Fundraising Gala Management

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  1. Fundraising Gala Management
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Put an AI agent to work in Fundraising Gala Management

Ask an assistant to prepare and inspect gala work with the right review handoffs.

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

  • Event Coordinator: Prepare a gala record with organization, owner, venue, dates and capacity for human review.
  • Event Reviewer: Gather the current event revision, venue context and supporting attachments for a decision.
  • Pledge Reviewer: List submitted gala commitments with amounts, restrictions and event context.
  • Finance Reviewer: Compare admissions and pledges with verified provider events and operation exceptions.

What stays with a person

  • An assistant can organize records and surface exceptions, but the Event Reviewer makes the opening or cancellation decision.
  • Pledge Reviewer decides submitted commitments.
  • Finance Reviewer checks provider evidence before funds are treated as reconciled.
  • The team should inspect the current event revision and operation result when an action is repeated or interrupted.

An assistant can organize records and surface exceptions, but the Event Reviewer makes the opening or cancellation decision. Pledge Reviewer decides submitted commitments. Finance Reviewer checks provider evidence before funds are treated as reconciled. The team should inspect the current event revision and operation result when an action is repeated or interrupted.

Set up Fundraising Gala Management 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