1. Vendor Management System
  2. Work with Proto
Reference

Put an AI agent to work in Vendor Management System

Ask Proto to prepare supplier and purchasing work for the right person to review.

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 8 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

  • Procurement Manager: Find onboarding vendors with expiring qualification evidence and prepare the records to review.
  • Buyer: Compare eligible supplier responses, rates and delivery history for an RFQ.
  • Approver: Summarize the requested amount, scope, revision and assigned approval step.
  • Receiving Clerk: Show the order line and outstanding quantity for a partial arrival.

What stays with a person

  • Proto can organize evidence and help prepare a record.
  • The named person still makes a supplier status, award, spend, return or publication decision.
  • Check source revisions and current authority before accepting a prepared change.
  • Access to supplier data follows the same role and record scope as the person using Proto.

Proto can organize evidence and help prepare a record. The named person still makes a supplier status, award, spend, return or publication decision. Check source revisions and current authority before accepting a prepared change. Access to supplier data follows the same role and record scope as the person using Proto.

Plan usage around the team's real volume of imports, connected events and assisted work. See [pricing](/vendor-management-system/pricing) when estimating a rollout.

Set up Vendor Management System your way.

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

How to get started