RPA Task Manager

Features

Industries

Reference

More

Start now
  1. RPA Task Manager
  2. Work with Proto
Reference

Put an AI agent to work in RPA Task Manager

Ask Proto to help prepare, inspect and explain bot work while people make the decisions.

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

  • Automation Operator: Find scheduled definitions for a named owner and show their revision, queue and pending review decision.
  • Bot Reviewer: Gather the definition, mapping and evidence for a pending revision decision.
  • Exception Coordinator: Trace an uncertain attempt to its operation key, numbered step and follow-up assignee.
  • Operations Analyst: Explain a turnaround result by opening its definition and operation history.

What stays with a person

  • Proto can help prepare and inspect the records, but a Bot Reviewer makes the independent decision.
  • A provider result needs a confirmed external receipt before the durable operation is recorded as successful.
  • A correction needs a documented reason, preserved original evidence and verification of its successor revision.

Proto can help prepare and inspect the records, but a Bot Reviewer makes the independent decision. A provider result needs a confirmed external receipt before the durable operation is recorded as successful. A correction needs a documented reason, preserved original evidence and verification of its successor revision.

Set up RPA Task Manager 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