PSA for Training and Education Services

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  1. PSA for Training and Education Services
  2. Work with Proto
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Put an AI agent to work in PSA for Training and Education Services

Use Proto to prepare and inspect cohort work with a human decision owner.

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

  • Program Manager: Find active cohorts nearing their end date and compare delivered hours with budget hours.
  • Instructor: Prepare a delivered session with its cohort, date, hours and billable flag for review.
  • Delivery Reviewer: Show submitted sessions and the operation result for a failed approval attempt.
  • Billing Coordinator: Find approved milestones with amounts and engagement links, then show overdue or disputed tuition items.

What stays with a person

  • The account owner confirms the sponsor, the reviewer makes the session decision and the billing coordinator confirms the invoice or payment fact.
  • Proto can prepare records and explain linked evidence; the named owner acts under the permissions agreed during setup.
  • Usage follows the current ERP.AI and Proto plan shown during signup.
  • Review access and data volume with the team before enabling recurring operations.

The account owner confirms the sponsor, the reviewer makes the session decision and the billing coordinator confirms the invoice or payment fact. Proto can prepare records and explain linked evidence; the named owner acts under the permissions agreed during setup.

Usage follows the current ERP.AI and Proto plan shown during signup. Review access and data volume with the team before enabling recurring operations.

Set up PSA for Training and Education Services 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