Recorded webinarMCP in practiceWith ISA Saúde

A payroll of 300+ people checked in under two days, with Tako and Claude.

ISA Saúde's payroll team opened up, live, the dashboard, alerts and automations it built on top of Tako, and the Tako team showed others already running across the customer base. The full recording, with the chat questions answered.

Watch the recordingRecorded on October 6 · One hour, no slides

< 2 days

to check a 300+ people payroll

It used to take three or four days, checking by hand.

~15 days

of work saved per month

The team's own estimate, adding up the dashboard, alerts and information requests.

1 click

to generate the contracts for 20 hires

Downloading documents and placing signatures used to take up to two hours.

Numbers reported by ISA Saúde's payroll team during the webinar.

MCP in practice

The full recording

One hour with ISA Saúde's payroll team showing its own routine and the Tako team building automations live, on a demo account. The data on screen is fictitious or anonymized.

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Recorded on

October 6, 2026

Format

One hour, with chat questions answered live

Featuring

ISA Saúde and Tako's AI Deployment team

Who it's for

Payroll, People Ops and HR, Tako customers or not

Why it's worth watching

It's a real payroll team's routine, shown by the people who run payroll.

In 2024, ISA Saúde's payroll team swapped an outsourced accounting firm and spreadsheets for Tako, and since January it has used Claude connected to payroll through the MCP. In the webinar, they open up what they built along the way, with the screen shared and the chat questions answered on the spot, without a single slide.

Who presented

The people who showed the automations are the ones who use them.

The payroll team at ISA Saúde, a home care company, opened up the dashboard and automations it uses every day, with the company's data hidden, and talked through what it had to adjust before each one worked.

On Tako's side, the AI Deployment team, which builds skills together with customers, showed other automations on a demo account and answered the questions that came up in the chat.

Guest

ISA Saúde

Payroll team

Home care, Tako customer since 2024

Host

Tako

AI Deployment team

Builds skills together with customers

What you'll see in the recording

Six automations running on top of Tako.

Half come from ISA Saúde's routine, and the Tako team built the other half live or brought them from other customers, always on demo data.

01

The payroll dashboard that updates itself

Headcount, terminations, cost per company, leave by type and the month-over-month comparison, pulled from Tako three times a day into a dashboard in Claude. Managers and Finance check it there without asking the payroll team.

02

The vacation notice sent in one click

Claude reads scheduled vacations in Tako and sends a single email to the manager and the employee, with dates, payment day and the company's internal rules, such as using the hour bank alongside it.

03

The health plan invoice that turns into a check

The invoice arrives by email, Claude reads it, updates the dashboard and separates the additions that need to go into the next review. The insurer's form comes out filled in with data from Tako.

04

The contractor invoice reminder that runs on its own

Claude sees in Tako who hasn't sent this month's invoice yet, reminds each person on Slack or by email every week and, when the invoice arrives, uploads the file back into Tako.

05

The onboarding that starts in a conversation

Data coming from the recruiting system, a manager's email or a spreadsheet becomes an onboarding in Tako, ready for the payroll team to review and approve.

06

The integration that becomes a skill for other customers

The first integration with an occupational health platform took two hours of conversation to build. It became a skill, and the next customer set up the same integration in fifteen minutes.

How it works

What you do on Tako's screen, your team's AI starts doing alongside you.

The MCP connects Tako to your company's Claude or ChatGPT. The AI reads and writes the same things you would on screen, with your login and your permissions: if someone manages one team, their AI only sees that team.

And connectors add up. In the webinar, Tako with Gmail sends the vacation notice and reads the health plan invoice, and Tako with Slack chases the contractor invoice. When the AI says it can't do something yet, the Tako team takes the request and builds it, and reading invoices that arrive by email was ready within a week.

The question everyone asks

"But is it safe to let AI touch payroll?"

Payroll isn't left exposed. Every write follows the same six steps, and that holds for a skill you wrote yourself:

Your login, your permissions

You access the AI with the same Tako login. No permission to edit means the AI can't edit either.

Reads before acting

It reads Tako's records before proposing anything.

Asks when in doubt

If something looks off-pattern, it stops and hands the decision back to you.

Test sample

It runs one case before applying the whole batch.

Tako's approval workflow

Contract changes go through the same approval steps as a change made directly in Tako.

Named log

Every edit is recorded under your name, with date and time.

Tako's structured records are what make this trustworthy. The spreadsheet that comes from the team always has an error in it. Tako is the source of truth that catches it.

How to start

It works where your team already works.

Claude or ChatGPT. Whoever manages the company account in the AI tool enables Tako's MCP once, and then each person connects with their own Tako login and inherits the same permissions they have on screen. Token usage comes out of the tool's own plan and tends to be small.

From the webinar chat
“It was excellent, and you brought even more automation ideas.”
Chat participant · Tako customer
“Here I built a skill in Claude and it files every document in each employee's record.”
Chat participant

Billions in payroll already processed by Tako.

FAQ

The questions that came up in the chat

Whoever manages the company account in the AI tool adds Tako's MCP once. Then each person follows the connection guide and signs in with their own Tako login. The guides are just below, in the section for customers.

Usage comes out of the plan your company already has in Claude or ChatGPT, because it's your AI calling Tako. In practice it's small: so far no customer has run out of plan because of the MCP.

The AI inherits the permissions of the Tako login used to connect. On a shared account, everyone using it sees what that login sees, so connect with the lowest-permission user the team needs.

If the data is in Tako, yes. You describe the cut, for example one employee compared with another branch along with the payroll taxes, and the AI builds the file. Receipts and payslips also come out in bulk, in a single file.

It works with the tools your AI can connect to. The webinar shows Gmail and Slack. If your company uses another one, it's worth testing the connection in the AI tool itself.

Payroll and the whole employee lifecycle: onboarding with the candidate filling in their own data, vacations with request and approval, terminations, payslips, receipts and statements available to the employee, and contracts generated for signature through ClickSign. The MCP brings all of that into the AI your team already uses.

Yes. The AI Deployment team books a conversation of about forty minutes, builds the automation with you and, if it fits other companies, turns it into a ready skill for the next customer to use.

After the recording

Bring us the task that takes up most of your payroll team's time.

Already a Tako customer

Build your first skill with the Tako team

Connect the MCP with the guide and, if you want help, reach out to your Tako contact. In about forty minutes of conversation you leave with the automation running in your company's Claude.

Not a customer yet

See Tako with your company's scenario

Payroll, onboarding, vacations and terminations connected, and your team's AI running all of it with the right permissions. A conversation with the Tako team shows how it looks with your company's numbers.

Watch the recording and bring your question to the Tako team.

The recording opens right here after two steps. If your question is about your company's payroll, a conversation with the Tako team gets you there faster.