Recruitment Search PSA

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  1. Recruitment Search PSA
  2. Use Proto with this system
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Put an AI agent to work in Recruitment Search PSA

Prepare search operations and review linked records 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 7 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

  • Client Partner: Show active mandates for a client with their lead consultants, fee values and billing terms.
  • Delivery Reviewer: List submitted delivery lines and explain which records need correction before approval.
  • Finance Manager: Show approved milestones and overdue placement fees with the source mandate.
  • Practice Lead: Compare delivered cost, margin and budget hours for active mandates.

What stays with a person

  • The named reviewer makes the delivery decision and finance authorizes milestone billing.
  • Proto can prepare a list and explain linked records, but a suggested action cannot replace that person's approval.
  • Check the source mandate, amount and workflow receipt before acting on billing or collection.
  • Grant the assistant only the access its user has.

The named reviewer makes the delivery decision and finance authorizes milestone billing. Proto can prepare a list and explain linked records, but a suggested action cannot replace that person's approval. Check the source mandate, amount and workflow receipt before acting on billing or collection. Grant the assistant only the access its user has.

Set up Recruitment Search PSA 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