Corporate Event Planner

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  1. Corporate Event Planner
  2. Agent assistance
Reference

Put an AI agent to work in Corporate Event Planner

Ask Proto to help inspect event plans and prepare guarded 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

  • Event Organizer: Show upcoming owned events with venue, status and capacity, then identify the current revision before a review request.
  • Budget Reviewer: List submitted budgets and their linked event scope; prepare the decision context for a person to approve or reject.
  • Admissions Coordinator: Find the selected open event and show reserved and admitted lines before a guarded action.
  • Finance Reviewer: Compare admission quantities, verified captures and receipt exceptions for an event.

What stays with a person

  • A person makes the budget and event approval decision.
  • A provider confirms payment movement.
  • Proto can assemble the linked records and explain a discrepancy, but the acting person must check the current event revision, authority and evidence before a guarded action.

A person makes the budget and event approval decision. A provider confirms payment movement. Proto can assemble the linked records and explain a discrepancy, but the acting person must check the current event revision, authority and evidence before a guarded action.

Set up Corporate Event Planner 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