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  4. How Proto works: plan, do, check, report

How Proto works: plan, do, check, report

Every task follows the same four steps, so you always know what Proto did and whether it worked.

Proto guide 1 min read Article 2 of 8 in Getting started

On this page

  1. The four steps
  2. What you can expect

Getting started

  1. What is Proto?
  2. How Proto works: plan, do, check, report
  3. Setting up Proto and connecting ERP•AI
  4. Your first conversation with Proto
  5. Proto interface tour
  6. Slash commands reference
  7. Keyboard shortcuts
  8. Proto glossary

The four steps

  1. Plan. For anything with three or more steps, Proto shows a live todo list and ticks off each step as it goes.
  2. Do. Proto carries out the work, changing only what your request needs.
  3. Check. Proto confirms every change before calling it done: records are saved correctly, workflows pass a test run and pages display properly.
  4. Report. Proto gives you the outcome first, then the proof, such as links, counts or a preview. If something stopped it, it tells you exactly what it needs from you.

What you can expect

Proto will…What that means for you
Keep goingIt picks sensible defaults and only asks you when a real decision is needed.
Check its own workYou get finished, tested results rather than drafts to verify yourself.
Change only what you askedIt works with what’s already in your app and leaves everything else alone.
Keep your logins privateIt signs in for you without ever seeing or showing your passwords.
Tell you plainlyIf it can’t finish, it says why and what to do next.

Tip: Want to see the approach before anything changes? Ask Proto to “plan this first.” See Using Plan Mode.

PreviousWhat is Proto? Next Setting up Proto and connecting ERP•AI

Related articles

Using plan mode In plan mode, Proto investigates first and presents a step-by-step plan.How Proto verifies its work Proto checks every change after making it, so a finished task means it actually worked.Goals and todos Todos track the steps of the current task. A goal tracks a larger objective that can take several runs to finish.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

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