Meeting Management

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  1. Meeting Management
  2. Use Proto with this system
Reference

Put an AI agent to work in Meeting Management

Prepare meeting work and review project exceptions with Proto.

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

  • Meeting Organizer: List pending agenda topics for an active project before its next meeting.
  • Project Manager: Show blocked action items with their assignees and due dates.
  • Attendance Approver: Gather submitted entries by work date and project for review.
  • Delivery Lead: Find fixed follow-ups waiting for verification.

What stays with a person

  • The accountable people review recorded hours and approval outcomes, change meeting and action status, and verify a fixed issue.
  • Proto can gather the relevant records and prepare the next step within the user's permissions.
  • Check the entry status alongside the decision subject reference and operation receipt.

The accountable people review recorded hours and approval outcomes, change meeting and action status, and verify a fixed issue. Proto can gather the relevant records and prepare the next step within the user's permissions. Check the entry status alongside the decision subject reference and operation receipt.

Set up Meeting 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