Use cases for teams
Workflows you can set up in chat in 15 minutes
Approvals, requests, on-call rotations, stand-ups and AI agents. Try each use case hands-on in an interactive demo, then set it up for your team with a short guide.
Finance and documentsHow do you send invoices and track payments in chat?An invoice request from your CRM lands as a card in a chat. A manager clicks a button, and the bot creates the invoice in your bank and 1С, sends it to the client by email and ЭДО, matches the payment against your bank statement and issues the акт.
Finance and documentsHow do you handle assignments and invoices for самозанятые and ИП?The bot reminds you when an assignment is wrapping up and drafts the document from a template. An accountant reviews it in the thread, a manager sends it for signature in КЭДО, and the signing status, invoice, акт and the contractor's receipt all land in the assignment's thread.
IT and on-callHow do you run incident reviews and write postmortems?Once an outage is fixed, an AI agent drafts a postmortem from the alert thread using your template. The team reacts with ✅, and the review goes to the Postmortems chat with reminders for follow-up actions.
AI agentsHow do you build an AI agent without code?You create the bot in Pachca, and an n8n workflow does the thinking: bot events, an @mention filter, an AI Agent node with your knowledge base and a reply in the thread.
IT and on-callHow do you grant and revoke employee access?An administrator adds an employee in Members, the bot posts an access checklist to a chat, and admins tick off each item with a Granted button. When someone leaves, the same card is used to revoke access.
Retail and shiftsHow do you hand over a shift without dropping anything?The outgoing shift lead fills out a form on their phone, the report lands in the store's chat, the incoming shift lead confirms with a button, and any questions get sorted out in the thread.
Requests and approvalsHow do you handle employee requests without a service desk?An employee messages the bot, and the request lands in the IT chat with a number and priority. An engineer claims it with a button, and the bot lets the employee know once it's resolved.
Sales and customersHow do you get customer reviews in chat and reply to them?A new review from a review site lands as a card in a chat. Whoever's responsible claims it with a button, the team agrees on a reply in the thread and publishes it to the site in one click.
IT and on-callHow do you alert on-call engineers about outages?Grafana or Zabbix posts an alert to the on-call chat. The on-call engineer claims it with a 👀 reaction and works through the outage in the thread.
Tasks and deadlinesHow do you assign tasks and keep track of them?Post a task in a chat with an @assignee and a deadline. Reactions show who's on it and when it's done, and the result goes in the thread under the task.
Meetings and stand-upsHow do you record a meeting and get notes automatically?When the call ends, a bot drops the transcript and summary into a thread. Ask an AI agent and it turns them into tasks with deadlines.
Requests and approvalsHow do you set up purchase approvals?Requests follow a template and land in a shared chat. An AI agent checks each one and pulls budget details, and a manager approves with a reaction.
Sales and customersHow do you get website leads straight into your team chat?Your website form posts a lead card to the sales channel, and a rep claims it with one click.
Requests and approvalsHow do you approve time off without paper forms?An employee fills out a form in the bot, their manager approves it with a button in the chat, and the bot lets the employee know the decision.
Don't see your use case?
Let's hop on a call and figure out how to run your process in Pachca.