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Oil & Gas ERP

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  1. Oil & Gas ERP
  2. Work with Proto
Reference

Put an AI agent to work in Oil & Gas ERP

Ask Proto to help prepare and review dealer distribution work with your team.

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 order from the current account, product and quote records for review.
  • Purchasing Manager: Show purchase commitments with original promises and receipts awaiting review.
  • Warehouse Manager: Compare available stock with held, picked and in-transit quantities for an approved order.
  • Accountant: Trace an invoice to its eligible shipment scope and show unapplied customer cash.

What stays with a person

  • A person with the assigned authority decides order acceptance, receipt disposition, invoice release and period close.
  • Proto can prepare the evidence and identify a discrepancy, but a decision needs the actual reviewer and current document revision.
  • External bank or delivery outcomes require their own verified evidence.

A person with the assigned authority decides order acceptance, receipt disposition, invoice release and period close. Proto can prepare the evidence and identify a discrepancy, but a decision needs the actual reviewer and current document revision. External bank or delivery outcomes require their own verified evidence.

Set up Oil & Gas 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