From time regained
Teams stop re-entering, searching, and reformatting the same information.
02 · Streamline
AI automation.
For businesses.
Mellion supports SMEs and ETIs in automating their business processes: integrating CRM with other tools, preparing documents, and managing repetitive tasks. AI is used when it adds measurable value, with human oversight for actions that impact the company.
The problem we address
Simple tasks that consume days and undermine quality.
Copying information between tools, finding the right version, reassembling a document, or manually following up on a file may seem trivial. When performed weekly, these tasks slow down service and multiply hard-to-detect errors.
We first describe the business rules, exceptions, and control points. The solution automates the stable flow, signals anomalies, and presents to the right person what requires further decision.
A reliable workflow
The data, controls, exceptions, and responsibilities become visible and traceable.
Explicit control
A person validates documents, messages, and decisions that engage the company.
The Method
How does an AI automation project unfold?
The first version targets a precise and measurable flow. It is tested with users before expanding the automation.
- 01 · Measure
Choose the right case
Volume, time, errors, frequency, variability, risk, and expected value.
- 02 · Formalize
Write the rules
Input data, decisions, exceptions, validations, and expected results.
- 03 · Build
Link tools
Workflows, integrations, documents, control interface, and logs.
- 04 · Secure
Deploy and monitor
Testing, permissions, monitoring, measuring returns, documentation, and improvement
The scope
CRM, documents, data: what can be automated?
Workflows & Integrations
- CRM, messaging, files, and databases
- Triggers, statuses, and routing
- Follow-ups and notifications
- Error management and retries
Documents and data
- Data collection and information control
- Document generation according to the company's style guide
- Classification, extraction, and reconciliation
- History and traceability
Useful AI Assistants
- Content analysis and synthesis
- Classification and orientation
- Preparation of responses or proposals
- Search within an authorised document database
Control & Security
- Rights and authorised data
- Human validation according to risk level
- Thresholds of confidence and fallback scenarios
- Journals, supervision, and usage costs
AI Assistants and On-Site Team Members
Which business tasks can AI agents handle?
Mellion designs AI assistants and agents for defined tasks: searching authorised documentation, preparing a response, classifying a request, or suggesting the next step in a file. An agent can perform several actions in the company's tools when the process requires it.
Each project specifies the accessible data, allowed actions, error cases, and human validations. If a simple rule suffices, a classic automation is more appropriate. We can also train teams on these AI usages.
Typical case
A consulting firm manually reconstructs each client proposal.
- Situation
- The client profile is captured in multiple tools, rules are consulted separately, and the layout varies according to the advisor.
- Mellion's response
- A generator compiles the authorised information, applies the consultancy's rules, produces the document according to the client's branding, and submits it to the consultant for adjustments and validation.
- Targeted result
- Homogeneous and traceable proposals prepared in just a few minutes, without removing the advisor's responsibility for the final decision.
Key performance indicators time per file, rework, errors, processing time, and usage rate
Frequently Asked Questions
Before automating a process.
Which processes can be automated?
The best candidates are frequent, structured, and measurable: information collection, tool synchronization, document generation, controls, follow-ups, and decision preparation.
Should artificial intelligence be used everywhere?
No. A deterministic rule is preferable when it suffices. AI is used to analyse, classify, or generate from unstructured information, with an appropriate level of confidence for the risk.
How are sensitive data protected?
Scoping defines authorised data, access, hosting, storage, and logs. No content is transmitted to a model without an explicit rule.
How do you measure return on investment?
We measure before and after deployment the volume, time per file, errors, rework, and deadlines, integrating operational costs.
Can we automate without replacing our CRM or ERP?
Often, yes. We examine the available connections, exports, access rights, and security constraints of your tools. We prioritise their integration when it meets the need; additional development is proposed if a limitation justifies it.
What budget should be planned for an AI automation project?
The budget depends on the processes, the tools to be connected, the volumes, and the necessary controls. Scoping leads to a quote that distinguishes the initial implementation costs from recurring costs: licenses, hosting, maintenance, and potential AI usage.
Your next step
Which repetitive task costs you the most?
We can quickly qualify its volume, exceptions, risk, and the reasonable gain.
In France, Brussels, and Madrid
Mellion accompanies you across France, Brussels, and Madrid to automate your processes and integrate AI with human oversight. Initial scoping is done by video call. If the project requires it, our on-site team members will then visit your premises, anywhere in France, Brussels, and Madrid.
Find our support in AI automation in Lille and Hauts-de-France and in AI automation in Paris and Île-de-France. These regional pages complement our offerings throughout France.