Approval Management System

Features

Industries

Reference

More

Start now
  1. Approval Management System
  2. Use Proto with this system
Reference

Put an AI agent to work in Approval Management System

Prepare request reviews and explain recorded outcomes with Proto.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Request Owner: Find my submitted requests and show their assigned approver, requested amount and due date.
  • Approval Coordinator: List overdue requests still under review and show their current step and recorded delegation expiry.
  • Evidence Reviewer: Find documents awaiting verification and show the request revision covered by each pending review.
  • Execution Operator: Summarize a failed operation with its numbered steps, provider references and unresolved follow-up.

What stays with a person

  • The eligible Approver retains the business decision.
  • Evidence Reviewer records the independent review outcome.
  • Proto can prepare the information for those people, but a generated summary cannot supply their decision or establish a destination result without the relevant receipt.
  • Keep assistance within the acting person's access.

The eligible Approver retains the business decision. Evidence Reviewer records the independent review outcome. Proto can prepare the information for those people, but a generated summary cannot supply their decision or establish a destination result without the relevant receipt.

Keep assistance within the acting person's access. Before repeating an uncertain command, Execution Operator must reconcile the existing result. A correction must retain the earlier request history and bring the successor revision back to review.

Set up Approval Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started