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Dairy ERP

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  1. Dairy ERP
  2. Work with Proto
Reference

Put an AI agent to work in Dairy ERP

Use Proto to prepare records and explain the next decision.

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 10 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

  • Sales Representative: Prepare a dealer quote and show which accepted order fields need review.
  • Purchasing Manager: Compare ordered, arrived and accepted supplier quantities.
  • Warehouse Manager: Find routes awaiting release and stock held in transit.
  • Accountant: Trace an invoice to delivered scope and an actual cash receipt.

What stays with a person

  • A person with the assigned authority reviews controlled orders, invoice, payment, stock and close decisions.
  • External settlement or delivery evidence has to be received and reconciled; a locally prepared status is not enough.

A person with the assigned authority reviews controlled orders, invoice, payment, stock and close decisions. External settlement or delivery evidence has to be received and reconciled; a locally prepared status is not enough.

Set up Dairy ERP 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