Reviewing PDFs, sorting emails, re-entering data or handling repeated requests can be candidates for automation. We first identify where it makes sense. The aim is less friction, not another system that is hard to control.
02
Three ways to connect AI
AI agents process and prepare information within workflows. MCP servers expose defined actions in business tools. AgendIA applies assistance to the telephone channel. These capabilities can stand alone or work together.
03
Define what can happen independently
Some steps can follow straightforward rules. Others need human approval, particularly before external replies, sensitive updates or important decisions. Permissions, exceptions and manual recovery must be scoped.
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Test before expanding
A focused pilot lets us compare quality, processing time and required corrections. Benefits should be measured in your business. We do not promise a number of hours saved without a baseline.
Integration map
Where AI fits into your work
Work arrives through the channels you already use. The agent understands it, acts in your tools through an MCP server, and you approve what matters. Pick a use case to see the path.
What comes in
Emails
PDFs and scans
Phone calls
Web forms
Team chat
Schedule
AI agent
AI agent
01Understand
02Decide
03Act
Rules, limits and audit log
Human
MCP server
Allowed actions
get_file()
update_file()
draft_follow_up()
Read
Create
Update · with approval
Your tools
CRM
Accounting
Calendar
Documents
Business software
Email
Mortgage broker
Loan files
Documents sent by customers are read, checked and entered into the relevant systems.
AI MCP Human Check
The path, step by step
AI01
Reads payslips, IDs and bank statements, then extracts the relevant fields.
Check02
Checks completeness and consistency: amounts, dates, matching names across documents.
Human03
Uncertain fields are flagged to the broker, who confirms or corrects them.
MCP04
Validated data is entered into the CRM and the loan file software.
AI05
A follow-up for missing documents is prepared as a draft.
Autonomy levelSafe fields entered automatically, the rest approved by a person
Illustrative scenarios: every setup is scoped to your tools, your access rights and your rules.
A real example: AJD Finances, a mortgage broker
For AJD Finances, a mortgage broker, an AI agent processes documents uploaded by customers, extracts key information and enters it into various systems. This illustrates the connection between document understanding and operational work.
Frequently asked questions
Can AI replace all my procedures?
No. It belongs in a clear workflow with defined limits and accountable people.
When is conventional automation enough?
When the inputs and rules are predictable and no complex interpretation is needed.
Can I keep human approval?
Yes. Approval points should be agreed before deployment.
How are errors handled?
Scope should include checks, exceptions, logging and the ability to recover manually.
How do we judge a pilot?
Compare actual baseline and pilot results: quality, errors, corrections, turnaround and human effort.
PDF and email processing, data extraction, validation and content generation. Custom AI agents working within your business processes and review rules.
Give AI agents controlled actions in your business tools: create leads, prepare customer replies or trigger internal workflows through a custom MCP server.
AgendIA handles French and English calls, captures leads and books in Google Calendar, with recordings and transcripts. Request a demo arranged by ArkiPay.