PM with AI Scheduling

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  1. PM with AI Scheduling
  2. Agent assistance
Reference

Put an AI agent to work in PM with AI Scheduling

Ask Proto to prepare package context while people retain review 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 Coordinator: Summarize package task lines, dependencies and planned hours before a schedule proposal is submitted.
  • Project Reviewer: Gather the current proposal revision, attached evidence and prior decisions for review.
  • Delivery Lead: List packages with overdue tasks and receipts needing investigation.

What stays with a person

  • A person makes the independent review decision and confirms accepted delivery.
  • The assistant can gather linked records, but a summary is not an approval or proof that an operation's effects occurred.

A person makes the independent review decision and confirms accepted delivery. The assistant can gather linked records, but a summary is not an approval or proof that an operation's effects occurred.

Set up PM with AI Scheduling 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