How to write letters and emails with the Writer

What is it for?

The Writer drafts an email or a letter from what you tell it. You read the text, correct it and decide whether to send it. Nothing is sent from the Writer.

When to use it?

• To ask for missing documents or remind a customer of a payment.
• To reply to a supplier, tell the team about holidays or a closure, or write to the accountant.
• To explain a payslip to an employee.

Where to find it?

• Copilot › Agents › Writer.
• The Copilot icon in the top bar › Write a text, which opens the same window.

Before you start

• Your profile is Accountant or Fiscal administration. With other profiles, the option is inactive: “Your profile cannot use the Writer. Ask the Fiscal administration profile.”.
• The Fiscal administration profile has turned on the AI - Writer switch in Copilot › Control › Switches. Without it, the window says “This agent is switched off…”.
• The company has a ready AI connection.
• Done on 5 November 2026, in Empresa Demonstração, Lda, with the Accountant profile.

How to use it

1. Open Copilot › Agents › Writer.
2. In What to write, choose the template, for example Remind a customer of a payment.
3. In Contact, choose the customer. In the Explain a payslip to the worker template, choose the payslip.
4. In What the text must say, type what you would tell a colleague, with the invoice, the amount and the date.
5. Click Write the draft.

Expected result

Pending validation on screen: the draft and the handover to the email window. The demo is a test database and fiscaldoo does not call the AI from it. What follows comes from the Copilot guide and has not been seen.

• The window shows the subject (Result) and the text (Answer), for you to review.
• Open the e-mail window passes the text to a blank email, which only goes out if you send it.
• Check the amounts and dates: the Writer should only use what you wrote.

Important notes

• Personal data follows the connection's rules. A payslip has a person's data: with Allow personal and sensitive data on this connection off (the normal case), it goes with fictitious values. See Privacy and consents.
• To change the connection the Writer uses, see How to choose which AI connection each agent uses.
• The request is recorded in Copilot › Control › AI calls, also when it is refused.

Common problems

“Choose the customer and write which documents are missing…”

• Cause: in the Ask a customer for documents template, the contact and the documents are missing. Nothing was sent.
• What to do: fill in Contact and What the text must say.

“Choose the payslip to explain. Nothing was sent to the AI.”

• Cause: in the Explain a payslip to the worker template, the payslip is missing.
• What to do: choose the payslip and click Write the draft again.

“The text has nothing to say yet, so nothing was sent to the AI…”

• Cause: What the text must say is empty.
• What to do: type what the text should contain.

“The AI is not called from a test environment. Nothing was sent…”

• Cause: you are in a test database.
• What to do: use the production database. In test databases the AI only works if the system administrator allows it.