1. Food Bank Management
  2. Agent assistance
Reference

Put an AI agent to work in Food Bank Management

Give each role a way to ask about requests, lot eligibility and review evidence.

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 5 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

  • Inventory Coordinator: Show requests due this week with active claims and the released lots available for review.
  • Allocation Coordinator: Summarize submitted allocations by program and show the linked parent request.
  • Independent Reviewer: Gather the current request revision, decision history, attachments, receipt result and posted movements for a submitted allocation.
  • Operations Reader: Explain why an operation receipt still needs review using its recorded reason and references.

What stays with a person

  • A person decides whether to approve a request or assistance allocation.
  • The agent may assemble evidence and help prepare records within the user's permissions, but it cannot substitute a local status for a physical stock event or external distribution acknowledgment.
  • Every write follows organization scope and current revision checks.

A person decides whether to approve a request or assistance allocation. The agent may assemble evidence and help prepare records within the user's permissions, but it cannot substitute a local status for a physical stock event or external distribution acknowledgment. Every write follows organization scope and current revision checks.

Set up Food Bank Management your way.

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

How to get started