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  1. ATM Management System
  2. Use Proto with this system
Reference

Put an AI agent to work in ATM Management System

Prepare banking work and explain recorded exceptions 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 5 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

  • Maintenance Preparer: List assigned instructions awaiting review with their provider and value date.
  • Independent Maintenance Approver: Show the revision, supporting attachments and prior decisions for a submitted instruction.
  • Operations Analyst: Find unmatched provider movements with account, amount and occurrence date.
  • Auditor: Trace a confirmed instruction to its decision, provider evidence and operation receipt.

What stays with a person

  • Proto can prepare a comparison and explain the linked records.
  • An independent person makes the approval decision; the provider establishes its own instruction outcome and account authority.
  • Confirmation requires verified evidence.
  • Access remains within the person's organization and role. [Start with a pilot](/atm-management-system/get-started).

Proto can prepare a comparison and explain the linked records. An independent person makes the approval decision; the provider establishes its own instruction outcome and account authority. Confirmation requires verified evidence. Access remains within the person's organization and role.

[Start with a pilot](/atm-management-system/get-started).

Set up ATM Management System your way.

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

How to get started