Guide / Copilot for Odoo / Write
Notes in the chatter
Add an internal note to the chatter of an Odoo record (an invoice, a contact, an order…): a reminder, a summary or a draft email for someone to review. Odoo users can see it, and it's never emailed to anyone.
Requirements
| Plan | Copilot for Odoo: Pro, Team or Business. |
|---|---|
| Permission in Conectores ERP | Notas en el chatter (Notes in the chatter): «Preguntar» (Ask) or «Bloquear» (Block). By default, Preguntar: each note waits for your approval on a card, even if the Escritura (Write) group is set to «Permitir» (Allow), because text in Odoo records could try to steer a note that nobody reviews. |
| Your Odoo user | Permission to update that record: Odoo requires it to post in its chatter. For invoices, read access is enough. |
| In Odoo | The model has a chatter (invoices, contacts, orders, projects…). |
How to use it
- Write a draft email in the chatter of invoice FAC/2026/0042 to remind the customer about the payment
- Leave a note on Acme: call on Monday to renew the contract
The approval card
- The record (with a link to open it in your Odoo) and its model.
- The exact text of the note.
- The warning «Nota interna: la ven los usuarios de Odoo y no se envía por email a nadie.» (Internal note: Odoo users can see it, and it isn't emailed to anyone.)
- The Aprobar y publicar la nota (Approve and post the note) button.
Limits
- Plain text: no links, no HTML, and up to 2,000 characters.
- Odoo keeps the line breaks.
- Always an internal note: never a message that notifies followers or customers by email.
- Not on sensitive models (users, settings, companies, journals, accounts, taxes, banks, payments, email).
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 |
|---|---|---|
| «El registro ya no existe en Odoo o tu usuario ya no lo ve.»Means: The record no longer exists in Odoo, or your user can no longer see it. | It was deleted, or your user lost access after the proposal. | Check the record in Odoo. |
| «Tu usuario de Odoo no tiene permiso para esta operación. Pide a quien administra tu Odoo que te dé acceso.»Means: Your Odoo user doesn't have permission for this operation. Ask your Odoo administrator to give you access. | Your Odoo user can't update that record. | Ask your Odoo administrator for access. |
| The Copilot says the note can't contain links | Notes are plain text. | Ask for it without the web address. |
| The Copilot says that model doesn't accept notes | It has no chatter, or it's a sensitive model. | Write the note in Odoo, on the right record. |
| «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 on the Permisos (Permissions) page. |
| «La propuesta ha caducado. Pide al Copiloto que la rehaga.»Means: The proposal has expired. Ask the Copilot to redo it. | 24 hours passed without a decision. | Ask for the change again. |