1. Release Management
  2. Work with Proto
Reference

Put an AI agent to work in Release Management

Ask Proto to help organize and inspect release records.

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

  • Delivery Lead: Find packages in progress, blocked tasks and pending deployment windows for a project.
  • Project Manager: Compare estimated and actual task hours before moving a package date.
  • QA Engineer: Gather open issues by severity and show the related operation receipts.
  • Time Approver: Show time approval outcomes and failed attempts with their project, task, date and hours.

What stays with a person

  • The delivery lead decides whether a window was met.
  • The time approver reviews the automatic hour approval results and exceptions.
  • Proto can show the linked records and prepare an action, but the team checks the subject, owner and evidence before recording a consequential decision.

The delivery lead decides whether a window was met. The time approver reviews the automatic hour approval results and exceptions. Proto can show the linked records and prepare an action, but the team checks the subject, owner and evidence before recording a consequential decision.

Set up Release Management your way.

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

How to get started