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  1. Printing & Packaging ERP
  2. Work with Proto
Reference

Put an AI agent to work in Printing & Packaging ERP

Ask Proto to prepare records and explain exceptions for the responsible reviewer.

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 identify the applicable price list and product unit.
  • Warehouse Manager: Summarize stock reservations, transfer remainders and work orders awaiting release.
  • Accountant: Explain an invoice balance from its source shipment and applied receipts.
  • Finance Manager: Collect the current evidence for an invoice or period decision.

What stays with a person

  • The accountable person makes the approval.
  • Proto can prepare the current records and flag a missing source, but an instruction or draft cannot stand in for actual receipt, delivery, settlement or the reviewer's decision.

The accountable person makes the approval. Proto can prepare the current records and flag a missing source, but an instruction or draft cannot stand in for actual receipt, delivery, settlement or the reviewer's decision.

Set up Printing & Packaging ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started