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Real Estate + CRM + Accounting

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  1. Real Estate + CRM + Accounting
  2. Use Proto with this system
Reference

Put an AI agent to work in Real Estate + CRM + Accounting

Find property operation exceptions and prepare the next human decision with Proto.

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

  • Operations Analyst: Show my instructions in review or pending status with their owner, revision and counterparty.
  • Independent Reviewer: List review requests with their requested amount, instrument and available attachments.
  • Finance Reviewer: Find submitted property statements by period end with the parent instruction and ledger reference.
  • Provider Coordinator: Show pending provider requests and evidence awaiting verification.

What stays with a person

  • Proto can organize and draft work using the permissions of the person or service account it runs as.
  • The independent reviewer decides the instruction revision, the finance reviewer decides the statement revision, and the provider and finance sources establish external effects.
  • An assistant response cannot substitute for those decisions or acknowledgments.

Proto can organize and draft work using the permissions of the person or service account it runs as. The independent reviewer decides the instruction revision, the finance reviewer decides the statement revision, and the provider and finance sources establish external effects. An assistant response cannot substitute for those decisions or acknowledgments.

Set up Real Estate + CRM + Accounting 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