ESG / Sustainability Dashboard

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  1. ESG / Sustainability Dashboard
  2. Work with your agent
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Put an AI agent to work in ESG / Sustainability Dashboard

Prepare measurement context and trace review evidence with an assistant working in your scope.

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 6 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

  • Sustainability Analyst: Find my reporting periods and collect the source references and unresolved observations for the next review.
  • Data Steward: Compare the snapshot coverage with the reporting window and identify definition versions needing attention.
  • Sustainability Reviewer: Prepare the exact period revision, metric unit and supporting evidence so I can make the independent decision.
  • Action Owner: List my due follow-up and the source period behind each task before I record its resolution.

What stays with a person

  • The agent needs an authorized reviewer to make an independent reporting decision.
  • It cannot establish the meaning of an unexplained source value or replace the responsible verifier's inspection.
  • The team supplies the approved measurement basis and decides how incomplete evidence affects the case.
  • Tie a request to a recognizable reporting period and revision.

The agent needs an authorized reviewer to make an independent reporting decision. It cannot establish the meaning of an unexplained source value or replace the responsible verifier's inspection. The team supplies the approved measurement basis and decides how incomplete evidence affects the case.

Tie a request to a recognizable reporting period and revision. When an action's response is uncertain, ask for the existing run and step outcomes before requesting further work.

Agent work and connected operations use the platform's metered services. Estimate expected usage from the pilot's collection, review and follow-up activity; see [Pricing](/esg-sustainability-dashboard/pricing).

Set up ESG / Sustainability Dashboard your way.

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

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How to get started