    The Nube Group uses AI to extract information from documents and it’s making staff happier and moving projects more quickly. Read their story.
  • Sys.tm Use Case Videos
     Sys.tm can be used to support AI and automation use across a business. Find video vignettes of common implementations here.
  •  Accounts Payable Materials
    • Accounts Payable in 5 Easy Steps eBook
      Manual invoice processing leads to delays, over payment, lost information and added overhead expense. Download this eBook to learn how you can automate and streamline your Accounts Payable processes!
    • Watch this short 5 video webinar series to learn more about the five steps of Accounts Payable Automation.
    • How AP Automation Delivers Rapid ROI
      Read this helpful article to learn how AP Automation reduces costs and helps businesses speed processes, improve accuracy, and simplify regulatory compliance.
    • IBPI Upgrades to Sys.tm to Boost Operating Efficiency
      Check out the IBPI Case Study to learn how Sys.tm has helped IBPI boost their operational efficiency!
  •  Human Resources Materials
    • Streamline and Secure: How Intelligent Information Management is Transforming HR
      Discover how modern information management helps HR create a secure, centralized employee information hub that improves record accuracy, supports compliance, and strengthens decision-making.
    • Learn how the right information management technology can help you streamline your Human Resources department, reducing costs and simplifying regulatory compliance for your business.
    • Valoir Report: Is Human Resources Ready for AI?
      Explore where AI and automation can have the greatest impact across HR operations, and learn how leading organizations are preparing for the next phase of workforce technology.
    • Press Release: The Modular Automation Solution
      Learn how a modular technology approach enables HR departments to adopt automation incrementally, scale capabilities as needs evolve, and gain greater control over technology spending.
  •  Contract Resources Materials
    • Processes Every Business Should Automate This Year
      Learn how workflow automation, Intelligent Document Processing (IDP), and Robotic Process Automation (RPA) can streamline contract review, approvals, document retention, and other business processes.
    • Audit Ready Everyday with Sys.tm®
      Preparing for audits doesn’t have to be stressful. Learn how automation, centralized document management, and continuous compliance practices help organizations maintain accurate records, strengthen governance, and stay audit-ready year-round.
    • Gaining Competitive Advantage with Composable Technology
      Want to learn more about the benefits of composable tech? This blog explains how AI, automation, and flexible microservices architecture can streamline contract approvals, improve information management, and help businesses control technology costs while remaining agile and competitive.
    • Nube Group Reduces Staff Fatigue and Speeds Projects with Sys.tm®
      Learn how Nube Group leveraged Sys.tm’s AI-powered document processing to improve accuracy, accelerate project completion, and securely manage large volumes of business records.
Practice What You Know
More of a hands-on learner? Apply what you’ve learned with these activities, then get started with the included practice projects.
Next Steps
Now that you’ve spent some time working in our product Sys.tm, quiz your knowledge and learn how to apply it for your own business scenarios. This content can help you with your AI and automation projects, whether you’re using Sys.tm or a different AI and automation platform.
  •  Accounts Payable Materials
    • Use this AP Workflow Activity worksheet to design a custom workflow for your Accounts Payable department. While designing your AP workflow, be sure to look for any opportunities to incorporate automation and AI, allowing you to improve efficiency and cut costs for your AP department.
  •  Human Resources Materials
    • Use this HR Workflow Activity worksheet to design custom workflows for your HR application review, onboarding, and offboarding processes. While designing your workflows, be sure to look for any opportunities to incorporate automation and AI, allowing you to improve efficiency and cut costs for your HR department.
  •  Contract Management Materials
    • Use this Contract Management Workflow Activity worksheet to design custom workflows for your contract review, approval, and retention processes. While designing your workflows, be sure to look for any opportunities to incorporate automation and AI, allowing you to improve efficiency and cut costs for your business.






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