1. Construction PM
  2. Use Proto with this system
Reference

Put an AI agent to work in Construction PM

Ask Proto to prepare site reviews while owners retain delivery decisions.

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: Summarize active project milestones, blocked tasks and leading risks for the morning review.
  • Site Manager: List Open site issues with severity and owner before triage.
  • Trade Lead: Compare assigned task estimates with crew capacity for the next work period.
  • Quality Inspector: Find fixed issues awaiting verification and the evidence linked to each subject.

What stays with a person

  • A human owner decides whether a milestone is Met and whether inspection evidence supports a technical decision.
  • The timesheet workflow decides approval on submission from the current status and positive hours.
  • Proto can prepare the record set and explain a failed receipt, but the configured actor's permissions and review policy still govern the change.
  • Check the project and source identifier before acting on a summary.

A human owner decides whether a milestone is Met and whether inspection evidence supports a technical decision. The timesheet workflow decides approval on submission from the current status and positive hours. Proto can prepare the record set and explain a failed receipt, but the configured actor's permissions and review policy still govern the change. Check the project and source identifier before acting on a summary.

Set up Construction PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started