Summarize a thread or draft a reply

These helpers sit above the comment box on task comments and on the project conversation in the Client tab.

• Summarize appears once a thread has a few comments. It sums the thread up in a few lines.
• Draft reply puts a reply in the comment box. Nothing is posted until you post it.
• Draft details fills in the details of an approval request when you Ask for approval.
• Draft note writes the note to the client on an invoice.

Replies your client will see

When the thread is shared with your client, Sora Build checks the draft for amounts, email addresses, phone numbers and private names. If it finds any, it warns you with "Check before you share". It won't stop you posting, so read it first.

If the draft was written from internal comments too, it reminds you to make sure it's fit for your client.

You need a paid plan and the Office role or above.