Business Process Modeler

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  1. Business Process Modeler
  2. Agent assistance
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Put an AI agent to work in Business Process Modeler

Use Proto to prepare model work and inspect the recorded handoffs.

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

  • Process Owner: Find a model's current revision, owner and linked scenario before a review meeting.
  • Model Designer: List pending node outcomes and source references for a draft revision.
  • Independent Reviewer: Gather a validation run, its step trace and evidence reference for the exact source revision.
  • Evidence Steward: Summarize assigned verification follow-ups with due dates and linked models.

What stays with a person

  • The agent can organize records and prepare a case for review.
  • A named Independent Reviewer decides whether a revision or result is approved.
  • A person must verify the external receipt and determine whether compensation resolved the effect.
  • Access follows the roles your team configures.

The agent can organize records and prepare a case for review. A named Independent Reviewer decides whether a revision or result is approved. A person must verify the external receipt and determine whether compensation resolved the effect. Access follows the roles your team configures.

Set up Business Process Modeler 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