Document Management System

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  1. Document Management System
  2. Agent assistance
Reference

Put an AI agent to work in Document Management System

Use Proto to prepare document work and surface decisions for people.

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

  • Document Controller: Find a document by number, show its versions and prepare the next review handoff.
  • Document Reviewer: Gather the source revision, evidence reference and earlier decisions for a pending review.
  • Publishing Manager: Compare the approved revision with the current document and locate its operation receipt.
  • Follow-up Coordinator: List due actions with assignees and source documents.

What stays with a person

  • A person decides whether content is approved, returned, rejected, published or archived.
  • The assistant can prepare a record and point out a mismatch, but it cannot substitute for the named review or publication decision.
  • It also cannot infer that a connected destination accepted an operation when the receipt is missing or uncertain.

A person decides whether content is approved, returned, rejected, published or archived. The assistant can prepare a record and point out a mismatch, but it cannot substitute for the named review or publication decision. It also cannot infer that a connected destination accepted an operation when the receipt is missing or uncertain.

Set up Document Management System 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