Agencies PM

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  1. Agencies PM
  2. Work with an agent
Reference

Put an AI agent to work in Agencies PM

Ask Proto to inspect project work and prepare the next delivery decision.

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

  • Project Manager: Show active projects with blocked tasks and upcoming creative milestones.
  • Delivery Lead: Summarize open risks and delivery exceptions with their owners.
  • Studio Contributor: Find assigned tasks and submitted time that needs review.
  • Time Approver: Show submitted time with the linked project and task for review.

What stays with a person

  • A person decides whether work is ready or a revision is verified.
  • The time workflow approves valid submitted entries automatically.
  • Ask the agent to prepare the linked records and identify the next owner; keep the decision with the responsible role.

A person decides whether work is ready or a revision is verified. The time workflow approves valid submitted entries automatically. Ask the agent to prepare the linked records and identify the next owner; keep the decision with the responsible role.

Set up Agencies PM 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