E-signature Platform

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  1. E-signature Platform
  2. Use Proto with this system
Reference

Put an AI agent to work in E-signature Platform

Use Proto to prepare packet work and examine exceptions.

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

  • Packet Owner: Show my prepared packets and the revision awaiting review.
  • Signature Reviewer: List pending decisions with the source packet and evidence reference.
  • Signing Operations' assistant: Find failed and unknown execution attempts by operation key.

What stays with a person

  • A named reviewer makes the approval decision for the exact prepared revision.
  • Signing Operations checks authenticated provider evidence before accepting progress.
  • Proto can organize the records and prepare a response, but it should not replace the reviewer or treat an uncertain provider result as a verified signature.

A named reviewer makes the approval decision for the exact prepared revision. Signing Operations checks authenticated provider evidence before accepting progress. Proto can organize the records and prepare a response, but it should not replace the reviewer or treat an uncertain provider result as a verified signature.

Set up E-signature Platform 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