Trade Compliance

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  1. Trade Compliance
  2. Use Proto with this system
Reference

Put an AI agent to work in Trade Compliance

Prepare trade compliance records and review queues 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 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

  • Control Owner: List assessments in testing with failed test results and their linked controls.
  • Independent Assurance Reviewer: Summarize submitted export reviews by destination and parent assessment.
  • Auditor: Trace a reviewed assessment to its decisions, attachments and operation receipts.

What stays with a person

  • The Independent Assurance Reviewer owns the decision on a submitted revision.
  • Proto can collect the linked records and point out exceptions; it cannot stand in for a sanctions screening result, license determination or authorized human approval.
  • Check the source and revision before accepting a recommendation.

The Independent Assurance Reviewer owns the decision on a submitted revision. Proto can collect the linked records and point out exceptions; it cannot stand in for a sanctions screening result, license determination or authorized human approval. Check the source and revision before accepting a recommendation.

Set up Trade Compliance 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