Your assistant, connected to your business
Understand your business. Act on it. Keep work moving.
Work with Claude, Microsoft Copilot or ChatGPT to explain changes, update your source systems and follow up on what needs attention. With the permissions, approvals and rules you define.
An answer. A change saved. A follow-up completed. All part of the same job.
What gets done
Understand. Act. Follow through.
Ask a question, request a change or set a rule for what should happen next. Connect the steps to the systems where your team already works.
Understand
Find the figure, explain what changed and trace it to the source.
- Why did this forecast change?
- Which opportunities need attention this week?
Act
Prepare an update, review the differences and save approved changes back to your source system.
- Load this template and show me the changes before saving.
- Create a task with an owner and a due date.
Follow through
Monitor agreed deadlines and conditions. Send a reminder or nudge, then check what still needs attention.
- Remind the owners who have not submitted by Thursday.
- Let me know when this approval is overdue.
Examples of workflows we configure with you. Available actions depend on your connected systems, enabled tools and agreed rules.
A change in the source system
From a planning file to a saved update.
Give the assistant a structured template. It checks the data, shows what will change and asks for confirmation before saving. The result is checked in the source system.
Your request
Load this forecast template and show me the changes before saving.
| Expense | Current | Proposed |
|---|---|---|
| Facilities | 120,000 | 125,000 |
| Travel | 30,000 | 27,000 |
| Training | 15,000 | 18,000 |
- CheckedTemplate validated. Proposed changes ready to review.
- ConfirmedYou approve the displayed changes for the working forecast.
- SavedThe source system is updated and the saved values are checked.
The assistant starts the follow-up
Work moves forward between conversations.
A deadline approaches. An approval stalls. A submission is missing. A configured workflow checks the condition and brings the next step to the right person, without waiting for another question.
Scheduled check - Monday, 09:00
This partner renewal needs attention this week.
The renewal is due on Friday. The source record has no next action assigned.
- Suggested action
- Contact the partner to confirm the renewal.
- Owner
- Account manager
- Due
- Wednesday, 15:00
- Reminder rule
- Notify the owner if the task is still open on Wednesday morning.
- AcceptedYou confirm the action, owner and follow-up date.
- AssignedA task is created in the connected task system.
- Followed upThe agreed reminder is sent only if the task remains open.
Choose your assistant
Claude. Microsoft Copilot. ChatGPT.
Proceptio.AI connects your business workflows to the assistant your team uses. Keep your familiar conversation and bring your systems, actions and follow-ups into it.
Your assistant and your systems
Work through Claude, Microsoft Copilot or ChatGPT. Your planning system, CRM, documents and tasks stay connected to the work they support.
Configured for your setup
We set up and verify the connection for your assistant, account and enabled workflows. Tools, approvals and notification channels depend on that configuration.
Control at each step
You decide what it can change. And what happens next.
Define who can reach each system, which actions are available, when approval is required and who gets notified. Each action has a record you can review.
Clear approvals
Review important changes before they are saved. Set the target and scope explicitly, with access limited to the people and tools you enable.
Purposeful follow-ups
Agree the conditions and recipients for automated reminders. Check the latest status before sending a nudge, and stop following up when the work is complete.