Construction Project Tracker

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  1. Construction Project Tracker
  2. Work with Proto
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Put an AI agent to work in Construction Project Tracker

Use Proto to prepare project records and inspect delivery exceptions with your team.

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

  • Project Coordinator: Ask for packages due soon, task lines past due and certificates waiting for submission.
  • Project Reviewer: Ask for submitted certificates with their parent packages, revisions, attached evidence and exception receipts.
  • Auditor: Ask for a package's certificate, reviewer decision, attachments and operation receipt trail.
  • App Administrator: Ask which project and team member records need checking before a pilot site begins.

What stays with a person

  • Proto can organize records and prepare a review case.
  • A Project Reviewer still makes the certificate decision, and the Project Coordinator maintains the certificate outcome.
  • The team must inspect the correct package revision, evidence and certified value.
  • A finance system makes and reconciles payments under its own controls.

Proto can organize records and prepare a review case. A Project Reviewer still makes the certificate decision, and the Project Coordinator maintains the certificate outcome. The team must inspect the correct package revision, evidence and certified value. A finance system makes and reconciles payments under its own controls.

Usage is metered according to the customer's ERP.AI plan; check current terms during setup.

Set up Construction Project Tracker 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