Use Proto to configure Task and Kanban Board.
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.mdAssign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
Prepare import mappings, membership reviews and current board-capacity explanations.
Draft a task checklist and identify the blockers preventing the next permitted move.
Summarize the exact task revision, requested destination and missing evidence for a handoff decision.
Start free, then use Proto to change fields, steps and approvals before your team goes live.