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- Meeting Management
- Get started
Get Meeting Management running in four steps.
Prepare the first project meeting and follow the work it creates.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Meeting Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Meeting Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe the project team, next meeting and people responsible for approving hours and verifying issues.
Prepare the first operating cycle
Bring one active project, its organization, named team members and the next meeting’s agenda. Choose an action that can be assigned with a due date. Prepare a valid attendance entry and a follow-up with severity for the first rehearsal.
Review before release
Have the Meeting Organizer confirm the schedule and agenda, the Project Manager confirm action ownership, the Attendance Approver review recorded outcomes and the Delivery Lead inspect triage. Check failed attempts for nonpositive hours and missing issue severity. Compare each saved list with the source records before expanding to more projects. Read the implementation plan.
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.