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Resource Booking System

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  1. Resource Booking System
  2. Work with Proto
Reference

Put an AI agent to work in Resource Booking System

Get the agent instructions:

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

  • Project Manager: Show active bookings ending soon and pending confirmations for an owned engagement.
  • Delivery Lead: Find blocked assigned items and open conflicts for a booking, with their owners.
  • Team Member: Show my assigned work and my submitted usage entries.
  • Usage Reviewer: Show approved usage and failed attempts with their booking and work context.

What stays with a person

  • The assistant can help locate records and prepare a review.
  • A person still reviews the recorded usage outcome and decides whether an engagement is ready to complete.
  • Confirm the booking and person before changing a record.
  • For an exception, read the current status and receipt before repeating an action.

The assistant can help locate records and prepare a review. A person still reviews the recorded usage outcome and decides whether an engagement is ready to complete. Confirm the booking and person before changing a record. For an exception, read the current status and receipt before repeating an action.

Review usage and any connected system activity under your team's normal operating and metering policy. Use [roles](/resource-booking-system/roles) to decide who may see and change each record.

Set up Resource Booking 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