Checklist & SOP Management

Features

Industries

Reference

More

Start now
  1. Checklist & SOP Management
  2. Use Proto with this system
Reference

Put an AI agent to work in Checklist & SOP Management

Ask Proto to prepare revision, execution and follow-up information for review.

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

  • Procedure Owner: List definitions due for execution with their revision and owner.
  • Independent Reviewer: Gather pending decisions and the evidence attached to each source revision.
  • Checklist Operator: Show rejected observations and the evidence reference on each one.
  • Operations Lead: Summarize failed runs with their operation key, attempt and reason.

What stays with a person

  • A person makes the independent revision decision and verifies evidence.
  • The authorized owner decides whether to publish or correct a definition after reviewing the specific version and run history.
  • Proto may prepare the records for these decisions, but the named people remain responsible for them.

A person makes the independent revision decision and verifies evidence. The authorized owner decides whether to publish or correct a definition after reviewing the specific version and run history. Proto may prepare the records for these decisions, but the named people remain responsible for them.

Set up Checklist & SOP 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