Drafts to review
Everything an AI agent or the Assistant wants to create waits here as a draft. Preview it, confirm it under your own name, or cancel it.
The AI never writes a record by itself. When an agent or the Assistant wants to create something — a purchase order, a goods receipt, an RA bill, a BOQ — it prepares a draft and puts it here. A person reads it and decides.
📷 Screenshot spot — Drafts to review on the Pending review tab, filtered to one project, with one card expanded showing its preview table and the Confirm — create draft and Cancel buttons
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How a draft moves
| Status | What it means |
|---|---|
| pending review | Waiting for someone to confirm or cancel it. Nothing exists yet. |
| confirmed | The record was created, under the name of the person who confirmed. |
| cancelled | Someone said no. Nothing was created. |
| expired | Nobody decided in time. Nothing was created. |
| failed | Confirm was pressed but the record could not be created; the card says why. |
Review a draft
- Open AI › Drafts to review. The Pending review tab is open; All shows decided drafts too.
- Narrow the list with From (Every source, AI assistant (chat), or one agent) and Project.
- Read the card's first line: what it will create (for example Draft purchase order), where it came from, the project, how long ago, and the date it is confirmable until.
- Click Preview to see what will be created — lines, quantities and notes.
- Click Confirm — create draft to create it, or Cancel to drop it.
- After confirming, click Open and the document's number to go to the record, then move it on through its normal screen.
You can also confirm a draft right under the run that made it — on the agent page under Drafts for you to review, on the run's own page, or on the card in the Assistant.
What confirming does
Confirming creates the record exactly as if you had filled in the form yourself:
- It runs as you. Your permissions apply, your name goes on the record and the audit trail, and every check the screen runs still runs — a blacklisted vendor, a quantity above what is left to order, an over-billed RA line are all refused.
- It creates a draft, never more. A confirmed purchase order is a draft PO that still needs approval and issue. A confirmed goods receipt moves no stock until someone posts it. A confirmed RA bill still has to be submitted and certified. Nothing is approved, issued, sent or filed.
- Twice does nothing. Confirming a draft that is already confirmed changes nothing, so two clicks cannot create two orders.
If your role cannot create that kind of record, the card says "Your role cannot create this document; someone who can must confirm it." There is no Confirm button for you.
A rate analysis has no draft state, so confirming a Rate Suggestion draft changes that analysis's coefficients straight away and recomputes its rate. BOQs, quotations and bills already priced from it keep their old rate. If someone edited the analysis after the run, the confirm is refused — run the agent again.
When drafts expire
| Draft from | Confirmable for |
|---|---|
| An AI agent | 3 days |
| The Assistant (chat) | 1 day |
An expired draft cannot be brought back. Run the agent again, or ask the Assistant again, for a fresh one with today's figures.
When a confirm fails
The card turns to failed and shows the reason the screen gave — the same message you would see creating the record by hand. Fix the cause (approve the vendor, raise the variation, close the open bill) and run the agent again. For a change order drafted with lines, the header can be created while the lines fail; the card then says "The draft was created, but its lines could not be added."
Who sees which drafts
You see the drafts prepared for you, and the drafts on projects where you are a team member. A Company Admin sees every draft in the company. Anyone who can see a draft can preview it, but only someone whose role can create that kind of record can confirm it.
Tips
- Start your morning here: the number on the Drafts to review button in AI › AI Agents is how many are waiting.
- Agents do not draft the same thing twice — the Procurement Agent counts quantity already sitting in a pending draft before it proposes more.
- Cancel drafts you will not use, so the list stays a to-do list.
Related
- AI in Zaptiz — why the AI drafts instead of writing.
- Procurement Agent — the agent that drafts the most POs.
- Purchase orders — what happens to a confirmed draft PO.
- RA bills — submitting and certifying a confirmed draft bill.