Guide / Copilot for Odoo / Write
Email customers
Send the customer of a record (an invoice, an order, a contact) an email that the Copilot writes, for example a payment reminder. It goes out from your Odoo, with your user, and is logged in the record's chatter. The Copilot writes the subject and the text; it doesn't choose who gets it: it goes only to the customer's email in Odoo.
Requirements
| Plan | Copilot for Odoo: Pro, Team or Business. |
|---|---|
| Permission in Conectores ERP | Enviar emails a clientes (Email customers): «Preguntar» (Ask) or «Bloquear» (Block), never «Permitir» (Allow). The default is Preguntar. |
| Your Odoo user | Able to see the record and write in its chatter, as when you use «Send message» in Odoo: on invoices, Accounting: Invoicing (account.group_account_invoice) or higher; on orders, Sales or Purchase: User; on contacts, an internal user. |
| In Odoo |
|
How to use it
- Send the customer a payment reminder for invoice INV/2026/0004
- Write to Acme to ask them to confirm the delivery address of order S00042
- Send Azure Interior a reminder for invoice FAC/2026/0031 with the PDF attached
If you ask "write a draft of the email in the chatter", the Copilot leaves an internal note and sends nothing. To send the invoice with Odoo's template, use Send invoices.
Who gets it
| Record | Recipient |
|---|---|
| Contact | The contact itself |
| Invoice, credit note or receipt | The invoice's customer (or vendor) |
| Sales or purchase order | The order's customer or vendor |
Never an address written in a record, a note or a file, and never in Cc or Bcc. As usual, Odoo also notifies whoever follows the record: the users of your Odoo and the contacts from the same company as the customer. The card names them.
Checks
| Check (when proposing, and again before sending) | If it fails |
|---|---|
| A contact, an invoice, a sales or purchase order, a CRM opportunity or a project task that your Odoo user can see, with a chatter and a customer. | It isn't proposed. |
| The customer has an email in Odoo. | It isn't proposed. The Copilot links you to the requirements. |
| The record's followers are users of your Odoo or contacts of the customer's company. | It isn't proposed: remove those followers in Odoo or send it from Odoo. |
| Plain text: a one-line subject (up to 150 characters) and a message of up to 3,000, with no links, web addresses, email addresses, account numbers (IBAN) or HTML. | The Copilot rewrites it. |
| PDF: only that of a posted customer invoice or credit note that Odoo already has saved. | It isn't attached: the Copilot asks whether to send it without the PDF. |
| Before sending: the same customer, the same email, the same followers and the same PDF as the card. | It isn't sent. |
Important: The only account number an email can include is a bank account of your company exactly as it is in Odoo, and only if your Odoo user can read the company's bank accounts. If it can't, the Copilot asks you to request that permission from your Odoo admin. Any other account number is rejected: a changed IBAN in an email is the most common scam.
The approval card
- The record, with a link to Odoo.
- Para (To): the customer's name and email, exactly as they are in Odoo. If other contacts of the customer's company follow the record, También lo reciben (Also received by) with their email; and the users of your Odoo who follow it.
- The exact Asunto (Subject) and Mensaje (Message) that are sent, with their line breaks. Odoo adds your signature.
- PDF adjunto (Attached PDF): Sí (Yes, with the file name) or No.
- The notice «Se envía desde Odoo con tu usuario, solo al email del cliente, y queda en el chatter del registro. Un email enviado no se puede recuperar.» Means: it's sent from Odoo with your user, only to the customer's email, and it's logged in the record's chatter. A sent email can't be recalled. And the red Aprobar y enviar (Approve and send) button.
Troubleshooting
Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.
| What you see | Why | What to do |
|---|---|---|
| The Copilot says the customer has no email in Odoo | The customer's contact has no email. | Add it in Odoo and ask again. It's never sent to another address. |
| The Copilot says there are followers outside the customer | Someone from another company follows the record, and Odoo would send it to them too. | Remove that follower in Odoo or send the email from Odoo. |
| The Copilot says the invoice doesn't have its PDF saved | Odoo saves the PDF when the invoice is sent. | Send it without the PDF, or send the invoice with Send invoices. |
| «El cliente o su email cambiaron en Odoo después de la propuesta.»Means: the customer or their email changed in Odoo after the proposal. | It isn't sent to an address you didn't see on the card. | Ask again to see the new address. |
| «El cliente está sin email en Odoo: no se ha enviado.»Means: the customer has no email in Odoo, so it wasn't sent. | The customer's email was removed after the proposal. | Add it in Odoo and ask again. |
| «Los seguidores del registro cambiaron después de la propuesta.»Means: the record's followers changed after the proposal. | Someone started or stopped following the record. | Ask again to see who gets it. |
| «El PDF de la factura cambió en Odoo después de la propuesta.»Means: the invoice PDF changed in Odoo after the proposal. | Odoo generated another PDF of the invoice. | Ask again. |
| The email shows in the chatter but the customer receives nothing | Your Odoo has no outgoing mail server, or it failed: the email is in the queue. | Check outgoing mail in Odoo (Settings → Technical → Emails). |
| «Tu usuario de Odoo no tiene permiso para esta operación. Pide a quien administra tu Odoo que te dé acceso.»Means: your Odoo user isn't allowed to do this. Ask whoever manages your Odoo to give you access. | Your user can't write in that record's chatter. | Ask for access to that type of record in Odoo. |
| «Un administrador ha bloqueado este tipo de cambio.»Means: an admin has blocked this type of change. | An admin blocked the permission after the proposal. | Ask an admin to change it in Permisos (Permissions). |
| «La propuesta ha caducado. Pide al Copiloto que la rehaga.»Means: the proposal has expired. Ask the Copilot to make it again. | 24 hours passed without a decision. | Ask again. |