Travel Expense Optimizer

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  1. Travel Expense Optimizer
  2. Use Proto with this system
Reference

Put an AI agent to work in Travel Expense Optimizer

Prepare and review trips, fare options and payments 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

  • Travel Coordinator: List my requested trips that have fewer than three fare options.
  • Travel Approver: Show submitted options waiting for review with the cheapest alternative on each trip.
  • Payments Analyst: List held trips with no verified payment and hours left on the hold.
  • Travel Manager: Group last month's returned trips by reason and policy version.

What stays with a person

  • Approval belongs to the Travel Approver, and confirmation needs verified payment.
  • Proto works with the signed-in person's permissions and organization.
  • It can gather options, find exceptions and prepare drafts; it does not approve a trip, pay a supplier or confirm a booking on anyone's behalf.

Approval belongs to the Travel Approver, and confirmation needs verified payment. Proto works with the signed-in person's permissions and organization. It can gather options, find exceptions and prepare drafts; it does not approve a trip, pay a supplier or confirm a booking on anyone's behalf.

Set up Travel Expense Optimizer 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