Risk Management

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  1. Risk Management
  2. Agent assistance
Reference

Put an AI agent to work in Risk Management

Use Proto to prepare project risk reviews and inspect the next decision.

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

  • Project Manager: Prepare the next checkpoint from open risks, blocked tasks and current escalations on the project.
  • Risk Owner: Summarize assigned risks by likelihood, impact and mitigation alongside their project checkpoints.
  • Delivery Lead: Find Open escalations that need severity and Fixed escalations awaiting verification.
  • Time Approver: Bring submitted entries with work date, project and hours into a review list.

What stays with a person

  • A person decides whether a mitigation is sufficient, whether a reported fix is verified and whether submitted time is approved.
  • The assistant can prepare the records for that person and show the operation result after an action.
  • It should not interpret a failed receipt as a successful decision or close a risk solely because a task reached Done.

A person decides whether a mitigation is sufficient, whether a reported fix is verified and whether submitted time is approved. The assistant can prepare the records for that person and show the operation result after an action. It should not interpret a failed receipt as a successful decision or close a risk solely because a task reached Done.

Set up Risk Management 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