Workflow Automation Engine

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  1. Workflow Automation Engine
  2. Use Proto with this system
Reference

Put an AI agent to work in Workflow Automation Engine

Ask Proto to prepare traceable review and execution checks.

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

  • Automation Owner: Gather the definition revision, connector and validation trace for review.
  • Reviewer: Compare a pending decision with its source revision and supporting evidence.
  • Operations Operator: Locate a failed operation by key and summarize its attempts and step receipts.
  • Integration Steward: Compare a connector's mapping version with the fields observed in a test run.

What stays with a person

  • The Reviewer makes the approval decision.
  • The Operations Operator confirms outside results before retrying or accepting an uncertain run.
  • Proto can organize the records and prepare a check, but it must act within the person's permissions and retain the original evidence and revision history.

The Reviewer makes the approval decision. The Operations Operator confirms outside results before retrying or accepting an uncertain run. Proto can organize the records and prepare a check, but it must act within the person's permissions and retain the original evidence and revision history.

Set up Workflow Automation Engine 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