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
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.
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.
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.
agent · it training tracker
What the agent can do
Education Administrator: Prepare the first course setup and identify requested enrollments for review.
Instructor: Find scheduled sessions and submitted results that need the instructor's attention.
Academic Reviewer: Bring graded results and their linked assessments into the review queue.
Fee Coordinator: Summarize issued and partly paid learner fees for follow-up.
What stays with a person
People decide whether to approve enrollment and whether a graded result is ready for review.
The assistant can prepare the connected records and show the current status, but the named owner makes the decision.
Check references and dates before recording a change.
People decide whether to approve enrollment and whether a graded result is ready for review. The assistant can prepare the connected records and show the current status, but the named owner makes the decision. Check references and dates before recording a change.
Set up IT Training Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.
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