1. IT Procurement System
  2. Work with Proto
Reference

Put an AI agent to work in IT Procurement System

Use Proto to prepare and inspect IT purchasing work with 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 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

  • Buyer: Prepare a request with owner, supplier, amount, required date and linked lines for the Buyer to check.
  • Purchasing Approver: Gather the submitted revision, supplier eligibility note, asset context and prior decisions for a human review.
  • Auditor: Find the review decision, attachments and operation outcome associated with a request number.

What stays with a person

  • Proto can organize the records and show differences.
  • The Purchasing Approver decides whether to approve, reject or return a request.
  • A person also checks a failed operation outcome against the parent request before another external action.
  • Usage is metered under the ERP.AI account.

Proto can organize the records and show differences. The Purchasing Approver decides whether to approve, reject or return a request. A person also checks a failed operation outcome against the parent request before another external action.

Usage is metered under the ERP.AI account. Set up the business rules and review access before asking Proto to act on live cases.

Set up IT Procurement System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started