OKR Tracking System

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  1. OKR Tracking System
  2. Agent assistance
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Put an AI agent to work in OKR Tracking System

Use Proto to prepare objective reviews and find the records behind exceptions.

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

  • Delivery Lead: Show active and at-risk objectives with pending key results near their target dates.
  • Project Manager: Find blocked tasks, open blockers and the owner of each next action.
  • Team Member: Show assigned tasks and dated check-ins awaiting a decision.
  • Reviewer: Gather submitted check-ins with hours, objective and task context for review.

What stays with a person

  • The reviewer inspects the source record and the workflow approval result.
  • The objective owner decides whether a key result is Met or Missed.
  • The agent can prepare a list and point to records, while the decision stays with the named person. [See the roles](/okr-tracking-system/roles) and [start a pilot](/okr-tracking-system/get-started).

The reviewer inspects the source record and the workflow approval result. The objective owner decides whether a key result is Met or Missed. The agent can prepare a list and point to records, while the decision stays with the named person.

[See the roles](/okr-tracking-system/roles) and [start a pilot](/okr-tracking-system/get-started).

Set up OKR Tracking System 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