1. Warehouse-to-Truck Loading
  2. Use Proto with loading operations
Reference

Put an AI agent to work in Warehouse-to-Truck Loading

Use Proto to prepare loading reviews and investigate operational evidence.

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

  • Load Planner: Find planned loads whose stop appointments need attention before the next departure.
  • Dispatch Coordinator: Compare the assigned vehicle interval with open defects and the recorded availability check.
  • Transport Supervisor: Summarize the submitted loading check, seal evidence and changes since the earlier reviewed revision.
  • Evidence Coordinator: List receipts needing review and show the associated delivery proof and freight charges.

What stays with a person

  • Transport Supervisor decides whether to approve the physical loading check.
  • The responsible fleet authority establishes a repair release, and the finance owner establishes invoice or payment outcomes.
  • Proto can help prepare the evidence and configuration within the user's access.
  • A generated explanation does not supply a missing physical observation or another person's decision.

Transport Supervisor decides whether to approve the physical loading check. The responsible fleet authority establishes a repair release, and the finance owner establishes invoice or payment outcomes. Proto can help prepare the evidence and configuration within the user's access. A generated explanation does not supply a missing physical observation or another person's decision.

Set up Warehouse-to-Truck Loading your way.

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

How to get started