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Product Roadmap Tool

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  1. Product Roadmap Tool
  2. Work with an agent
Reference

Put an AI agent to work in Product Roadmap Tool

Help your team inspect delivery records and prepare routine updates.

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

  • Delivery Lead: Show Active and at risk projects with owners, end dates and missed milestones.
  • Project Manager: Find Blocked tasks, open risks and their owners before the delivery meeting.
  • QA Engineer: Find Open issues that need severity before triage and fixed issues awaiting verification.
  • Team Member: Show assigned work and time entries still Submitted.

What stays with a person

  • A person decides whether a delivery subject is Approved, Rejected or Returned.
  • The agent can prepare the record and explain the status, while the Reviewer makes the decision.
  • The project owner decides whether a schedule warning changes the project status.
  • Check the source record and operation receipt before treating a workflow attempt as completed.

A person decides whether a delivery subject is Approved, Rejected or Returned. The agent can prepare the record and explain the status, while the Reviewer makes the decision. The project owner decides whether a schedule warning changes the project status. Check the source record and operation receipt before treating a workflow attempt as completed.

Set up Product Roadmap Tool 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