Volunteer Management

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

Give each program role a clear request grounded in the app's records.

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

  • Volunteer Coordinator: Show Submitted assignments with their volunteer, shift and planned hours for review.
  • Program Manager: Summarize Open shifts and places needed alongside linked assignments.
  • Screening Reviewer: List volunteers in Screening and their screening status for follow-up.
  • Volunteer Coordinator's service assistant: Show Unverified service entries with their assignments before a human decision.

What stays with a person

  • A person decides whether screening evidence is acceptable, whether an assignment should be approved and whether reported service is verified.
  • Give Proto the record and requested task; have the accountable reviewer inspect the underlying case before a decision is recorded.

A person decides whether screening evidence is acceptable, whether an assignment should be approved and whether reported service is verified. Give Proto the record and requested task; have the accountable reviewer inspect the underlying case before a decision is recorded.

Set up Volunteer 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