1. Sprint / Agile Board
  2. Agent assistance
Reference

Put an AI agent to work in Sprint / Agile Board

Give your team a way to ask for a clear view of sprint work and handoffs.

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 blocked stories and their owners for the current sprint scope.
  • Delivery Lead: Compare assigned effort with weekly capacity and list open project risks.
  • Scope Reviewer: Show submitted scopes with owner, estimate and date range.
  • Time Reviewer: Show submitted time entries with project, team member and hours.

What stays with a person

  • A person still decides whether a scope is acceptable and who should work on a blocker.
  • Check the source record and permissions before acting on an agent summary.

A person still decides whether a scope is acceptable and who should work on a blocker. Check the source record and permissions before acting on an agent summary.

Set up Sprint / Agile Board your way.

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

How to get started