An assistant can help a sales rep prepare a quote, a buyer follow a late order or a controller investigate an unreconciled balance. Education & School ERP specifies these use cases; the application and its service access must be configured and tested before an assistant can act on company data.
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.mdAssign the agent its own user and one of the 14 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
Summarizes account activity, drafts follow-ups and prepares an offer from the approved product prices. Flags the discount or term that needs review without exposing restricted cost information.
Finds stalled opportunities and prepares forecast commentary with links to the customer activity behind it.
Explains planning exceptions, drafts requisitions and follows supplier acknowledgements. Preserves the approved order revision when a supplier proposes a change.
Suggests cash applications and receipt-to-bill matches. Shows the underlying documents and differences so the clerk can investigate before submitting an exception or payment run.
Collects close evidence, identifies unreconciled balances and prepares draft adjustments. Keeps the current reporting period and source amounts explicit.
Finds missing time approvals and explains differences between calculated pay and the comparison run. Uses only the employee information allowed to its service identity.
Prepares leave and staffing summaries and flags sensitive change proposals awaiting review.
Start free, then use Proto to change fields, steps and approvals before your team goes live.