Water Utility Management

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  1. Water Utility Management
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Put an AI agent to work in Water Utility Management

Prepare and review billing and finance work 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

  • Accounting Reviewer: List meter runs waiting for review with consumption far above the meter's usual level.
  • Controller: Show approved documents not yet posted for this period and any exceptions blocking close.
  • Cash Clerk: List verified receipts not yet applied, by partner.
  • Operations Analyst: Summarize failed and needs-review operations with their reasons.

What stays with a person

  • Reviewers approve runs and documents, the controller posts and closes periods, and the cash clerk applies receipts.
  • Proto prepares lists and drafts for them; it does not approve, post or apply on its own, and it works with the permissions of the person or service account it runs as.

Reviewers approve runs and documents, the controller posts and closes periods, and the cash clerk applies receipts. Proto prepares lists and drafts for them; it does not approve, post or apply on its own, and it works with the permissions of the person or service account it runs as.

Set up Water Utility 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