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Automation Hub User Guide

Last updated Apr 2, 2026

Submitting an Agentic AI idea

Submit an Agentic AI idea to track an artificial intelligence automation opportunity and route it through a dedicated assessment flow.

The Agentic AI idea flow follows the same persona and approval structure as the Employee-driven idea flow. For an overview of the roles involved at each stage, see Submitting an Employee-driven Idea. For details on how the idea progresses through review, see Automation idea review phases.

Prerequisites

Every user can access this idea flow unless specified different by the administrator.



Steps

  1. Select Submit new in the Automation Hub header.
  2. On the selection screen, select Idea.

  3. Select the category that applies to your idea.
  4. Select Agentic AI Idea from the available idea flows. If it is the only idea flow available for the selected category, it is pre-selected.
  5. Select Next.
  6. Complete the assessment fields.
  7. Select Submit.

Result

The Agentic AI idea is submitted and visible to all users. You can find your submission under Workspace, in My Submissions - Ideas. The Agentic AI Idea Submitter collaborator role is automatically assigned to you for this idea, giving you access to edit the documentation associated with it.
Note: The Publish to Store action is visible for Agentic AI ideas that reach the Live - Production stage but is not yet adapted to work with the Agentic AI idea flow. A fix will be available in a future release.
Note: The Cost Benefit Analysis page is not shown for Agentic AI Ideas, because the metrics and cost model on that page are tailored to RPA use cases and do not align with the nature of agentic AI solutions.
  • Prerequisites
  • Steps
  • Result

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