Project Management

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  1. Project Management
  2. Agent assistance
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Put an AI agent to work in Project Management

Use Proto to help prepare project records and review delivery questions with a person in charge.

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

  • Project manager: Draft a project plan from the agreed outcome, then ask the manager to check dates, owners and dependencies.
  • Team member: Find assigned work and prepare a concise task update for the member to review.
  • Viewer: Summarize shared project updates and identify the source task or milestone behind an exception.

What stays with a person

  • The owner decides what the project promises.
  • A project manager checks shared updates and closure after reading the actual work.
  • People should check a drafted plan against current commitments and confirm access before inviting an external collaborator. [See roles](/project-management/roles).

The owner decides what the project promises. A project manager checks shared updates and closure after reading the actual work. People should check a drafted plan against current commitments and confirm access before inviting an external collaborator.

[See roles](/project-management/roles).

Set up Project Management 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