Timesheet Management

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  1. Timesheet Management
  2. Work with Proto
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Put an AI agent to work in Timesheet Management

Use Proto to inspect project weeks, prepare review questions and check recorded outcomes.

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 5 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

  • Team Member: Show my dated entries for this week and the projects and tasks they name.
  • Project Manager: Summarize entry approval outcomes and weekly records awaiting a decision, grouped by project context.
  • Delivery Lead: List blocked tasks, open issues and failed operation receipts that need follow-up.
  • Reviewer: Trace an approved entry from its source status to the recorded decision and receipt.

What stays with a person

  • Proto can prepare a review, but the Project Manager makes the weekly approval decision.
  • The team must agree which project and work package a worker's hours belong to, resolve disputed time and inspect failed receipts before retrying an operation.

Proto can prepare a review, but the Project Manager makes the weekly approval decision. The team must agree which project and work package a worker's hours belong to, resolve disputed time and inspect failed receipts before retrying an operation.

Set up Timesheet 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