Research Management System

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  1. Research Management System
  2. Use Proto with this system
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Put an AI agent to work in Research Management System

Prepare program reviews, evidence checks and research reporting 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

  • Program Officer: Find active programs with activities due this month and open their related milestones.
  • Reviewer: List expense claims in review with their evidence and linked award restrictions.
  • Research Analyst: Compare a measure's reported periods with its numerator and denominator definitions.
  • Principal Investigator: List publications for a project with their dates and identifiers.

What stays with a person

  • An authorized person decides whether a funding award or expense is eligible.
  • The Reviewer must inspect the restrictions and source evidence.
  • The Finance Officer confirms payment status from the agreed payment source.
  • Proto can organize records and prepare the review, while the team retains the decision and checks its outcome.

An authorized person decides whether a funding award or expense is eligible. The Reviewer must inspect the restrictions and source evidence. The Finance Officer confirms payment status from the agreed payment source. Proto can organize records and prepare the review, while the team retains the decision and checks its outcome.

Set up Research Management System 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