RTI / FOIA Management

Features

Industries

Reference

More

Start now
  1. RTI / FOIA Management
  2. Work with Proto
Reference

Put an AI agent to work in RTI / FOIA Management

Prepare case reviews and deadline checks with an assistant.

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

  • Case Officer: Find submitted cases assigned to the officer and prepare a document checklist.
  • Reviewer: Bring together the case, supporting documents, actions and prior decisions for review.
  • Records Manager: Summarize overdue cases and specialty requests approaching their statutory date.
  • Finance Officer: Find pending receipts and their case references for reconciliation.

What stays with a person

  • The reviewer makes the disclosure and case decision.
  • The records manager decides how an appeal is handled.
  • The finance officer confirms money against payment evidence.
  • Proto can prepare the records and explain the current state; a named person checks the source material and performs the accountable action.

The reviewer makes the disclosure and case decision. The records manager decides how an appeal is handled. The finance officer confirms money against payment evidence. Proto can prepare the records and explain the current state; a named person checks the source material and performs the accountable action.

Review usage and cost under the workspace's metering settings before expanding assisted work across the team.

Set up RTI / FOIA 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