Grant Management Platform

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  1. Grant Management Platform
  2. Work with Proto
Reference

Put an AI agent to work in Grant Management Platform

Use Proto to prepare case work, inspect evidence and rehearse reviewer 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

  • Case Owner: Show my funding cases due soon and the submitted application linked to each one.
  • Grant Reviewer: Open applications awaiting decision with their parent case, organization and attached evidence.
  • Finance Officer: Summarize receipt and disbursement events for an awarded case with provider references.
  • Operations Lead: Show failed operation receipts, expected revisions and the related case decisions.

What stays with a person

  • A person decides whether to approve an application or correct executed funding scope.
  • Proto can gather the records and point out a revision mismatch, but the reviewer supplies the decision and reason.
  • External settlement still needs confirmation from the organization's payment source.

A person decides whether to approve an application or correct executed funding scope. Proto can gather the records and point out a revision mismatch, but the reviewer supplies the decision and reason. External settlement still needs confirmation from the organization's payment source.

Set up Grant Management Platform 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