1. Cross-border Trade SCM
  2. Work with Proto
Reference

Put an AI agent to work in Cross-border Trade SCM

Ask Proto to help prepare and inspect the purchase and customs operating cycle.

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

  • Buyer: Prepare a purchase request with its supplier, required date, amount and line detail for human review.
  • Trade Reviewer: Bring the current purchase revision, lines, attachments and earlier decisions together before the reviewer decides.
  • Customs Coordinator: Check that a declaration carries the linked purchase, entry number, HS code, filing date and duty before the external release outcome.
  • Trade Operations Lead: List Failed and needs review operation receipts with the purchase and expected revision for investigation.

What stays with a person

  • The Buyer, Trade Reviewer and Customs Coordinator remain responsible for changing statuses and recording their decisions.
  • Proto should show the source records and ask for the missing business decision when a handoff is unclear.
  • A filing or payment result must come from its responsible external system.

The Buyer, Trade Reviewer and Customs Coordinator remain responsible for changing statuses and recording their decisions. Proto should show the source records and ask for the missing business decision when a handoff is unclear. A filing or payment result must come from its responsible external system.

Set up Cross-border Trade SCM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started