Heritage / Museum Management

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  1. Heritage / Museum Management
  2. Agent assistance
Reference

Put an AI agent to work in Heritage / Museum Management

Use Proto to prepare loan cases, surface exceptions and support human review.

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 7 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

  • Loan Owner: Prepare a loan draft from a named item, due date and requested copy count for the owner to check.
  • Independent Reviewer: Gather the current loan revision, item eligibility note and linked evidence for a decision.
  • Admissions Coordinator: Compare requested copies with reserved and admitted lines before a custody action.
  • Operations Analyst: List receipts needing review with their expected revision and discrepancy reason.

What stays with a person

  • Proto cannot decide collection eligibility, approve its own prepared request or declare a provider payment complete from a local status alone.
  • The named people review the source record, decision and verified external effect before release.

Proto cannot decide collection eligibility, approve its own prepared request or declare a provider payment complete from a local status alone. The named people review the source record, decision and verified external effect before release.

Set up Heritage / Museum 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