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Prototic AI · Process automation

The routine runs itself.
The decision is yours.

We design and launch AI-powered automations for your company’s processes. We use the most advanced AI on the market to read, check and execute the repetitive work. Anything that needs a decision arrives ready for a person to approve.We design and launch AI-powered automations for your company’s processes. AI reads, checks and executes the repetitive work. Anything that needs a decision arrives ready for a person to approve.

What it is

Process automation,in four steps.

Something comes in, AI understands it and does the repetitive part, and the result lands in the right place. When there’s an exception, the flow stops and calls a person.

FlowInvoice intakeEmail ordersRésumé screeningInternal requestslive

Try itTurn on Trigger exception and make the call yourself: approve or reject.

1WaitingRunningDoneOut of the normClosedStuckStopped

Input arrives

Email, document, spreadsheet or form.

inv-4812.pdfCustomer emailresume.pdfRequest form

The invoice arrives by email as a PDF.The customer sends the order by email, however they like.Résumés arrive at the job’s email address.The purchase, travel or maintenance request comes in through the form.

2WaitingRunningDoneOut of the normClosedStuckStopped

AI understands

Reads, extracts the data and checks the rules.

CNPJItemsAmountItemsQuantitiesCatalogSummaryJob criteriaTypeCost centerAmount

Reads it and matches CNPJ, items and amount to the order.Reads items and quantities, even in odd formats, and checks the catalog.Summarizes each one against the job criteria.Identifies the type, cost center and owner, and checks the amount.

within
the rules
out of the norm

A person decides

Exceptions onlyWaiting for youApprovedRejected

Only the exception gets here, ready to approve.

Amount differs from the order: finance approves or rejects.Item not in the catalog: the team confirms before moving on.Résumé that doesn’t meet the criteria: HR decides whether it’s in.Over the limit: the manager approves or rejects.Rejected. The flow notifies the sender, with the reason.

approved
3WaitingRunningDoneOut of the normClosedStuckStopped

The flow runs

Posts, files and notifies the right people.

Accounts payableOrder systemJob trackerRequest system

Posts the bill to the system, with the PDF attached.Logs the order in the system.Organizes the list in the job tracker.Opens the request in the system and alerts the approver.

4WaitingRunningDoneOut of the normClosedStuckStopped

Done

The result lands in the right place.

Logged

Payment scheduled for the due date.Order checked and ready to go.List ready for HR to choose.Request opened and tracked until closed.

Try itTurn on Trigger exception and make the call yourself: approve or reject.

LogIllustrative screen
  1. Received
  2. Checked by AI
  3. Executed
  4. Done
  5. Received
  6. Out of the norm
  7. Approved by you
  8. Executed
  9. Done
  10. Rejected by you
  11. Sender notified
Examples · 16 processes

If it’s repetitive,it can be automated.

Some of the processes that most often call for automation, by area. Don’t see yours? Tell us in your request: every automation is built for your company’s process.

Finance · 01

Invoice and boleto intake

  1. Arrives

    Invoices and boletos by email

  2. The AI does

    Reads it and checks CNPJ, items and amount against the order

  3. Ends up

    Posted to the system; discrepancies go to finance for approval

I want to automate this
Finance · 02

Bank reconciliation

  1. Arrives

    Bank statement

  2. The AI does

    Matches it against the entries and flags what’s off

  3. Ends up

    Reconciliation done; differences listed for review

I want to automate this
Finance · 03

Overdue bill collection

  1. Arrives

    Overdue bills

  2. The AI does

    Writes the right reminder for each case and reads the customer’s reply

  3. Ends up

    Replies sorted into paid, asked for more time or disputed

I want to automate this
Purchasing · 01

Supplier quotes

  1. Arrives

    Quote request

  2. The AI does

    Sends it to suppliers and reads the replies, in any format

  3. Ends up

    Price and lead-time comparison ready for a decision

I want to automate this
Purchasing · 02

Incoming invoice check

  1. Arrives

    Incoming invoice

  2. The AI does

    Matches it to the purchase order and the goods received

  3. Ends up

    Approved, or with the reason for the mismatch

I want to automate this
Sales · 01

New leads in the CRM

  1. Arrives

    Leads via website or email

  2. The AI does

    Understands the interest and sorts by priority

  3. Ends up

    Logged in the CRM and routed to the right rep

I want to automate this
Sales · 02

Proposal drafts

  1. Arrives

    Proposal request

  2. The AI does

    Builds the draft on the company’s template, with the client’s data

  3. Ends up

    A draft for the team to review and send

I want to automate this
Customer care · 01

Email and ticket triage

  1. Arrives

    Emails and tickets

  2. The AI does

    Identifies topic and urgency and writes a summary

  3. Ends up

    In the right team’s queue, summary on top

I want to automate this
People & HR · 01

Résumé screening

  1. Arrives

    Résumés

  2. The AI does

    Summarizes each one against the job criteria

  3. Ends up

    An organized list; HR makes the call

I want to automate this
People & HR · 02

Vacation & days off

  1. Arrives

    Employee request

  2. The AI does

    Checks the balance and the schedule rules

  3. Ends up

    Approved by the manager and recorded

I want to automate this
Administration · 01

Internal requests

  1. Arrives

    Purchase, travel or maintenance requests

  2. The AI does

    Identifies the type and the owner

  3. Ends up

    Routed and tracked until closed

I want to automate this
Administration · 02

Meeting minutes

  1. Arrives

    Meeting recording or notes

  2. The AI does

    Writes the minutes with decisions and tasks

  3. Ends up

    Minutes sent; each task with its owner

I want to automate this
Operations · 01

Order intake

  1. Arrives

    Orders by email or spreadsheet

  2. The AI does

    Reads items and quantities, even in odd formats

  3. Ends up

    Order created in the system and checked

I want to automate this
Operations · 02

Field reports

  1. Arrives

    Field photos and notes

  2. The AI does

    Organizes the material and writes the text

  3. Ends up

    A standardized report ready to send

I want to automate this
Management · 01

Period report

  1. Arrives

    Figures from spreadsheets and systems

  2. The AI does

    Combines the data and writes up what changed

  3. Ends up

    Report in your inbox, on the agreed day and time

I want to automate this
Management · 02

KPI alerts

  1. Arrives

    Operational KPIs

  2. The AI does

    Monitors them and spots what’s out of the ordinary

  3. Ends up

    An alert to whoever needs to decide

I want to automate this
Your process

Another process?

Select how it works today. The sketch goes with your request.

  1. What comes in
  2. What the AI does
  3. Where it ends
Your sketch
Request a proposal
Day to day

The team is donewith copy-paste.

Time saved

The team stops typing and checking what the flow already does.

Fewer typing errors

Data goes from the document to the system without retyping.

Nothing stuck in queue

The flow runs any time, even after hours.

How we deliver

From a mapped processto live automation.

Step 01 of 05Process map
With your team
Your company
Explains how the process works today.
Deliverable
The map: what AI takes on and what stays with a person.
Step 02 of 05Flow design
Your company approves
Your company
Approves the flow and rules.
Deliverable
The approved design, before the build.
Step 03 of 05Build and testing
Real cases
Your company
Picks real cases for testing.
Deliverable
The flow, tested on those cases.
Step 04 of 05Live
Closely monitored
Your company
Uses it day to day, with us monitoring.
Deliverable
The automation running day to day.
Step 05 of 05Adjustments
Moves with the process
Your company
Tells us when the process changes.
Deliverable
The updated flow, with the new rules.
Control and security

AI does the work,you stay in control.

Your company's isolated environment
  1. Data isolated per client

    Each company's data is kept separate, and processing complies with the LGPD.

  2. Cutting-edge AI, chosen case by case

    The most advanced AI models on the market, chosen for each task and type of data.

  3. Human approval where the decision matters

    Anything outside the norm or that needs a decision arrives ready for a person to approve.

  4. Every step logged

    What arrived, what the AI did and who approved it is saved for reference.

FAQ

Questions beforeyou automate.

What people ask most before letting a process run on its own.

01Do I need to replace my systems?

No. The automation works with what your company already has, through the access each system offers: integration, email, spreadsheet or file. When a system offers no way in, the proposal says so.

02Can the AI be wrong?

It can, like anyone. That’s why every flow has validation rules and sends anything unusual or that needs a decision to a person.

03Which AI models do you use?

The most advanced on the market, chosen case by case based on the task and the type of data.

04Is my data safe?

Each client’s data stays isolated, and processing follows Brazil’s LGPD.

05Does it work for any industry?

Yes. The automation is designed around the process, whatever your industry.

06Can we start with just one process?

Yes. The automation can start with one process and take on others later.

07And if the process changes?

The flow’s rules and steps are adjusted to the new process.

08What’s the cost and timeline?

It depends on the process. After your request, the sales team sends a written proposal with scope, timeline and investment.

Proposal

Tell us the process.We design the automation.

Select the areas and describe what repeats today. The sales team reads your request and sends a written proposal.

Areas
Your request

Select the areas that matter to you. Not sure yet? Our team will help.

No spam · data protected · LGPD