1. Event Planning PM
  2. Agent assistance
Reference

Put an AI agent to work in Event Planning PM

Use Proto to prepare event records and surface decisions for the right people.

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 5 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 Coordinator: Prepare a package from the event project, named owner, due date, task plan and budget hours for review.
  • Event Worker: Find due task lines on an active package and draft a completion update with actual hours and linked evidence.
  • Project Reviewer: Gather the current package revision, completed task lines, shared attachments and prior decisions before a human review.
  • Operations Lead: Summarize overdue open tasks and operation receipts that need reconciliation, with source links.

What stays with a person

  • The Project Reviewer decides whether evidence supports acceptance or readiness approval.
  • The team agrees critical checklist dependencies and confirms external effects with the authoritative source.
  • A suggested update is reviewed against the actual record and current revision before it changes authorized scope.

The Project Reviewer decides whether evidence supports acceptance or readiness approval. The team agrees critical checklist dependencies and confirms external effects with the authoritative source. A suggested update is reviewed against the actual record and current revision before it changes authorized scope.

Set up Event Planning PM your way.

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

How to get started