Research Projects PM

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  1. Research Projects PM
  2. Work with Proto
Reference

Put an AI agent to work in Research Projects PM

Use Proto to prepare research project records and bring decisions to 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 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

  • Package Owner: Prepare a package plan, task lines and an evidence checklist for the owner to review.
  • Research Coordinator: Summarize packages in Review with their owner, due date and current revision.
  • Independent Reviewer: Bring the package, task progress and attachments together for a decision on a named revision.
  • Grant Manager: Prepare a submitted milestone case with its grant reference and supporting package context.

What stays with a person

  • The team decides scope, evidence visibility and acceptance.
  • A person independent of the package owner makes the review decision.
  • Grant references and external effects need the authority agreed during implementation.
  • Proto can organize the case and surface discrepancies; it cannot supply a human approval or make an external source authoritative by itself.

The team decides scope, evidence visibility and acceptance. A person independent of the package owner makes the review decision. Grant references and external effects need the authority agreed during implementation. Proto can organize the case and surface discrepancies; it cannot supply a human approval or make an external source authoritative by itself.

Usage follows the account's applicable metering and plan.

Set up Research Projects 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