Freelancer Project Tracker

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  1. Freelancer Project Tracker
  2. Work with Proto
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Put an AI agent to work in Freelancer Project Tracker

Use Proto to prepare records and inspect delivery and billing exceptions.

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

  • Engagement Manager: Show active engagements ending soon and the milestones waiting for review.
  • Service Reviewer: Find submitted service lines and explain why a failed approval stayed submitted.
  • Billing Coordinator: Show approved milestones, overdue payments and the operation receipt on a failed invoice attempt.
  • Practice Lead: Compare delivered amount, cost and billed amount for a named engagement.

What stays with a person

  • A person decides whether delivered work is acceptable and whether a milestone is approved for billing.
  • The billing coordinator confirms received money against the payment record.
  • Proto can prepare information for those decisions, then record an authorized action and its result.

A person decides whether delivered work is acceptable and whether a milestone is approved for billing. The billing coordinator confirms received money against the payment record. Proto can prepare information for those decisions, then record an authorized action and its result.

Set up Freelancer Project Tracker 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