Contact
Bring one workflow. Talk to the people who will connect it.
A planning submission, a partner follow-up or an approval that keeps getting stuck. Tell us what should happen, which systems it involves and whether your team uses Claude, Microsoft Copilot or ChatGPT. We will map the actions and controls with you.
The person who answers is the one who wrote the adapter. Bring the hard question to the first email.
Write to us
One address. It reaches the people who build this.
Email us the workflow you want to improve. Include the source system, the action or follow-up you need, and who should approve important changes.
Security reports go to the same address with security in the subject line.
| to | info@proceptio.com |
| the system | our planning model |
| the assistant | Copilot, already rolled out |
| approvals | security and identity |
Useful to include
What makes the first reply a good one.
None of this is required. It is simply the difference between a reply that asks four questions and a reply that answers yours.
Which system
The one where a wrong answer would actually cost something. Planning model, CRM, document library, task tracker.
Which assistant
What your people already use, and whether it is approved or simply happening.
Who has to say yes
Security, identity administrators, data owners. Knowing early is what stops a pilot stalling in week three.
What happens next
Four steps, and the slow one is first on purpose.
- 01
The review pack
Sent before any demo. If it does not survive your security team, nothing after it matters.
- 02
A sign-in test
One work account against your directory, early. This is the long pole and it is better discovered in week one.
- 03
One system, a few people
About a day of our engineering once the consents are in place.
- 04
Read the rows
After a fortnight, the audit trail tells you whether this is worth continuing. That is the evaluation.
Said up front
What you get before you commit to anything.
Answers, in advance
- The questions we get asked most are answered in advance, so the first call is not spent on them.
- The security model in full is published, written for the person whose job is to check it.
- The boundaries of the design are on one page, so you know what it refuses before you evaluate it.
How we work
- A straight answer on fit. If your requirement is outside what this does, you hear it in the first conversation rather than the sixth.
- No roadmap dates we cannot keep. What exists today is what we sell today.
- Your reviewer gets the pack early, not after a procurement process has stalled.