Compliance Management

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  1. Compliance Management
  2. Agent assistance
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Put an AI agent to work in Compliance Management

Use Proto to prepare compliance records and review the next decision.

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

  • Compliance Lead: Summarize assessments in review, open findings and obligation decisions for a named organization.
  • Control Owner: Bring together an active control, its rated risk and the latest failed test for discussion.
  • Tester: Prepare a checklist of the sample, exception count and evidence reference to record for a scoped check.
  • Remediation Owner: List assigned corrective actions and their due dates for the current assessment.

What stays with a person

  • Proto can prepare a record or point a person to a missing detail.
  • The named owner still confirms scope, evidence and any status change.
  • The Independent Reviewer makes the approval or retest decision and records the reason.
  • A summary of a failed test is not a substitute for opening its evidence.

Proto can prepare a record or point a person to a missing detail. The named owner still confirms scope, evidence and any status change. The Independent Reviewer makes the approval or retest decision and records the reason. A summary of a failed test is not a substitute for opening its evidence.

Set up Compliance 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