1. Production Dashboard
  2. Use Proto with production work
Reference

Put an AI agent to work in Production Dashboard

Prepare production comparisons and evidence with Proto under the acting person’s authority.

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

  • Production Planner: Compare the selected resource, product and target date with effective shift good output, showing missing actuals separately.
  • Production Operator: Check the selected target and shift inputs before submitting actuals under my authenticated identity.
  • Quality Reviewer: Gather the pending batch, linked work order, completed interval and finished-goods lot balance for my release review.
  • Manager: Prepare the approved demand basis and correction evidence for the operating review.

What stays with a person

  • Proto uses the acting account’s permissions and guarded actions.
  • Quality Reviewer owns the batch decision.
  • An operator cannot supply another person’s identity or edit a protected stock quantity because the output comparison looks favorable.
  • Check the saved evidence before selecting effective successor records for an aggregate.

Proto uses the acting account’s permissions and guarded actions. Quality Reviewer owns the batch decision. An operator cannot supply another person’s identity or edit a protected stock quantity because the output comparison looks favorable.

Check the saved evidence before selecting effective successor records for an aggregate. Keep the earlier submission available to explain the correction. Connection setup needs its source owner and a tested acknowledgment before the team relies on an external handoff.

Set up Production Dashboard your way.

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

How to get started