Pop-up Shop / Market Mgmt

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  1. Pop-up Shop / Market Mgmt
  2. Work with Proto
Reference

Put an AI agent to work in Pop-up Shop / Market Mgmt

Ask Proto to help prepare market records and inspect the next handoff.

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 7 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

  • Market Manager: Find events in review and summarize owner, venue, dates and capacity for the reviewer.
  • Vendor Coordinator: Find submitted applications and show requested booths beside the parent event.
  • Admissions Coordinator: Compare reservations and admitted quantities for an open event.
  • Finance Reviewer: List unverified provider events and receipts that need attention before close.

What stays with a person

  • A person must decide whether an event plan or vendor request is acceptable.
  • The team must check the provider's payment evidence and resolve operation exceptions.
  • Proto can organize the linked records for that review and keep the event context visible.

A person must decide whether an event plan or vendor request is acceptable. The team must check the provider's payment evidence and resolve operation exceptions. Proto can organize the linked records for that review and keep the event context visible.

Set up Pop-up Shop / Market Mgmt 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