Community Development Platform

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  1. Community Development Platform
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Reference

Put an AI agent to work in Community Development Platform

Ask Proto to help prepare, inspect and reconcile funding case work.

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

  • Program Officer: Prepare a case summary from its linked needs, attachments and current status for the owner to check.
  • Independent Grant Reviewer: Gather the case revision, policy reference and evidence into a review checklist for the assigned reviewer.
  • Auditor: Trace a delivered case through its decision, state history, operation run and receipt.
  • App Administrator: Compare program definitions and source mappings before a new intake source is used.

What stays with a person

  • Proto can prepare and inspect information, but a person makes the independent review and case decision.
  • Confirm external delivery against the service receipt.
  • Use the role's access and the case revision when asking for help; an assistant's summary is not an approval or an external acknowledgment.

Proto can prepare and inspect information, but a person makes the independent review and case decision. Confirm external delivery against the service receipt. Use the role's access and the case revision when asking for help; an assistant's summary is not an approval or an external acknowledgment.

Set up Community Development Platform 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