E-procurement Portal

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  1. E-procurement Portal
  2. Proto assistance
Reference

Put an AI agent to work in E-procurement Portal

Ask Proto to help people find the right procurement record and check a handoff.

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

  • Buyer: Find assigned requests that need a supplier, line check or order reference.
  • Purchasing Approver: Summarize the submitted request, its amount, revision and attached evidence for a decision.
  • Tender Evaluator: Compare offers and their evaluation scores under one request.
  • Auditor: Trace a completed tender through the decision and operation receipt.

What stays with a person

  • A person makes the approval and award decision.
  • Proto can surface the linked records and highlight a mismatch; the responsible role must confirm the revision and check the recorded decision.
  • A failed operation receipt needs investigation before anyone retries the action.

A person makes the approval and award decision. Proto can surface the linked records and highlight a mismatch; the responsible role must confirm the revision and check the recorded decision. A failed operation receipt needs investigation before anyone retries the action.

Set up E-procurement Portal 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