Marketing Agency PSA

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  1. Marketing Agency PSA
  2. Use Proto with this system
Reference

Put an AI agent to work in Marketing Agency PSA

Ask Proto to prepare agency records and review queues for human decisions.

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 6 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

  • Account Manager: Find active clients with proposed engagements and show their owners and billing terms.
  • Engagement Manager: List submitted service entries with missing hours or engagement before review.
  • Finance Manager: Compare approved creative deliverables with overdue deliverable payments.

What stays with a person

  • The Engagement Manager decides whether submitted service work is accepted.
  • Finance confirms payment receipt against the agency's source.
  • Proto can prepare records and explain their links within the person's permissions; it should not replace the agency's approval or collection decision.
  • Keep service decision and operation receipts with their original subjects.

The Engagement Manager decides whether submitted service work is accepted. Finance confirms payment receipt against the agency's source. Proto can prepare records and explain their links within the person's permissions; it should not replace the agency's approval or collection decision. Keep service decision and operation receipts with their original subjects.

Set up Marketing Agency PSA 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