Corporate Governance

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  1. Corporate Governance
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Put an AI agent to work in Corporate Governance

Prepare matter reviews and board decision evidence with Proto.

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

  • Matter Coordinator: Show matters in review for my linked team member and compare their deadlines with completion dates.
  • Supervising Attorney: Show submitted resolutions with meeting reference and required quorum for review.
  • Auditor: Trace a matter's decision dates, document production references and operation exceptions.

What stays with a person

  • A human reviewer makes conflict and revision decisions.
  • An authorized person records the board decision under the organization's policy.
  • Proto can organize records and prepare a review, but it should not treat a drafted resolution or a prepared receipt as adoption.
  • Keep matter and file access within the configured role and organization scope.

A human reviewer makes conflict and revision decisions. An authorized person records the board decision under the organization's policy. Proto can organize records and prepare a review, but it should not treat a drafted resolution or a prepared receipt as adoption. Keep matter and file access within the configured role and organization scope.

Set up Corporate Governance 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