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ProTask - AI

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​​​ProTask-AI is the next-ge​​neration evolution of our Mercury and ProTask solutions, bringing embedded AI to every step of the task management process. It centralizes intake, assignment, tracking, and reporting, while intelligent agents instantly summarize requests, recommend the right assignees, and generate draft responses. The result is faster decisions, less burden on staff, and more time for mission priorities. Built on Microsoft Power Platform and SharePoint with seamless Outlook and Exchange integration, ProTask-AI is secure, scalable, and proven to deliver measurable impact across federal environments.​​​ ​




 

 

Intelligent Automationhttps://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=164Intelligent Automation<div class="ExternalClass79AF1F52A37F414889C9369F71E14B8D">ProTask-AI embeds both agentic and generative AI directly into task workflows, transforming how organizations handle assignments and responses. Intelligent agents summarize incoming requests, recommend the right assignees based on historical patterns, and orchestrate the preparation of responses to cut workload from days to minutes. By reducing manual effort and ensuring higher-quality outputs, ProTask-AI lightens the burden on staff enabling them to focus on high-value activities.​<br></div>0
Unified Workflowshttps://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=121Unified Workflows<div class="ExternalClassAC3AF09ACAF740F1A53B90422ED98F85"><div>ProTask-AI drives organizational efficiency by guiding users through the task lifecycle with embedded intelligence. The platform ensures users know what actions are needed and when, while streamlining data collection and reducing reliance on emails, spreadsheets, or manual trackers. ProTask-AI adapts to each organization’s unique processes, aligning workflows and business rules to enforce consistency without sacrificing flexibility. For collaboration on responses and document management, it leverages SharePoint so teams can work together seamlessly in a unified environment.​<br></div></div>0
Visibility and Transparencyhttps://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=122Visibility and Transparency<div class="ExternalClass796B6F1E5452480D979A0B9C50C3DBDE"><div>ProTask-AI provides leaders with real-time insight into task status through intuitive dashboards, reports, and analytics. These views help identify and prevent bottlenecks, keeping critical activities on track and ensuring timely completion. Pre-configured or user-defined Power BI dashboards allow progress and performance to be monitored in ways that align with organizational priorities. Historical data is retained to reveal trends and workload patterns, enabling leaders to anticipate demands and adjust processes as mission needs evolve.​<br></div></div>0
Adaptability and Accessibilityhttps://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=123Adaptability and Accessibility<div class="ExternalClass67D1B64CDBF34617B5BB1468E4A4D2D7"><div>ProTask-AI increases organizational agility through a low-code foundation that adapts quickly as requirements and workflows change. Built on Microsoft Power Platform, it enables rapid updates without costly custom coding and takes advantage of out-of-the-box connectors to easily integrate with external data sources and systems. This flexibility extends to mobility, giving users access to task data on phones and tablets through Power Apps Mobile for iOS and Android. With mobile offline synchronization, users can continue working without connectivity and automatically sync updates once reconnected—ensuring uninterrupted productivity in any environment.​<br></div></div>0
Compliancehttps://www.procentrix.com/Lists/Capabilities Master List/DispForm.aspx?ID=120Compliance<div class="ExternalClass11EE1EC694B7487699AFF1495ACFAF43"><div>ProTask-AI is a cloud-native solution built on Microsoft Azure, meeting government mandates to modernize IT through secure cloud adoption, AI integration, and zero trust architecture. It provides a compliant foundation within government cloud tenants while unifying task automation, document management, and collaboration in one intuitive interface. Seamless integration with Microsoft 365 tools maximizes existing investments, and as an Azure-based capability, ProTask-AI can rapidly incorporate new services as they are released. This ensures faster implementation, easier updates, and scalable performance to meet the evolving demands of mission environments.​<br></div></div>0

 Related Technologies

 

 

.NET Frameworkhttps://www.procentrix.com/whatwedo/technologies/Pages/DevNET.aspx.NET Framework
Dynamics 365https://www.procentrix.com/whatwedo/technologies/Pages/Dynamics-365.aspxDynamics 365
Power Platformhttps://www.procentrix.com/whatwedo/technologies/Pages/Power-Platform.aspxPower Platform
SharePointhttps://www.procentrix.com/whatwedo/technologies/Pages/SharePoint.aspxSharePoint
Office 365https://www.procentrix.com/whatwedo/technologies/Pages/Office-365.aspxOffice 365

 Related Services

 

 

LOW-CODE SOLUTIONShttps://www.procentrix.com/whatwedo/services/Pages/Low-Code-Solutions.aspxLOW-CODE SOLUTIONSserviceItem01
Customer Experiencehttps://www.procentrix.com/whatwedo/services/Pages/Customer-Experience.aspxCustomer ExperienceserviceItem01
Artificial Intelligencehttps://www.procentrix.com/whatwedo/services/Pages/Artificial-Intelligence.aspxArtificial IntelligenceserviceItem01

 Related Solutions

 

 

METIShttps://www.procentrix.com/whatwedo/solutions/Pages/METIS.aspxMETISAI-driven Assistant analyzes, interprets and prepares precise, context-aware responses in minutes, as opposed to hours and weeks1
ProCourtshttps://www.procentrix.com/whatwedo/solutions/Pages/ProCourts.aspxProCourtsCase Management platform automates U.S. Courts processes and workflows, with upgrade path for AI-enabled features1
ProCasehttps://www.procentrix.com/whatwedo/solutions/Pages/ProCase.aspxProCaseRobust Case Management platform seamlessly integrates case data and artifacts, with automated workflows and configurable features1
ProLinkhttps://www.procentrix.com/whatwedo/solutions/Pages/ProLink.aspxProLinkBuild solutions that benefit from Power Platform, Dynamics 365 and SharePoint working seamlessly together.1
Mercuryhttps://www.procentrix.com/whatwedo/solutions/Pages/Mercury.aspxMercuryStreamline your Correspondence Management processes with this powerful Microsoft SharePoint-based solution.1

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