Yacht / Boat Charter

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  1. Yacht / Boat Charter
  2. Use Proto with this system
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Put an AI agent to work in Yacht / Boat Charter

Prepare and review charters, transfers and trip billing 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 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

  • Charter Coordinator: List requested charters for next week whose vessel has an inspection due before the charter ends.
  • Dispatch Operator: Show trips waiting for dispatch approval tomorrow, with vehicles that are in Maintenance flagged.
  • Delivery and Billing Reviewer: List approved trip charges not yet invoiced, grouped by customer.
  • Admin: Find crew records marked inactive that are still named as crew lead on an open charter.

What stays with a person

  • Charter confirmations, dispatch approvals and delivery reviews belong to the Charter Coordinator, Dispatch Operator and Delivery and Billing Reviewer.
  • Proto works with the signed-in person's permissions and review policy.
  • It can find conflicts, prepare lists and draft records for review; it does not confirm a charter, approve a trip or accept proof of delivery on anyone's behalf.

Charter confirmations, dispatch approvals and delivery reviews belong to the Charter Coordinator, Dispatch Operator and Delivery and Billing Reviewer. Proto works with the signed-in person's permissions and review policy. It can find conflicts, prepare lists and draft records for review; it does not confirm a charter, approve a trip or accept proof of delivery on anyone's behalf.

Set up Yacht / Boat Charter 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