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Gym + CRM + Billing

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  1. Gym + CRM + Billing
  2. Work with Proto
Reference

Put an AI agent to work in Gym + CRM + Billing

Ask Proto to prepare stay and service work from linked records.

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 5 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

  • Front Desk Agent: Show requested bookings by arrival date and the linked guest and resource before a confirmation decision.
  • Property Manager: Show rooms in cleaning or maintenance with the associated open service tasks and assignees.
  • Finance Officer: Prepare a comparison of posted charges and confirmed payment evidence for one guest booking.
  • Operations Reviewer: Gather the facility booking, draft charge and guest stay for a source evidence review.

What stays with a person

  • The property manager changes a booking after checking availability, finance posts an eligible charge after source review, and the property manager checks a room before release.
  • Payment confirmation must come from the provider evidence.
  • Proto can gather the linked records and explain what is waiting, then the named owner makes the decision.

The property manager changes a booking after checking availability, finance posts an eligible charge after source review, and the property manager checks a room before release. Payment confirmation must come from the provider evidence. Proto can gather the linked records and explain what is waiting, then the named owner makes the decision.

Set up Gym + CRM + Billing 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