Limited access
Permissions are limited to the required tasks and data.
OUR SOLUTIONS
Practical solutions
for repetitive work.
PACSAO selects and integrates technologies suited to your software and processes. Here are situations in which AI and automation can ease your teams’ workload.
An AI agent can analyse information and perform actions in your tools. Depending on the need, it connects applications or works directly in their interface.
These examples illustrate possibilities. We assess their feasibility and scope against your environment, data and required controls.
0101 / BUSINESS SOFTWARE, EVEN WITHOUT AN API
Automate your business software, including older systems.
An SME has used desktop management software for fifteen years. It has no API, meaning no built-in connection for exchanging data with other tools. Every day, someone reviews records, exports information and copies it into other applications.
An AI agent can work directly in your software’s interface from a dedicated workstation: navigating screens, clicking, entering or retrieving information, as a colleague would.
ONE PRACTICAL POSSIBILITY
During the night, an AI agent opens the software on a dedicated workstation, reviews records and collects authorised information. It can then update a tracking spreadsheet and prepare a report.
Less manual work, without necessarily replacing existing software.
To assess: access, authentication, workstation availability, usage rights and application stability. Software protections and restrictions remain respected.
0202 / ADMINISTRATIVE SUPPORT
An AI agent for your administrative tasks.
Checking emails, finding attachments, creating folders and entering information: these small tasks take up a significant part of the day.
An AI agent can analyse enquiries, classify them, extract useful information and prepare administrative operations.
ONE PRACTICAL POSSIBILITY
A quotation request arrives by email. The agent identifies the client, gathers available information, prepares a record in the CRM and drafts a response for approval.
Less repeated data entry, better tracked files and more time for clients.
0303 / SUPPLIER INVOICES
Process invoices more efficiently.
Supplier invoices arrive in different formats and require repeated checks and data entry.
An AI agent analyses incoming invoices, extracts relevant information and matches it to available orders. It prepares data for entry into accounting software.
ONE PRACTICAL POSSIBILITY
An invoice received by email is analysed. Its references are compared with an order and the information is prepared for approval.
Less manual work and better detection of discrepancies.
Payments and sensitive accounting entries remain subject to your company’s approvals.
0404 / REPORTING AND MANAGEMENT
Business reports prepared automatically.
Management information is spread across different applications, files and management tools.
An AI agent gathers accessible information from your tools and prepares a summary tailored to your needs. Connectors and automations handle data exchanges where appropriate.
ONE PRACTICAL POSSIBILITY
Every Monday morning, management receives a report bringing together orders, pending quotations, overdue invoices and cases requiring attention.
Less manual preparation and clearer visibility of business activity.
0505 / SALES FOLLOW-UP
More consistent sales follow-up.
Quotations await a response, some prospects receive no follow-up and sales information is scattered.
An AI agent identifies pending cases and prepares next actions to help your team organise follow-up.
ONE PRACTICAL POSSIBILITY
Each morning, the sales manager has a list of prospects to call and draft follow-up messages based on recent conversations.
Better organised sales activity and more time for human relationships.
Messages are prepared for your team. Approval and sending arrangements are agreed with you.
0606 / IT MONITORING
Simpler IT monitoring.
Technicians regularly review consoles, check backups and identify issues.
AI agents and automations collect available status information, identify problems and prepare reports.
ONE PRACTICAL POSSIBILITY
Every night, an automation checks backup results, identifies failures and prepares a prioritised report.
More regular checks and less time spent collecting information manually.
Checking results, detecting an issue and taking action are separate operations. Critical incidents are handled by authorised people.
OPERATIONS WITH CLEAR CONTROLS
Technology helps.
Your teams stay in control.
We define AI agents’ tasks, access and required approvals with you, starting with the assessment.
Agreed approvals
Sensitive operations and important decisions follow agreed controls.
Testing before launch
Operations are tested in your environment, with your teams.
Long-term support
Issues are tracked and integrations are adapted as your software evolves.
Confidentiality, hosting, providers and data protection requirements are reviewed for your situation. Microsoft 365, Google Workspace, CRM and management software are examples of environments we can assess; integration depends on available access and capabilities.
START WITH YOUR REALITY
Which process takes
too much of your time today?
A free initial conversation to understand your tools and identify a useful starting point.
Let’s discuss your needs