1. Time Tracking
  2. Use Proto with this system
Reference

Put an AI agent to work in Time Tracking

Prepare and review timesheets, approvals and policies with Proto.

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

  • Resource: Show my entries this week that are missing a description or task.
  • Resource Manager: List my reports whose sheet for last week is still in Draft.
  • Project Manager: Summarize approval steps waiting for me with hours by project code.
  • Controller: List open Blocker violations and pending reopen requests.

What stays with a person

  • Approvals, reopenings, exemptions and period close stay with the configured people and their permissions.
  • Proto prepares lists, summaries and configuration for review, using the signed-in person's access.

Approvals, reopenings, exemptions and period close stay with the configured people and their permissions. Proto prepares lists, summaries and configuration for review, using the signed-in person's access.

Set up Time Tracking your way.

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

How to get started