Vendor IT Security Assessment

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  1. Vendor IT Security Assessment
  2. Work with an agent
Reference

Put an AI agent to work in Vendor IT Security Assessment

Give your team focused help with review preparation and follow-up.

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 7 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

  • Assessment Owner: Find questionnaires due soon and prepare the next vendor follow-up from their current status.
  • Inspector: Check an inspection for pending control results and gather the linked evidence for review.
  • Reviewer: Present elevated control answers and failed inspection checks with their parent records.
  • Corrective Action Owner: Summarize due work with its linked nonconformance and recorded action.

What stays with a person

  • The agent can help people locate and compare the recorded work.
  • It cannot decide that a vendor response is acceptable, that a failed control has been corrected or that an action is effective without the authorized person's review.
  • Keep the person who made a decision visible in the operating process and inspect the underlying evidence before changing a status.

The agent can help people locate and compare the recorded work. It cannot decide that a vendor response is acceptable, that a failed control has been corrected or that an action is effective without the authorized person's review. Keep the person who made a decision visible in the operating process and inspect the underlying evidence before changing a status.

Set up Vendor IT Security Assessment 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