The Levels of Automation

Understanding the levels of automation and how they can transform your business

A
Autoworklet Team
Automation Levels Infographic

Levels of Automation

Illustration for Level 0: Manual (No Automation)

Level 0: Manual (No Automation)

What it is

The baseline – pure manual operation. The human user is entirely responsible for every click, key press, decision, and action within the software or workflow.

Characteristics

Fully human dependent. Efficiency and accuracy depend solely on the user's skill, speed, and diligence.

Benefits

Full adaptability in unique situations.

Limitations

Slow, costly, prone to human error, not scalable for repetitive tasks.

Human/AI Interaction

Human does everything. No AI.

Example

Manually copying customer data from an email and pasting it field-by-field into a CRM system. Typing out standard email responses individually. Researching information across multiple websites and manually compiling a summary report.

Illustration for Level 1: Record/Replay

Level 1: Record/Replay

What it is

The simplest form of automation: exact replication of pre-recorded actions.

How it's different from Level 0?

The human's physical actions become automated. Instead of a human clicking or moving the mouse, the automation does these actions.

Characteristics

System records a sequence of user actions (clicks at specific coordinates, key presses, mouse movements) and replays them verbatim. No intelligence or understanding, just rote repetition.

Benefits

Simple to create for static, unchanging tasks. Reliable under perfectly stable conditions.

Limitations

Very limited applicability in real world environments. Extremely brittle, requires the application's interface to be exactly the same during replay as during recording. Fails under any conditions that change the UI.

Human/AI Interaction

Minimal to no AI, as system mimics the human exactly. Human specifies the exact sequence that needs to be replayed, computer just replays it.

Example

A simple script to click the same button sequence in legacy software that never changes its layout.

Illustration for Level 2: Intelligent Automation

Level 2: Intelligent Automation

What it is

Introduces intelligence to help automations adapt to changing conditions. At this level, the system has a "brain" and can autonomously find and manage UI elements and other pieces of the screen.

How it's different from Level 1?

AI assists by taking over parts of the human brain instead of just mimicking the human's exact actions. Automations are not limited to rote exact record/replay, and can start analyzing and reasoning in specific capacities.

Characteristics

The automation starts having a brain of its own. It navigates the UI much like a human would and uses AI and domain expertise to bring dynamic reasoning to automated workflows.

Benefits

Opens up an entire new realm of tasks to automation, as very few processes fit the Level 1 requirements. Begins to truly replace workflows that were once the domain of humans.

Limitations

Still primarily follows a pre-defined script or workflow logic. But this is okay--most tasks can be framed as a pre-defined set of workflow logic, and is therefore already very powerful.

Human/AI Interaction

AI assists the human intelligently. But human still plans overall strategy and workflow to accomplish task.

Example

Automating complex webflows and producing analysis reports.

Illustration for Level 3: Analysis and Reasoning

Level 3: Analysis and Reasoning

What it is

Instead of just executing an exact workflow, automation additionally performs complex analysis and reasoning as it runs to accomplish highly complicated tasks.

How is it different from Level 2?

Focus shifts from specifying the "how" to defining the desired "what".

Characteristics

User specifies the high-level goal within a specific application, and the automation system figures out the necessary steps to achieve it utilizing pre-existing workflows.

Benefits

Emerges as an independent partner in accomplishing tasks rather than needing to be instructed more explicitly.

Limitations

Requires library of pre-defined tasks that the automation can leverage as it plans its approach to accomplish a task.

Human/AI Interaction

AI takes over substantial analysis, planning, and reasoning responsibility from humans. But humans still provide guidance and base set of workflows that AI can use.

Example

Automation toolkits for a individual domains, such as "Real Estate Automations" that can be given high level tasks and then accomplish them autonomously.

Illustration for Level 4: Automated Collaboration

Level 4: Automated Collaboration

What it is

Multiple AI automations collaborate with one another to automate *outcomes* rather than *tasks*.

How is it different from Level 3?

Autonomously executes entire job functions, modifying existing automation without human involvement in order to achieve outcomes.

Characteristics

AI has true understanding of how to collaborate and interact with other autonomous system, utilizes base knowledge and exploration to autonomously create new and modify existing automations.

Benefits

Substantial autonomy that operates largely independently of humans after initial setup.

Limitations

Still requires base-level task automations originally created by humans to have sufficient information about the program and abilities. Currently a highly active area of research and development.

Human/AI Interaction

Human still must create base level knowledge and automations that will independently collaborate with one another. AI takes over collaboration and modifications necessary to achieve the outcomes.

Example

High level business outcomes that combine significant numbers of autonomous tasks.

Illustration for Level 5: Fully-Autonomous Independent Automation

Level 5: Fully-Autonomous Independent Automation

What it is

The theoretical pinnacle of automation. Fully end-to end autonomous systems that can accomplish tasks leveraging true exploration, learning, and training into a fully independent automation.

How is it different from Level 4?

Requires no human involvement in the setup or ongoing operation of the automation.

Characteristics

Self-autonomous independent automations that create and optimize their own workflows with no prior instruction or human involvement. Automations are fully responsible for everything.

Benefits

Could automate almost any digital task on its own, enabling unprecedented levels of efficiency and potentially transforming the nature of knowledge work.

Limitations

Does not exist and requires substantial new foundational methods in AI.

Human/AI Interaction

Human supervises outcomes, not execution. AI handles entirety of work.

Example

Entirely autonomous companies managed by a small group of humans.