Change Request Management

Features

Industries

Reference

More

Start now
  1. Change Request Management
  2. Work with Proto
Reference

Put an AI agent to work in Change Request Management

Use Proto to help configure and examine your change workflow.

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

  • Project Manager: Ask for packages in Review with their owners, due dates and source revisions.
  • Business Analyst: Ask for submitted assessments whose added hours differ from the related task plan.
  • Delivery Lead: Ask for failed operation receipts and the reason recorded for each attempt.
  • Independent Reviewer: Ask for the current package revision, assessment, tasks and attachments before deciding.

What stays with a person

  • Proto can organize records and prepare a review packet.
  • The Independent Reviewer still makes and records the decision.
  • A generated summary should be checked against the package and related records before anyone changes status or treats a revision as accepted.

Proto can organize records and prepare a review packet. The Independent Reviewer still makes and records the decision. A generated summary should be checked against the package and related records before anyone changes status or treats a revision as accepted.

Set up Change Request Management 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