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Let Neo draft

Neo can draft a document or record from a sentence, or from a supplier invoice you attach. Neo never saves on its own: it shows a draft, you check it, and you press the save button. What you saw on the draft is exactly what is saved.

7 min readYou need: View on Neo, and Add/Edit on the document you want draftedBefore you start: the customer, supplier or items on the document, or let Neo draft them first
Video coming soon: Let Neo draft an invoice

What Neo can draft​

AreaWhat Neo can draft
SalesInvoice, Sales Order, Quotation, Delivery Challan, Credit Note, Sales Return
PurchasePurchase Bill, Purchase Order, Goods Receipt Note, Request for Quotation, Debit Note, Purchase Return
ExpensesExpense
Contacts and catalogCustomer, Supplier, Item
CRMLead, Enquiry

You can have Neo draft only what your role lets you create. A Sales Return needs the invoice or delivery challan it returns against.

Neo fills in what you said and looks up what it can. A value Neo chose for you, such as a date you did not give, is listed on the draft under its assumptions, with a Please check or Unverified badge, so you can correct it. A price, rate or quantity you did not give is not made up. Neo asks you.

Neo does one record per request. If the draft needs a customer, supplier or item you do not have yet, see One draft at a time.

Review and save​

In the Ask Neo panel, the draft shows every field, the note Nothing is saved until you press Save. and a Save as draft button.

  1. Read the draft. Use Review full screen to see it with more room in Neo full screen.
  2. To change something, type it ("make the unit pcs"). Neo redrafts it.
  3. Click Save as draft. The record is created as a draft, as if you had filled the form in yourself. In the side panel you are taken to the saved document's conversation, unless Neo has another draft for you next. In full screen you stay where you are.

A draft left alone for about 15 minutes expires, and the panel says "This draft has expired. Ask Neo again to get a fresh one." Only the newest draft can be saved. If Neo gives you a newer one, the older one is marked as replaced.

Turn a supplier invoice into a draft Purchase Bill​

Attach a supplier's invoice and Neo drafts the Purchase Bill: supplier, bill number, dates, line items and tax. A Purchase Bill is the bill your supplier sends you.

File typesPDF, JPG, PNG, WebP or TIFF
Maximum size10 MB, one invoice at a time
Works best withA straight, well-lit, full-page scan or photo
CreditOne credit for the file

In a Workspace conversation​

  1. Open a Workspace conversation and click Attach supplier invoice to create a Purchase Bill under the message box.
  2. Choose the file. You see Uploading your supplier invoice…, then Neo reads it for a few seconds.
  3. The screen splits: the conversation on the left and the draft on the right. On a narrow screen the conversation sits above.
  4. Use the tabs on the right. Preview (opens first) shows the Purchase Bill as it will look once saved, marked as a draft. Purchase Bill shows Supplier Invoice Extracted, with a confidence badge and warnings such as a missing supplier GSTIN or figures that do not add up. Attachment shows your file beside it. When there is nothing to preview yet, the draft opens on Purchase Bill.
  5. Check the details. If more than one item matches a line, pick the right one. Then click Create Purchase Bill, or Edit First to open the normal form with the details filled in.

Neo fills in the supplier only when it is sure: the same GSTIN, or exactly one supplier with that name and no different GSTIN. If it is not sure, Create Purchase Bill stays off. Pick a supplier on the card, or choose None of these and use Edit First.

Nothing is saved until you click Create Purchase Bill. To leave, click Close draft (nothing has been saved).

In the Ask Neo panel​

  1. Click the paperclip next to the Ask box. Type what you want first if you like ("enter this as a bill").
  2. Choose the PDF or image. The panel shows Shared a document while Neo reads it. Click Stop if you'd rather not wait.
  3. Neo drafts what is needed, one record at a time. If the supplier could be one of yours, Neo asks Which supplier is "…" on this invoice? with a button for each possible match and None of these — create a new supplier. Each answer you give is a new question and uses a credit.
  4. Review each draft and click Save as draft.

If Neo would need more than three questions for one invoice, it drafts nothing and asks you to upload the bill in the Purchase Bills workspace instead. If it cannot read the file reliably, it says so and asks for a clearer scan.

One draft at a time​

Say you ask for "a bill from Acme for 10 kg widget" but the widget is not in your items and Acme is not a supplier. Neo checks what you have, then drafts one record at a time: the item, then the supplier, then the bill.

  1. Neo drafts the item and says what comes next.
  2. Click Save as draft. The next draft appears by itself.
  3. After the supplier is saved, Neo drafts the bill with the item and supplier you saved.

Neo reuses a record you already have. You stay in charge: type a change to redraft, type "stop here" or "no, don't add Acme" to end the chain, or ask a question in between, which stops the rest. A request left for about 15 minutes is dropped. Ask again.

In a Workspace conversation​

Type @neo (or pick Neo from the @-mention list) in a Workspace conversation. The send button reads Ask Neo and a Neo chip shows who you are talking to. After the first message a Talking to Neo chip keeps your replies going to Neo. Click Exit on it, @-mention a teammate or leave it for 5 minutes to go back to your team. Your team chat is not sent to Neo unless you are in Neo mode.

Start from an empty workspace with Create a draft via Neo, or ask Neo to draft in a document's thread.

Here the draft is headed Review — this is exactly what will be created: and lists every field, followed by:

  • Confirm creates it as a draft. A View link with the new number appears.
  • Edit opens the normal add form with Neo's draft filled in, so you can save it yourself.
  • Cancel discards it.

A proposal left alone expires, and Neo asks you to propose it again. A line that would also create a new customer or item needs permission for that record too.

You cannot ask Neo on a Dealflow thread. The message is posted as an ordinary note, and the screen warns you who will see it. On a plan without the AI Assistant, the message is not sent and stays in the box.

Follow-ups​

On a document you are viewing, Neo can read its follow-ups. Neo's follow-up drafting is not offered from the Ask Neo panel.

On mobile​

Neo is not in the phone app yet, so there is no drafting from the phone. A message to @neo in a document thread there is posted as an ordinary comment with a warning, and Neo does not answer it. Use the web app to draft. Same on iPhone and Android.

The Android app is on Google Play. The iPhone app is coming soon to the App Store.

Problems and fixes​

I do not see Save as draft, or Neo says it cannot draft this

Your role may not allow you to create that document. Neo drafts only what you could create yourself. Neo also does not draft payments, journals, stock adjustments or changes to existing records.

Create Purchase Bill is greyed out

Neo is not sure which supplier is on the invoice. Pick one on the card, or choose None of these and use Edit First.

It says my draft was replaced or has expired

Only the newest draft can be saved, and a draft lasts about 15 minutes. Ask Neo again.