Professional Services GRC

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  1. Professional Services GRC
  2. Agent assistance
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Put an AI agent to work in Professional Services GRC

Use Proto to prepare records and surface decisions for the responsible 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

  • Assessment Owner: Prepare an assessment scope and identify linked controls for review.
  • Assessment Tester: Surface pending tests and organize evidence references for a sample.
  • Remediation Owner: List unresolved findings and corrective actions approaching their due dates.
  • Independent Reviewer: Assemble the assessment revision, test results, findings and evidence for a decision.

What stays with a person

  • Proto can prepare and summarize recorded work.
  • The named person must review the actual sample, decide whether evidence is sufficient and make the independent approval or retest judgment.
  • Access to Internal attachments follows the team's permissions.
  • Agent usage depends on the configured workspace and its applicable metering.

Proto can prepare and summarize recorded work. The named person must review the actual sample, decide whether evidence is sufficient and make the independent approval or retest judgment. Access to Internal attachments follows the team's permissions.

Agent usage depends on the configured workspace and its applicable metering. Review a prepared action before it changes an assessment or decision record.

Set up Professional Services GRC 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