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Donor Management System

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  1. Donor Management System
  2. Work with Proto
Reference

Put an AI agent to work in Donor Management System

Ask Proto to help your team set up and inspect funding case 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 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

  • Case owner: Find submitted cases by owner and due date, then show the linked program and evidence.
  • Reviewer: Present the case revision, attachments and earlier decisions before a new review.
  • Finance officer: Compare a donation receipt amount with the linked fund event and provider reference.
  • Operations lead: Trace a failed operation to its parent case and recorded reason.

What stays with a person

  • A person decides whether to approve or reject a case or receipt.
  • Proto can organize the relevant records for that person.
  • The team must confirm the external payment reference and its own review authority before completing a receipt.

A person decides whether to approve or reject a case or receipt. Proto can organize the relevant records for that person. The team must confirm the external payment reference and its own review authority before completing a receipt.

Set up Donor 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