NGO + Donor + Project Mgmt

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  1. NGO + Donor + Project Mgmt
  2. Work with Proto
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Put an AI agent to work in NGO + Donor + Project Mgmt

Use Proto to configure funding records and prepare cases for 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 7 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

  • Funding Officer: Prepare a case with its organization, program, owner, requested amount and due date.
  • Finance Officer: Find receipt events with provider references and operations needing investigation.
  • Funding Reviewer: Collect the case restriction, award terms and attachments for a decision.
  • Allocation Reviewer: Compare a proposed allocation with confirmed receipt events and prior allocations.

What stays with a person

  • A person makes funding and allocation decisions.
  • Finance Officer confirms external money against the provider record.
  • Proto can prepare the linked records and surface discrepancies, while the responsible person reviews the decision and its evidence.

A person makes funding and allocation decisions. Finance Officer confirms external money against the provider record. Proto can prepare the linked records and surface discrepancies, while the responsible person reviews the decision and its evidence.

Set up NGO + Donor + Project Mgmt 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