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Fundraising Campaign Manager

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  1. Fundraising Campaign Manager
  2. Work with Proto
Reference

Put an AI agent to work in Fundraising Campaign Manager

Ask Proto to prepare case work and surface decisions for the right people.

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

  • Funding Owner: Gather the case subject, requested amount, due date, program and supporting files before submission.
  • Funding Reviewer: Present the current case revision, program eligibility note and attached evidence for a human decision.
  • Finance Operator: Compare confirmed receipt events with proposed restricted allocations and surface an over-allocation.
  • Operations Analyst: List pending and failed operation receipts with their external and local effect references.

What stays with a person

  • Proto can prepare records and explain the next check.
  • A named reviewer makes an approval decision, and an external provider confirms actual money movement.
  • Keep those results in the case, event and operation records so the team can verify them.

Proto can prepare records and explain the next check. A named reviewer makes an approval decision, and an external provider confirms actual money movement. Keep those results in the case, event and operation records so the team can verify them.

Set up Fundraising Campaign Manager 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