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Steel & Metals ERP

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  1. Steel & Metals ERP
  2. Proto agent
Reference

Put an AI agent to work in Steel & Metals ERP

Use Proto to prepare, inspect and rehearse your operating setup.

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: Find the current dealer order and its remaining promised quantity.
  • Purchasing Manager: Compare supplier promise with arrival and accepted receipt.
  • Warehouse Manager: Show available, held and transit quantity for a selected product and warehouse.
  • Accountant: Trace a customer invoice to delivered scope, receipt and application.

What stays with a person

  • A human reviewer decides order acceptance, credit exceptions, route release, invoice approval and period close.
  • Proto can gather the current records and show unresolved differences, but an authorized person must make the recorded decision.
  • Connected bank and carrier outcomes come from those external sources.

A human reviewer decides order acceptance, credit exceptions, route release, invoice approval and period close. Proto can gather the current records and show unresolved differences, but an authorized person must make the recorded decision. Connected bank and carrier outcomes come from those external sources.

Set up Steel & Metals 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