AI that drafts, and the rules that decide
With AI on, Claude drafts estimates, time, invoice wording, reminders and client updates. Every figure is still worked out by rule, and a person confirms everything.
4 min readUpdated
AI reads and drafts. It never prices, approves or sends anything. What it drafts is checked value by value, priced from your rate card, and confirmed by a person before it counts.
What it drafts
- An estimate from a brief. Scope lines, with the questions the brief left open. Prices come from the rate card, never from the model.
- Time from a note. Under Time, From a note turns a sentence into draft entries on the right campaigns.
- The scope check. On a campaign, Check the work against the scope… compares the time logged and the bills coded to it with what was agreed, and lists what looks out of scope, ready to draft as a change order.
- An invoice's account of the work. A short paragraph of what was done, from the campaign's records, to put on the invoice.
- Reminders and client updates. A reminder's note in your voice, and the update a client gets from Send them an update….
- Which report answers a question. Ask in plain words on Reports and be taken to the report that answers it. The report computes the figures.
Turning it on
Switch on Let AI read and draft under Settings → Agency. It's off until an admin switches it on. Each use is in the audit trail with the model that drafted it.
What's sent, and what isn't
- Sent: the text needed for the draft in hand, such as the brief, the note, the scope's lines and the names of your campaigns and clients.
- Never sent: what anyone costs, cost rates, margins, bank details or payment details.
- The model is Claude, from Anthropic, which processes it on our behalf under its commercial terms, which don't allow training its models on it.
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Related
- Campaigns for agenciesWrite an estimate and have the client accept itPrice the work from your rate card, send it, and let the client accept it in their portal. Accepted, it becomes the campaign, with nothing typed twice.
- Campaigns for agenciesTeam capacity, bookings and utilizationBook people onto campaigns by the week, see who's over or under, and measure utilization against each role's target, with leave taken out.
- Campaigns for agenciesChange orders, closing a campaign, and engagementsChange an approved scope with a second approval, and the client's. Close a campaign once it's billed. Group campaigns under engagements you can renew.
- Security & adminYour data: where it's kept and how to delete itWhat's stored, where, who can see it, and how to close your account.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.