Skip to main content
The assistant’s limits depend on the tool and the type of record. The draft-only rule applies to finance documents. It does not mean every product, task or pinboard must be a draft before AI can edit it.

​
Finance documents

For proposals, invoices, change orders and purchase orders, AI Chat can work on Draft records. Once a document has another status, the assistant cannot edit it, even if that status is cancelled, overdue or accepted. It also cannot:
  • Issue or send finance documents to a client or vendor.
  • Record payment, confirmation or acceptance.
  • Cancel, reject or delete finance documents.
  • Create a new proposal version or process a proposal’s acceptance.
Read the existing document in Finance to decide the next step. Manual controls differ by document and status. Use a new version or change order when you need to preserve what was previously agreed.

​
Reading and editing are different

AI Chat can read supported finance documents at later statuses even when it cannot edit them. Ask it to explain an outstanding balance or identify a draft, then verify the record in Finance. The external Claude / MCP connector has no direct proposal, invoice, change-order or purchase-order document tools. Its project briefs and meeting agendas may include payment reminders, and it supports vendor pricing requests and quote comparisons. Use AI Chat inside Atelier for direct finance-document work.

​
Pinboard edits are different

AI Chat can remove pinboard items and approve or reject pins when explicitly asked. A product approval can add or update a schedule row. Do not interpret the finance restrictions as a promise that board actions are read-only. Ask for an explanation if you only want advice. For an edit, name the board, page, items and destination schedule where relevant. Wait for the edit to finish and review the result. Available board editing history supports Undo, but it is not a permanent backup.

​
Sharing and communication

The assistant can create a public pinboard link. Anyone holding that link can open it; creating the link is a sharing action. Delivering it to the client remains a separate step. The assistant can also post supported task or pinboard comments when asked. Do not use a request to comment when you only want private wording to review.

​
What still needs your review

  • Extracted prices, units, dimensions, product variants and document lines.
  • Whether a visual board is appropriate for the client and the products actually fit.
  • Which schedule receives approvals and whether its quantities and costs are ready for procurement.
  • The final content and recipient before you send an invoice, proposal or order.
If a tool is unavailable or an action fails, use the relevant manual guide. Do not assume that repeating the request through another assistant removes the limit.

​
Schedule and task removal

In-app Chat can propose deleting schedule rows while the schedule is open. The rows are removed only when the designer chooses Apply on the deletion card. The external connector has no row-deletion tool. For tasks and checklist items, AI can prepare a removal proposal but does not execute deletion. Removing a task from Today only removes it from your personal plan. AI file tools cannot delete project files.