AI Workers

Assign the busywork.
Keep the control.

DoubleTick AI workers are not chatbots or side assistants. They are assigned to specific steps inside your workflows — extracting details from documents, drafting responses, sending follow-up reminders, and escalating delays.

AI Workers 5 active
Extractor
Follow-up
Drafting
Summary
Compliance

What are AI workers?

AI workers are intelligent agents assigned to specific steps within a business workflow. Unlike AI chatbots that respond to questions in a side conversation, AI workers execute real workflow tasks — extracting information from documents, drafting messages for review, sending reminders to owners, and checking whether required information is complete.

Each AI worker is purpose-built for a type of work. When a workflow reaches a step assigned to an AI worker, the worker executes its task and logs the result — just like a human team member would. The difference is that AI workers handle the repetitive steps that slow your team down, so your people can focus on the decisions that matter.

AI workers vs chatbots vs automation bots

Feature AI Chatbots AI Workers (DoubleTick) Automation Bots
Assigned to workflow stepsNoYesSometimes
Visible audit trailNoYesVaries
Handles unstructured inputSometimesYesNo
Requires programmingNoNoUsually
Works alongside humansSide channelInside the workflowSeparate system

Five AI workers. Each built for a type of work.

Extractor Worker

Turns messy messages, emails, PDFs, and forms into structured workflow data. When a new request arrives with attachments, the Extractor Worker pulls out vendor names, amounts, dates, item details, and any other required fields — so your team doesn't have to copy-paste between tools.

Follow-up Worker

Reminds owners, chases approvers, and escalates overdue work before it gets forgotten. The Follow-up Worker sends contextual reminders with the right details — not generic pings — and escalates to managers when deadlines pass.

Drafting Worker

Prepares emails, WhatsApp replies, summaries, notes, and documents for human review before they go out. The Drafting Worker creates drafts based on workflow context — so your team reviews and sends instead of writing from scratch.

Summary Worker

Creates clean updates for managers, customers, vendors, or internal teams — distilled from the full workflow activity. Instead of manually compiling status reports, the Summary Worker generates them automatically.

Compliance Worker

Checks that required fields, approvals, and documents are in place before work moves forward. The Compliance Worker acts as an automated gate — preventing incomplete work from advancing to the next stage.

Three steps. Every action visible.

01
You build a workflow
Define the steps, owners, and required information for your process. Use a template or build from scratch.
02
You assign an AI worker to a step
Choose which steps should be handled by AI workers and which by your team. Configure what the worker should do.
03
The AI worker executes and logs
When the workflow reaches that step, the AI worker does its job and records every action in the activity trail. Your team sees exactly what happened.

You stay in control.

Every AI action is visible inside the workflow. You review, approve, and control what goes out.

Every AI action logged in the workflow activity trail

Human review available before any external communication

Full visibility into what each AI worker did, when, and why

Common questions

An AI worker is an intelligent agent assigned to a specific step inside a business workflow. It executes tasks like extracting data from documents, drafting messages, sending reminders, or checking compliance — and logs every action in the workflow's activity trail.
AI chatbots respond to questions in a side conversation. AI workers are assigned to real workflow steps and execute tasks within the process — extracting information, drafting documents, sending follow-ups, and checking requirements. Every action is visible and auditable inside the workflow.
You control this. AI workers can draft messages for human review before sending, or send automated reminders directly — depending on how you configure the workflow step. You stay in control of what goes out.
The Extractor Worker can pull structured data from PDFs, emails, WhatsApp messages, forms, and spreadsheets. It turns unstructured input into clean workflow data that powers the next steps.
No. AI workers handle the repetitive execution steps that slow your team down — extraction, reminders, status checks, drafts. Your team focuses on decisions, approvals, and relationship work. Humans and AI workers run workflows together.

Give the repetitive work to AI workers.

Your team handles decisions. AI workers handle extraction, drafting, follow-ups, and compliance checks.