June 2025
Your Checklists are now smarter with Unifize AI
Unifize now supports an AI checklist field that generates structured data from context. This allows admins to embed AI-powered automation directly within checklists. With AI fields, teams can generate structured checklist data via unstructured data and emails with documents.
This capability allows organizations to reduce manual data entry, standardize process narratives, and optimize workflows in areas like quality management, audits, investigations, and supplier approvals.
Feature capabilities
AI is now a checklist field type available in Process Builder.
Admins can configure how their specific AI works via the input and output fields to target checklist fields.
To control the behaviour of your AI, Prompts can be configured via the settings of the AI Checklist field.
AI generates structured data such as product details, dates, reasons, root causes, and corrective actions.
AI output is editable by users before being saved, ensuring compliance and accuracy.
Unifize AI can parse documents and attachments in emails and fill Checklist fields based on the same.
AI suggestions are logged in the conversation window of every record to maintain traceability.
How Unifize AI helps you
Accelerate root cause investigations: AI surfaces likely root causes for defects, deviations, or customer complaints, drawing from your historical records to accelerate investigations.
Refine corrective actions: When a non-conformance is logged, get AI-generated recommendations for corrective actions tailored to both internal processes and supplier relationships.
Optimize asset maintenance: Let AI recommend asset-specific maintenance schedules based on usage history, manuals, and breakdown patterns, minimizing downtime with data-driven precision.
Speed up ECOs: AI helps draft change justifications and impact summaries by analyzing linked specs, risk assessments, and prior change history, accelerating reviews and reducing rework.
Draft risk justifications: Pull in relevant hazards, mitigations, and historical incidents to generate audit-ready rationales in seconds, whether you’re in design control, NC resolution, or CAPA planning.
Note: To get early access to Unifize AI for your organization, reach out to your customer success manager.
Detailed Unifize AI guide
Complete guide to configure and work with AI checklist fields
End user guide for efficiently using Unifize AI in records
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