AI Agents For Innovation Workflows
Set custom AI agents to title, score, tag, route, and summarize ideas. Trigger notifications, advance phases, and close feedback loops.
Your Innovation Team Spends Too Much Time Sorting, Tagging, and Following Up
AI Agents for Innovation automates the work your team does manually every day. You build custom AI agents inside Ideanote's workflow automation system. Each agent performs a specific task when triggered by an event, like an idea submission or a phase transition.
Set up an agent to generate titles for incoming ideas. Add another to score ideas based on criteria you define. Build agents that tag ideas with relevant categories, route them to the right department, or summarize long descriptions into executive briefings.
Agents work independently across your innovation funnel. One agent writes suggestions to improve idea quality. Another sends automated feedback to contributors when their idea advances or gets declined. A third tracks ideas stuck in a phase and triggers follow-up notifications to owners.
You control when agents run, what they do, and how they behave. Test them before deployment. Pause or adjust them as your process evolves. Start with templates we provide or configure your own from the ground up.
The result: your team focuses on evaluation and decision-making instead of admin work. Ideas move faster. Contributors get timely responses. Your innovation pipeline stays clean and organized without manual effort.
How do AI agents work in Ideanote?
AI agents are automated workflows you configure in Ideanote. You decide when an agent activates (for example, when an idea is submitted or moves to a specific phase) and what task it performs (such as generating a title, scoring, tagging, or summarizing).
Each agent operates independently. You build and deploy them through the workflow automation system, test them before going live, and pause or adjust them as needed.
What tasks do AI agents perform?
AI agents handle repeatable tasks across your idea funnel. They generate titles, score ideas based on criteria you define, add tags for routing or categorization, write summaries of ideas or comment threads, and suggest improvements or next steps.
Agents also trigger actions like sending notifications to contributors, advancing ideas to the next phase, or closing the feedback loop with automated updates.
Do AI agents detect duplicates or link related ideas?
AI agents focus on tasks like titling, scoring, tagging, routing, summarizing, and triggering workflow actions. They do not currently detect duplicate ideas or automatically link related submissions.
You set up the logic for tagging and routing, which helps organize ideas, but duplicate detection and relationship mapping are not part of the AI agent feature set.
Do AI agents route or assign ideas to specific departments or owners?
AI agents add tags to ideas based on the rules you configure. You then use those tags within your workflow to route ideas to departments, assign owners, or filter by category.
The agent does not directly assign an idea to a person or department. It prepares the idea by tagging it, and your workflow handles the routing or assignment based on those tags.
Do you provide templates for AI agents?
Yes. Ideanote includes templates for common agent tasks. These give you a starting point so you do not have to build every agent from scratch.
You customize the templates to fit your workflow, test them, and deploy when ready.
What are AI credits and how do they work?
AI credits are usage units that track how much AI processing your account consumes. Each time an agent performs a task, it uses credits.
Your plan includes a set number of credits. You monitor usage through your account dashboard and upgrade your plan if you need more capacity.
Do AI agents work with on-premise deployments?
AI agents require connectivity to the AI processing layer. On-premise deployments have different integration requirements depending on your infrastructure and security policies.
Contact your account manager to discuss how AI agents operate within on-premise or private cloud setups and what options are available for your environment.
Do I need to use AI agents or are they optional?
AI agents are optional. You activate and configure them based on your needs. If your team prefers manual review and tagging, you continue to manage ideas without agents.
Many teams start with one or two agents for high-volume tasks (like auto-titling or scoring) and expand from there as they see value.
Smart and Easy Idea Management
Talk to our Experts or try Ideanote for free. No credit card required.
Harness the power of artificial intelligence to accelerate the way your business innovates, from ideation to implementation.
