Wedding Planning Platform

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  1. Wedding Planning Platform
  2. Use Proto with this system
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Put an AI agent to work in Wedding Planning Platform

Prepare and review wedding events, vendor commitments and guest lists 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

  • Lead Planner: List my open events with reserved guests against capacity.
  • Planning Director: Show vendor commitments submitted this week with their fees and client approvals.
  • Vendor Coordinator: List approved commitments required in the next fourteen days.
  • Finance Coordinator: Show unverified captures and receipts marked needs review by event.

What stays with a person

  • Event approvals, vendor decisions, refunds and receipt corrections stay with the configured people and their permissions.
  • The Planning Director decides submitted work, and the Finance Coordinator verifies payments.
  • Proto prepares lists, explanations and configuration for their review, using the signed-in person's access.

Event approvals, vendor decisions, refunds and receipt corrections stay with the configured people and their permissions. The Planning Director decides submitted work, and the Finance Coordinator verifies payments. Proto prepares lists, explanations and configuration for their review, using the signed-in person's access.

Set up Wedding Planning Platform 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